SM vs SOBO

Comparison between SM Energy Company (SM, Company) and South Bow Corporation (SOBO, Company).

SM vs SOBO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SM(COMPANY)	SOBO(COMPANY)
Market Cap	$7.47B	$7.49B
Max Drawdown	98.88%	20.24%
Sharpe Ratio	0.75	2.03
5Y Beta	1.20	N/A
Industry	Oil & Gas E&p	N/A
P/E Ratio	49.05	17.30
Forward P/E	4.77	N/A
PEG Ratio	0.68	0.47
Dividend Yield	2.63%	N/A
5Y Dividends CAGR	119.54%	N/A
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	29.02%	9.57%
P/S Ratio	2.07	N/A
P/B Ratio	1.03	N/A

Market Cap

$7.47B

Winner

SOBO

$7.49B

Max Drawdown

98.88%

Winner

SOBO

20.24%

Sharpe Ratio

0.75

Winner

SOBO

2.03

5Y Beta

1.20

SOBO

N/A

Industry

Oil & Gas E&p

SOBO

N/A

P/E Ratio

49.05

Winner

SOBO

17.30

Forward P/E

4.77

SOBO

N/A

PEG Ratio

0.68

Winner

SOBO

0.47

Dividend Yield

2.63%

SOBO

N/A

5Y Dividends CAGR

119.54%

SOBO

N/A

Debt to Equity

0.00%

SOBO

0.00%

Free Cash Flow Yield

Winner

29.02%

SOBO

9.57%

P/S Ratio

2.07

SOBO

N/A

P/B Ratio

1.03

SOBO

N/A

SM vs SOBO - Historical Returns

Returns include dividend reinvestment.

Period	SM	SOBO
1 month	+19.25%	+15.06%
3 months	+53.15%	+24.92%
6 months	+76.05%	+40.51%
1 year	+37.59%	+54.16%
5 years(CAGR)	+15.08%	N/A
10 years(CAGR)	+2.44%	N/A
Max(CAGR)	+7.14%	+47.29%

Winner

+19.25%

SOBO

+15.06%

Winner

+53.15%

SOBO

+24.92%

Winner

+76.05%

SOBO

+40.51%

+37.59%

Winner

SOBO

+54.16%

5Y(CAGR)

+15.08%

SOBO

N/A

10Y(CAGR)

+2.44%

SOBO

N/A

Max(CAGR)

+7.14%

Winner

SOBO

+47.29%

SM vs SOBO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SM	SOBO
2026	+71.80%	+35.67%
2025	-51.47%	+23.28%
2024	+1.24%	+7.99%
2023	+23.24%	N/A
2022	+10.45%	N/A
2021	+363.97%	N/A
2020	-44.67%	N/A
2019	-26.03%	N/A
2018	-33.18%	N/A
2017	-35.30%	N/A
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 SOBO 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 SOBO was -18.68%, occurring on Apr 8, 2025. Recovery took 69 trading sessions.

The current SM drawdown is -59.79%.

Rank	SM	SOBO
#1	-98.85% Nov 26, 2013 - Apr 1, 2020	-18.68% Mar 5, 2025 - Jun 12, 2025
#2	-82.05% Jun 30, 2008 - Feb 15, 2011	-14.48% Nov 21, 2024 - Feb 26, 2025
#3	-57.19% Jan 16, 2001 - Apr 12, 2004	-13.05% Oct 3, 2025 - Jan 29, 2026
#4	-51.83% Oct 27, 2011 - Oct 18, 2013	-10.99% Oct 21, 2024 - Nov 19, 2024
#5	-31.07% Aug 3, 2011 - Oct 26, 2011	-7.53% Apr 7, 2026 - Apr 30, 2026
#6	-30.27% Jul 7, 2000 - Sep 6, 2000	-5.85% Oct 9, 2024 - Oct 16, 2024
#7	-29.50% Apr 21, 2006 - May 2, 2008	-5.71% Jun 12, 2025 - Jul 18, 2025
#8	-24.07% Nov 9, 1999 - Feb 1, 2000	-4.49% Aug 20, 2025 - Sep 15, 2025
#9	-22.46% Oct 13, 2000 - Nov 21, 2000	-4.17% Jul 18, 2025 - Aug 6, 2025
#10	-21.62% Dec 28, 2000 - Jan 16, 2001	-4.01% Mar 30, 2026 - Apr 7, 2026
#11	-19.66% Apr 5, 2011 - Jul 15, 2011	-1.80% Mar 16, 2026 - Mar 25, 2026
#12	-18.80% Mar 4, 2005 - Jun 1, 2005	-1.74% Feb 25, 2026 - Mar 2, 2026
#13	-18.52% Jan 30, 2006 - Apr 18, 2006	-1.73% May 5, 2026 - May 11, 2026
#14	-16.88% Oct 3, 2005 - Dec 5, 2005	-1.55% Feb 13, 2026 - Feb 19, 2026
#15	-16.26% Mar 10, 2000 - Apr 4, 2000	-1.52% Sep 17, 2025 - Sep 24, 2025

Correlation

Correlation between SM and SOBO is -0.15 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.15

-101

Dividend Comparison (1999 - 2026)

SM vs SOBO dividend yield comparison.

Year	SM	SOBO
2026	0.68%	1.34%
2025	5.35%	7.28%
2024	1.91%	2.12%
2023	1.55%	0.00%
2022	0.46%	0.00%
2021	0.07%	0.00%
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%