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SM vs IDA

Comparison between SM Energy Company (SM, Company) and Idacorp Inc (IDA, Company).

SM is from the Energy sector, while IDA is from the Utilities sector.

5-Year PerformanceSM has outperformed IDA, delivering a return of +14.8% compared to +8.8%

SM vs IDA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
SM
$7.70B
IDA
$7.70B
Max Drawdown
SM
98.88%
Winner
IDA
58.69%
Sharpe Ratio
SM
0.70
Winner
IDA
0.77
5Y Beta
SM
0.96
Winner
IDA
0.16
Industry
SM
Oil & Gas E&p
IDA
Utilities - Regulated Electric
P/E Ratio
Winner
SM
7.60
IDA
23.77
Forward P/E
Winner
SM
4.38
IDA
21.69
PEG Ratio
SM
0.38
IDA
N/A
Dividend Yield
Winner
SM
2.58%
IDA
2.51%
5Y Dividends CAGR
Winner
SM
120.39%
IDA
9.05%
5Y EPS CAGR
SM
N/A
IDA
2.97%
Debt to Equity
Winner
SM
0.00%
IDA
96.51%
Free Cash Flow Yield
Winner
SM
35.07%
IDA
-7.50%

SM vs IDA - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SM
+8.46%
IDA
-5.95%
3M
Winner
SM
+4.72%
IDA
-0.22%
6M
Winner
SM
+53.38%
IDA
-0.98%
1Y
Winner
SM
+24.20%
IDA
+14.08%
5Y(CAGR)
Winner
SM
+14.78%
IDA
+8.78%
10Y(CAGR)
SM
+1.22%
Winner
IDA
+9.08%
Max(CAGR)
SM
+7.07%
Winner
IDA
+9.79%

SM vs IDA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSMIDA
2026+72.07%+12.94%
2025-51.47%+20.06%
2024+1.24%+13.94%
2023+23.24%-6.29%
2022+10.45%-0.80%
2021+363.97%+27.06%
2020-44.67%-6.39%
2019-26.03%+21.66%
2018-33.18%+6.33%
2017-35.30%+17.15%
2016+73.27%+23.09%
2015-48.64%+5.66%
2014-53.20%+34.37%
2013+52.35%+21.04%
2012-31.45%+7.13%
2011+21.34%+16.96%
2010+63.50%+18.99%
2009+56.80%+14.42%
2008-48.20%-10.94%
2007+10.56%-6.34%
2006-4.22%+33.86%
2005+82.35%+1.76%
2004+44.17%+6.69%
2003+11.53%+29.15%
2002+16.86%-34.84%
2001-30.19%-10.36%
2000+185.26%+96.97%
1999-0.33%-10.63%

SM vs IDA Drawdown Comparison

The maximum drawdown for SM was -98.85%, occurring on Apr 1, 2020. This drawdown has not yet recovered.

The maximum drawdown for IDA was -54.05%, occurring on Oct 9, 2002. Recovery took 1424 trading sessions.

The current SM drawdown is -59.73%. The current IDA drawdown is -8.13%.

RankSMIDA
#1-98.85%
Nov 26, 2013 - Apr 1, 2020
-54.05%
Dec 27, 2000 - Aug 29, 2006
#2-82.05%
Jun 30, 2008 - Feb 15, 2011
-42.89%
Nov 29, 2006 - Mar 16, 2010
#3-57.19%
Jan 16, 2001 - Apr 12, 2004
-34.30%
Feb 18, 2020 - Aug 17, 2021
#4-51.83%
Oct 27, 2011 - Oct 18, 2013
-21.94%
Apr 6, 2022 - Nov 5, 2024
#5-31.07%
Aug 3, 2011 - Oct 26, 2011
-20.39%
Jan 24, 2000 - Aug 1, 2000
#6-30.27%
Jul 7, 2000 - Sep 6, 2000
-19.54%
Jan 29, 2015 - Oct 15, 2015
#7-29.50%
Apr 21, 2006 - May 2, 2008
-17.39%
Nov 30, 2017 - Aug 15, 2018
#8-24.07%
Nov 9, 1999 - Feb 1, 2000
-14.91%
Jul 21, 2011 - Oct 21, 2011
#9-22.46%
Oct 13, 2000 - Nov 21, 2000
-13.88%
Nov 5, 1999 - Jan 20, 2000
#10-21.62%
Dec 28, 2000 - Jan 16, 2001
-13.80%
May 3, 2010 - Jul 27, 2010
#11-19.66%
Apr 5, 2011 - Jul 15, 2011
-13.32%
Aug 5, 2013 - Dec 6, 2013
#12-18.80%
Mar 4, 2005 - Jun 1, 2005
-11.63%
Dec 11, 2018 - Mar 11, 2019
#13-18.52%
Jan 30, 2006 - Apr 18, 2006
-11.25%
Nov 25, 2024 - Mar 3, 2025
#14-16.88%
Oct 3, 2005 - Dec 5, 2005
-10.72%
Jan 7, 2022 - Mar 25, 2022
#15-16.26%
Mar 10, 2000 - Apr 4, 2000
-9.87%
Jul 1, 2014 - Oct 20, 2014

Correlation

Correlation between SM and IDA is -0.02 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.02
-101

Dividend Comparison (1999 - 2026)

SM vs IDA dividend yield comparison.

YearSMIDA
20261.36%1.87%
20255.35%2.73%
20241.91%3.07%
20231.55%3.25%
20220.46%2.82%
20210.07%2.54%
20200.33%2.83%
20190.89%2.40%
20180.65%2.58%
20170.45%2.45%
20160.29%2.58%
20150.51%2.82%
20140.26%2.66%
20130.12%3.03%
20120.19%3.16%
20110.14%2.83%
20100.17%3.24%
20090.29%3.76%
20080.49%4.07%
20070.26%3.41%
20060.27%3.10%
20050.27%4.10%
20040.24%3.93%
20030.35%5.67%
20020.40%7.49%
20010.47%4.58%
20000.32%3.79%
19990.20%0.00%

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