United States Lime And Minerals Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of United States Lime And Minerals Inc (USLM) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: United States Lime And Minerals Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 377M vs 15,418M combined for tracked competitors (2.4% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+5.2% annualized vs trailing 12 months), vs accelerating (+14.9%) for its tracked peer group.
- Growth: United States Lime And Minerals Inc generated 8.3% revenue growth year over year in Q2 2026, vs 12.9% for its tracked competitors combined.
- Profitability: Its 34.8% net margin compares with 2.3% for the peer group.
- Scale: United States Lime And Minerals Inc ranks #12 of 37 companies by market capitalization in the Construction Raw Materials industry, holding 1.1% of industry market cap.
- Peer revenue share: United States Lime And Minerals Inc accounted for 2.2% of combined revenue among its tracked peer group, down from 2.3% a year earlier.
- Peer differentiation: Revenue per employee of $1.09M compares with $0.74M for the peer group (1.5x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
USLM Sales vs. its Competitors, Q2 2026
United States Lime And Minerals Inc reported revenue growth of 8.31 % year on year in Q2 2026, below its competitors' combined revenue growth of 12.93 %.
With a net margin of 34.81 %, United States Lime And Minerals Inc achieved higher profitability than its competitors (2.32 %).
United States Lime And Minerals Inc generated 2.19 % of the combined sales of its peer group, down from 2.28 % a year earlier.
United States Lime And Minerals Inc vs. its Competitors, Q2 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across United States Lime And Minerals Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| United States Lime and Minerals Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (6) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (6) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (3) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across United States Lime And Minerals Inc's competitor groups requires a Commercial License.
For context: the Construction Raw Materials industry grew revenue 11.9% year over year, combined, vs 8.3% for United States Lime And Minerals Inc. United States Lime And Minerals Inc's share of combined industry revenue moved from 0.13% to 0.12%, a gain of 0.00 percentage points.
United States Lime And Minerals Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| United States Lime and Minerals Inc | Yes | Yes | Yes | No |
| Competitors combined (5) | ||||
| High-Confidence Competitors (10) | ||||
| Similar-Size Competitors (8) | ||||
| Similar Growth & Profitability (8) | 100.00 % (8 of 8) | 62.50 % (5 of 8) | 37.50 % (3 of 8) | 25.00 % (2 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
USLM Stock Performance relative to its Competitors
USLM Stock Performance relative to High-Confidence Competitors
USLM Stock Performance relative to Similar-Size Competitors
USLM Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Mdu Resources Group Inc | 282.9% | Outperformed |
| 2 | Granite Construction Inc | 282.9% | Outperformed |
| 3 | Vulcan Materials Company | 282.9% | Outperformed |
| 4 | Martin Marietta Materials Inc | 282.9% | Outperformed |
| 5 | Eagle Materials Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for United States Lime And Minerals Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
United States Lime And Minerals Inc's Comment on Competition and Industry Peers
The lime industry is characterized by high barriers to entry, including: the scarcity of high-quality limestone deposits on which the required zoning and permitting for extraction can be obtained; the need for lime plants and facilities to be located close to markets, paved roads and railroad networks to enable cost-effective production and distribution; clean air and anti-pollution regulations, including those related to greenhouse gas emissions, which make it more difficult to obtain permitting for new sources of emissions, such as lime kilns; and the high capital cost of the plants and facilities. These considerations reinforce the premium value of operations having permitted, long-term, high-quality limestone reserves and good locations and transportation relative to markets.
Lime producers tend to be concentrated on known high-quality limestone formations where competition takes place principally on a regional basis. The industry as a whole has expanded its customer base, and while the steel industry and environmental-related users, including utility plants, are the largest market sectors, it also counts chemical users and other industrial users, including paper manufacturers and highway, road and building contractors, among its major customers.
