Diversification and Discipline Drive Gains for Model Shadow Stock Portfolio
The model portfolio outperforms in a weak month for small stocks. Plus, the quarterly review results in three changes.
John Bajkowski
A+ Stock Grade Summary:
| VALUE: |
|
|
| GROWTH: |
|
|
| MOMENTUM: |
|
|
| EPS REVISIONS: |
|
|
| QUALITY: |
|
|
COMPANY SUMMARY
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 offers related services, as well as provides portable wellsite storage and management solutions. The company engages in the excavation, processing, and sale of sand or proppant for use in hydraulic fracturing operations. The company markets its products and services to oil and natural gas exploration and production companies, oilfield service companies, and diversified industrial and commercial customers. Smart Sand, Inc. was incorporated in 2011 and is headquartered in Yardley, Pennsylvania.
Commentary & Analysis
Is Smart Sand, Inc. (SND) Overvalued?
We dive into why Smart Sand, Inc. (SND) could be considered overvalued on 2026-08-18, based on AAII’s Value Score and Grade.Rosalio Madrigal
7 Undervalued Energy Equipment & Services Stocks for Monday, August 17
Discover the top 7 undervalued Energy Equipment & Services stocks for Monday, August 17 based on AAII’s Stock Grades.Michael Rose
Why Smart Sand, Inc.’s (SND) Stock Is Up 11.18%
As of Wednesday, August 12, Smart Sand, Inc.’s SND share price has surged by 11.18%, which has investors questioning if this is right time to sell.Michael Rose
Why Smart Sand, Inc.’s (SND) Stock Is Down 5.46%
As of Wednesday, August 05, Smart Sand, Inc.’s SND share price has dipped by 5.46%, which has investors questioning if this is right time to buy.Rosalio Madrigal
Financial Summary
| Share Statistics | SND | Industry Median |
Percentile (All Stocks) |
|
| Market Cap (Mil) | $227.3 | $1,480.9 | 29% |
|
| Shares Out (Mil) | 41.4 | 69.9 | 43% |
|
| Institutional Ownership | 69.5% | 94.2% | 43% |
|
| Float (Mil) | 25.9 | 61.1 | 33% |
|
| Beta | 0.36 | 0.89 | 21% |
|
| Avg Daily Volume (000s) | 207 | 534 | 45% |
|
| Price Change (52-week) |
164.0% | 73.8% | 97% |
|
| Growth | SND | Industry Median |
Percentile (All Stocks) |
|
| Sales (5yr) | 22.0% | 13.0% | 83% |
|
| Net Income (5yr) | (49.1%) | 18.0% | 7% |
|
| EPS (5yr) | (49.8%) | 18.0% | 4 |
|
| Dividends (5yr) | 0.0% | 0.0% | 0% |
|
| Cash Flow (5yr) | 18.6% | 9.6% | 78% |
|
| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
|
| # of Estimates | na | na | na | |
| Current EPS | na | na | na | |
| Month Ago EPS | na | na | na | |
| # Rev Up | na | na | na | |
| # Rev Down | na | na | na | |
| Three Months Ago EPS | na | na | na | |
| Year/Year Chg | na | na | na | |
| Financials | SND | Industry Median |
Percentile (All Stocks) |
|
| Sales (TTM) (Mil) | $387 | $1,160 | 38% |
|
| Net Income (TTM) (Mil) | $11 | $32 | 46% |
|
| EPS (TTM) | $0.269 | $0.500 | 48% |
|
| Operating Cash Flow (TTM) (Mil) | $47 | $190 | 46% |
|
| Net Cash Flow (TTM) (Mil) | $6 | $17 | 53% |
|
| Long-Term Debt (Q1) (Mil) | $27 | $438 | 34% |
|
| Enterprise Value (Q1) (Mil) | $261 | $2,002 | 28% |
|
| Valuation | SND | Industry Median |
Percentile (All Stocks) |
|
| P/B | 0.88 | 1.54 | 20% |
|
| P/E | 21.5 | 22.1 | 57% |
|
| Dividend Yield | 4.7% | 0.0% | 92% |
|
| PEG (5yr hist) | na | 0.9 | na |
|
| Ratios | SND | Industry Median |
Percentile (All Stocks) |
|
| Gross Margin | 13.5% | 28.0% | 13% |
|
| Net Margin | 2.7% | 2.7% | 40% |
|
| ROA | 3.0% | 2.5% | 61% |
|
| ROE | 4.4% | 5.3% | 43% |
|
| Liabilities to Assets | 31.4% | 50.9% | 22% |
|
| F-Score | 7 | 5 | na |
|
Passing Stock Screens
As of 10/13/2026, from a list of 60 stock screening strategies,
FACTOR STRATEGY
Insider Net Purchases Screen
Factors: Other
A stock screen designed to find small-cap companies that have more stock purchased than sold by insiders.
| Performance Since Inception: | -2.8% |
| +/- S&P 500: | -10.3 |
GURU STRATEGY
O'Shaughnessy: Tiny Titans Screen
Factors: Value, Size, Momentum
O'Shaughnessy tries to predict the future using historical long-term trends.
| Performance Since Inception: | 25.6% |
| +/- S&P 500: | +18.1 |
