What is Smart Sand, Inc.'s market cap?

Smart Sand, Inc. (SND) has a market capitalization of $202.9M and trades on NASDAQ.

What is Smart Sand, Inc.'s revenue and profitability?

Smart Sand, Inc. generated $357.7M in trailing twelve-month revenue with net income of $21.7M, representing a net margin of 6.1%. Gross margin stands at 11.5%, with free cash flow of $28.2M. These figures are based on the Q1 2026 filing.

Who are Smart Sand, Inc.'s competitors?

Smart Sand, Inc.'s key competitors include Atlas Energy Solutions Inc., Liberty Energy Inc., Helmerich & Payne, Inc., and others. These companies compete in similar markets and product categories.

Who does Smart Sand, Inc. partner with?

Smart Sand, Inc.'s notable partners include Canadian Pacific Kansas City, Union Pacific, BNSF Railway, and others.

Where is Smart Sand, Inc. headquartered?

Smart Sand, Inc. is headquartered in United States of America and employs approximately 378 people. It has been publicly traded since 2016.

Smart Sand, Inc.

SND

Smart Sand, Inc. is a fully integrated provider of frac and industrial sand supply and logistics services.

Market cap

$202.89M+121%

Revenue$357.7M+21.7%

Net income$21.7M+203%

Free cash flow$28.2M+25.8%

EPS (diluted)$0.55+204%

Trailing twelve months · change vs. prior year

Table of contents

Earnings

Q1 2026 report

May 12, 2026

Revenue$93.1M EPS-$0.10

Read the full report

Next report

Aug 11, 2026 (In 1 week)

Financials

Q1 2026

Income statement

See full

Revenue$93.1M+42.0%

Gross profit$6.1M+120%

Operating income-$4.9M+30.9%

Net income-$3.9M+84.1%

EPS (diluted)-$0.10+83.9%

Balance sheet

See full

Cash & equivalents$19.5M+281%

Total debt$39.1M+18.2%

Total equity$234.1M+6.5%

Total assets$335.7M+2.7%

Cash flow

See full

Operating cash flow$3.0M-65.1%

CapEx$2.2M-37.8%

Free cash flow$842.0K-83.8%

Valuation & ratios

Valuation

See full

Market cap$202.89M+121%

Enterprise value$222.55M+67.0%

P/E9.3×-100×

P/S0.6×+0.3×

Profitability

See full

Gross margin11.5%-0.7pp

Operating margin-0.6%-0.2pp

Net margin6.1%+3.9pp

FCF margin7.9%+0.3pp

Returns & leverage

See full

Return on equity9.6%+6.4pp

Debt / equity0.2×0.0×

Current ratio1.7×-0.1×

Segments

By segment

See full

Sand Segment$92.5M+43.5%

SmartSystems Segment$623.0K-43.1%

By product

See full

Sand$92.5M+43.5%

SmartSystems$623.0K-43.1%

Competitors

By market cap

Texas Pacific Land$27.4B+21.9%

Helmerich & Payne$3.4B+93.2%

Liberty Energy$2.8B+30.1%

Atlas Energy Solutions$1.4B-18.5%

SOC

Sable Offshore Corp.$843.5M-71.6%

ProFrac Holding Corp.$725.5M-44.3%

Forum Energy Technologies$639.8M+151%

SND

Smart Sand, Inc.$202.9M+130%

By revenue growth

Helmerich & Payne+29.7%

SND

Smart Sand, Inc.+21.7%

Texas Pacific Land+15.3%

Liberty Energy+2.3%

Forum Energy Technologies-0.1%

Atlas Energy Solutions-8.4%

ProFrac Holding Corp.-18.9%

By net margin

Texas Pacific Land60.03%-3.2pp

SND

Smart Sand, Inc.6.07%+13.2pp

Liberty Energy2.92%-2.4pp

Atlas Energy Solutions-9.29%-12.3pp

Helmerich & Payne-9.38%-16.5pp

Forum Energy Technologies-14.58%+15.9pp

ProFrac Holding Corp.-24.17%-13.6pp

SOC

Sable Offshore Corp.-39,153.74%—

Profile

Smart Sand, Inc. is a fully integrated provider of frac and industrial sand supply and logistics services. The company specializes in the production of high-quality Northern White sand, a premium proppant used to enhance hydrocarbon recovery in hydraulic fracturing and for various industrial applications. Their value proposition centers on a comprehensive 'mine-to-wellsite' solution that combines large-scale sand reserves with proprietary wellsite storage and management technologies.

Competitive position

A leading integrated provider of premium Northern White sand with a significant logistical footprint across major North American shale basins.

GeographiesUnited States, Canada, Mexico

Customer segmentsEnergy Exploration & Production, Industrial Manufacturing, Commercial Construction

Business modelManufacturing, Logistics as a Service, Equipment Leasing

SuppliersClass I rail networks, Mining equipment manufacturers, Fuel and energy providers

CustomersExploration and Production (E&P) companies, Oilfield service providers, Industrial glass and ceramic manufacturers, Construction and filtration companies

CountryUnited States of America

Listed2016

Employees378.0

CEOCharles E. Young

SectorEnergy

IndustryOil & Gas Equipment & Services

Websitesmartsand.com

FilingsSEC EDGAR

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Questions, answered.

What is Smart Sand, Inc.'s market cap?: Smart Sand, Inc. (SND) has a market capitalization of $202.9M and trades on NASDAQ.
What is Smart Sand, Inc.'s revenue and profitability?: Smart Sand, Inc. generated $357.7M in trailing twelve-month revenue with net income of $21.7M, representing a net margin of 6.1%. Gross margin stands at 11.5%, with free cash flow of $28.2M. These figures are based on the Q1 2026 filing.
Who are Smart Sand, Inc.'s competitors?: Smart Sand, Inc.'s key competitors include Atlas Energy Solutions Inc., Liberty Energy Inc., Helmerich & Payne, Inc., and others. These companies compete in similar markets and product categories.
Who does Smart Sand, Inc. partner with?: Smart Sand, Inc.'s notable partners include Canadian Pacific Kansas City, Union Pacific, BNSF Railway, and others.
Where is Smart Sand, Inc. headquartered?: Smart Sand, Inc. is headquartered in United States of America and employs approximately 378 people. It has been publicly traded since 2016.