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5 / 10Stock Comparison
SND vs MDU vs MLM vs VMC vs CRH
Revenue, margins, valuation, and 5-year total return — side by side.
Conglomerates
Construction Materials
Construction Materials
Construction Materials
SND vs MDU vs MLM vs VMC vs CRH — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Oil & Gas Equipment & Services | Conglomerates | Construction Materials | Construction Materials | Construction Materials |
| Market Cap | $191M | $4.60B | $36.22B | $37.49B | $75.26B |
| Revenue (TTM) | $335M | $1.81B | $6.55B | $8.05B | $49.70B |
| Net Income (TTM) | $4M | $189M | $2.53B | $1.12B | $4.58B |
| Gross Margin | 12.0% | 47.0% | 29.6% | 27.6% | 35.5% |
| Operating Margin | 0.6% | 16.2% | 22.7% | 20.6% | 13.3% |
| Forward P/E | 49.5x | 22.9x | 30.8x | 31.4x | 18.9x |
| Total Debt | $37M | $2.74B | $5.32B | $5.41B | $19.70B |
| Cash & Equiv. | $2M | $28M | $67M | $183M | $4.10B |
SND vs MDU vs MLM vs VMC vs CRH — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Smart Sand, Inc. (SND) | 100 | 462.3 | +362.3% |
| MDU Resources Group… (MDU) | 100 | 271.7 | +171.7% |
| Martin Marietta Mat… (MLM) | 100 | 312.7 | +212.7% |
| Vulcan Materials Co… (VMC) | 100 | 266.7 | +166.7% |
| CRH plc (CRH) | 100 | 350.2 | +250.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SND vs MDU vs MLM vs VMC vs CRH
Each card shows where this stock fits in a portfolio — not just who wins on paper.
SND is the clearest fit if your priority is momentum.
- +151.2% vs VMC's +9.4%
MDU has the current edge in this matchup, primarily because of its strength in income & stability and defensive.
- Dividend streak 1 yrs, beta 0.38, yield 2.3%
- Beta 0.38, yield 2.3%, current ratio 0.84x
- Beta 0.38 vs CRH's 1.35
- 2.3% yield, 1-year raise streak, vs VMC's 0.7%
MLM is the #2 pick in this set and the best alternative if quality and efficiency is your priority.
- 38.7% margin vs SND's 1.2%
- 13.3% ROA vs SND's 1.1%, ROIC 7.6% vs 0.8%
VMC is the clearest fit if your priority is sleep-well-at-night.
- Lower volatility, beta 0.80, Low D/E 63.3%, current ratio 2.69x
CRH ranks third and is worth considering specifically for growth exposure and long-term compounding.
- Rev growth 9.0%, EPS growth 9.8%, 3Y rev CAGR 7.2%
- 331.4% 10Y total return vs MLM's 242.7%
- PEG 0.61 vs MLM's 3.00
- 9.0% revenue growth vs MLM's 0.1%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 9.0% revenue growth vs MLM's 0.1% | |
| Value | Lower P/E (18.9x vs 31.4x), PEG 0.61 vs 2.40 | |
| Quality / Margins | 38.7% margin vs SND's 1.2% | |
| Stability / Safety | Beta 0.38 vs CRH's 1.35 | |
| Dividends | 2.3% yield, 1-year raise streak, vs VMC's 0.7% | |
| Momentum (1Y) | +151.2% vs VMC's +9.4% | |
| Efficiency (ROA) | 13.3% ROA vs SND's 1.1%, ROIC 7.6% vs 0.8% |
SND vs MDU vs MLM vs VMC vs CRH — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
SND vs MDU vs MLM vs VMC vs CRH — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
SND leads in 2 of 6 categories
MLM leads 1 • MDU leads 0 • VMC leads 0 • CRH leads 0 • 3 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
MLM leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
CRH is the larger business by revenue, generating $49.7B annually — 148.1x SND's $335M. MLM is the more profitable business, keeping 38.7% of every revenue dollar as net income compared to SND's 1.2%. On growth, CRH holds the edge at +170.4% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $335M | $1.8B | $6.6B | $8.1B | $49.7B |
| EBITDAEarnings before interest/tax | $25M | $503M | $2.1B | $2.4B | $9.6B |
| Net IncomeAfter-tax profit | $4M | $189M | $2.5B | $1.1B | $4.6B |
| Free Cash FlowCash after capex | $11M | -$294M | $1.0B | $1.1B | $2.9B |
| Gross MarginGross profit ÷ Revenue | +12.0% | +47.0% | +29.6% | +27.6% | +35.5% |
| Operating MarginEBIT ÷ Revenue | +0.6% | +16.2% | +22.7% | +20.6% | +13.3% |
| Net MarginNet income ÷ Revenue | +1.2% | +10.5% | +38.7% | +13.9% | +9.2% |
| FCF MarginFCF ÷ Revenue | +3.4% | -16.3% | +15.8% | +13.9% | +5.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +46.9% | -10.2% | +0.7% | +7.4% | +170.4% |
| EPS Growth (YoY)Latest quarter vs prior year | — | -2.5% | +12.2% | +29.9% | +2.1% |
Valuation Metrics
SND leads this category, winning 4 of 7 comparable metrics.
