Added to YB: 2025-05-05
Pitch date: 2025-04-30
SND [bullish]
Smart Sand, Inc.
+106.41%
current return
Author Info
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Company Info
Smart Sand, Inc. provides mine to wellsite proppant supply and logistics solutions to frac sand customers.
Market Cap
$108.9M
Pitch Price
$1.97
Price Target
8.88 (+119%)
Dividend
4.00%
EV/EBITDA
3.24
P/E
25.03
EV/Sales
0.42
Sector
Energy Equipment and Services
Category
value
Show full summary:
'I don't like sand. It's coarse and rough and irritating and it gets everywhere' - Anakin Skywalker: Smart Sand $SND
SND: In-basin miners (AESI, Alpine) enjoy 26-35% EBITDA margins vs SND's 12.4% due to lower transport costs, resulting in valuation gap (0.3x vs 1.67x revenue). Despite thinner margins, SND trades at just 3.3x EV/EBITDA vs AESI's 7.7x. 17% volume growth, $10M buyback (11% of mkt cap) & rerating to 1.0x sales could drive price to $8.88 by 2027.
Read full article (7 min)