CRS vs. USLM
Compare and contrast key facts about Carpenter Technology Corporation (CRS) and United States Lime & Minerals, Inc. (USLM).
Performance
CRS vs. USLM - Performance Comparison
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CRS vs. USLM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CRS Carpenter Technology Corporation | 25.26% | 86.23% | 141.72% | 94.48% | 29.50% | 2.66% | -39.44% | 42.12% | -29.16% | 43.40% |
USLM United States Lime & Minerals, Inc. | 9.14% | -9.59% | 188.91% | 64.34% | 9.84% | 13.69% | 27.15% | 35.03% | -7.26% | 2.47% |
Fundamentals
CRS:
$19.83B
USLM:
$3.75B
CRS:
$8.62
USLM:
$4.67
CRS:
45.71
USLM:
27.95
CRS:
0.04
USLM:
0.72
CRS:
6.75
USLM:
10.07
CRS:
9.99
USLM:
5.95
CRS:
$2.94B
USLM:
$372.73M
CRS:
$849.50M
USLM:
$182.31M
CRS:
$711.30M
USLM:
$186.33M
Returns By Period
In the year-to-date period, CRS achieves a 25.26% return, which is significantly higher than USLM's 9.14% return. Both investments have delivered pretty close results over the past 10 years, with CRS having a 29.69% annualized return and USLM not far behind at 28.74%.
CRS
- 1D
- 6.32%
- 1M
- -0.98%
- YTD
- 25.26%
- 6M
- 60.75%
- 1Y
- 118.29%
- 3Y*
- 108.12%
- 5Y*
- 59.12%
- 10Y*
- 29.69%
USLM
- 1D
- 4.31%
- 1M
- 14.41%
- YTD
- 9.14%
- 6M
- -0.61%
- 1Y
- 48.10%
- 3Y*
- 62.78%
- 5Y*
- 37.32%
- 10Y*
- 28.74%
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Return for Risk
CRS vs. USLM — Risk / Return Rank
CRS
USLM
CRS vs. USLM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Carpenter Technology Corporation (CRS) 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.
| CRS | USLM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.33 | 1.26 | +1.07 |
Sortino ratioReturn per unit of downside risk | 3.04 | 1.84 | +1.20 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.23 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 6.14 | 2.09 | +4.05 |
Martin ratioReturn relative to average drawdown | 14.29 | 5.65 | +8.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CRS | USLM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.33 | 1.26 | +1.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.27 | 1.08 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.80 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.26 | +0.07 |
Correlation
The correlation between CRS and USLM is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
CRS vs. USLM - Dividend Comparison
CRS's dividend yield for the trailing twelve months is around 0.20%, more than USLM's 0.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRS Carpenter Technology Corporation | 0.20% | 0.25% | 0.47% | 1.13% | 2.17% | 2.74% | 2.75% | 1.61% | 2.13% | 1.41% | 1.99% | 2.38% |
USLM United States Lime & Minerals, Inc. | 0.18% | 0.20% | 0.15% | 0.35% | 0.57% | 0.50% | 0.56% | 6.52% | 0.76% | 0.70% | 0.66% | 0.91% |
Drawdowns
CRS vs. USLM - Drawdown Comparison
The maximum CRS drawdown since its inception was -84.68%, which is greater than USLM's maximum drawdown of -77.09%. Use the drawdown chart below to compare losses from any high point for CRS and USLM.
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Drawdown Indicators
| CRS | USLM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.68% | -77.09% | -7.59% |
Max Drawdown (1Y)Largest decline over 1 year | -19.24% | -22.46% | +3.22% |
Max Drawdown (5Y)Largest decline over 5 years | -47.01% | -45.87% | -1.14% |
Max Drawdown (10Y)Largest decline over 10 years | -74.70% | -45.87% | -28.83% |
Current DrawdownCurrent decline from peak | -4.36% | -16.82% | +12.46% |
Average DrawdownAverage peak-to-trough decline | -27.36% | -27.37% | +0.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.27% | 8.31% | -0.04% |
Volatility
CRS vs. USLM - Volatility Comparison
Carpenter Technology Corporation (CRS) has a higher volatility of 17.52% compared to United States Lime & Minerals, Inc. (USLM) at 12.29%. This indicates that CRS's price experiences larger fluctuations and is considered to be riskier 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
| CRS | USLM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.52% | 12.29% | +5.23% |
Volatility (6M)Calculated over the trailing 6-month period | 37.15% | 26.53% | +10.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 51.08% | 38.41% | +12.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 46.78% | 34.91% | +11.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 48.74% | 35.88% | +12.86% |
Financials
CRS vs. USLM - Financials Comparison
This section allows you to compare key financial metrics between Carpenter Technology Corporation 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.
Total Revenue: Total amount of money received from sales and other business activities
CRS vs. USLM - Profitability Comparison
CRS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Carpenter Technology Corporation reported a gross profit of 218.30M and revenue of 728.00M. Therefore, the gross margin over that period was 30.0%.
USLM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, United States Lime & Minerals, Inc. reported a gross profit of 42.18M and revenue of 87.94M. Therefore, the gross margin over that period was 48.0%.
CRS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Carpenter Technology Corporation reported an operating income of 155.20M and revenue of 728.00M, resulting in an operating margin of 21.3%.
USLM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, United States Lime & Minerals, Inc. reported an operating income of 36.01M and revenue of 87.94M, resulting in an operating margin of 41.0%.
CRS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Carpenter Technology Corporation reported a net income of 105.30M and revenue of 728.00M, resulting in a net margin of 14.5%.
USLM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, United States Lime & Minerals, Inc. reported a net income of 30.55M and revenue of 87.94M, resulting in a net margin of 34.7%.