United States Lime & Minerals, Inc. is a manufacturer of lime and limestone products, supplying primarily the construction (including highway, road, and building contractors), industrial (including paper and glass manufacturers), environmental (inclu…
Analysis
Beloved champion
United States Lime & Minerals, Inc. sits in the top corner of our grid: excellent business, premium price; every investor already knows the story. Worth noting: the cash the business generates has lagged behind what the income statement shows.
On valuation, the picture is expensive. The owner-earnings multiple stands at 33.5×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 13% a year, against analyst forecasts of 12%. The price, in other words, assumes less than the experts do.
Growth is solid; the safety picture is sturdy. The company scores 12/20 on our value-creation score: creating some value.
Flags to be aware of: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.
Detailed & Historical Ranks
Deep dive into 15 detailed ranks and 3 years of history.
Current202520242023
Price/Sales
21
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10
Price/Earnings
52
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28
Price/Book
37
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20
Dividend Yield
1
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31
Value (overall)
23
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—
5
Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.