SND vs USLM vs UUUU Stock Comparison

Smart Sand, United States Lime & Minerals and Energy Fuels Prices as of Oct 29, 2026 Peers: Industry group
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SND Smart Sand, Inc.
$4.89 -3.4% 1M +127.4% 1Y
Market cap
$189.82M
P/E
18.1x
Revenue (TTM)
$386.99M
Div. yield
–
Industrial Minerals Basic Materials
4 wins
UUUU Energy Fuels Inc
$8.23 -25.0% 1M -59.7% 1Y
Market cap
$1.91B
P/E
–
Revenue (TTM)
$105.76M
Div. yield
–
Uranium Energy
1 win

Head to Head

10 decided of 12

United States Lime & Minerals leads on 5 of the 12 questions below (United States Lime & Minerals 5, Smart Sand 4, Energy Fuels 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionSNDUSLMUUUULeader
Larger companyMarket capitalisation $189.82M $3.20B $1.91B USLM
Cheaper on earningsLower P/E, profitable companies only 18.1x 23.8x -23.4x SND
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 23.5x — –
Faster revenue growthRevenue growth, trailing twelve months +26.5% +7.0% +62.5% UUUU
More profitableNet margin, trailing twelve months 2.7% 35.7% -77.3% USLM
Better return on capitalReturn on invested capital 3.1% — -6.7% SND
Less leveragedLower net debt / EBITDA 0.1x — 2.9x SND
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +127.4% -10.8% -59.7% SND
Better 5-year returnAnnualised price return, 5 years +16.5%/yr +35.8%/yr +1.0%/yr USLM
Less volatileAnnualised volatility, 1 year 70.6% 39.1% 84.3% USLM
Higher overall scoreMean of the five percentile scores vs peers 73/100 74/100 42/100 USLM

Percentile Scorecard

SNDUSLMUUUU

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

AxisSNDUSLMUUUU
Valuation 96 #8 of 163 51 #81 of 163 18 #19 of 23
Growth 76 #37 of 148 57 #65 of 148 75 #6 of 21
Profitability 56 #55 of 123 84 #21 of 123 47 #10 of 18
Financial Health 44 #93 of 164 96 #7 of 164 48 #12 of 22
Shareholder Returns 94 #7 of 108 81 #21 of 108 22 #8 of 10
Overall 73 74 42
  • SND ranked among 176 companies in Metals and Mining
  • USLM ranked among 176 companies in Metals and Mining
  • UUUU ranked among 25 companies in Coal and Uranium

Price Performance

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

Returns

PeriodSNDUSLMUUUUSPY
1 month -3.4%+3.1%-25.0% +0.7%
3 months +17.3%+0.9%-29.6% +3.7%
6 months -11.3%+5.8%-62.0% +7.1%
Year to date +22.2%-4.9%-43.4% +12.8%
1 year +127.4%-10.8%-59.7% +11.9%
3 years +135.1%+186.4%+7.2% +85.2%
3 years, per year +33.0%+42.0%+2.3% +22.8%
5 years +114.5%+361.2%+5.0% +67.6%
5 years, per year +16.5%+35.8%+1.0% +10.9%
10 years —+742.4%+471.5% +262.0%
10 years, per year —+23.8%+19.0% +13.7%

Risk

MeasureSNDUSLMUUUUSPY
Volatility, 1Y 70.6%39.1%84.3% 12.7%
Downside volatility, 1Y 80.8%44.4%82.9% 12.6%
Beta vs S&P 500, 1Y -0.091.053.13 1.00
Return / volatility, 1Y 1.80-0.28-0.71 0.94
Max drawdown, 5Y -70.3%-45.9%-72.9% -25.4%
From 52-week high -16.0%-18.3%-70.3% -1.2%
52-week high $5.82$139.46$27.72 $779.14
52-week low $2.09$97.49$7.52 $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.

