← BackSmart Sand, Inc. · Mining & Quarrying of Nonmetallic MineralsSND
Low riskNext report: Around Nov 11 (est.)
The short versionA profitable company with growing sales. Institutions are adding.
Going well
- Sales up 34% in the latest quarter vs a year ago
- Raised its dividend (3.1% yield)
- Profitable
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 13% to their holdings in the quarter ending June 2026 (67 bought, 39 sold)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$4.84+1.7% that day
- Company value
- $205M
- Share price times all shares
- Price vs profit (P/E)
- 18.6x
- You pay about $19 for each $1 of yearly profit
- Price vs sales
- 0.53x
- Company value is 0.53 times a year of sales
- Dividend yield
- 3.1%
- Yearly dividend as a share of today's price
- Cash vs value
- 5%
- Cash as a share of company value
- Debt vs value
- 7%
- Debt as a share of company value
From SND's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26$115.0M+34% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $387.0M, up 27% from the 12 months before. Over 5 years, sales grew about 22% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- MissReturn on equity 15%+Earns a lot on the money owners have in the business.0.6%
- PassDebt under half of equityNot relying on borrowed money.0.06x equity
- MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.0.4%
- MissProfitable every yearSteady profits, not one good year.8 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$32.5M
- PassShare count not growingNot diluting owners. Falling means buybacks.-6.6% in 3 years
- MissGross margin 40%+Pricing power: sells for well above what it costs to make.11.5%
- Revenue
- $330.2M
- +6.0% vs prior year
- 5-year growth
- +22.0%/yr
- revenue, per year
- Total debt
- $15.0M
- 0.06x equity
- Current ratio
- 1.76x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2026- Revenue
- $115.0M
- +34.1% YoY
- EPS
- $0.25
- vs $0.54
- Op. margin
- 8.7%
- +8.8 pts
- Gross margin
- 17.2%
- +6.8 pts
- Free cash flow
- -$1.4M
- Share count
- +5.1%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 2.0
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
▲Accumulating+12.6%Institutions added 12.6% to their holdings. 67 bought, 39 sold. 7 quarters of net buying in a row.
Shares held by institutions19.5M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
+0.9%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
0.1x · $16.4M debtShares outstandingLatest reported
42MNext reportAround Nov 11 (est.)Estimated from the same quarter last year
- Results filedAug 11
- Results filedMay 12
- Results filedFeb 26
- Results filedNov 12, 2025
- Results filedAug 12, 2025
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings
Straight from SEC EDGAR
Major agreementSep 3 · Form 8-K ↗Leadership changeAug 25 · Form 8-K/A ↗SoldJames Douglas YoungSEE REMARKS
47,030 shares at $4.82 avg ($4.70 to $4.83) · $227K
- -12% of holdings
- Now owns 360,821 shares
- Not a pre-planned sale
- 3 transactions
- Filed same day
Stock awardSharon SpurlinDirector
18,868 shares
- +11% of holdings
- Now owns 191,129 shares
- Filed 1 day after trade
Stock awardTimothy PawlentyDirector
18,868 shares
- +9% of holdings
- Now owns 239,415 shares
- Filed 1 day after trade
Stock awardFrancis Michael PorcelliDirector
18,868 shares
- +3% of holdings
- Now owns 762,928 shares
- Filed 1 day after trade
Stock awardAndrew R SpeakerDirector
18,868 shares
- +2% of holdings
- Now owns 996,221 shares
- Filed 1 day after trade
Stock awardChristopher M. GreenVice President of Accounting
12,176 shares
- +36% of holdings
- Now owns 46,469 shares
- Filed 1 day after trade
Insider tradeAug 20 · Form 4 ↗Insider tradeAug 20 · Form 4 ↗Insider tradeAug 20 · Form 4 ↗Insider tradeAug 20 · Form 4 ↗Insider tradeAug 20 · Form 4 ↗Insider tradeAug 20 · Form 4 ↗Planned insider saleAug 19 · Form 144 ↗