Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
SND
BUYSmart Sand, Inc. · Energy · United States · $200M · Avg Vol: $2M/d
COMPANY DESCRIPTION
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.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM |
|---|---|---|---|---|---|---|---|
| Revenue | — | 255.7M | 296.0M | 311.4M | 330.2M | 8.9% | 357.7M |
| EPS | -1.21 | -0.02 | 0.12 | 0.08 | 0.03 | -50.0% | 0.54 |
| Shares | — | 43.1M | 38.5M | 39.1M | 38.9M | -9.6% | 43.0M |
| Debt | — | 44.5M | 43.8M | 37.2M | 36.2M | -6.7% | 38.9M |
| Equity | — | 243.5M | 242.3M | 243.8M | 239.7M | -0.5% | — |
| Op CF | — | 5.4M | 31.0M | 17.9M | 44.1M | 101.2% | 38.4M |
| Inv CF | — | -18.2M | -22.9M | -6.9M | -10.9M | — | — |
| Fin CF | — | -7.3M | -7.5M | -15.5M | -12.3M | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Energy, ranked by industry match, size, and score similarity. Cross-listings of SND are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| SND | Smart Sand, Inc.(you) | $200M | 65 | BUY |
| HMH | HMH Holding Inc. | $261M | 56 | HOLD |
| RNGR | Ranger Energy Services, Inc. | $373M | 72 | BUY |
| NCSM | NCS Multistage Holdings, Inc. | $124M | 78 | BUY |
| DWSN | Dawson Geophysical Company | $155M | 41 | HOLD |
| NGS | Natural Gas Services Group, Inc. | $470M | 47 | HOLD |
| FET | Forum Energy Technologies, Inc. | $654M | 77 | BUY |
| OIS | Oil States International, Inc. | $522M | 44 | HOLD |
| HLX | Helix Energy Solutions Group, Inc. | $1.5B | 62 | HOLD |
| NINE | Nine Energy Service, Inc. | $173M | 23 | SELL |
Peer medians: ROE 9.9% · P/E 19.4x · Gross margin 42.1%