Valuation Metrics
At 20.4x trailing earnings, CRH trades at a 68% valuation discount to SND's 64.0x P/E. Adjusting for growth (PEG ratio), CRH offers better value at 0.66x vs MLM's 3.12x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $191M | $4.6B | $36.2B | $37.5B | $75.3B |
| Enterprise ValueMkt cap + debt − cash | $226M | $7.3B | $41.5B | $42.7B | $90.9B |
| Trailing P/EPrice ÷ TTM EPS | 63.97x | 24.16x | 31.95x | 35.58x | 20.44x |
| Forward P/EPrice ÷ next-FY EPS est. | 49.49x | 22.93x | 30.75x | 31.43x | 18.88x |
| PEG RatioP/E ÷ EPS growth rate | — | — | 3.12x | 2.72x | 0.66x |
| EV / EBITDAEnterprise value multiple | 6.91x | 14.71x | 19.21x | 18.33x | 12.15x |
| Price / SalesMarket cap ÷ Revenue | 0.61x | 2.45x | 5.54x | 4.73x | 2.01x |
| Price / BookPrice ÷ Book value/share | 0.79x | 1.66x | 3.62x | 4.46x | 2.99x |
| Price / FCFMarket cap ÷ FCF | 17.56x | — | 37.04x | 33.02x | 29.85x |
Profitability & Efficiency
Evenly matched — SND and MLM each lead in 3 of 9 comparable metrics.
Profitability & Efficiency
MLM delivers a 25.1% return on equity — every $100 of shareholder capital generates $25 in annual profit, vs $2 for SND. SND carries lower financial leverage with a 0.15x debt-to-equity ratio, signaling a more conservative balance sheet compared to MDU's 0.99x. On the Piotroski fundamental quality scale (0–9), VMC scores 9/9 vs MDU's 3/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +1.6% | +6.8% | +25.1% | +13.1% | +20.6% |
| ROA (TTM)Return on assets | +1.1% | +2.6% | +13.3% | +6.6% | +8.9% |
| ROICReturn on invested capital | +0.8% | +4.2% | +7.6% | +8.8% | +10.7% |
| ROCEReturn on capital employed | +1.0% | +4.3% | +8.7% | +10.1% | +12.0% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 3 | 7 | 9 | 6 |
| Debt / EquityFinancial leverage | 0.15x | 0.99x | 0.53x | 0.63x | 0.77x |
| Net DebtTotal debt minus cash | $36M | $2.7B | $5.3B | $5.2B | $15.6B |
| Cash & Equiv.Liquid assets | $2M | $28M | $67M | $183M | $4.1B |
| Total DebtShort + long-term debt | $37M | $2.7B | $5.3B | $5.4B | $19.7B |
| Interest CoverageEBIT ÷ Interest expense | 0.87x | 1.77x | 6.44x | 4.13x | 6.20x |
Total Returns (Dividends Reinvested)
SND leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in CRH five years ago would be worth $23,669 today (with dividends reinvested), compared to $15,528 for VMC. Over the past 12 months, SND leads with a +151.2% total return vs VMC's +9.4%. The 3-year compound annual growth rate (CAGR) favors SND at 42.6% vs VMC's 15.2% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +23.8% | +13.8% | -5.2% | -1.1% | -10.6% |
| 1-Year ReturnPast 12 months | +151.2% | +30.7% | +13.0% | +9.4% | +24.3% |
| 3-Year ReturnCumulative with dividends | +190.1% | +116.3% | +53.9% | +52.7% | +137.9% |
| 5-Year ReturnCumulative with dividends | +120.6% | +86.1% | +62.5% | +55.3% | +136.7% |
| 10-Year ReturnCumulative with dividends | -52.2% | +227.8% | +242.7% | +162.5% | +331.4% |
| CAGR (3Y)Annualised 3-year return | +42.6% | +29.3% | +15.4% | +15.2% | +33.5% |
Risk & Volatility
Evenly matched — SND and MDU each lead in 1 of 2 comparable metrics.
