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U.S. Silica Holdings, Inc. Stock Price

NYSE:SLCA Community·US$1.2b Market Cap
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SLCA Share Price Performance

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Snowflake Analysis

Good value with acceptable track record.

2 Risks
1 Reward

U.S. Silica Holdings, Inc. Key Details

US$1.4b

Revenue

US$951.2m

Cost of Revenue

US$484.5m

Gross Profit

US$368.5m

Other Expenses

US$116.0m

Earnings

Last Reported Earnings
Mar 31, 2024
Next Reporting Earnings
n/a
1.48
33.75%
8.08%
92.7%
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About SLCA

Founded
1894
Employees
1873
CEO
Bryan Shinn
WebsiteView website
www.ussilica.com

U.S. Silica Holdings, Inc. produces and sells commercial silica in the United States. It operates through two segments: Oil & Gas Proppants and Industrial & Specialty Products. The company offers whole grain commercial silica products to be used as frac for oil and natural gas recovery, as well as sells its whole grain silica products for the manufacturing of glass products. It also provides various grades of whole-grain round silica to the foundry industry; ground silica and industrial minerals products used for various products; and engineered performance materials made from diatomaceous earth (DE), clay, and perlite. In addition, the company offers transportation, equipment rental, and contract labor services. It serves oilfield services companies, and exploration and production companies that are engaged in hydraulic fracturing, building and construction products, chemicals, fillers and extenders, filtration, glass, sports, recreation, and industrial and specialty products end markets. The company was formerly known as GGC USS Holdings Inc. and changed its name to U.S. Silica Holdings, Inc. in July 2011. U.S. Silica Holdings, Inc. was founded in 1894 and is headquartered in Katy, Texas.

Recent SLCA News & Updates

Seeking Alpha Jul 02

U.S. Silica Has Upside To Sum Of The Parts Valuation In A Potential Split

Summary U.S. Silica has been investing in new technology in its Industrial business for several years and has guided to 8-10% profit growth for the next few years. The Industrial segment, alone could be worth $25/share based on the guidance and a peer multiple of 12x EV/EBITDA. The complicating factor is the Oil & Gas business is more volatile and weighs down the overall valuation even though it is worth only about $7/share at 3x EV/EBITDA. Apollo has proposed buying the company for $15.50/share or an 18% premium. However, long-term investors could benefit far more by forgoing the meager premium and opting for a split. Read the full article on Seeking Alpha

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