StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
SND$4.97+4.19%
Fair $4.97+0.0%

SND

Smart Sand, Inc.

Energy / Oil & Gas Equipment & ServicesNasdaqGS

$4.97

+0.20 (+4.19%)

Fairly Valued+0.0%Fair Value $4.97Fund rank 61/100 · WatchlistSEC 12/12 yrs|
SA 56/C
F-Score: 4/9
Low Profitability

FCF base 3Y

$4.02

-6.8% CAGR · yield 8.4%

FCF base 5Y

$4.87

-0.4% base · +9.5% expected

Precio de entrada

$2.05

MOS 26% · confianza 54%

FCF escenarios

modelled · normalized FCF $10.9M · quality 55.3/100

Watchlist 61/100
Bear 5Y$2.25-14.7%
Base 5Y$4.87-0.4%
Bull 5Y$19.32+31.2%
Return 75/100Downside 34/100Model quality 37/100Data QA 68/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

56/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+9.5%

88/100

Data QA

90/100

SEC 100%

Latest source: sec-companyfactsPeriods: 12Warnings: 1sec-companyfacts: 12
Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 0.6%, below the 5% threshold
Thesis & Journal · SNDLocal privado en este navegador · Smart Sand, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$214M

P/E

171.0x

↑

EV/EBITDA

8.0x

↑

ROE

0.6%

↓

Gross Margin

11.5%

↓

Debt/Equity

0.05

↓
52-Week Range$5
$2$6

TradingView lightweight chart

SND price, volumen y niveles de valoración

Último $4.970Periodo -54.8%
Buy zone: $2.050Bear 5Y: $2.250Fair value: $4.970Base 5Y: $4.870Bull 5Y: $19.32

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2014–2025 · 11 años de histórico normalizado

Revenue CAGR

+15.4%

FCF CAGR

—

FCF margin

9.9%

FCF / Net income

24.18x

Latest source

SEC-backed

Margin decomposition

Último año: revenue $330.2M · net income $1.3M · FCF $32.5M

2014-FY → 2025-FY

Gross margin

11.5%-44.6% pts

Operating margin

-1.4%-39.1% pts

Net margin

0.4%-10.7% pts

FCF margin

9.9%— pts
SEC-backed annual metrics active for 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014. Local SEC Companyfacts override Yahoo/FMP for audited annual line items; provider-only fields remain as fallback.
MetricTTM
2025SEC
2024SEC
2023SEC
2022SEC
2021SEC
2020SEC
2019SEC
2018SEC
2017SEC
2016SEC
2015SEC
2014SEC
Income Statement
Revenue$330.2M$330.2M$311.4M$296.0M$255.7M$126.6M$122.3M$233.1M$212.5M$137.2M$59000.00$47.7M$68.2M
Net Income$1.3M$1.3M$3.0M$4.6M$-703000.00$-50.7M$38.0M$31.6M$20.1M$21.5M$10.4M$5.0M$7.6M
EBITDA$25.9M$25.9M$31.7M$27.3M$25.0M$-38.2M$9.1M$69.9M$44.8M$26.6M$26.9M$21.9M$29.4M
EPS0.030.030.080.12-0.02-1.210.940.780.500.530.420.190.29
Gross Margin11.5%11.5%14.4%14.0%11.6%-12.6%14.8%34.8%32.6%26.9%55359.3%56.0%56.1%
Operating Margin-1.4%-1.4%1.0%-0.5%-1.2%-50.1%-10.6%18.7%13.0%13.6%34561.0%34.8%37.8%
Net Margin0.4%0.4%1.0%1.6%-0.3%-40.0%31.0%13.6%9.5%15.7%17591.5%10.5%11.1%
Balance Sheet
Debt/Equity0.050.050.050.080.070.090.100.140.230.000.00——
Current Ratio1.661.66———————————
Cash Flow
Free Cash Flow$32.5M$32.5M$10.9M$8.0M$-7.3M$21.2M$16.9M$19.1M$-45.2M$-35.5M$24.2M——
Returns
ROE0.6%0.6%1.2%1.9%-0.3%-21.0%13.1%12.9%9.5%11.3%7.3%133.8%386.1%
Valuation
P/E171.00171.0064.1342.75——5.466.5810.269.6812.2127.0017.69
EV/EBITDA7.997.993.954.194.52————————
P/B0.850.850.820.830.890.890.720.840.981.090.8936.32—
Growth & Yield
Revenue Growth6.0%6.0%5.2%15.7%101.9%3.5%-47.5%9.7%54.8%232462.7%-99.9%-30.0%—
EPS Growth-62.5%-62.5%-33.3%700.0%98.3%-228.7%20.5%56.0%-5.7%26.2%121.1%-34.5%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

145.0%

muy exigente

EPS terminal req.

$0.44

Spread vs growth

-207.5%

5Y implied EPS CAGR

77.8%

muy exigente

EPS terminal req.

$0.53

Spread vs growth

-140.3%

10Y implied EPS CAGR

39.9%

muy exigente

EPS terminal req.

$0.86

Spread vs growth

-102.4%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +167.2%

Total return

+167.2%

Start / end P/E

23.3x → 165.7x

EPS bridge

0.08 → 0.03

Residual

-382.8%

EPS growth-62.5%
Multiple rerating+612.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term-382.8%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.