Risk & Volatility
SND is the less volatile stock with a -0.01 beta — it tends to amplify market swings less than CRH's 1.35 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. MDU currently trades 98.4% from its 52-week high vs SND's 83.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | -0.01x | 0.38x | 0.87x | 0.80x | 1.35x |
| 52-Week HighHighest price in past year | $5.84 | $22.83 | $710.97 | $331.09 | $131.55 |
| 52-Week LowLowest price in past year | $1.76 | $15.76 | $532.80 | $252.35 | $86.83 |
| % of 52W HighCurrent price vs 52-week peak | +83.9% | +98.4% | +84.5% | +87.3% | +85.6% |
| RSI (14)Momentum oscillator 0–100 | 46.0 | 59.4 | 51.6 | 55.7 | 52.0 |
| Avg Volume (50D)Average daily shares traded | 349K | 1.5M | 485K | 1.2M | 4.9M |
Analyst Outlook
Evenly matched — MDU and VMC each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: SND as "Hold", MDU as "Buy", MLM as "Buy", VMC as "Buy", CRH as "Buy". Consensus price targets imply 20.4% upside for CRH (target: $136) vs -54.1% for SND (target: $2). For income investors, MDU offers the higher dividend yield at 2.35% vs MLM's 0.54%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $2.25 | $21.00 | $695.30 | $327.00 | $135.60 |
| # AnalystsCovering analysts | 14 | 17 | 40 | 36 | 20 |
| Dividend YieldAnnual dividend ÷ price | +2.0% | +2.3% | +0.5% | +0.7% | +1.1% |
| Dividend StreakConsecutive years of raises | 2 | 1 | 11 | 12 | 0 |
| Dividend / ShareAnnual DPS | $0.10 | $0.53 | $3.26 | $1.97 | $1.25 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.2% | 0.0% | +1.2% | +1.2% | +1.6% |
SND leads in 2 of 6 categories (Valuation Metrics, Total Returns). MLM leads in 1 (Income & Cash Flow). 3 tied.
SND vs MDU vs MLM vs VMC vs CRH: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is SND or MDU or MLM or VMC or CRH a better buy right now?
For growth investors, CRH plc (CRH) is the stronger pick with 9.
0% revenue growth year-over-year, versus 0. 1% for Martin Marietta Materials, Inc. (MLM). CRH plc (CRH) offers the better valuation at 20. 4x trailing P/E (18. 9x forward), making it the more compelling value choice. Analysts rate MDU Resources Group, Inc. (MDU) a "Buy" — based on 17 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — SND or MDU or MLM or VMC or CRH?
On trailing P/E, CRH plc (CRH) is the cheapest at 20.
4x versus Smart Sand, Inc. at 64. 0x. On forward P/E, CRH plc is actually cheaper at 18. 9x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: CRH plc wins at 0. 61x versus Martin Marietta Materials, Inc. 's 3. 00x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — SND or MDU or MLM or VMC or CRH?
Over the past 5 years, CRH plc (CRH) delivered a total return of +136.
7%, compared to +55. 3% for Vulcan Materials Company (VMC). Over 10 years, the gap is even starker: CRH returned +331. 4% versus SND's -52. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — SND or MDU or MLM or VMC or CRH?
By beta (market sensitivity over 5 years), Smart Sand, Inc.
(SND) is the lower-risk stock at -0. 01β versus CRH plc's 1. 35β — meaning CRH is approximately -12030% more volatile than SND relative to the S&P 500. On balance sheet safety, Smart Sand, Inc. (SND) carries a lower debt/equity ratio of 15% versus 99% for MDU Resources Group, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — SND or MDU or MLM or VMC or CRH?
By revenue growth (latest reported year), CRH plc (CRH) is pulling ahead at 9.
0% versus 0. 1% for Martin Marietta Materials, Inc. (MLM). On earnings-per-share growth, the picture is similar: Vulcan Materials Company grew EPS 18. 5% year-over-year, compared to -42. 0% for Martin Marietta Materials, Inc.. Over a 3-year CAGR, SND leads at 35. 0% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — SND or MDU or MLM or VMC or CRH?
Martin Marietta Materials, Inc.
(MLM) is the more profitable company, earning 17. 4% net margin versus 1. 0% for Smart Sand, Inc. — meaning it keeps 17. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MLM leads at 23. 3% versus 1. 0% for SND. At the gross margin level — before operating expenses — CRH leads at 36. 1%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is SND or MDU or MLM or VMC or CRH more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, CRH plc (CRH) is the more undervalued stock at a PEG of 0. 61x versus Martin Marietta Materials, Inc. 's 3. 00x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, CRH plc (CRH) trades at 18. 9x forward P/E versus 49. 5x for Smart Sand, Inc. — 30. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for CRH: 20. 4% to $135. 60.
08Which pays a better dividend — SND or MDU or MLM or VMC or CRH?
All stocks in this comparison pay dividends.
MDU Resources Group, Inc. (MDU) offers the highest yield at 2. 3%, versus 0. 5% for Martin Marietta Materials, Inc. (MLM).
09Is SND or MDU or MLM or VMC or CRH better for a retirement portfolio?
For long-horizon retirement investors, Smart Sand, Inc.
(SND) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0. 01), 2. 0% yield). Both have compounded well over 10 years (SND: -52. 2%, CRH: +331. 4%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between SND and MDU and MLM and VMC and CRH?
These companies operate in different sectors (SND (Energy) and MDU (Industrials) and MLM (Basic Materials) and VMC (Basic Materials) and CRH (Basic Materials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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