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CX vs. USLM
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Performance

CX vs. USLM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CEMEX, S.A.B. de C.V. (CX) and United States Lime & Minerals, Inc. (USLM). The values are adjusted to include any dividend payments, if applicable.

0.00%5,000.00%10,000.00%JuneJulyAugustSeptemberOctoberNovember
2.14%
12,959.75%
CX
USLM

Returns By Period

In the year-to-date period, CX achieves a -28.56% return, which is significantly lower than USLM's 225.88% return. Over the past 10 years, CX has underperformed USLM with an annualized return of -6.64%, while USLM has yielded a comparatively higher 28.54% annualized return.


CX

YTD

-28.56%

1M

-8.64%

6M

-27.24%

1Y

-17.61%

5Y (annualized)

8.65%

10Y (annualized)

-6.64%

USLM

YTD

225.88%

1M

46.89%

6M

113.99%

1Y

251.11%

5Y (annualized)

54.20%

10Y (annualized)

28.54%

Fundamentals


CXUSLM
Market Cap$7.95B$4.00B
EPS$0.20$3.44
PE Ratio27.2040.66
PEG Ratio0.110.00
Total Revenue (TTM)$16.96B$303.35M
Gross Profit (TTM)$5.59B$132.05M
EBITDA (TTM)$2.83B$139.96M

Key characteristics


CXUSLM
Sharpe Ratio-0.496.25
Sortino Ratio-0.496.27
Omega Ratio0.941.85
Calmar Ratio-0.2313.52
Martin Ratio-0.7648.98
Ulcer Index23.80%5.13%
Daily Std Dev36.79%40.18%
Max Drawdown-93.80%-77.13%
Current Drawdown-78.92%-0.37%

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Correlation

-0.50.00.51.00.2

The correlation between CX and USLM is 0.23, 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.

Risk-Adjusted Performance

CX vs. USLM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for CEMEX, S.A.B. de C.V. (CX) 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.


Sharpe ratio
The chart of Sharpe ratio for CX, currently valued at -0.49, compared to the broader market-4.00-2.000.002.004.00-0.496.25
The chart of Sortino ratio for CX, currently valued at -0.49, compared to the broader market-4.00-2.000.002.004.00-0.496.27
The chart of Omega ratio for CX, currently valued at 0.94, compared to the broader market0.501.001.502.000.941.85
The chart of Calmar ratio for CX, currently valued at -0.23, compared to the broader market0.002.004.006.00-0.2313.52
The chart of Martin ratio for CX, currently valued at -0.76, compared to the broader market0.0010.0020.0030.00-0.7648.98
CX
USLM

The current CX Sharpe Ratio is -0.49, which is lower than the USLM Sharpe Ratio of 6.25. The chart below compares the historical Sharpe Ratios of CX and USLM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Rolling 12-month Sharpe Ratio0.002.004.006.00JuneJulyAugustSeptemberOctoberNovember
-0.49
6.25
CX
USLM

Dividends

CX vs. USLM - Dividend Comparison

CX's dividend yield for the trailing twelve months is around 0.76%, more than USLM's 0.13% yield.


TTM2023202220212020201920182017201620152014
CX
CEMEX, S.A.B. de C.V.
0.76%0.00%0.00%0.00%0.00%2.59%0.00%0.00%0.00%0.00%0.00%
USLM
United States Lime & Minerals, Inc.
0.13%0.35%0.57%0.50%0.56%6.52%0.76%0.70%0.66%0.91%0.69%

Drawdowns

CX vs. USLM - Drawdown Comparison

The maximum CX drawdown since its inception was -93.80%, which is greater than USLM's maximum drawdown of -77.13%. Use the drawdown chart below to compare losses from any high point for CX and USLM. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-78.92%
-0.37%
CX
USLM

Volatility

CX vs. USLM - Volatility Comparison

The current volatility for CEMEX, S.A.B. de C.V. (CX) is 16.55%, while United States Lime & Minerals, Inc. (USLM) has a volatility of 18.24%. This indicates that CX 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.


5.00%10.00%15.00%20.00%JuneJulyAugustSeptemberOctoberNovember
16.55%
18.24%
CX
USLM

Financials

CX vs. USLM - Financials Comparison

This section allows you to compare key financial metrics between CEMEX, S.A.B. de C.V. 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


Values in USD except per share items