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Side-by-side financial comparison of Smart Sand, Inc. (SND) and ZIPRECRUITER, INC. (ZIP). Click either name above to swap in a different company.
ZIPRECRUITER, INC. is the larger business by last-quarter revenue ($111.7M vs $86.0M, roughly 1.3× Smart Sand, Inc.). Smart Sand, Inc. runs the higher net margin — 1.4% vs -0.7%, a 2.1% gap on every dollar of revenue. On growth, ZIPRECRUITER, INC. posted the faster year-over-year revenue change (0.6% vs -5.8%). Smart Sand, Inc. produced more free cash flow last quarter ($20.4M vs $7.6M). Over the past eight quarters, Smart Sand, Inc.'s revenue compounded faster (1.8% CAGR vs -4.4%).
Sand 9 is a fabless Micro-electromechanical system (MEMS) company based in Cambridge, Massachusetts. Sand 9 developed a piezoelectric MEMS resonator to serve as an alternative for quartz timing devices in applications such as smart phones, low-power wireless devices, and communications infrastructure equipment.
ZipRecruiter, Inc. is an American employment marketplace for job seekers and employers.
SND vs ZIP — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $86.0M | $111.7M |
| Net Profit | $1.2M | $-835.0K |
| Gross Margin | 13.0% | 89.1% |
| Operating Margin | -3.1% | 3.6% |
| Net Margin | 1.4% | -0.7% |
| Revenue YoY | -5.8% | 0.6% |
| Net Profit YoY | -68.5% | 92.3% |
| EPS (diluted) | $0.03 | $-0.03 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $86.0M | $111.7M | ||
| Q3 25 | $92.8M | $115.0M | ||
| Q2 25 | $85.8M | $112.2M | ||
| Q1 25 | $65.6M | $110.1M | ||
| Q4 24 | $91.4M | $111.0M | ||
| Q3 24 | $63.2M | $117.1M | ||
| Q2 24 | $73.8M | $123.7M | ||
| Q1 24 | $83.1M | $122.2M |
| Q4 25 | $1.2M | $-835.0K | ||
| Q3 25 | $3.0M | $-9.8M | ||
| Q2 25 | $21.4M | $-9.5M | ||
| Q1 25 | $-24.2M | $-12.8M | ||
| Q4 24 | $3.7M | $-10.8M | ||
| Q3 24 | $-98.0K | $-2.6M | ||
| Q2 24 | $-430.0K | $7.0M | ||
| Q1 24 | $-216.0K | $-6.5M |
| Q4 25 | 13.0% | 89.1% | ||
| Q3 25 | 16.1% | 89.1% | ||
| Q2 25 | 10.4% | 89.3% | ||
| Q1 25 | 4.2% | 89.4% | ||
| Q4 24 | 14.7% | 89.6% | ||
| Q3 24 | 10.3% | 89.4% | ||
| Q2 24 | 17.7% | 89.5% | ||
| Q1 24 | 14.2% | 89.1% |
| Q4 25 | -3.1% | 3.6% | ||
| Q3 25 | 5.8% | -4.4% | ||
| Q2 25 | -0.1% | -5.9% | ||
| Q1 25 | -10.8% | -10.6% | ||
| Q4 24 | 3.9% | -3.6% | ||
| Q3 24 | -7.8% | -2.8% | ||
| Q2 24 | 4.8% | 7.6% | ||
| Q1 24 | 0.9% | -0.7% |
| Q4 25 | 1.4% | -0.7% | ||
| Q3 25 | 3.2% | -8.5% | ||
| Q2 25 | 24.9% | -8.5% | ||
| Q1 25 | -37.0% | -11.7% | ||
| Q4 24 | 4.1% | -9.7% | ||
| Q3 24 | -0.2% | -2.2% | ||
| Q2 24 | -0.6% | 5.7% | ||
| Q1 24 | -0.3% | -5.3% |
| Q4 25 | $0.03 | $-0.03 | ||
| Q3 25 | $0.08 | $-0.11 | ||
| Q2 25 | $0.54 | $-0.10 | ||
| Q1 25 | $-0.62 | $-0.13 | ||
| Q4 24 | $0.10 | $-0.10 | ||
| Q3 24 | $0.00 | $-0.03 | ||
| Q2 24 | $-0.01 | $0.07 | ||
| Q1 24 | $-0.01 | $-0.07 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $22.6M | $188.0M |
| Total DebtLower is stronger | $15.0M | — |
