WallStSmart

Halliburton Company (HAL)vsSmart Sand Inc (SND)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Halliburton Company generates 5681% more annual revenue ($22.37B vs $386.99M). HAL leads profitability with a 7.2% profit margin vs 2.7%. HAL appears more attractively valued with a PEG of 0.77. HAL earns a higher WallStSmart Score of 63/100 (C+).

HAL

Buy

63

out of 100

Grade: C+

Growth: 5.3Profit: 5.5Value: 6.7Quality: 6.5
Piotroski: 3/9Altman Z: 2.84

SND

Buy

57

out of 100

Grade: C

Growth: 6.0Profit: 5.0Value: 8.0Quality: 7.5
Piotroski: 4/9Altman Z: 2.78
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HALUndervalued (+1.7%)

Margin of Safety

+1.7%

Fair Value

$37.76

Current Price

$35.84

$1.92 discount

UndervaluedFair: $37.76Overvalued
SNDUndervalued (+36.6%)

Margin of Safety

+36.6%

Fair Value

$7.84

Current Price

$5.21

$2.63 discount

UndervaluedFair: $7.84Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HAL2 strengths · Avg: 8.0/10
PEG RatioValuation
0.778/10

Growing faster than its price suggests

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

SND4 strengths · Avg: 9.3/10
Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
34.1%10/10

Revenue surging 34.1% year-over-year

Debt/EquityHealth
0.189/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.868/10

Growing faster than its price suggests

Areas to Watch

HAL3 concerns · Avg: 3.3/10
Revenue GrowthGrowth
3.7%4/10

3.7% revenue growth

Profit MarginProfitability
7.2%3/10

7.2% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

SND4 concerns · Avg: 2.5/10
Market CapQuality
$225.56M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
2.7%3/10

2.7% margin — thin

EPS GrowthGrowth
-53.7%2/10

Earnings declined 53.7%

Free Cash FlowQuality
$-1.35M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : HAL

The strongest argument for HAL centers on PEG Ratio, Price/Book. PEG of 0.77 suggests the stock is reasonably priced for its growth.

Bull Case : SND

The strongest argument for SND centers on Price/Book, Revenue Growth, Debt/Equity. Revenue growth of 34.1% demonstrates continued momentum. PEG of 0.86 suggests the stock is reasonably priced for its growth.

Bear Case : HAL

The primary concerns for HAL are Revenue Growth, Profit Margin, Piotroski F-Score.

Bear Case : SND

The primary concerns for SND are Market Cap, Profit Margin, EPS Growth. Thin 2.7% margins leave little buffer for downturns.

Key Dynamics to Monitor

HAL profiles as a value stock while SND is a hypergrowth play — different risk/reward profiles.

HAL carries more volatility with a beta of 0.77 — expect wider price swings.

SND is growing revenue faster at 34.1% — sustainability is the question.

HAL generates stronger free cash flow (589M), providing more financial flexibility.

Bottom Line

HAL scores higher overall (63/100 vs 57/100). SND offers better value entry with a 36.6% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Halliburton Company

ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA

Halliburton Company is an American multinational corporation. One of the world's largest oil field service companies, it has operations in more than 70 countries.

Smart Sand Inc

ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA

Smart Sand, Inc., an integrated fracturing sand supply and services company, is engaged in the excavation, processing, and sale of sands or proppant for use in hydraulic fracturing operations in the oil and gas industry in the United States. United. The company is headquartered in The Woodlands, Texas.

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