SND vs ODC vs MTX Stock Comparison

Smart Sand, Oil-Dri Corp of America and Minerals Technologies Prices as of Oct 26, 2026 Peers: Industry group
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SND Smart Sand, Inc.
$4.84 -7.5% 1M +116.1% 1Y
Market cap
$194.73M
P/E
18.6x
Revenue (TTM)
$386.99M
Div. yield
–
Industrial Minerals Basic Materials
3 wins
ODC Oil-Dri Corp of America
$75.69 -14.5% 1M +26.6% 1Y
Market cap
$1.04B
P/E
18.2x
Revenue (TTM)
$493.84M
Div. yield
0.01%
Industrial Minerals Basic Materials
6 wins
MTX Minerals Technologies Inc
$62.35 -7.0% 1M +4.4% 1Y
Market cap
$1.95B
P/E
–
Revenue (TTM)
$2.15B
Div. yield
0.01%
Industrial Minerals Basic Materials
3 wins

Head to Head

12 decided of 12

Oil-Dri Corp of America leads on 6 of the 12 questions below (Oil-Dri Corp of America 6, Minerals Technologies 3, Smart Sand 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionSNDODCMTXLeader
Larger companyMarket capitalisation $194.73M $1.04B $1.95B MTX
Cheaper on earningsLower P/E, profitable companies only 18.6x 18.2x -29.0x ODC
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 19.7x 10.3x MTX
Faster revenue growthRevenue growth, trailing twelve months +26.5% +1.7% +4.1% SND
More profitableNet margin, trailing twelve months 2.7% 11.5% -3.1% ODC
Better return on capitalReturn on invested capital 3.1% 16.8% -0.9% ODC
Less leveragedLower net debt / EBITDA 0.1x -0.4x 9.4x ODC
Higher dividend yieldTrailing dividend yield 0.00% 0.01% 0.01% ODC
Better 1-year returnPrice return, last 12 months +116.1% +26.6% +4.4% SND
Better 5-year returnAnnualised price return, 5 years +15.5%/yr +34.5%/yr -2.5%/yr ODC
Less volatileAnnualised volatility, 1 year 70.8% 38.5% 25.3% MTX
Higher overall scoreMean of the five percentile scores vs peers 73/100 64/100 49/100 SND

Percentile Scorecard

SNDODCMTX

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisSNDODCMTX
Valuation 96 #7 of 162 66 #56 of 162 80 #34 of 162
Growth 75 #37 of 147 47 #79 of 147 26 #109 of 147
Profitability 55 #55 of 122 71 #36 of 122 40 #74 of 122
Financial Health 45 #92 of 165 63 #61 of 165 16 #139 of 165
Shareholder Returns 94 #7 of 107 75 #28 of 107 82 #20 of 107
Overall 73 64 49
  • SND ranked among 176 companies in Metals and Mining
  • ODC ranked among 176 companies in Metals and Mining
  • MTX ranked among 176 companies in Metals and Mining

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodSNDODCMTXSPY
1 month -7.5%-14.5%-7.0% -0.8%
3 months +2.5%-23.3%-15.9% +3.5%
6 months -10.5%+2.7%-13.7% +7.0%
Year to date +21.0%+54.7%+2.3% +12.2%
1 year +116.1%+26.6%+4.4% +13.0%
3 years +139.6%+170.0%+17.5% +86.3%
3 years, per year +33.8%+39.3%+5.5% +23.1%
5 years +105.1%+340.1%-11.9% +68.6%
5 years, per year +15.5%+34.5%-2.5% +11.0%
10 years —+355.0%-7.4% +258.0%
10 years, per year —+16.4%-0.8% +13.6%

