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SMID

BULLISH
$33.98 Live
Smith-Midland Corporation · NASDAQ
$25.6 52W Range $43.66

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 20, 2026
Market cap
$180.32M
P/E
14.4
ROE
26.0%
Profit margin
13.4%
Debt/Equity
0.08
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
75%
Smith-Midland exhibits a stable financial profile with a Piotroski F-Score of 4/9 and an exceptionally clean balance sheet (Debt/Equity 0.08). While the current price of $33.98 trades at a premium to the Graham Number ($23.31), it remains significantly below the growth-based intrinsic value of $69.62. The company is delivering high-alpha returns with an ROE of 26.04% and explosive earnings growth of 52.60% YoY. Despite bearish technicals and minimal insider sentiment, the fundamental valuation relative to sector peers (P/E 14.40 vs Sector 45.20) suggests a strong value opportunity.

Key Strengths

Exceptional capital structure with very low Debt/Equity (0.08)
Strong profitability metrics including 26.04% ROE and 13.64% ROA
High growth trajectory with 52.60% YoY earnings growth
Strong liquidity position with a Current Ratio of 3.40
Proprietary product moat (SlenderWall, J-J Hooks) providing competitive advantage

Key Risks

High sensitivity to construction industry cyclicality
Operational vulnerability to weather-related disruptions and project delays
Bearish technical trend and negative 6-month price performance
Lack of institutional analyst coverage and guidance
Low insider sentiment and recent selling activity
AI Fair Value Estimate
Based on comprehensive analysis
$46.5
+36.8% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
60
Strong
Value
70
Future
85
Past
75
Health
70
Dividend
0
AI Verdict
Strong Fundamental Value
Key drivers: Low P/E relative to sector, High ROE, Minimal Debt, Strong Revenue Growth
Confidence
80%
Value
70/100

Ref P/E, PEG, Graham Number

Positives
  • P/E of 14.40 is significantly lower than sector average of 45.20
  • PEG ratio of 1.20 indicates fair pricing relative to growth
Watchpoints
  • Trades 45% above the defensive Graham Number
Future
85/100

Ref Growth rates

Positives
  • Revenue growth of 24.70% YoY
  • Earnings growth of 52.60% YoY
Watchpoints
  • Cyclical nature of building materials industry
Past
75/100

Ref Historical trends

Positives
  • Impressive 5-year price appreciation of 195.5%
  • Consistent improvement in bottom-line performance from 2024 to 2025
Watchpoints
  • Negative 6-month price return (-9.9%)
Health
70/100

Ref Altman Z-Score, Piotroski F-Score

Positives
  • Extremely low leverage (Debt/Equity 0.08)
  • High current ratio (3.40)
Watchpoints
  • Piotroski F-Score of 4/9 is only 'Stable', not 'Strong'
Dividend
0/100

Ref Yield, Payout

Positives
No standout positives identified.
Watchpoints
  • No dividend payments
  • 0/100 dividend strength score

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$33.98

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for SMID and closest competitors.

Updated 2026-04-17
SMI
Smith-Midland Corporation
Primary
5Y
+195.5%
3Y
+71.4%
1Y
+14.8%
6M
-9.9%
1M
+20.0%
1W
+13.8%
MNT
Montauk Renewables, Inc.
Peer
5Y
-88.6%
3Y
-83.5%
1Y
-42.5%
6M
-44.6%
1M
-15.0%
1W
+0.8%
AMT
Aemetis, Inc.
Peer
5Y
-88.1%
3Y
-17.0%
1Y
+44.0%
6M
+6.0%
1M
+50.7%
1W
+63.6%
FRD
Friedman Industries, Incorporated
Peer
5Y
+127.7%
3Y
+62.8%
1Y
+27.1%
6M
-13.4%
1M
+2.4%
1W
+4.9%
ARE
American Resources Corporation
Peer
5Y
-41.2%
3Y
+71.4%
1Y
+330.2%
6M
-18.0%
1M
-30.1%
1W
-12.0%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
14.4
Forward P/E
N/A
PEG Ratio
1.2
P/B Ratio
3.32
P/S Ratio
1.93
EV/Revenue
1.85
EV/EBITDA
8.7
Market Cap
$180.32M

