AESI vs SND
AESI: Atlas Energy Solutions is a Permian-focused energy services provider specializing in proppant supply chain logistics and water management for oil and gas operators. SND: Smart Sand provides integrated frac sand mining, in-basin logistics, and proprietary wellsite proppant management solutions to oil and gas operators and industrial customers.
Side-by-side fundamentals
| Metric | AESI | SND | Edge |
|---|---|---|---|
| Price as of 2026-10-21 close | $9.39 | $5.27 | |
| Market cap | $1.2B | $223M | |
| P/E as of 2026-10-21 | n/a | 21.08 | |
| Net margin FY2025, SEC XBRL | -4.6% | +0.4% | SND higher |
| Gross margin FY2025, SEC XBRL | +13.8% | +11.5% | AESI higher |
| Operating margin FY2025, SEC XBRL | -1.0% | -1.4% | AESI higher |
| ROE FY2025, SEC XBRL | -4.2% | +0.6% | SND higher |
| ROA FY2025, SEC XBRL | -2.3% | +0.4% | SND higher |
| Debt / equity filed borrowings, leases excl., balance sheet 2026-06-30 | 0.87 | 0.06 | SND lower |
| Revenue growth (YoY) FY2025, SEC XBRL | +3.7% | +6.0% | SND higher |
| Revenue CAGR (3y) SEC XBRL | +31.4% | +8.9% | AESI higher |
| Dividend streak (yrs) SEC XBRL | 1 | 2 | SND higher |
| Beta as of 2026-09-03 | 1.29 | 0.73 | |
| 1-year return as of 2026-10-21 close | -9.5% | +154.6% | SND higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-21.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.