MultipleSNDUSLMUUUU
P/E now vs peer median 18.3xmedian 13.2x 24.3xmedian 13.2x -25.1xmedian 27.1x
P/S now vs peer median 0.5xmedian 3.1x 8.7xmedian 3.1x 19.4xmedian 7.3x
EV/EBITDA now vs peer median 5.0xmedian 7.2x 15.5xmedian 7.2x -19.9xmedian 29.1x
P/FCF now vs peer median 5.5xmedian 15.2x 35.6xmedian 15.2x -24.9xmedian 10.3x
P/B now vs peer median 0.8xmedian 2.2x 4.7xmedian 2.2x 2.6xmedian 1.2x
PEG now vs peer median 2.91median 0.30 0.86median 0.30 0.66median 50.94

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 monthsSNDUSLMUUUU
Revenue $386.99M $376.92M $105.76M
Gross profit $52.09M $182.84M $43.20M
Operating income $7.85M $158.71M -$96.29M
Net income $10.49M $134.42M -$82.51M
Free cash flow $34.63M $91.81M -$82.50M
R&D – – $39.87M
EPS (diluted) $0.25 $4.67 $-0.33
Cash & equivalents $10.20M $402.64M $58.42M
Total debt $14.66M – $2.03B
Shares (diluted) 41.37M 28.78M 249.32M
Enterprise value $132.54M $1.69B -$1.03B

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
MetricSNDUSLMUUUU
P/E 18.3x 24.3x -25.1x
P/FCF 5.5x 35.6x -24.9x
P/Operating cash flow 4.1x 20.1x -32.9x
P/S 0.5x 8.7x 19.4x
P/B 0.8x 4.7x 2.6x
P/Tangible book 0.8x 4.7x 2.6x
EV/EBITDA 5.0x 15.5x -19.9x
EV/EBIT 24.9x 18.0x -18.7x
EV/Revenue 0.5x 7.6x 17.0x
EV/FCF 5.6x 31.2x -21.8x
EV/Operating cash flow 4.1x 17.6x -28.8x
PEG (3Y EPS CAGR) 2.91 0.86 0.66

Growth

14 metrics
MetricSNDUSLMUUUU
Revenue growth (1Y) 26.5% 7.0% 62.5%
Revenue CAGR (3Y) 8.6% 12.4% 52.9%
Gross profit growth (1Y) 64.5% 9.8% 1,943%
Gross profit CAGR (3Y) 3.5% 26.4% 41.0%
Operating income growth (1Y) 193.0% 9.6% -3.7%
Operating income CAGR (3Y) 4.3% 29.0% -35.1%
Net income growth (1Y) 1,206% 7.3% 11.5%
Net income CAGR (3Y) 9.4% 28.5% -44.3%
EPS growth (1Y) 1,143% 7.1% 22.6%
EPS CAGR (3Y) 6.3% 28.1% -38.0%
Operating cash flow growth (1Y) 350.4% 7.6% 29.0%
Operating cash flow CAGR (3Y) 7.8% 25.5% -24.4%
Free cash flow growth (1Y) 16,392% -14.0% 17.3%
Free cash flow CAGR (3Y) 18.7% 21.2% -10.3%

Profitability

14 metrics
MetricSNDUSLMUUUU
Gross margin 13.5% 48.5% 40.9%
EBITDA margin 10.0% 49.0% -85.5%
Operating margin 2.0% 42.1% -91.0%
Pretax margin 1.9% 45.7% -77.8%
Net margin 2.7% 35.7% -77.3%
FCF margin 8.9% 24.4% -78.0%
Operating cash flow margin 12.1% 43.1% -59.1%
Return on equity 4.4% 19.8% -10.8%
Return on assets 3.1% 18.4% -5.5%
Return on invested capital 3.1% – -6.7%
Return on capital employed 2.7% 22.3% -6.6%
Asset turnover 1.1x 0.5x 0.1x
Cash conversion (OCF / net income) 4.5x 1.2x 0.8x
Stock comp / revenue 0.9% 2.0% 13.5%

