SM vs KNTK

Comparison between SM Energy Company (SM, Company) and Kinetik Holdings Inc - Class A (KNTK, Company).

Both SM and KNTK are from the Energy sector.

5-Year PerformanceKNTK has outperformed SM, delivering a return of +17.3% compared to +14.8%

SM vs KNTK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SM(COMPANY)	KNTK(COMPANY)
Market Cap	$7.70B	$7.70B
Max Drawdown	98.88%	95.36%
Sharpe Ratio	0.70	0.92
5Y Beta	0.96	0.75
Industry	Oil & Gas E&p	Oil & Gas Midstream
P/E Ratio	7.60	92.99
Forward P/E	4.38	64.94
PEG Ratio	0.38	N/A
Dividend Yield	2.58%	6.26%
5Y Dividends CAGR	120.39%	21.61%
Debt to Equity	0.00%	-333.12%
Free Cash Flow Yield	35.07%	2.04%

Market Cap

$7.70B

Winner

KNTK

$7.70B

Max Drawdown

98.88%

Winner

KNTK

95.36%

Sharpe Ratio

0.70

Winner

KNTK

0.92

5Y Beta

0.96

Winner

KNTK

0.75

Industry

Oil & Gas E&p

KNTK

Oil & Gas Midstream

P/E Ratio

Winner

7.60

KNTK

92.99

Forward P/E

Winner

4.38

KNTK

64.94

PEG Ratio

0.38

KNTK

N/A

Dividend Yield

2.58%

Winner

KNTK

6.26%

5Y Dividends CAGR

Winner

120.39%

KNTK

21.61%

Debt to Equity

0.00%

Winner

KNTK

-333.12%

Free Cash Flow Yield

Winner

35.07%

KNTK

2.04%

SM vs KNTK - Historical Returns

Returns include dividend reinvestment.

Period	SM	KNTK
1 month	+8.46%	+3.88%
3 months	+4.72%	+5.51%
6 months	+53.38%	+28.52%
1 year	+24.20%	+32.35%
5 years(CAGR)	+14.78%	+17.27%
10 years(CAGR)	+1.22%	-2.22%
Max(CAGR)	+7.07%	-2.22%

Winner

+8.46%

KNTK

+3.88%

+4.72%

Winner

KNTK

+5.51%

Winner

+53.38%

KNTK

+28.52%

+24.20%

Winner

KNTK

+32.35%

5Y(CAGR)

+14.78%

Winner

KNTK

+17.27%

10Y(CAGR)

Winner

+1.22%

KNTK

-2.22%

Max(CAGR)

Winner

+7.07%

KNTK

-2.22%

SM vs KNTK - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SM	KNTK
2026	+72.07%	+49.27%
2025	-51.47%	-34.36%
2024	+1.24%	+81.40%
2023	+23.24%	+11.85%
2022	+10.45%	+14.08%
2021	+363.97%	+46.26%
2020	-44.67%	-13.39%
2019	-26.03%	-62.66%
2018	-33.18%	-20.47%
2017	-35.30%	+0.10%
2016	+73.27%	N/A
2015	-48.64%	N/A
2014	-53.20%	N/A
2013	+52.35%	N/A
2012	-31.45%	N/A
2011	+21.34%	N/A
2010	+63.50%	N/A
2009	+56.80%	N/A
2008	-48.20%	N/A
2007	+10.56%	N/A
2006	-4.22%	N/A
2005	+82.35%	N/A
2004	+44.17%	N/A
2003	+11.53%	N/A
2002	+16.86%	N/A
2001	-30.19%	N/A
2000	+185.26%	N/A
1999	-0.33%	N/A

SM vs KNTK 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 KNTK was -95.36%, occurring on Oct 19, 2020. This drawdown has not yet recovered.

The current SM drawdown is -59.73%. The current KNTK drawdown is -23.53%.

Rank	SM	KNTK
#1	-98.85% Nov 26, 2013 - Apr 1, 2020	-95.36% Aug 14, 2018 - Oct 19, 2020
#2	-82.05% Jun 30, 2008 - Feb 15, 2011	-1.33% Oct 19, 2017 - Mar 7, 2018
#3	-57.19% Jan 16, 2001 - Apr 12, 2004	-1.22% Apr 25, 2018 - May 10, 2018
#4	-51.83% Oct 27, 2011 - Oct 18, 2013	-1.01% May 11, 2018 - Jun 20, 2018
#5	-31.07% Aug 3, 2011 - Oct 26, 2011	-0.72% Mar 7, 2018 - Apr 18, 2018
#6	-30.27% Jul 7, 2000 - Sep 6, 2000	-0.61% Jun 6, 2017 - Oct 19, 2017
#7	-29.50% Apr 21, 2006 - May 2, 2008	-0.40% Jul 23, 2018 - Aug 7, 2018
#8	-24.07% Nov 9, 1999 - Feb 1, 2000	-0.34% May 24, 2017 - Jun 2, 2017
#9	-22.46% Oct 13, 2000 - Nov 21, 2000	-0.31% Apr 18, 2018 - Apr 20, 2018
#10	-21.62% Dec 28, 2000 - Jan 16, 2001	-0.30% Jul 17, 2018 - Jul 23, 2018
#11	-19.66% Apr 5, 2011 - Jul 15, 2011	-0.20% Jul 5, 2018 - Jul 17, 2018
#12	-18.80% Mar 4, 2005 - Jun 1, 2005	-0.20% Aug 9, 2018 - Aug 13, 2018
#13	-18.52% Jan 30, 2006 - Apr 18, 2006	-0.10% Jun 2, 2017 - Jun 6, 2017
#14	-16.88% Oct 3, 2005 - Dec 5, 2005	N/A
#15	-16.26% Mar 10, 2000 - Apr 4, 2000	N/A

Correlation

Correlation between SM and KNTK is 0.28 which considered as a very weak or no correlation - the stocks move independently of each other.

0.28

-101

Dividend Comparison (1999 - 2026)

SM vs KNTK dividend yield comparison.

Year	SM	KNTK
2026	1.36%	4.70%
2025	5.35%	8.65%
2024	1.91%	5.34%
2023	1.55%	6.74%
2022	0.46%	6.80%
2021	0.07%	9.79%
2020	0.33%	0.00%
2019	0.89%	0.00%
2018	0.65%	0.00%
2017	0.45%	0.00%
2016	0.29%	0.00%
2015	0.51%	0.00%
2014	0.26%	0.00%
2013	0.12%	0.00%
2012	0.19%	0.00%
2011	0.14%	0.00%
2010	0.17%	0.00%
2009	0.29%	0.00%
2008	0.49%	0.00%
2007	0.26%	0.00%
2006	0.27%	0.00%
2005	0.27%	0.00%
2004	0.24%	0.00%
2003	0.35%	0.00%
2002	0.40%	0.00%
2001	0.47%	0.00%
2000	0.32%	0.00%
1999	0.20%	0.00%