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SND US​

Smart Sand, Inc.(SND US)

$4.76+0.010.21%Ext:$5.20+0.449.24%(Market Closed · 23:47:22 UTC)

Overview

ProfileEntity Structure

Documents

SEC Filings

Financials & Metrics

FinancialsChartingShort InterestEmployees

Smart Sand, Inc. — Company Profile

Smart Sand, Inc., a fully integrated frac and industrial sand supply and services company, provides mine to wellsite proppant supply and logistics solutions to its frac sand customers in the United States and Canada. The company operates in two segments, Sand and SmartSystems. The Sand segment offers frac sand and industrial products solutions. The SmartSystems segment rents its patented SmartSystems equipment and offers related services, as well as provides portable wellsite storage and management solutions. The company engages in the excavation, processing, and sale of sand or proppant for use in hydraulic fracturing operations. The company markets its products and services to oil and natural gas exploration and production companies, oilfield service companies, and diversified industrial and commercial customers. Smart Sand, Inc. was incorporated in 2011 and is headquartered in Yardley, Pennsylvania.

Sector
Energy
Industry
Oil & Gas Equipment & Services
Exchange
UQ
CEO
Charles E. Young
Headquarters
Yardley, PA, US
IPO Date
Nov 4, 2016
Employees
318
Website
www.smartsand.com

Key Metrics

Price
$5.34
Market Cap
$229.54M
Revenue (TTM)
$93.11M
Net Income (TTM)
$-3860000.00
EPS (TTM)
-0.10
P/E (TTM)
10.57
P/B (TTM)
0.98
Dividend Yield
4.79%
ROE (TTM)
-1.65%
ROA (TTM)
-1.15%
Operating Margin
-5.55%
Beta
-0.09

Dividends

Last Dividend
$0.10
Last Yield
0.05%

Summary

Smart Sand, Inc., a fully integrated frac and industrial sand supply and services company, provides mine to wellsite proppant supply and logistics solutions to its frac sand customers in the United States and Canada. The company operates in two segments, Sand and SmartSystems. The Sand segment offers frac sand and industrial products solutions. The SmartSystems segment rents its patented SmartSystems equipment and offers related services, as well as provides portable wellsite storage and management solutions. The company engages in the excavation, processing, and sale of sand or proppant for use in hydraulic fracturing operations. The company markets its products and services to oil and natural gas exploration and production companies, oilfield service companies, and diversified industrial and commercial customers. Smart Sand, Inc. was incorporated in 2011 and is headquartered in Yardley, Pennsylvania.

Website
www.smartsand.com
Location
Yardley, PA, US
Phone281 231 2660
Employees318
CEOCharles E. Young
Sector
Energy
Industry
Oil & Gas Equipment & Services
IPO DateNov 4, 2016

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Latest Documents

SEC Filings(775)

Expand
  • 8-KEntry into a Material Definitive Agreement3 Sep
  • 8-K/ADeparture of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers25 Aug
  • 4Statement of changes in beneficial ownership24 Aug
  • 4Statement of changes in beneficial ownership20 Aug
  • 4Statement of changes in beneficial ownership20 Aug
  • 4Statement of changes in beneficial ownership20 Aug
  • 4Statement of changes in beneficial ownership20 Aug
  • 4Statement of changes in beneficial ownership20 Aug
  • 4Statement of changes in beneficial ownership20 Aug
  • 4Statement of changes in beneficial ownership20 Aug
  • 4Statement of changes in beneficial ownership20 Aug
  • 4Statement of changes in beneficial ownership20 Aug
  • 4Statement of changes in beneficial ownership20 Aug
  • 4Statement of changes in beneficial ownership20 Aug
  • 4Statement of changes in beneficial ownership19 Aug
  • 4Statement of changes in beneficial ownership19 Aug
  • 144Beckelman Lee E19 Aug
  • 4Statement of changes in beneficial ownership17 Aug
  • 4Statement of changes in beneficial ownership17 Aug
  • 144Young James Douglas17 Aug