Profitability

Profit margins and return metrics

Profit Margin 13.38%
Operating Margin 14.0%
Gross Margin 27.86%
ROE 26.04%
ROA 13.64%

Growth

Revenue and earnings growth rates

Revenue Growth +24.7%
Earnings Growth +52.6%
Q/Q Revenue Growth +24.72%
Q/Q Earnings Growth +52.5%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.08
Low debt
Current Ratio
3.4
Strong
Quick Ratio
2.81
Excellent
Cash/Share
$2.24

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.0B
Gross Margin
23.9%
Op. Margin
14.0%
Net Margin
9.2%
Total Assets
$0.1B
Liabilities
$0.0B
Equity
$0.1B
Debt/Equity
0.62x
Operating CF
$0.0B
CapEx
$-0.0B
Free Cash Flow
$-0.0B
FCF Yield
-53%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-15
$N/A

Basic Materials Sector Comparison

Comparing SMID against 91 companies in the Basic Materials sector (3 bullish, 32 neutral, 56 bearish)
P/E Ratio
14.4
This Stock
vs
43.46
Sector Avg
-66.9% (Discount)
Return on Equity (ROE)
26.04%
This Stock
vs
-13.19%
Sector Avg
-297.5% (Below Avg)
Profit Margin
13.38%
This Stock
vs
-11.04%
Sector Avg
-221.2% (Weaker)
Debt to Equity
0.08
This Stock
vs
0.85
Sector Avg
-90.2% (Less Debt)
Revenue Growth
24.7%
This Stock
vs
40.11%
Sector Avg
-38.4% (Slower)
Current Ratio
3.4
This Stock
vs
6.66
Sector Avg
-48.9% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

HUNTER DOMINIC L.
Chief Financial Officer
Stock Award
2026-01-05
408 shares
GERHARDT RICHARD
Director
Stock Award
2025-12-19
414 shares
BRUNER JAMES RUSSELL
Director
Stock Award
2025-12-19
414 shares
VAN DE WATER READ
Director
Stock Award
2025-12-19
414 shares
GERHARDT RICHARD
Director
Sell
2025-11-24
666 shares · $22,153
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
FORM 8-K
2026-04-14

SMID filed an 8-K on April 14, 2026, likely to announce its first-quarter financial results.

10-K
FORM 10-K
2026-04-14

Smith-Midland Corporation provides proprietary precast concrete systems for the construction, utility, and farming industries, reporting significantly improved bottom-line performance in 2025 compared to 2024. The company is subject to the cyclical nature of the construction industry, with risks including weather-related disruptions and project delays that may cause volatility in quarterly sales and net income.

8-K
FORM 8-K
2026-03-24
10-Q
FORM 10-Q
2025-11-14

SMID filed its Form 10-Q on November 14, 2025. The filing includes a section dedicated to Risk Factors under Item 1A, although specific financial highlights and detailed risk disclosures were not provided in the available excerpts.

8-K
FORM 8-K
2025-11-14

SMID filed a Form 8-K on November 14, 2025, likely to announce its third-quarter financial results.

8-K
FORM 8-K
2025-08-21
10-Q
FORM 10-Q
2025-08-14

SMID filed its Form 10-Q on August 14, 2025. The provided excerpts do not contain specific financial highlights or detailed risk factor descriptions.

8-K
FORM 8-K
2025-08-14

SMID filed an 8-K on August 14, 2025, likely to announce its second-quarter financial results.

8-K
FORM 8-K
2025-08-06

SMID filed an 8-K on August 6, 2025, likely to announce its second-quarter financial results.

10-Q
FORM 10-Q
2025-07-10

SMID filed its Form 10-Q on July 10, 2025. While specific financial highlights were not provided in the excerpt, the filing includes a section detailing risk factors under Item 1A.

8-K
FORM 8-K
2025-07-10
DEF 14A
DEF 14A
2025-06-12
8-K
FORM 8-K
2025-06-04
8-K
FORM 8-K
2025-05-28
10-K
FORM 10-K
2025-05-27
Data sourced from SEC EDGAR. AI summaries generated automatically.

Past News Coverage

Recent headlines mentioning SMID from our newsroom.

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