Smart Sand vs United States Lime & Minerals
Smart Sand and United States Lime & Minerals are similar in size: $330m and $373m of revenue in their latest fiscal years. United States Lime & Minerals grew faster (17.3% against 6.0%). United States Lime & Minerals kept more of each dollar of sales as profit: a net margin of 36.0% against 0.4%. United States Lime & Minerals carries less debt relative to equity (0.0% against 6.3%).
| Latest fiscal year | Smart SandSND, 2025 | United States Lime & MineralsUSLM, 2025 |
|---|---|---|
| Revenue | $330m | $373m |
| Revenue growth | 6.0% | 17.3% |
| Net income | $1.3m | $134m |
| Operating margin | -1.4% | 42.4% |
| Net margin | 0.4% | 36.0% |
| Return on equity | 0.6% | 23.8% |
| Free cash flow | $32.5m | $102m |
| Cash | $22.6m | $371m |
| Total debt | $15.0m | $0 |
| Debt to equity | 6.3% | 0.0% |
| Dividend per share | $0.15 | $0.24 |
| Dividend yield | 5.6% | 0.2% |
| Share buybacks | $628,000 | $2.7m |
| Employees | 318 | — |
| Market value | $183m | $3.50bn |
| Price vs our value range | Below our value range | Within our value range |
| Moat score | 31 (Weak) | 72 (Strong) |
| Insider trades, 12 months | 3 buys, 15 sales | 1 buys, 2 sales |