Smart Sand, Inc. (SND)
Smart Sand: Increasing Proppant Demand Is A Strong Tailwind
Smart Sand's northern white sand is uniquely positioned to capture growth in the Bakken, Utica, and Marcellus basins. This sand demonstrates superior well performance attributes. The company has increased the frequency of its special dividends while also buying back shares. A steady trend in increasing lateral length is bullish for growing proppant demand.
Smart Sand: Relatively Good Bet In Oil Services
Smart Sand trades at an 8.58x EV/EBITDA, a discount to oil services peers, offering potential commodity-related upside in the current energy environment. SND's business is primarily tied to new well completions, with demand dependent on increased drilling activity and secular trends like longer lateral fracking. Cost risks exist from rising electricity and natural gas prices, while logistics and local sand competition in the Permian present strategic challenges.
Smart Sand: Record Quarter, Strong Guidance, And Low Valuation
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.
Should Value Investors Buy Smart Sand (SND) Stock?
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.
Are Investors Undervaluing Smart Sand (SND) Right Now?
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.
Should Value Investors Buy Smart Sand (SND) Stock?
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.
Is Smart Sand (SND) Outperforming Other Oils-Energy Stocks This Year?
Here is how Smart Sand (SND) and SunCoke Energy (SXC) have performed compared to their sector so far this year.
Smart Sand, Inc. (SND) Q3 2024 Earnings Call Transcript
Smart Sand, Inc. (NASDAQ:SND ) Q3 2024 Earnings Conference Call November 13, 2024 10:00 AM ET Company Participants Chris Green – Vice President-Accounting and Principal Accounting Officer Chuck Young – Founder and Chief Executive Officer Lee Beckelman – Chief Financial Officer John Young – Chief Operating Officer Conference Call Participants Alec Scheibelhoffer – Stifel Josh Jayne – Daniel Energy Partners Operator Good morning, ladies and gentlemen and welcome to the Smart Sand Q3 2024 Earnings Call. At this time, all lines are in a listen-only mode.
Smart Sand (SND) Reports Break-Even Earnings for Q3
Smart Sand (SND) reported break-even quarterly earnings per share versus the Zacks Consensus Estimate of $0.01. This compares to earnings of $0.18 per share a year ago.
Are Investors Undervaluing Smart Sand (SND) Right Now?
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.
Is Smart Sand (SND) Stock Undervalued Right Now?
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.
Smart Sand, Inc. (SND) Q2 2024 Earnings Call Transcript
Smart Sand, Inc. (NASDAQ:SND ) Q2 2024 Earnings Conference Call August 14, 2024 10:00 AM ET Company Participants Christopher Green - Principal Accounting Officer, VP, Accounting Charles Young - CEO & Director Lee Beckelman - CFO William Young - COO Conference Call Participants Stephen Gengaro - Stifel Josh Jayne - Daniel Energy Partners Bruce Geller - Geller Ventures Operator Ladies and gentlemen, and welcome to the Smart Sand Q2 2024 Earnings Call. At this time all lines are in a listen-only mode.
