Feed / SD

SandRidge Energy, Inc.

SD

Energy · 13.52 -0.7% today

Isolated · not yet confirmedMarket checked 29 Sept, 15:55 GMT-4

Market read

SandRidge Energy, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 12 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Company-0.7% todayVolume comparison unavailable
Market group0 of 12 activeReal Asset Exposure · unavailable
Disclosed network0 of 4 confirmingNo filing-linked name is confirming now
What would change this read
  • SD's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if SD's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Energy · Oil & Gas E&P

No new filing conclusion is available. 0 of 12 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • SD's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 30, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations332
Usable filing statements35
Verified relationships0
Evidence supporting the case
  • Latest annual revenue changed +24.8% year over year.
  • Operating margin changed +12.5 percentage points in the latest annual period.
  • Operating cash flow covered net income at 1.43x in the latest annual period.
  • Energy and commodity prices has repeated favorable evidence across 4 filings.
Evidence challenging the case
  • Net margin changed -5.4 percentage points in the latest annual period.
  • Restructuring and cost reductions has repeated adverse evidence across 3 filings.
Questions before a position
  • P/E is 86% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 29, 2026

13.41
6m-19.3%12m+14.3%24m—
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$168.9M+46.9%$3.13+4.4%
2022-12-31$254.3M+50.6%$6.52-0.3%
2023-12-31$148.6M-41.5%$1.64-0.1%
2024-12-31$125.3M-15.7%$1.69+0.1%
2025-12-31$156.4M+24.8%$1.90-0.8%

What management says matters

Persistent and emerging business drivers

Energy and commodity pricespositive · 4 filings
“Due to the historical price volatility of these commodities, from time to time we have historically entered, depending upon our view of opportunities under the then-prevailing current market conditions, commodity derivative contracts for a portion of our anti…”
10-Q · May 7, 2026 ↗
Restructuring and cost reductionsnegative · 3 filings
“23 Table of Contents Other Operating Expenses Other operating expenses consisted of the following (in thousands): Three Months Ended March 31, 2026 2025 Change General and administrative $ 2,988 $ 3,853 $ (865) Restructuring expenses 146 40 106 (Gain) loss on…”
10-Q · May 7, 2026 ↗
Capital investment and capacitymixed · 2 filings
“The increase in working capital was primarily driven by cash flows provided by operating activities of $100.1 million and partially offset by $58.6 million in capital expenditures, dividend payments to stockholders of $15.9 million, $8.5 million in acquisitio…”
10-K · Mar 5, 2026 ↗
Credit and interest ratesmixed · 1 filings
“The Company has elected an accounting policy in which interest and penalties on income taxes resulting from the underpayment or late payment of income taxes due to a taxing authority or relating to income tax contingencies are presented as a component of the…”
10-K · Mar 5, 2026 ↗

Valuation discipline

Descriptive valuation snapshot

Price/sales 3.2× · EV/sales 2.5×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

13.52-0.7% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 30 Sept, 10:30 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for SD. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for SD. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind SD

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

SD is currently a Participant in the organic co-movement group Real Asset Exposure. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.

This group is retained as the last observed read for SD; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.