Publicly Traded Peers of United States Lime and Minerals Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| United States Lime and Minerals Inc | 3,203.34 | 376.92 |
| Vulcan Materials Company | 32,294.88 | 8,062.40 |
| Martin Marietta Materials Inc | 29,544.35 | 6,295.00 |
| Eagle Materials Inc | 5,467.53 | 2,324.93 |
| Granite Construction Inc | 5,065.05 | 4,968.05 |
| Mdu Resources Group Inc | 3,930.58 | 1,830.33 |
| SUBTOTAL | 79,505.74 | 23,857.62 |
Sources: United States Lime and Minerals Inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on United States Lime and Minerals Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
United States Lime And Minerals Inc's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Kaya Holdings Inc | Named by the company | 85% |
| United Bankshares Inc | Named by the company | 85% |
| Grupo Simec S a b De C v | Named by the company | 85% |
| AVTE | Named by the company | 85% |
| Controladora Vuela Compania De Aviacion S a b De C v | Named by the company | 85% |
| Jade Biosciences Inc | Named by the company | 85% |
| Warrior Met Coal Inc | Named by the company | 85% |
| Kemper Corporation | Named by the company | 85% |
| International Baler Corporation | Named by the company | 85% |
| Linkbancorp Inc | Named by the company | 85% |
| Security National Financial Corporation | Named by the company | 85% |
| Scholastic Corporation | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for United States Lime And Minerals Inc's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
United States Lime And Minerals Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| United States Lime and Minerals Inc | Lime and Limestone Operations Segment 100.00 % |
| Vulcan Materials Company | Aggregates 78.46 % |
| Martin Marietta Materials Inc | Building Materials Business 89.50 % |
| Eagle Materials Inc | Cement 58.05 % |
| Granite Construction Inc | Constructions 84.01 % |
| Mdu Resources Group Inc | Natural gas distribution 76.30 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
United States Lime And Minerals Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| United States Lime and Minerals Inc | 3,203 | 1,089,350 | 388,506 |
| Vulcan Materials Company | 32,295 | 686,279 | 94,884 |
| Martin Marietta Materials Inc | 29,544 | 669,681 | 261,383 |
| Eagle Materials Inc | 5,468 | 929,974 | 161,030 |
| Granite Construction Inc | 5,065 | 856,559 | -24,076 |
| Mdu Resources Group Inc | 3,931 | 873,248 | 93,849 |
| PEERS TOTAL | 76,302 | 744,379 | 127,801 |
United States Lime And Minerals Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 35 companies in United States Lime And Minerals Inc's industry classification, broader than the peer set above. Market cap in millions of $.United States Lime And Minerals Inc ranks #12 of 35 companies by market capitalization in its industry, holding 1.13 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 1,083, indicating a unconcentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Crh Public Limited Company | 56,012 | 19.78 % |
| 2 | Cemex Sab De Cv | 42,304 | 14.94 % |
| 3 | Vulcan Materials Company | 32,295 | 11.41 % |
| 4 | Martin Marietta Materials Inc | 29,544 | 10.43 % |
| 5 | Teck Resources Limited | 1,234 | 5.2% |
| 6 | Amrize Ltd | 1,234 | 5.2% |
| 7 | Chemical and Mining Co Of Chile Inc | 1,234 | 5.2% |
| 8 | James Hardie Industries Plc | 1,234 | 5.2% |
| 9 | Hecla Mining Company | 1,234 | 5.2% |
| 10 | Eagle Materials Inc | 1,234 | 5.2% |
| 12 | United States Lime and Minerals Inc | 3,203 | 1.13 % |
Market cap and industry share for the rest of United States Lime And Minerals Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.
United States Lime And Minerals Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 7 | Chemical and Mining Co Of Chile Inc | 18,612 | 47.15 % |
| 8 | James Hardie Industries Plc | 14,835 | 37.33 % |
| 9 | Hecla Mining Company | 11,497 | 49.13 % |
| 10 | Eagle Materials Inc | 5,468 | -22.37 % |
| 11 | Mdu Resources Group Inc | 1,234 | 12.3% |
| 12 | United States Lime and Minerals Inc | 3,203 | -12.60 % |
| 13 | Centrus Energy Corp | 1,234 | 12.3% |
| 14 | Knife River Corporation | 1,234 | 12.3% |
| 15 | Elevra Lithium Limited | 1,234 | 12.3% |
| 16 | Energy Fuels Inc | 1,234 | 12.3% |
| 17 | Titan America Sa | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of United States Lime And Minerals Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
United States Lime And Minerals Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Construction Raw Materials industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (45 companies). See the full Construction Raw Materials industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 48.51 % | 29.19 % (avg) | +19.3 pp |
| Operating Margin | 42.11 % | industry median | +30.1 pp |
| EBITDA Margin | 52.59 % | 8.38 % (avg) | +44.2 pp |
| Capital Intensity (Capex / Revenue) | 18.79 % | 12.01 % (avg) | +6.8 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
United States Lime And Minerals Inc's Valuation vs Competitive Position
Valuation multiples vs the Construction Raw Materials industry average (45 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Construction Raw Materials industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 23.0x | 26.6x | -3.7x |
