Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, ceramic proppants provider CARBO Ceramics (NYSE: CRR) has earned a respected four-star ranking.

With that in mind, let's take a closer look at CARBO's business and see what CAPS investors are saying about the stock right now.

CARBO facts

Headquarters (founded) Houston (1997)
Market Cap $1.5 billion
Industry Oil and gas equipment and services
Trailing-12-Month Revenue $666.0 million
Management CEO Gary Kolstad (since 2006)
CFO Ernesto Bautista III (since 2009)
Return on Equity (average, past 3 years) 18%
Cash/Debt $34.9 million / $0
Dividend Yield 1.6%
Competitors Fairmount Minerals
Compagnie de Saint-Gobain
Unimin

Sources: S&P Capital IQ and Motley Fool CAPS.

On CAPS, 94% of the 450 members who have rated CARBO believe the stock will outperform the S&P 500 going forward.

A few months ago, one of those Fools, papsrus, succinctly summed up the opportunity for our community:

I'm adding CARBO Ceramics as a [natural gas] play. A small cap flirting with a 52-week low, [CARBO] provides high-quality ceramic proppant used in fracking, they are expanding production, and they pay a decent dividend. Huge short interest in this stock.

If you want market-thumping returns, you need to put together the best portfolio you can. Of course, despite a strong four-star rating, CARBO may not be your top choice.

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Want to see how well (or not so well) the stocks in this series are performing? Follow the TrackPoisedTo CAPS account.