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CL vs. USLM
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CL vs. USLM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Colgate-Palmolive Company (CL) and United States Lime & Minerals, Inc. (USLM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CL achieves a 10.27% return, which is significantly higher than USLM's -11.65% return. Over the past 10 years, CL has underperformed USLM with an annualized return of 4.21%, while USLM has yielded a comparatively higher 26.08% annualized return.


CL

1D
-2.83%
1M
-1.69%
YTD
10.27%
6M
14.49%
1Y
-2.21%
3Y*
6.80%
5Y*
3.26%
10Y*
4.21%

USLM

1D
1.01%
1M
-3.90%
YTD
-11.65%
6M
-12.38%
1Y
-0.24%
3Y*
40.83%
5Y*
30.59%
10Y*
26.08%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CL vs. USLM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CL
Colgate-Palmolive Company
10.27%-10.98%16.57%3.78%-5.44%2.08%27.17%18.60%-19.19%17.88%
USLM
United States Lime & Minerals, Inc.
-11.65%-9.59%188.91%64.34%9.84%13.69%27.15%35.03%-7.26%2.47%

Correlation

The correlation between CL and USLM is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.07

Correlation (3Y)
Calculated over the trailing 3-year period

0.02

Correlation (5Y)
Calculated over the trailing 5-year period

0.07

Correlation (10Y)
Calculated over the trailing 10-year period

0.09

Correlation (All Time)
Calculated using the full available price history since Mar 26, 1990

0.09

Fundamentals

EPS

CL:

$2.58

USLM:

$6.07

PE Ratio

CL:

33.37

USLM:

17.42

PEG Ratio

CL:

8.62

USLM:

0.45

PS Ratio

CL:

3.35

USLM:

6.17

Total Revenue (TTM)

CL:

$20.80B

USLM:

$369.31M

Gross Profit (TTM)

CL:

$12.49B

USLM:

$177.91M

EBITDA (TTM)

CL:

$3.92B

USLM:

$185.83M

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Return for Risk

CL vs. USLM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CL
CL Risk / Return Rank: 3535
Overall Rank
CL Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
CL Sortino Ratio Rank: 3131
Sortino Ratio Rank
CL Omega Ratio Rank: 3131
Omega Ratio Rank
CL Calmar Ratio Rank: 3838
Calmar Ratio Rank
CL Martin Ratio Rank: 3939
Martin Ratio Rank

USLM
USLM Risk / Return Rank: 4040
Overall Rank
USLM Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
USLM Sortino Ratio Rank: 3737
Sortino Ratio Rank
USLM Omega Ratio Rank: 3737
Omega Ratio Rank
USLM Calmar Ratio Rank: 4242
Calmar Ratio Rank
USLM Martin Ratio Rank: 4242
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CL vs. USLM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Colgate-Palmolive Company (CL) and United States Lime & Minerals, Inc. (USLM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


CLUSLMDifference
Sharpe ratioReturn per unit of total volatility

-0.10

Sortino ratioReturn per unit of downside risk

-0.26

Omega ratioGain probability vs. loss probability

1.00

1.04

-0.04

Calmar ratioReturn relative to maximum drawdown

-0.12

-0.01

-0.11

Martin ratioReturn relative to average drawdown

-0.20

-0.02

-0.17

CL vs. USLM - Sharpe Ratio Comparison

The current CL Sharpe Ratio is -0.10, which is lower than the USLM Sharpe Ratio of -0.01. The chart below compares the historical Sharpe Ratios of CL and USLM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


CLUSLMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.10

-0.01

-0.10

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.17

0.86

-0.68

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.21

0.72

-0.51

Sharpe Ratio (All Time)

Calculated using the full available price history

0.42

0.25

+0.17

Drawdowns

CL vs. USLM - Drawdown Comparison

The maximum CL drawdown since its inception was -58.91%, smaller than the maximum USLM drawdown of -77.09%. Use the drawdown chart below to compare losses from any high point for CL and USLM.


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Drawdown Indicators


CLUSLMDifference

Max Drawdown

Largest peak-to-trough decline

-58.91%

-77.09%

+18.18%

Max Drawdown (1Y)

Largest decline over 1 year

-18.64%

-26.55%

+7.91%

Max Drawdown (3Y)

Largest decline over 3 years

-29.05%

-45.87%

+16.82%

Max Drawdown (5Y)

Largest decline over 5 years

-29.05%

-45.87%

+16.82%

Max Drawdown (10Y)

Largest decline over 10 years

-29.05%

-45.87%

+16.82%

Current Drawdown

Current decline from peak

-17.54%

-32.66%

+15.12%

Average Drawdown

Average peak-to-trough decline

-11.24%

-27.35%

+16.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.29%

11.12%

+0.17%

Volatility

CL vs. USLM - Volatility Comparison

The current volatility for Colgate-Palmolive Company (CL) is 7.77%, while United States Lime & Minerals, Inc. (USLM) has a volatility of 8.63%. This indicates that CL experiences smaller price fluctuations and is considered to be less risky than USLM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CLUSLMDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.77%

8.63%

-0.86%

Volatility (6M)

Calculated over the trailing 6-month period

17.27%

32.06%

-14.79%

Volatility (1Y)

Calculated over the trailing 1-year period

21.67%

40.45%

-18.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.77%

35.91%

-17.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.74%

36.37%

-16.63%

Dividends

CL vs. USLM - Dividend Comparison

CL's dividend yield for the trailing twelve months is around 2.43%, more than USLM's 0.23% yield.


PositionTTM20252024202320222021202020192018201720162015
CL
Colgate-Palmolive Company
2.43%2.61%2.18%2.40%2.36%2.10%2.05%2.48%2.79%2.11%2.37%2.25%
USLM
United States Lime & Minerals, Inc.
0.23%0.20%0.15%0.35%0.57%0.50%0.56%6.52%0.76%0.70%0.66%0.91%

Financials

CL vs. USLM - Financials Comparison

This section allows you to compare key financial metrics between Colgate-Palmolive Company and United States Lime & Minerals, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.001.00B2.00B3.00B4.00B5.00B20222023202420252026
5.32B
87.83M
(CL) Total Revenue
(USLM) Total Revenue
Values in USD except per share items

CL vs. USLM - Profitability Comparison

The chart below illustrates the profitability comparison between Colgate-Palmolive Company and United States Lime & Minerals, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%20222023202420252026
60.6%
47.5%
Portfolio components
CL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Colgate-Palmolive Company reported a gross profit of 3.23B and revenue of 5.32B. Therefore, the gross margin over that period was 60.6%.

USLM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, United States Lime & Minerals, Inc. reported a gross profit of 41.75M and revenue of 87.83M. Therefore, the gross margin over that period was 47.5%.

CL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Colgate-Palmolive Company reported an operating income of 1.16B and revenue of 5.32B, resulting in an operating margin of 21.7%.

USLM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, United States Lime & Minerals, Inc. reported an operating income of 35.78M and revenue of 87.83M, resulting in an operating margin of 40.7%.

CL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Colgate-Palmolive Company reported a net income of 646.00M and revenue of 5.32B, resulting in a net margin of 12.1%.

USLM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, United States Lime & Minerals, Inc. reported a net income of 30.58M and revenue of 87.83M, resulting in a net margin of 34.8%.


Frequently Asked Questions


CL and USLM have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

USLM has higher volatility (8.63%) compared to CL (7.77%). In terms of maximum drawdown, CL dropped -58.91% vs USLM's -77.09%.

USLM currently has the higher Sharpe Ratio (-0.01 vs -0.10), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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