| EV / EBITDA | 13.7x | 14.0x | -0.4x |
| P/B | 4.8x | 2.6x | +2.1x |
| Return on Equity | 20.76 % | industry aggregate | 6.24 % |
| Return on Invested Capital | 11.96 % | 0.69 % (avg) | 11.27 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
United States Lime And Minerals Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2015 | 2017 | 2018 | 2019 | 2020 | 2022 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | -12.68 % | 3.99 % | -0.28 % | 9.58 % | 1.53 % | 28.25 % | 13.57 % | 17.31 % |
| Operating Margin | 14.59 % | 16.73 % | 13.85 % | 18.48 % | 21.08 % | 23.20 % | 39.32 % | 42.35 % |
| Return on Invested Capital | 5.53 % | 5.98 % | 4.47 % | 6.09 % | 6.93 % | 8.56 % | 13.20 % | 13.21 % |
| P/E | 4.6x | 83.8x | 102.7x | 100.2x | 566.8x | 87.6x | 35.3x | 26.4x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
United States Lime And Minerals Inc's Strategic Group Map
Every company in United States Lime And Minerals Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. United States Lime And Minerals Inc is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
United States Lime And Minerals Inc's BCG Growth-Share Matrix
Relative market share (vs United States Lime And Minerals Inc's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
United States Lime And Minerals Inc falls in the Dog quadrant: relative market share of 0.06x vs its largest competitor, in an industry growing revenue 5.3% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
United States Lime And Minerals Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 1,083 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | High (capital intensive) | Capital intensity (capex / revenue) of 18.79 % vs industry average 12.01 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See United States Lime And Minerals Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See United States Lime And Minerals Inc's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
United States Lime And Minerals Inc's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
United States Lime And Minerals Inc falls in the Low attractiveness / Medium strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
United States Lime And Minerals Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Operating margin 30.1 points above the industry median.
- Return on equity 6.2 points above the industry aggregate.
- Latest-quarter revenue run-rate is accelerating (+5.2% annualized vs trailing 12 months).
Weaknesses
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.06x).
Opportunities
- Trades at a lower P/E than the industry average (23.0x vs 26.6x) despite a higher return on invested capital -- a possible re-rating opportunity.
Threats
- High capital intensity requires continuous reinvestment just to keep pace with the industry.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
United States Lime And Minerals Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| United States Lime and Minerals Inc | 17.13 | 21.29 | - |
| Vulcan Materials Company | 0.20 | 2.24 | 0.52 |
| Martin Marietta Materials Inc | 0.11 | 2.37 | 0.54 |
| Eagle Materials Inc | 0.56 | 3.10 | 1.01 |
| Granite Construction Inc | 0.30 | 1.12 | 1.36 |
| Mdu Resources Group Inc | 0.08 | 0.83 | 0.90 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
United States Lime And Minerals Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| United States Lime and Minerals Inc | Q2 2026 | +8.3 % | +11.9 % |
| Vulcan Materials Company | Q1 2026 | +7.4 % | +28.3 % |
| Martin Marietta Materials Inc | Q2 2026 | +7.5 % | -23.5 % |
| Eagle Materials Inc | Q2 2026 | +2.6 % | -17.2 % |
| Granite Construction Inc | Q2 2026 | +29.4 % | - |
| Mdu Resources Group Inc | Q2 2026 | +6.9 % | +54.1 % |
| PEERS TOTAL | +11.3 % | -57.0 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
United States Lime And Minerals Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| United States Lime and Minerals Inc | Q2 2026 | +5.6 % | +34.9 % |
| Vulcan Materials Company | Q1 2026 | +5.0 % | +5.1 % |
| Martin Marietta Materials Inc | Q2 2026 | +30.3 % | -28.5 % |
| Eagle Materials Inc | Q2 2026 | +9.0 % | +58.7 % |
| Granite Construction Inc | Q2 2026 | +31.4 % | +3.2 % |
| Mdu Resources Group Inc | Q2 2026 | +10.8 % | +24.9 % |
United States Lime And Minerals Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| United States Lime and Minerals Inc | 19.24% | 19.75% | 20.76% |
| Vulcan Materials Company | 6.62% | 6.46% | 13.03% |
| Martin Marietta Materials Inc | 12.41% | 12.99% | 23.06% |
| Eagle Materials Inc | 11.16% | 11.07% | 27.04% |
| Granite Construction Inc | - | - | - |
| Mdu Resources Group Inc | 2.61% | 3.06% | 6.95% |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
United States Lime And Minerals Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| United States Lime and Minerals Inc | 23.83 | 8.50 |
| Vulcan Materials Company | 29.30 | 4.01 |
| Martin Marietta Materials Inc | 12.06 | 4.69 |
| Eagle Materials Inc | 13.95 | 2.35 |
| Granite Construction Inc | - | 1.02 |
| Mdu Resources Group Inc | 19.55 | 2.15 |
| PEERS AVERAGE | 19.09 | 3.33 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.