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SND

Smart Sand, Inc.

Energy · $217M market cap

Verdict

Share price

$5.34

close of Oct 3, 2026

Fair value

$5.88

Sticker Price

Payback Price

$2.35

buy price

Fairly Valued

SND is Fairly Valued: at $5.34 it's within 9% of its fair value of $5.88. Its buy price (Payback Price) is $2.35, 56% below today's price. Business quality is limited: only 1 of 5 key numbers clears the 10% bar.

How we valued it

Free Cash Flow. Sales grew 9% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.

Business quality

1 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth-30.4% a year✗
Equity per share growth2.7% a year✗
Sales growth17.0% a year✓
Free cash flow growth-7.6% a year✗
Return on invested capital0.8%✗

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Superinvestors

None of the investors we track holds SND right now. In Q1 2026, 1 sold out. Who we track

Moves in Q1 2026

Sold out: First Eagle Investment Management

About Smart Sand, Inc.

Smart Sand, Inc., a fully integrated frac and industrial sand supply and services company, provides mine to wellsite proppant supply and logistics solutions to its frac sand customers in the United States and Canada. The company operates in two segments, Sand and SmartSystems. The Sand segment offers frac sand and industrial products solutions. The SmartSystems segment rents its patented SmartSystems equipment and…

Oil & Gas Equipment & Services

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works