Smart Sand delivered record 3Q25 results, secured a new EQT supply deal, and raised full-year volume guidance above expectations. SND maintains a fortress balance sheet, ample liquidity, and continues to generate strong free cash flow, supporting ongoing shareholder returns. The stock trades at a significant discount to peers, with TEV/EBITDA multiples well below industry averages, despite robust operational performance.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
| Energy Equipment & Services Industry | Energy Sector | Charles Edwin Young CEO | NASDAQ (NGS) Exchange | 83191H107 CUSIP |
| US Country | 285 Employees | 2 Dec 2025 Last Dividend | - Last Split | 4 Nov 2016 IPO Date |
Smart Sand, Inc., established in 2011 and headquartered in Spring, Texas, operates as an integrated frac and industrial sand supply and services company within the United States. The company focuses on the excavation, processing, and sale of high-quality sands or proppant that are integral to hydraulic fracturing operations—a critical process in the oil and gas industry. Smart Sand, Inc. primarily caters to oil and natural gas exploration and production companies, oilfield service companies, and industrial manufacturers, demonstrating a robust presence in the oil and gas sector through its comprehensive range of products and services.
The core product of Smart Sand, Inc. is proppant sand, which is essential for hydraulic fracturing operations in the oil and gas industry. This high-quality sand is used to prop open fissures in subterranean rocks, allowing oil or gas to flow more freely.
To complement its proppant supply, Smart Sand offers extensive logistics services designed to ensure the timely and efficient delivery of proppant sand to customers' well sites. These logistics solutions are tailored to meet the unique demands of hydraulic fracturing operations.
Through its SmartSystems products and services, Smart Sand provides innovative wellsite storage solutions. These solutions are aimed at enhancing the efficiency and safety of storing proppant at the wellsite, thus optimizing hydraulic fracturing operations.