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SandRidge Energy, Inc. (SD) Stock Analysis

Energy

SandRidge Energy, Inc.

$14.74

$-0.56 (-3.66%)

Last Updated: May 26, 2026

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Analysis

Company Overview

SandRidge Energy, Inc. is engaged in the acquisition, development, and production of oil and natural gas resources within the United States Mid-Continent region, focusing on upstream exploration and production activities. The company operates within the Energy sector and specifically the Oil & Gas E&P industry, positioning itself as a producer of hydrocarbon assets in a mature but active domestic market. As of the latest available data, the entity maintains a market capitalization of $631.18M, generates annual revenue of $156.36M, and employs a workforce of 102 individuals. These valuation and revenue figures indicate that SandRidge operates as a mid-cap entity with a streamlined operational structure, suggesting a focus on capital efficiency rather than the massive scale of integrated energy giants. The relatively modest employee count relative to its revenue stream implies a highly leveraged operational model typical of the E&P sector, where significant output is generated through asset ownership rather than large administrative overheads.

Financial Health

The company reported a trailing twelve-month revenue of $156.36M and a corresponding net income of $70.20M, while EBITDA reached $100.58M. The substantial gap between the revenue figure of $156.36M and the net income of $70.20M reveals a cost structure characterized by high operating expenses and significant tax impacts, yet the resulting profit margin remains robust. SandRidge generated free cash flow of $12.90M, which indicates a degree of financial flexibility sufficient to cover capital expenditures and potentially fund future acquisitions or debt reduction without requiring external equity issuance. The company's margins demonstrate a highly profitable operation, with a gross margin of 67.8%, an operating margin of 23.1%, and a profit margin of 44.9%. The high gross margin suggests efficient commodity conversion, while the lower operating margin reflects the capital-intensive nature of drilling, and the profit margin indicates strong bottom-line performance after all costs and taxes. In terms of liquidity and leverage, the company holds $111.00M in cash against a negligible debt load of $1.63M, supported by a debt-to-equity ratio of 0.32. This balance sheet structure is exceptionally conservative, providing a substantial buffer against commodity price volatility and reducing refinancing risk. Furthermore, the current ratio stands at 2.17, which indicates strong short-term liquidity and the ability to meet obligations due within the next year. Return on Equity is 14.5% and Return on Assets is 5.9%, metrics that reveal management's effectiveness in generating returns on shareholder capital and utilizing the asset base to produce earnings.

Valuation Assessment

The stock trades at a trailing P/E ratio of 9.02 and a forward P/E of 11.66, where the difference between these figures implies that the market expects earnings to grow moderately, pushing the multiple higher in the future. The price-to-book ratio is 1.23, which indicates that the market values the company at a slight premium over its net asset value, reflecting intangible factors like resource quality and operational expertise. Alternative valuation metrics such as the price-to-sales ratio of 4.04 and an EV/EBITDA of 5.18 suggest that the stock is priced conservatively relative to its revenue generation and earnings power. The 52-week trading range spans from a low of $8.81 to a high of $18.45, and the current price sits in the upper portion of this historical range, reflecting recent market sentiment toward the energy sector. The beta value is 0.59, which means the stock exhibits lower price volatility relative to the broader market, making it a less sensitive instrument to general equity market swings compared to peers with higher betas.

Growth & Income

SandRidge Energy, Inc. recorded a revenue growth of 1.1% year-over-year while achieving an earnings growth of 23.3%, indicating that earnings are expanding significantly faster than revenue. This divergence implies improved operational leverage, likely driven by rising commodity prices or cost efficiencies, rather than a simple increase in production volume. As a dividend payer, the company offers a dividend yield of 2.7% with a payout ratio of 24.2%. This low payout ratio is highly sustainable given the company's earnings growth and strong free cash flow generation, allowing management to maintain or increase the dividend even if earnings face temporary headwinds. The overall growth and income profile presents a hybrid opportunity, combining modest revenue expansion with accelerating earnings and a reliable, low-risk income stream for shareholders seeking yield in the energy space.

Peer Comparison

SandRidge Energy, Inc. (SD) operates in the Oil & Gas E&P industry. Here is how it compares to its closest peers by market capitalization:

Company Ticker Market Cap P/E Ratio
SandRidge Energy, Inc. SD $544.18M 7.2
ConocoPhillips COP $142.02B 19.8
Canadian Natural Resources Limited CNQ.TO $135.03B 11.8
Canadian Natural Resources Limited CNQ $97.67B 11.8

The Oil & Gas E&P industry average P/E ratio is 63.5x. SandRidge Energy, Inc. trades at a P/E of 7.2.

This analysis is AI-generated for informational purposes only and should not be considered financial advice. Data may be delayed or inaccurate. Always do your own research and consult a qualified financial advisor before making investment decisions.

About SandRidge Energy, Inc.

SandRidge Energy, Inc. engages in the acquisition, development, and production of oil and natural gas in the United States Mid-Continent region. As of December 31, 2025, it holds interests in 1,446 gross (825 net) producing wells, and one active drilling rig. The company was incorporated in 2006 and is based in Oklahoma City, Oklahoma.

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Key Statistics

Market Cap
$544.18M
P/E Ratio
7.19
52-Week High
$18.45
52-Week Low
$9.70
Avg Volume
421.37K
Beta
0.52
Dividend Yield
3.53%

Data provided by Yahoo Finance via yfinance. Updated daily.

Company Info

Exchange
NYSE
Country
United States
Employees
102