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SND Smart Sand, Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-08-11, not restated
Materials

Scale

Market cap
$209m
Revenue TTM
$387m
Net income TTM
$10m
Free cash flow
$35m
Composite score
60.9
Sector rank
#2853

Valuation

P / E
19.9
EV / EBITDA
5.5
EV / sales
0.5
FCF yield
16.60%
Earnings yield vs 10-yr
0.30pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
2.7%
EBITDA margin
9.8%
ROE
4.4%
ROIC
3.3%
Revenue growth
26.5%

Insider activity, last 90 days

Net open-market
$-0.74m
Buyers
1
Sellers
4

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

Although our sales into Canada were subject to tariffs in early 2025, a Surtax Remission Order eliminated such tariffs on our sand. We believe the demand for frac sand will continue to increase, driven by long-term demand for natural gas in North America and continued efforts by oil and natural gas producers to increase the efficiency of well completions and the increased production per well completed, which is leading to increased volume of sand 24 SMART SAND, INC. …Smart Sand, Inc., 10-Q, period ended 2026-06-30, filed 2026-08-11

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