Financial Health

11 metrics
MetricSNDUSLMUUUU
Debt / assets 4.2% – 44.2%
Debt / equity 0.1x – 0.9x
Net debt / EBITDA 0.1x – 2.9x
Debt / FCF 0.4x – -8.2x
Liabilities / assets 31.4% 6.9% 48.0%
Equity / assets 68.6% 93.1% 52.0%
Interest coverage – – –
Current ratio 1.7x 27.5x 27.9x
Quick ratio 1.0x 25.5x 25.7x
Cash ratio 0.2x 22.2x 25.3x
Altman Z-score 2.65 41.27 1.83

Shareholder Returns

7 metrics
MetricSNDUSLMUUUU
Dividend yield 5.1% 0.2% –
Net buyback yield 0.8% 0.1% -13.5%
Shareholder yield 5.9% 0.3% -13.5%
Payout ratio (earnings) – 5.1% –
Payout ratio (FCF) – 7.5% –
Dividend growth (1Y) – 9.2% –
Dividend CAGR (3Y) – 14.8% –

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.

ConsensusSNDUSLMUUUU
Forward P/E – 23.5xFY2026 –
EPS, next fiscal year $-0.27FY2026 $4.84FY2026 $-0.27FY2026
EPS growth, next FY -1,000.0%FY2026 +3.6%FY2026 –
EPS growth, the year after – +25.6% –
Revenue, next fiscal year $380.19MFY2026 $426.32MFY2026 $140.99MFY2026
Revenue growth, next FY +15.2%FY2026 +14.4%FY2026 +113.9%FY2026
Revenue growth, the year after – +16.4% +90.3%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersSNDUSLMUUUU
Held by institutions 49.7% 32.5% 72.3%
Institutions holding 91 235 350
Change in shares held, QoQ +12.9% +7.5% +8.7%
Institutions buying 69 139 203
Institutions selling 17 66 94
Buyers to sellers 4.06 2.11 2.16

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.

SNDUSLMUUUU
SND 1.00 -0.18 0.07
USLM -0.18 1.00 0.16
UUUU 0.07 0.16 1.00

Add a Peer

Largest companies in the same industry

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Frequently Asked Questions

Which is bigger, SND, USLM and UUUU?

United States Lime & Minerals (USLM) is the largest by market capitalisation: Smart Sand (SND) $189.82M, United States Lime & Minerals (USLM) $3.20B, Energy Fuels (UUUU) $1.91B.

Which stock is cheaper, SND, USLM and UUUU?

Smart Sand (SND) trades on the lowest price-to-earnings ratio (Smart Sand (SND) 18.1x, United States Lime & Minerals (USLM) 23.8x, Energy Fuels (UUUU) -23.4x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Energy Fuels (UUUU) grew revenue fastest over the trailing twelve months: Smart Sand (SND) +26.5%, United States Lime & Minerals (USLM) +7.0%, Energy Fuels (UUUU) +62.5%.

Which company is more profitable?

United States Lime & Minerals (USLM) has the highest net margin (Smart Sand (SND) 2.7%, United States Lime & Minerals (USLM) 35.7%, Energy Fuels (UUUU) -77.3%). On return on invested capital, Smart Sand (SND) leads (Smart Sand (SND) 3.1%, Energy Fuels (UUUU) -6.7%).

Which stock has performed better?

Over the past year Smart Sand (SND) returned the most: Smart Sand (SND) +127.4%, United States Lime & Minerals (USLM) -10.8%, Energy Fuels (UUUU) -59.7%. Over five years, United States Lime & Minerals (USLM) compounded fastest (Smart Sand (SND) +16.5%/yr, United States Lime & Minerals (USLM) +35.8%/yr, Energy Fuels (UUUU) +1.0%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Smart Sand (SND) 0.00%, United States Lime & Minerals (USLM) 0.00%, Energy Fuels (UUUU) 0.00%. Smart Sand (SND) and Energy Fuels (UUUU) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, United States Lime & Minerals (USLM) has been the steadiest (Smart Sand (SND) 70.6%, United States Lime & Minerals (USLM) 39.1%, Energy Fuels (UUUU) 84.3%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, SND, USLM and UUUU?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, United States Lime & Minerals (USLM) leads on 5. 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.