KLX Energy Services Holdings, Inc. (KLXE) vs Smart Sand (SND)

KLX Energy Services Holdings, Inc. and Smart Sand are both Oil & Gas Equipment & Services companies. Smart Sand is the larger, with a market value of $215.4M against $178.0M — 1.2× the size. KLX Energy Services Holdings, Inc. has negative trailing earnings, so its P/E is not meaningful; Smart Sand trades at 19.4×. Smart Sand grew revenue faster over the last twelve months: 26.5% against −4.76%. Smart Sand has the higher net margin (2.71% vs −9.71%) and the higher return on invested capital (2.02% vs −4.43%). Across the 20 metrics below, KLX Energy Services Holdings, Inc. leads on 10 and Smart Sand on 10.

Valuation

Metric KLXE SND Oil & Gas Equipment & Services median
P/E n/m 19.37 24.78
P/S 0.05 0.53 1.28
P/B n/m 0.86 1.85
Price to free cash flow 2.44 5.93 15.03
EV/EBITDA 4.04 5.41 8.93
EV/Sales 0.52 0.54 1.40
Earnings yield (196.27%) 5.16% 3.12%
Free cash flow yield 40.90% 16.87% 5.01%

Profitability

Metric KLXE SND Oil & Gas Equipment & Services median
Gross margin 21.00% 13.46% 23.27%
Operating margin (2.19%) 2.03% 9.34%
Net margin (9.71%) 2.71% 4.69%
Free cash flow margin 2.12% 8.95% 5.05%
Return on equity 82.49% 4.38% 4.92%
Return on assets (16.64%) 3.03% 2.37%
Return on invested capital (4.43%) 2.02% 4.32%

Growth

Metric KLXE SND Oil & Gas Equipment & Services median
Revenue growth (TTM) (4.76%) 26.53% 6.08%
EPS growth (last fiscal year) (25.99%) (62.50%) —
Revenue growth, 5-year CAGR 7.86% 21.96% 10.60%
Net income growth, 5-year CAGR 0.00% (48.73%) 0.00%

Health

Metric KLXE SND Oil & Gas Equipment & Services median
Debt to equity (2.99) 0.06 0.46
Current ratio 1.18 1.69 2.11
Net debt to EBITDA 3.88 (0.37) 0.76

Dividend

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

Size

Metric KLXE SND Oil & Gas Equipment & Services median
Market cap 177.96m 215.39m 1.81b

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