Risk

MeasureSNDODCMTXSPY
Volatility, 1Y 70.8%38.5%25.3% 12.7%
Downside volatility, 1Y 80.9%39.1%24.4% 12.7%
Beta vs S&P 500, 1Y -0.100.410.63 1.00
Return / volatility, 1Y 1.640.690.17 1.02
Max drawdown, 5Y -70.3%-39.5%-42.7% -25.4%
From 52-week high -16.8%-28.9%-24.7% -1.8%
52-week high $5.82$106.39$82.84 $779.14
52-week low $2.09$46.21$55.09 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleSNDODCMTX
P/E now vs peer median 18.1xmedian 12.8x 18.5xmedian 12.8x -28.9xmedian 12.8x
P/S now vs peer median 0.5xmedian 3.1x 2.1xmedian 3.1x 0.9xmedian 3.1x
EV/EBITDA now vs peer median 5.0xmedian 7.0x 11.2xmedian 7.0x 39.0xmedian 7.0x
P/FCF now vs peer median 5.4xmedian 15.2x 22.9xmedian 15.2x 16.1xmedian 15.2x
P/B now vs peer median 0.8xmedian 2.1x 3.5xmedian 2.1x 1.2xmedian 2.1x
PEG now vs peer median 2.88median 0.29 0.79median 0.29 0.73median 0.29

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsSNDODCMTX
Revenue $386.99M $493.84M $2.15B
Gross profit $52.09M $137.51M $526.40M
Operating income $7.85M $67.98M -$28.70M
Net income $10.49M $56.97M -$62.60M
Free cash flow $34.63M $45.90M $120.30M
R&D – – $23.40M
EPS (diluted) $0.25 $3.17 $-2.16
Cash & equivalents $10.20M $73.70M $342.20M
Total debt $14.66M $38.86M $958.90M
Shares (diluted) 41.37M 17.95M 31.10M
Enterprise value $137.45M $813.00M $620.33M

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricSNDODCMTX
P/E 18.1x 18.5x -28.9x
P/FCF 5.4x 22.9x 16.1x
P/Operating cash flow 4.0x 13.1x 8.4x
P/S 0.5x 2.1x 0.9x
P/B 0.8x 3.5x 1.2x
P/Tangible book 0.8x 3.8x 1.4x
EV/EBITDA 5.0x 11.2x 39.0x
EV/EBIT 24.6x 15.0x -89.0x
EV/Revenue 0.5x 2.1x 1.2x
EV/FCF 5.6x 22.2x 21.2x
EV/Operating cash flow 4.1x 12.7x 11.1x
PEG (3Y EPS CAGR) 2.88 0.79 0.73

Growth

14 metrics
MetricSNDODCMTX
Revenue growth (1Y) 26.5% 1.7% 4.1%
Revenue CAGR (3Y) 8.6% 6.1% 0.0%
Gross profit growth (1Y) 64.5% -3.9% 0.4%
Gross profit CAGR (3Y) 3.5% 10.0% 4.2%
Operating income growth (1Y) 193.0% -0.3% -138.2%
Operating income CAGR (3Y) 4.3% 18.3% -29.1%
Net income growth (1Y) 1,206% 5.5% -1,198%
Net income CAGR (3Y) 9.4% 24.5% -37.8%
EPS growth (1Y) 1,143% -18.4% -3,351%
EPS CAGR (3Y) 6.3% 23.4% -39.7%
Operating cash flow growth (1Y) 350.4% -0.1% 21.9%
Operating cash flow CAGR (3Y) 7.8% 17.2% 14.9%
Free cash flow growth (1Y) 16,392% -3.6% 35.6%
Free cash flow CAGR (3Y) 18.7% 21.8% 23.6%

Profitability

14 metrics
MetricSNDODCMTX
Gross margin 13.5% 27.8% 24.5%
EBITDA margin 10.0% 18.5% 3.0%
Operating margin 2.0% 13.8% -1.3%
Pretax margin 1.9% 14.1% -3.8%
Net margin 2.7% 11.5% -3.1%
FCF margin 8.9% 9.3% 5.6%
Operating cash flow margin 12.1% 16.2% 10.7%
Return on equity 4.4% 19.5% -3.8%
Return on assets 3.1% 13.6% -1.8%
Return on invested capital 3.1% 16.8% -0.9%
Return on capital employed 2.7% 19.4% -1.1%
Asset turnover 1.1x 1.2x 0.6x
Cash conversion (OCF / net income) 4.5x 1.4x -3.7x
Stock comp / revenue 0.9% 1.1% –

