Dawson Geophysical Company (DWSN) vs Smart Sand (SND)

Dawson Geophysical Company and Smart Sand are both Oil & Gas Equipment & Services companies. Smart Sand is the larger, with a market value of $215.4M against $95.7M — 2.3× the size. Smart Sand trades at the lower P/E: 19.4× against 24.1×. Dawson Geophysical Company grew revenue faster over the last twelve months: 86.3% against 26.5%. Dawson Geophysical Company has the higher net margin (3.49% vs 2.71%) and the higher return on invested capital (12.4% vs 2.02%). Across the 21 metrics below, Smart Sand leads on 12 and Dawson Geophysical Company on 9.

Valuation

Metric DWSN SND Oil & Gas Equipment & Services median
P/E 24.08 19.37 24.78
P/S 0.86 0.53 1.28
P/B 4.48 0.86 1.85
Price to free cash flow n/m 5.93 15.03
EV/EBITDA 7.82 5.41 8.93
EV/Sales 0.90 0.54 1.40
Earnings yield 4.15% 5.16% 3.12%
Free cash flow yield (4.69%) 16.87% 5.01%

Profitability

Metric DWSN SND Oil & Gas Equipment & Services median
Gross margin 22.31% 13.46% 23.27%
Operating margin 4.59% 2.03% 9.34%
Net margin 3.49% 2.71% 4.69%
Free cash flow margin (4.03%) 8.95% 5.05%
Return on equity 19.96% 4.38% 4.92%
Return on assets 7.20% 3.03% 2.37%
Return on invested capital 12.43% 2.02% 4.32%

Growth

Metric DWSN SND Oil & Gas Equipment & Services median
Revenue growth (TTM) 86.31% 26.53% 6.08%
EPS growth (last fiscal year) 53.85% (62.50%) —
Revenue growth, 5-year CAGR (2.56%) 21.96% 10.60%
Net income growth, 5-year CAGR 0.00% (48.73%) 0.00%

Health

Metric DWSN SND Oil & Gas Equipment & Services median
Debt to equity 0.51 0.06 0.46
Current ratio 0.87 1.69 2.11
Net debt to EBITDA 1.51 (0.37) 0.76

Dividend

Metric DWSN SND Oil & Gas Equipment & Services median
Dividend yield — — 2.12%
Payout ratio 0.00 0.00 0.00

Size

Metric DWSN SND Oil & Gas Equipment & Services median
Market cap 95.65m 215.39m 1.81b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack