WallStSmart

United States Lime & Minerals Inc (USLM)vsVulcan Materials Company (VMC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Vulcan Materials Company generates 2083% more annual revenue ($8.06B vs $369.31M). USLM leads profitability with a 35.4% profit margin vs 13.8%. USLM trades at a lower P/E of 23.9x. VMC earns a higher WallStSmart Score of 57/100 (C).

USLM

Hold

46

out of 100

Grade: D+

Growth: 4.0Profit: 9.0Value: 5.7Quality: 8.5
Piotroski: 2/9Altman Z: 10.69

VMC

Buy

57

out of 100

Grade: C

Growth: 6.0Profit: 6.5Value: 3.3Quality: 7.5
Piotroski: 7/9Altman Z: 2.05
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

USLMUndervalued (+5.3%)

Margin of Safety

+5.3%

Fair Value

$113.82

Current Price

$104.61

$9.21 discount

UndervaluedFair: $113.82Overvalued
VMCSignificantly Overvalued (-89.4%)

Margin of Safety

-89.4%

Fair Value

$168.84

Current Price

$281.38

$112.54 premium

UndervaluedFair: $168.84Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

USLM4 strengths · Avg: 10.0/10
Profit MarginProfitability
35.4%10/10

Keeps 35 of every $100 in revenue as profit

Operating MarginProfitability
40.7%10/10

Strong operational efficiency at 40.7%

Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
10.6910/10

Safe zone — low bankruptcy risk

VMC1 strengths · Avg: 8.0/10
EPS GrowthGrowth
29.7%8/10

Earnings expanding 29.7% YoY

Areas to Watch

USLM3 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Revenue GrowthGrowth
-3.7%2/10

Revenue declined 3.7%

EPS GrowthGrowth
-10.9%2/10

Earnings declined 10.9%

VMC2 concerns · Avg: 4.0/10
PEG RatioValuation
2.464/10

Expensive relative to growth rate

P/E RatioValuation
33.9x4/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : USLM

The strongest argument for USLM centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 35.4% and operating margin at 40.7%.

Bull Case : VMC

The strongest argument for VMC centers on EPS Growth.

Bear Case : USLM

The primary concerns for USLM are Piotroski F-Score, Revenue Growth, EPS Growth.

Bear Case : VMC

The primary concerns for VMC are PEG Ratio, P/E Ratio.

Key Dynamics to Monitor

USLM profiles as a declining stock while VMC is a value play — different risk/reward profiles.

VMC carries more volatility with a beta of 1.06 — expect wider price swings.

VMC is growing revenue faster at 7.4% — sustainability is the question.

VMC generates stronger free cash flow (65M), providing more financial flexibility.

Bottom Line

VMC scores higher overall (57/100 vs 46/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

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.

Vulcan Materials Company

BASIC MATERIALS · BUILDING MATERIALS · USA

Vulcan Materials Company (NYSE: VMC) is an American company based in Birmingham, Alabama. It is principally engaged in the production, distribution and sale of construction materials.

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