Financial Health

11 metrics
MetricSNDODCMTX
Debt / assets 4.2% 9.1% 27.4%
Debt / equity 0.1x 0.1x 0.6x
Net debt / EBITDA 0.1x -0.4x 9.4x
Debt / FCF 0.4x 0.8x 8.0x
Liabilities / assets 31.4% 30.6% 54.9%
Equity / assets 68.6% 69.4% 45.1%
Interest coverage – 30.9x –
Current ratio 1.7x 3.1x 1.4x
Quick ratio 1.0x 2.2x 0.9x
Cash ratio 0.2x 1.1x 0.4x
Altman Z-score 2.64 7.95 2.25

Shareholder Returns

7 metrics
MetricSNDODCMTX
Dividend yield 5.2% 1.1% 0.8%
Net buyback yield 0.8% 1.2% 1.2%
Shareholder yield 6.0% 2.3% 1.9%
Payout ratio (earnings) – 18.2% -23.5%
Payout ratio (FCF) – 22.6% 12.2%
Dividend growth (1Y) – 23.6% 7.3%
Dividend CAGR (3Y) – 11.8% 31.3%

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusSNDODCMTX
Forward P/E – 19.7xFY2027 10.3xFY2026
EPS, next fiscal year $-0.27FY2026 $3.84FY2027 $6.03FY2026
EPS growth, next FY -1,000.0%FY2026 -2.0%FY2027 +9.2%FY2026
EPS growth, the year after – – +8.5%
Revenue, next fiscal year $380.19MFY2026 $534.84MFY2027 $2.33BFY2026
Revenue growth, next FY +15.2%FY2026 +8.3%FY2027 +12.3%FY2026
Revenue growth, the year after – – +3.8%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersSNDODCMTX
Held by institutions 49.7% 38.7% 100.0%
Institutions holding 91 161 292
Change in shares held, QoQ +12.9% +1.5% +2.6%
Institutions buying 69 92 176
Institutions selling 17 44 69
Buyers to sellers 4.06 2.09 2.55

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

SNDODCMTX
SND 1.00 0.02 -0.09
ODC 0.02 1.00 0.33
MTX -0.09 0.33 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, SND, ODC and MTX?

Minerals Technologies (MTX) is the largest by market capitalisation: Smart Sand (SND) $194.73M, Oil-Dri Corp of America (ODC) $1.04B, Minerals Technologies (MTX) $1.95B.

Which stock is cheaper, SND, ODC and MTX?

Oil-Dri Corp of America (ODC) trades on the lowest price-to-earnings ratio (Smart Sand (SND) 18.6x, Oil-Dri Corp of America (ODC) 18.2x, Minerals Technologies (MTX) -29.0x). On next year's consensus earnings, Minerals Technologies (MTX) is cheapest (Oil-Dri Corp of America (ODC) 19.7x, Minerals Technologies (MTX) 10.3x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Smart Sand (SND) grew revenue fastest over the trailing twelve months: Smart Sand (SND) +26.5%, Oil-Dri Corp of America (ODC) +1.7%, Minerals Technologies (MTX) +4.1%.

Which company is more profitable?

Oil-Dri Corp of America (ODC) has the highest net margin (Smart Sand (SND) 2.7%, Oil-Dri Corp of America (ODC) 11.5%, Minerals Technologies (MTX) -3.1%). On return on invested capital, Oil-Dri Corp of America (ODC) leads (Smart Sand (SND) 3.1%, Oil-Dri Corp of America (ODC) 16.8%, Minerals Technologies (MTX) -0.9%).

Which stock has performed better?

Over the past year Smart Sand (SND) returned the most: Smart Sand (SND) +116.1%, Oil-Dri Corp of America (ODC) +26.6%, Minerals Technologies (MTX) +4.4%. Over five years, Oil-Dri Corp of America (ODC) compounded fastest (Smart Sand (SND) +15.5%/yr, Oil-Dri Corp of America (ODC) +34.5%/yr, Minerals Technologies (MTX) -2.5%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Oil-Dri Corp of America (ODC) has the highest dividend yield: Smart Sand (SND) 0.00%, Oil-Dri Corp of America (ODC) 0.01%, Minerals Technologies (MTX) 0.01%. Smart Sand (SND) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Minerals Technologies (MTX) has been the steadiest (Smart Sand (SND) 70.8%, Oil-Dri Corp of America (ODC) 38.5%, Minerals Technologies (MTX) 25.3%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, SND, ODC and MTX?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Oil-Dri Corp of America (ODC) leads on 6. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.