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 $214.5M against $69.6M — 3.1× the size. Dawson Geophysical Company trades at the lower P/E: 18.6× against 18.8×. 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%). Neither pays a dividend. Across the 21 metrics below, Dawson Geophysical Company leads on 11 and Smart Sand on 10.

Valuation

Metric DWSN SND Oil & Gas Equipment & Services median
P/E 18.58 18.78 22.50
P/S 0.66 0.51 1.17
P/B 3.46 0.84 1.82
Price to free cash flow n/m 5.75 13.72
EV/EBITDA 6.11 5.25 8.68
EV/Sales 0.70 0.53 1.34
Earnings yield 5.38% 5.33% 3.94%
Free cash flow yield (6.07%) 17.40% 5.66%

Profitability

Metric DWSN SND Oil & Gas Equipment & Services median
Gross margin 22.31% 13.46% 23.26%
Operating margin 4.59% 2.03% 9.34%
Net margin 3.49% 2.71% 4.69%
Free cash flow margin (4.03%) 8.95% 5.35%
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%) (13.00%)
Revenue growth, 5-year CAGR (2.56%) 21.96% 14.44%
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 2.07
Net debt to EBITDA 1.51 (0.37) 0.75

Dividend

Metric DWSN SND Oil & Gas Equipment & Services median
Dividend yield 0.00% 0.00% 1.51%
Payout ratio 0.00 0.00 0.38

Size

Metric DWSN SND Oil & Gas Equipment & Services median
Market cap 69.56m 214.54m 1.63b

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