News

  • Smart Sand: Increasing Proppant Demand Is A Strong Tailwind6 Oct
  • Smart Sand Sees LNG, Data Centers Fueling Frac Sand Growth2 Oct
  • SMART SAND, INC. TO PARTICIPATE IN THE LYTHAM PARTNERS FALL 2026 INVESTOR CONFERENCE ON SEPTEMBER 29, 202615 Sep
  • Dimensional Fund Advisors LP Buys 162,823 Shares of Smart Sand $SND13 Aug
  • Smart Sand, Inc. Announces Second Quarter 2026 Results11 Aug

Mentions in Filings

  • #RPC, Inc. 8,825 58,686 \*Seadrill, Ltd. 2,629 101,164 Select Water Solutions, Inc., Class A 7,607 91,969 SLB, Ltd. 116,329 5,627,997 Smart Sand, Inc. 4,768 22,171 Solaris Energy Infrastructure, Inc., Class A 5,362 295,929 \*Stabilis Solutions, Inc. 516 2,869 TechnipFMC PLC 58,468 3,257,837 \*TETRA Technologies, Inc. 14,663 167,158
    Dimensional ETF TrustSmart Sand, Inc.·NPORT-EX - NT NPORT-P - Notification of late filing (portfolio holdings)·Q1 26·13 Aug
  • … s both PetroLogistics L.P. and PL Midstream’s Senior Vice President and Chief Financial Officer. Ms. Spurlin has also held various positions at American Ref-Fuel Company and Arthur Andersen. Ms. Spurlin is a director of <strong>Smart Sand</strong> Inc. (Nasdaq: SND), a supplier of industrial sand to the energy industry, and DMC Global (Nasdaq: BOOM), an owner and operator of asset-light manufacturing businesses that provide unique, highly engineered products and …
    AdvanSix Inc.Smart Sand, Inc.·DEF 14A - Definitive proxy statement·Q2 26·29 Apr
  • … , Inc., Solaris Energy Infrastructure, Inc., Nine Energy Service, Inc., DMC Global, Inc., Core Laboratories, Inc., Drilling Tools International Corporation, Forum Energy Technologies, Inc., NPK International, Inc., <strong>Smart Sand, Inc.</strong>, and Tetra Technologies, Inc. In addition, our industry is highly fragmented and we compete regionally with a significant number of smaller service providers that are not publicly traded. We believe that the princip …
    Ranger Energy Services, Inc.Smart Sand, Inc.·ARS - Annual report to security holders·FY26·2 Apr
  • … sco Exchange-Traded Funds (since 2019) | | Frank M. Porcelli (1961) | Trustee | Since inception | Partner at Convergency Partners (since 2020) | 2 | Trustee, Adams Street Credit Solutions Fund (since 2026); Director, <strong>Smart Sand, Inc.</strong> (since 2021) | | Interested Trustees(3) | | | | | | | James F. Walker (1963) | Trustee and Chair | Since inception | Retired; Partner, Global Head of Wealth at Adams Street (2024-2026); Partner, Chief Operating Offic …
    Adams Street Venture & Growth FundSmart Sand, Inc.·486BPOS - ADAMS STREET VENTURE & GROWTH FUND·Q2 27·22 Sep
  • … o Exchange- Traded Funds (since 2019) | | Frank M. Porcelli (1961) | Director | Since inception | Partner at Convergency Partners (since 2020) | 2 | Trustee, Adams Street Credit Solutions Fund (since 2026); Director, <strong>Smart Sand, Inc.</strong> (since 2021) | 12 --- | | | | | | | | --- | --- | --- | --- | --- | --- | | Name and Year of Birth | Position(s) held with the Fund | Length of Time Served | Principal Occupation(s) During Past 5 Years | Number of …
    ADAMS STREET PRIVATE EQUITY NAVIGATOR FUND LLCSmart Sand, Inc.·486BPOS - ADAMS STREET PRIVATE EQUITY NAVIGATOR FUND LLC·Q2 27·28 Jul
  • … 00,763 | | SLB LTD | EQUITY | — | — | 222,424 | 8,536,633 | | SLEEP NUMBER CORP | EQUITY | — | — | 3,567 | 30,177 | | SLM CORP | EQUITY | — | — | 32,447 | 878,016 | | SM ENERGY CO | EQUITY | — | — | 17,458 | 326,465 | | <strong>SMART SAND</strong> INC | EQUITY | — | — | 5,176 | 20,704 | | SMARTFINANCIAL INC | EQUITY | — | — | 2,658 | 98,319 | | SMARTRENT INC | EQUITY | — | — | 31,113 | 62,848 | | SMITH (A.O.) CORP | EQUITY | — | — | 10,805 | 722,638 | | SMITH + W …
    INTERNATIONAL BUSINESS MACHINES CORPSmart Sand, Inc.·11-K - Annual report (employee stock purchase/savings/profit sharing plans)·FY25·26 Jun

Key Stats

Trading

Px/Chg 1D$5.34 / +3.49%
Avg Volume392.83K
Beta-0.09
Mkt Cap229.54M
FD Mkt Cap218.37M

Float

Shrs Out/Float42.99M / 27.10M
Short Float0.05%
Days to Cover1.70
Stock Repurchased$2.71M

Current Valuation

EV248.95M
EV/EBITDA9.11
EV/Sales0.70
P/B0.98
P/S0.64
FCF Yield0.37%
ROE-1.65%
ROA-1.15%
Current Ratio1.66

Dividend

Cash$0.10
Yield4.79%
Yield (TTM)4.79%

Estimates

P/E10.57
Est P/EN/A
Est EPSN/A
Est PEGN/A

Valuation

Metric5Yr AvgMay '23May '24May '25May '26Oct '26
PRICE-BASED RATIOS
Price / Earnings8.03-109.1919.5226.85162.43-59.47
Price / Sales1.110.300.310.262.222.47
Price / Book Value0.560.320.370.330.800.98
Price / Free Cash Flow58.06-10.5011.407.409.39272.62
ENTERPRISE VALUE METRICS
Enterprise Value162.8115.8128.4116.0205.0249.0
Enterprise Value / Sales1.260.450.430.372.382.67
Enterprise Value / EBITDA27.924.644.713.6542.2484.39
Enterprise Value / EBIT-51.09-50.34-131.0557.40-79.35-52.12

Financials

Full Financials
Millions USD5Yr CAGR (%)Dec '21Dec '22Dec '23Dec '24Dec '25
INCOME STATEMENT
Revenue27.1%126.6255.7296.0311.4330.2
Gross Income—-15.929.641.644.835.5
EBITDA—-31.625.027.331.725.8
EBIT-48.3%-57.7-2.3-1.02.0-4.1
Net Income—-50.7-0.74.63.01.3
EPS (Diluted)—-1.21-0.020.120.080.03
BALANCE SHEET
Cash & ST Inv-3.1%25.65.56.11.622.6
Total Assets-2.4%374.0360.0346.3341.5340.0
Total Liabilities-6.8%132.9116.5104.097.7100.3
Total Shareholder Equity-15.2%241.2243.5242.3243.8239.7
CASH FLOW
Net Operating Cash Flow8%32.45.431.017.944.1
Cap Ex82.5%-11.2-12.7-23.0-7.0-11.6
Free Cash Flow11.3%21.2-7.38.010.932.5

Enterprise Value Bridge

Millions USD23 Oct '26
Price (As of 23 Oct '26)4.80
Basic Shares42.99
Market Cap206.1
Diluted Shares39.17
Fully Diluted Shares Outstanding39.17
Fully Diluted Market Cap187.8
+Consolidated Debt38.9
−In-the-Money Convertible Debt—
+Capital Leases19.7
+Operating Leases—
−Cash & Equivalents-19.5
−Short-term Investments-
+Total Preferred-
−In-the-Money Convertible Preferred—
−Investments in Unconsolidated Subs—
+Non-Controlling Interest-
+Pension Liabilities—
Enterprise Value225.5

Segment data

Revenue

by Products and services

  • Sand100%

Revenue

by Geography

  • United States90%
  • Canada10%

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