AESI vs SND
AESI: A provider of integrated proppant production and logistics services for the oil and gas industry in the Permian Basin, featuring the Dune Express conveyor network. SND: Smart Sand is a specialized provider of frac sand and wellsite proppant management technology, helping energy companies optimize hydraulic fracturing efficiency while diversifying into industrial sand markets.
Side-by-side fundamentals
| Metric | AESI | SND | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $14.55 | $4.82 | |
| Market cap as of 2026-07-23 | $1.8B | $207M | |
| P/E as of 2026-07-23 | n/a | 9.53 | |
| Net margin as of 2026-07-23 | -9.3% | +6.1% | SND higher |
| Gross margin as of 2026-07-23 | +9.6% | +11.5% | SND higher |
| Operating margin as of 2026-07-23 | -5.5% | -0.6% | SND higher |
| ROE as of 2026-07-23 | -8.1% | +9.1% | SND higher |
| ROA as of 2026-07-23 | -4.4% | +6.4% | SND higher |
| Debt / equity as of 2026-07-23 | 0.53 | 0.06 | SND lower |
| Revenue growth (YoY) as of 2026-07-23 | -8.4% | +21.7% | SND higher |
| Revenue CAGR (3y) SEC XBRL | +31.4% | +8.9% | AESI higher |
| Dividend yield as of 2026-07-23 | +2.6% | +2.9% | SND higher |
| Dividend streak (yrs) SEC XBRL | 1 | 2 | SND higher |
| Beta as of 2026-07-23 | 1.02 | 0.33 | |
| 1-year return as of 2026-07-22 close | +7.9% | +156.4% | SND higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.