WallStSmart

Amrize Ltd (AMRZ)vsUnited States Lime & Minerals Inc (USLM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Amrize Ltd generates 3132% more annual revenue ($12.18B vs $376.92M). USLM leads profitability with a 35.7% profit margin vs 10.1%. AMRZ trades at a lower P/E of 19.6x. AMRZ earns a higher WallStSmart Score of 68/100 (B-).

AMRZ

Strong Buy

68

out of 100

Grade: B-

Growth: 5.3Profit: 6.5Value: 5.7Quality: 5.0
Piotroski: 2/9Altman Z: 1.61

USLM

Buy

56

out of 100

Grade: C

Growth: 6.7Profit: 9.0Value: 5.7Quality: 8.5
Piotroski: 2/9Altman Z: 10.98
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for AMRZ.

USLMUndervalued (+6.6%)

Margin of Safety

+6.6%

Fair Value

$115.39

Current Price

$117.82

$2.43 discount

UndervaluedFair: $115.39Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMRZ2 strengths · Avg: 8.0/10
Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Operating MarginProfitability
20.5%8/10

Strong operational efficiency at 20.5%

USLM4 strengths · Avg: 10.0/10
Profit MarginProfitability
35.7%10/10

Keeps 36 of every $100 in revenue as profit

Operating MarginProfitability
41.0%10/10

Strong operational efficiency at 41.0%

Debt/EquityHealth
0.0010/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
10.9810/10

Safe zone — low bankruptcy risk

Areas to Watch

AMRZ2 concerns · Avg: 3.5/10
Altman Z-ScoreHealth
1.614/10

Distress zone — elevated risk

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

USLM2 concerns · Avg: 3.5/10
P/E RatioValuation
25.1x4/10

Moderate valuation

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : AMRZ

The strongest argument for AMRZ centers on Price/Book, Operating Margin. PEG of 1.13 suggests the stock is reasonably priced for its growth.

Bull Case : USLM

The strongest argument for USLM centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 35.7% and operating margin at 41.0%.

Bear Case : AMRZ

The primary concerns for AMRZ are Altman Z-Score, Piotroski F-Score.

Bear Case : USLM

The primary concerns for USLM are P/E Ratio, Piotroski F-Score.

Key Dynamics to Monitor

AMRZ profiles as a value stock while USLM is a mature play — different risk/reward profiles.

AMRZ is growing revenue faster at 8.6% — sustainability is the question.

AMRZ generates stronger free cash flow (173M), providing more financial flexibility.

Monitor BUILDING MATERIALS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

AMRZ scores higher overall (68/100 vs 56/100). Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Amrize Ltd

BASIC MATERIALS · BUILDING MATERIALS · USA

Amrize Ltd (AMRZ) is an innovative technology firm at the forefront of the digital health and wellness industry, dedicated to transforming healthcare delivery with cutting-edge technologies and data-driven solutions. The company prioritizes enhancing patient outcomes and access to care, significantly investing in research and development to address the rising demand for scalable health innovations. With a diverse portfolio of products and strategic initiatives, Amrize is well-positioned to become a critical player in the ongoing evolution of healthcare, presenting a compelling investment opportunity for institutional investors navigating a dynamic market.

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United States Lime & Minerals Inc

BASIC MATERIALS · BUILDING MATERIALS · USA

United States Lime & Minerals, Inc. manufactures and supplies lime and limestone products in the United States. The company is headquartered in Dallas, Texas.

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