Added to YB: 2025-11-19
Pitch date: 2025-11-17
SND [bullish]
Smart Sand, Inc.
+86.63%
current return
Author Info
GARP and Go publishes research on under-the-radar Global Small and MicroCap GARP stocks. Sign up for the newsletter.
Company Info
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.
Market Cap
$185.7M
Pitch Price
$2.60
Price Target
N/A
Dividend
5.79%
EV/EBITDA
5.11
P/E
7.91
EV/Sales
0.57
Sector
Energy Equipment and Services
Category
value
IDEA 4 - Smart Sand, Inc.
SND: Vertically integrated sand/logistics co emerging from trough. Q3 rev +47% to $93M, tons sold +24%, contribution margin/ton up to $14.76 from $11.09. $15M FCF vs $109M mkt cap. Trading 4x NTM EBITDA despite momentum. Risks: O&G cyclicality, freight costs, capex intensity.
Read full article (2 min)