United States Lime & Minerals, Inc. (USLM)
ValueMarkers Composite Index
3% above intrinsic value ($120)
United States Lime & Minerals, Inc. (USLM) — VMCI valuation read
Headline read on USLM: VMCI of 63/100 versus a Basic Materials sector median of 50. The 13-point above-median position is what makes United States Lime & Minerals, Inc. a relative-value candidate in the mid-cap cohort, before any pillar-level review.
Form 4 filings on USLM: zero in the trailing 30 days. The absence of insider transactions is itself a data point, just a low-information one. The thesis runs on financials and price action until that changes.
**Investor frame.** Three reads on USLM: value (USLM trades at 27.0x earnings, 50% above the Basic Materials median of 18.0x), quality (ROIC of 15.0% sits 5.0pp above the Basic Materials median (10.0%)), and risk (net debt to EBITDA of -1.5x leaves covenant headroom). The value read also implies an EV/EBITDA gap of +4.0x against the Basic Materials 12.0x baseline.
USLM rose 3.4% over the trailing 7 days, with a +6.8% read on a 30-day basis.
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; steel producers; oil and gas services companies; roof shingle manufacturers; and poultry and cattle feed producers. It also has various royalty interests and non-operating working 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.
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