United States Lime & Minerals, Inc (USLM) Fair Value & Analysis
Basic Materials · US · Market cap $2.9B
United States Lime & Minerals, Inc
USLM · US
Fair value as of: Jul 13, 2026
From 26 valuation models · updated 28 days ago
Share price +23.2% over the past month.
A solid business, but screening 36% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($92.59). The favourable scenario is already priced in.
- Solid but not exceptional quality (68/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 13, 2026.
How to read this chart
60‑month range $20.20 – $156.93 · fair‑value band $56.56 – $92.59 · the $120.07 price screens above the $76.63 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 13, 2026.
Analysis
United States Lime & Minerals, Inc (USLM) currently trades at $120.07, while our model-based Fair Value estimate is $76.63, implying the stock looks roughly 36.2% overvalued today. The Quality Score stands at 68/100 (solid quality), in the Basic Materials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, United States Lime & Minerals, Inc generated revenue of $369M at a net margin of 35.4%. Revenue declined 3.7% year over year. It earns a return on equity of 21.9%. The balance sheet holds a net cash position of $367M. Fundamentals as of Jul 13, 2026
Our scenario range runs from $56.56 (bear case) to $92.59 (bull case); at $120.07, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 15% below its 52-week high and 28% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -59% fair-value upside, at -36%, USLM screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 26 models by family
Widest divergence: DCF Models ($80.13) versus Dividend Discount ($3.62). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 70 · Market factors (momentum, volatility) 52
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
United States Lime & Minerals, Inc. manufactures and supplies lime and limestone products in the United States. It extracts limestone from open-pit quarries and an underground mine, and processes it as pulverized limestone, quicklime, hydrated lime, and lime slurry.
Full company description
United States Lime & Minerals, Inc. manufactures and supplies lime and limestone products in the United States. It extracts limestone from open-pit quarries and an underground mine, and processes it as pulverized limestone, quicklime, hydrated lime, and lime slurry. The company supplies its products primarily to the construction customers, including highway, road, and building contractors; industrial customers, such as paper and glass manufacturers; environmental customers comprising municipal sanitation and water treatment facilities, and flue gas treatment processes; oil and gas services companies; roof shingle manufacturers; and poultry producers, as well as steel producers. In addition, the company has various royalty interests with respect to oil and gas rights in natural gas wells located in Johnson County, Texas in the Barnett Shale Formation. The company was incorporated in 1950 and is headquartered in Dallas, Texas. United States Lime & Minerals, Inc. is a subsidiary of Inberdon Enterprises Ltd.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
United States Lime & Minerals, Inc reported revenue of $373M in FY2025 versus $189M in FY2021, a compound +18.5%/yr. Reported net income was $134M in FY2025, compounding +38.0%/yr from FY2021.
USLM screens 36% overvalued. Compare with CRH plc →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- United States Lime & Minerals Reports Second Quarter 2026 Results and Declares Regular Quarterly Cash Dividend
- United States Lime & Minerals Reports First Quarter 2026 Results and Declares Regular Quarterly Cash Dividend
- United States Lime & Minerals (USLM) Is Up 5.1% After Hitting a New 52-Week High Has The Bull Case Changed?
- Freedom Capital Maintains a Buy on United States Lime & Minerals (USLM), Raises PT
Peer Group
Building Materials · 254 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Building Materials median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 30/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Building Materials stocks, each showing price versus our Fair Value estimate (as of Jul 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| CRH plc CRH | $102.92 | $70.57 | -31% |
| UltraTech Cement Limited ULTRACEMCO | ₹11,711 | ₹4,719 | -60% |
| China Jushi Co 600176 | ¥54.52 | ¥13.95 | -74% |
| Grasim Industries Limited GRASIM | ₹3,073 | ₹1,245 | -59% |
| CEMEX, S.A. CEMEXCPO | 21.71 MXN | 15.42 MXN | -29% |
| Anhui Conch Cement Company 600585 | ¥16.99 | ¥26.14 | +54% |
| Ambuja Cements Limited AMBUJACEM | ₹435.25 | ₹227.96 | -48% |
| Shree Cement Limited SHREECEM | ₹26,930 | ₹8,215 | -69% |
| TCC Group 1101B | 43.70 TWD | 10.48 TWD | -76% |
| Taiwan Glass Ind. Corp 1802 | 53.30 TWD | 13.98 TWD | -74% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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