| Stockholders' EquityBook value | $239.7M | $-77.2M |
| Total Assets | $340.0M | $569.7M |
| Debt / EquityLower = less leverage | 0.06× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $22.6M | $188.0M | ||
| Q3 25 | $5.1M | $211.8M | ||
| Q2 25 | $4.3M | $203.5M | ||
| Q1 25 | $5.1M | $221.1M | ||
| Q4 24 | $1.6M | $218.4M | ||
| Q3 24 | $7.2M | $225.6M | ||
| Q2 24 | $6.3M | $271.7M | ||
| Q1 24 | $4.6M | $282.5M |
| Q4 25 | $15.0M | — | ||
| Q3 25 | $14.3M | — | ||
| Q2 25 | $23.5M | — | ||
| Q1 25 | $13.7M | — | ||
| Q4 24 | $14.7M | — | ||
| Q3 24 | $15.7M | — | ||
| Q2 24 | $17.1M | — | ||
| Q1 24 | $25.5M | — |
| Q4 25 | $239.7M | $-77.2M | ||
| Q3 25 | $239.9M | $-76.1M | ||
| Q2 25 | $240.5M | $-65.9M | ||
| Q1 25 | $219.9M | $-11.3M | ||
| Q4 24 | $243.8M | $13.4M | ||
| Q3 24 | $243.6M | $13.6M | ||
| Q2 24 | $242.9M | $24.4M | ||
| Q1 24 | $242.5M | $12.7M |
| Q4 25 | $340.0M | $569.7M | ||
| Q3 25 | $343.1M | $573.6M | ||
| Q2 25 | $345.8M | $592.4M | ||
| Q1 25 | $326.9M | $629.4M | ||
| Q4 24 | $341.5M | $664.1M | ||
| Q3 24 | $335.8M | $652.0M | ||
| Q2 24 | $341.8M | $665.3M | ||
| Q1 24 | $349.3M | $662.4M |
| Q4 25 | 0.06× | — | ||
| Q3 25 | 0.06× | — | ||
| Q2 25 | 0.10× | — | ||
| Q1 25 | 0.06× | — | ||
| Q4 24 | 0.06× | — | ||
| Q3 24 | 0.06× | — | ||
| Q2 24 | 0.07× | — | ||
| Q1 24 | 0.11× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $22.4M | $7.7M |
| Free Cash FlowOCF − Capex | $20.4M | $7.6M |
| FCF MarginFCF / Revenue | 23.7% | 6.8% |
| Capex IntensityCapex / Revenue | 2.3% | 0.1% |
| Cash ConversionOCF / Net Profit | 18.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | $32.5M | $9.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $22.4M | $7.7M | ||
| Q3 25 | $18.2M | $2.6M | ||
| Q2 25 | $-5.1M | $10.5M | ||
| Q1 25 | $8.7M | $-9.9M | ||
| Q4 24 | $1.0M | $12.5M | ||
| Q3 24 | $5.8M | $9.3M | ||
| Q2 24 | $14.9M | $21.9M | ||
| Q1 24 | $-3.9M | $2.0M |
| Q4 25 | $20.4M | $7.6M | ||
| Q3 25 | $14.8M | $2.2M | ||
| Q2 25 | $-7.8M | $10.2M | ||
| Q1 25 | $5.2M | $-10.2M | ||
| Q4 24 | $-840.0K | $12.0M | ||
| Q3 24 | $3.7M | $9.2M | ||
| Q2 24 | $13.5M | $21.7M | ||
| Q1 24 | $-5.5M | $1.9M |
| Q4 25 | 23.7% | 6.8% | ||
| Q3 25 | 15.9% | 1.9% | ||
| Q2 25 | -9.1% | 9.1% | ||
| Q1 25 | 7.9% | -9.3% | ||
| Q4 24 | -0.9% | 10.8% | ||
| Q3 24 | 5.8% | 7.8% | ||
| Q2 24 | 18.3% | 17.6% | ||
| Q1 24 | -6.6% | 1.6% |
| Q4 25 | 2.3% | 0.1% | ||
| Q3 25 | 3.6% | 0.3% | ||
| Q2 25 | 3.1% | 0.3% | ||
| Q1 25 | 5.4% | 0.3% | ||
| Q4 24 | 2.1% | 0.4% | ||
| Q3 24 | 3.4% | 0.2% | ||
| Q2 24 | 1.8% | 0.1% | ||
| Q1 24 | 2.0% | 0.1% |
| Q4 25 | 18.99× | — | ||
| Q3 25 | 6.05× | — | ||
| Q2 25 | -0.24× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.28× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 3.12× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
SND
| Sand | $85.1M | 99% |
| Smart Systems Segment | $980.0K | 1% |
ZIP
| License | $84.3M | 75% |
| Services | $27.4M | 25% |
