Smart Sand, Inc. (SND) has a MoatMap StockRank of 89/100 based on Quality (54/100), Value (61/100), and Momentum (58/100) factor scores. The current signal is STRONG BUY. Smart Sand is a micro-cap provider of northern white frac sand. It is a highly cyclical, low-moat commodity business that is extremely sensitive to US shale drilling activity, failing all our quality compounder criteria.
Smart Sand, Inc. is a fully integrated producer and supplier of Northern White raw frac sand and comprehensive last-mile logistics solutions for the U.S. oil and gas industry. The company's competitive advantage stems from its ownership of high-quality Northern White frac sand reserves and a vertically integrated supply chain, ensuring cost-effective and reliable delivery. Smart Sand is a specialized provider in the hydraulic fracturing market, offering end-to-end solutions from mine to wellsite.
| Price | $5.10 |
| Market Cap | $199M |
| P/E (TTM) | 10.38 |
| P/E (Forward) | 18.42 |
| Price/Book | 0.93 |
| Return on Equity | 9.6% |
| Return on Invested Capital | -1.4% |
| Debt/Equity | 16.60 |
| Gross Margin | 11.5% |
| Operating Margin | -5.6% |
| Revenue Growth | 42.0% |
| Free Cash Flow | $29M |
Smart Sand, Inc. operates in the Oil & Gas Equipment & Services industry, part of the Energy sector (United States).