Added to YB: 2025-11-19
Pitch date: 2025-11-17
SND [bullish]
Smart Sand, Inc.
+48.09%
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
$2.71
Price Target
N/A
Dividend
4.00%
EV/EBITDA
3.24
P/E
25.03
EV/Sales
0.42
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.
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