Critical Comparison: Smart Sand (SND) versus CRH PLC (CRH)

Smart Sand (NYSE: SND) and CRH PLC (NYSE:CRH) are both basic materials companies, but which is the superior business? We will contrast the two businesses based on the strength of their earnings, profitability, institutional ownership, valuation, dividends, analyst recommendations and risk.

Profitability

This table compares Smart Sand and CRH PLC’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Smart Sand 8.81% 6.22% 5.19%
CRH PLC N/A N/A N/A

Institutional and Insider Ownership

4.1% of CRH PLC shares are owned by institutional investors. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Analyst Recommendations

This is a breakdown of recent ratings for Smart Sand and CRH PLC, as reported by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Smart Sand 0 3 7 0 2.70
CRH PLC 0 3 4 0 2.57

Smart Sand currently has a consensus target price of $13.64, indicating a potential upside of 88.38%. CRH PLC has a consensus target price of $32.50, indicating a potential downside of 10.20%. Given Smart Sand’s stronger consensus rating and higher probable upside, analysts plainly believe Smart Sand is more favorable than CRH PLC.

Dividends

CRH PLC pays an annual dividend of $0.73 per share and has a dividend yield of 2.0%. Smart Sand does not pay a dividend.

Valuation & Earnings

This table compares Smart Sand and CRH PLC’s top-line revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio EBITDA Earnings Per Share Price/Earnings Ratio
Smart Sand $95.23 million 3.07 $29.85 million N/A N/A
CRH PLC $32.94 billion 0.92 $3.80 billion N/A N/A

CRH PLC has higher revenue and earnings than Smart Sand.

Summary

Smart Sand beats CRH PLC on 7 of the 11 factors compared between the two stocks.

Smart Sand Company Profile

Smart Sand, Inc. is a producer of Northern White raw frac sand, which is a proppant used to enhance hydrocarbon recovery rates in the hydraulic fracturing of oil and natural gas wells. The Company sells its products primarily to oil and natural gas exploration and production companies and oilfield service companies under a combination of long-term take-or-pay contracts and spot sales in the open market. It owns and operates a raw frac sand mine and related processing facility near Oakdale, Wisconsin. In addition to the Oakdale facility, it owns a second property in Jackson County, Wisconsin, known as Hixton site. Its sand reserves include a balanced concentration of coarse (20/40, 30/50 and 40/70 gradation) sands and fine (60/140 gradation) sand. Its reserves contain deposits of approximately 20% of 20/40 and coarser substrate, over 40% of 40/70 mesh substrate and approximately 40% of 100-mesh substrate. Its 30/50 gradation is a derivative of the 20/40 and 40/70 blends.

CRH PLC Company Profile

CRH public limited company (CRH plc) is a building materials company. The Company’s segments include Europe Heavyside, Europe Lightside, Europe Distribution, Americas Materials, Americas Products, Americas Distribution and Asia. Europe Heavyside segment is engaged in the manufacturing and supply of aggregates, asphalt, cement, readymixed and precast concrete and landscaping products. Europe Lightside segment manufactures and supplies products and solutions for customers in global construction markets. Through its Europe Distribution segment, the Company distributes building materials to professional builders, specialist heating and plumbing contractors, and Do-It-Yourself (DIY) customers. Americas Materials segment is a vertically integrated supplier of aggregates, asphalt, cement, readymixed concrete and paving and construction services. Through Americas Distribution segment, the Company is a distributor of roofing, siding, drywall, ceiling systems and related accessories.

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