Smart Sand vs United States Lime & Minerals
SND and USLM side by side, both in mining & quarrying of nonmetallic minerals (no fuels). Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How SND and USLM compare
United States Lime & Minerals is the larger company, worth 18 times as much as Smart Sand ($3.3B against $190M).
On earnings, Smart Sand is cheaper: it trades at 11.8× trailing earnings, against 25.1× for United States Lime & Minerals.
Smart Sand grew revenue faster over the last twelve months (21.2% versus 4.5% for United States Lime & Minerals).
United States Lime & Minerals keeps more of each dollar of sales as profit, with a net margin of 35.1% compared with 3.9% at Smart Sand.
Both pay dividends: Smart Sand yields 5.6% and United States Lime & Minerals 0.21%.
Smart Sand scores higher on the StockData Score (20 against 17 for United States Lime & Minerals), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | SND | USLM |
|---|---|---|
| Size and price | ||
| Market cap | $190M | $3.3B |
| Share price | $4.49 | $116.43 |
| Change, 1 year | 102% | −2.4% |
| Change, 5 years | 130% | 334% |
| Beta (5Y) | 0.91 | 0.91 |
| Employees | 318 | 346 |
| StockData Score | ||
| Total score | 20 (better) | 17 |
| Valuation score | 5 (better) | 0 |
| Growth score | 4 (better) | 2 |
| Performance score | 2 | 6 (better) |
| Health score | 4 | 6 (better) |
| Dividend score | 5 (better) | 3 |
| Valuation | ||
| P/E | 11.8× (better) | 25.1× |
| P/S | 0.5× (better) | 8.8× |
| P/B | 0.8× (better) | 4.6× |
| EV/EBITDA | 6.6× (better) | 15.8× |
| P/FCF | 5.1× (better) | 33.8× |
| PEG | – | 0.58 |
| FCF yield | 19.5% (better) | 3.0% |
| Fair value | $6.51 | $89.52 |
| Margin of safety | 31.0% (better) | −30.1% |
| Growth | ||
| Revenue growth (TTM) | 21.2% (better) | 4.5% |
| Revenue growth, 5Y average | 22.0% (better) | 18.3% |
| Net income growth (TTM) | 306% (better) | 2.3% |
| EPS growth (TTM) | 322% (better) | 2.0% |
| EPS growth, 5Y average | −49.8% | 36.1% (better) |
| Profitability | ||
| Gross margin | 13.9% | 47.6% (better) |
| Operating margin | 2.9% | 41.2% (better) |
| Net margin | 3.9% | 35.1% (better) |
| FCF margin | 9.1% | 25.9% (better) |
| Return on equity | 6.6% | 20.0% (better) |
| Return on invested capital | 4.8% | 44.9% (better) |
| Financial health | ||
| Debt / equity | 0.05 (better) | 0.00 |
| Net debt / EBITDA | −0.31 | – |
| Current ratio | 1.81 | 22.29 (better) |
| Altman Z-score | 2.74 | 34.23 (better) |
| Piotroski F-score | 6 (better) | 5 |
| Dividends and buybacks | ||
| Dividend yield | 5.6% (better) | 0.21% |
| Payout ratio | 64.0% | 5.1% |
| Years of dividend growth | 1 | 2 (better) |
| Dividend growth, 5Y average | – | 13.4% |
| Buyback yield | 0.90% (better) | 0.08% |
| Shareholder yield | 6.5% (better) | 0.28% |
| Ownership | ||
| Held by institutions | 46.0% | 32.6% |
| Held by insiders | 34.4% | 62.6% |
| Insider net buying, 12 months | −$2.6M | −$154K (better) |
| Short interest, % of float | 5.6% | 9.8% |
Go deeper
- SND stock overview
- SND income statement
- SND valuation and score
- USLM stock overview
- USLM income statement
- USLM valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.