CW vs. USLM
CW (Curtiss-Wright Corporation) and USLM (United States Lime & Minerals, Inc.) are both stocks. CW operates in Specialty Industrial Machinery (Industrials), while USLM operates in Building Materials (Basic Materials). Over the past 10 years, CW returned 25.12%/yr vs 26.57%/yr for USLM. At a 0.21 correlation, their price movements are largely independent.
Performance
CW vs. USLM - Performance Comparison
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Returns By Period
In the year-to-date period, CW achieves a 37.55% return, which is significantly higher than USLM's -9.38% return. Over the past 10 years, CW has underperformed USLM with an annualized return of 25.12%, while USLM has yielded a comparatively higher 26.57% annualized return.
CW
- 1D
- 0.10%
- 1M
- 6.35%
- YTD
- 37.55%
- 6M
- 38.99%
- 1Y
- 60.42%
- 3Y*
- 63.08%
- 5Y*
- 43.15%
- 10Y*
- 25.12%
USLM
- 1D
- 2.30%
- 1M
- 4.28%
- YTD
- -9.38%
- 6M
- -17.05%
- 1Y
- 11.01%
- 3Y*
- 41.21%
- 5Y*
- 31.26%
- 10Y*
- 26.57%
CW vs. USLM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CW Curtiss-Wright Corporation | 37.55% | 55.66% | 59.73% | 33.98% | 21.03% | 19.86% | -16.83% | 38.70% | -15.79% | 24.56% |
USLM United States Lime & Minerals, Inc. | -9.38% | -9.59% | 188.91% | 64.34% | 9.84% | 13.69% | 27.15% | 35.03% | -7.26% | 2.47% |
Correlation
The correlation between CW and USLM is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.37 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.36 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 1990 | 0.21 |
The correlation between CW and USLM shifts across timeframes, from 0.21 (all time) to 0.38 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
CW:
$13.64
USLM:
$6.07
CW:
55.58
USLM:
17.87
CW:
3.03
USLM:
0.46
CW:
7.88
USLM:
6.33
CW:
$3.61B
USLM:
$369.31M
CW:
$1.34B
USLM:
$177.91M
CW:
$745.31M
USLM:
$185.83M
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Return for Risk
CW vs. USLM — Risk / Return Rank
CW
USLM
CW vs. USLM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Curtiss-Wright Corporation (CW) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CW | USLM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.61 | ||
| Sortino ratioReturn per unit of downside risk | +1.83 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.08 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 4.66 | 0.34 | +4.32 |
| Martin ratioReturn relative to average drawdown | 13.53 | 0.79 | +12.74 |
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Drawdowns
CW vs. USLM - Drawdown Comparison
The maximum CW drawdown since its inception was -59.19%, smaller than the maximum USLM drawdown of -77.09%. Use the drawdown chart below to compare losses from any high point for CW and USLM.
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Drawdown Indicators
| CW | USLM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.19% | -77.09% | +17.90% |
Max Drawdown (1Y)Largest decline over 1 year | -12.97% | -26.55% | +13.58% |
Max Drawdown (3Y)Largest decline over 3 years | -27.21% | -45.87% | +18.66% |
Max Drawdown (5Y)Largest decline over 5 years | -27.21% | -45.87% | +18.66% |
Max Drawdown (10Y)Largest decline over 10 years | -48.73% | -45.87% | -2.86% |
Current DrawdownCurrent decline from peak | 0.00% | -30.93% | +30.93% |
Average DrawdownAverage peak-to-trough decline | -13.89% | -27.35% | +13.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.46% | 11.39% | -6.93% |
Volatility
CW vs. USLM - Volatility Comparison
Curtiss-Wright Corporation (CW) has a higher volatility of 10.40% compared to United States Lime & Minerals, Inc. (USLM) at 9.89%. This indicates that CW'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
| CW | USLM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.40% | 9.89% | +0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 26.00% | 32.08% | -6.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.95% | 40.42% | -7.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.89% | 35.95% | -8.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.31% | 36.38% | -6.07% |
Dividends
CW vs. USLM - Dividend Comparison
CW's dividend yield for the trailing twelve months is around 0.13%, less than USLM's 0.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CW Curtiss-Wright Corporation | 0.13% | 0.17% | 0.23% | 0.35% | 0.45% | 0.51% | 0.58% | 0.47% | 0.59% | 0.46% | 0.53% | 0.76% |
USLM United States Lime & Minerals, Inc. | 0.22% | 0.20% | 0.15% | 0.35% | 0.57% | 0.50% | 0.56% | 6.52% | 0.76% | 0.70% | 0.66% | 0.91% |
Financials
CW vs. USLM - Financials Comparison
This section allows you to compare key financial metrics between Curtiss-Wright 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
CW vs. USLM - Profitability Comparison
CW - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Curtiss-Wright Corporation reported a gross profit of 331.48M and revenue of 913.69M. Therefore, the gross margin over that period was 36.3%.
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%.
CW - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Curtiss-Wright Corporation reported an operating income of 160.42M and revenue of 913.69M, resulting in an operating margin of 17.6%.
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%.
CW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Curtiss-Wright Corporation reported a net income of 128.19M and revenue of 913.69M, resulting in a net margin of 14.0%.
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
CW and USLM have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CW has higher volatility (10.40%) compared to USLM (9.89%). In terms of maximum drawdown, CW dropped -59.19% vs USLM's -77.09%.
CW currently has the higher Sharpe Ratio (1.83 vs 0.22), 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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