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

Performance

USLM vs. CL - Performance Comparison

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

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Returns By Period

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


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%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

USLM vs. CL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
CL
Colgate-Palmolive Company
10.27%-10.98%16.57%3.78%-5.44%2.08%27.17%18.60%-19.19%17.88%

Correlation

The correlation between USLM and CL 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

USLM:

$6.07

CL:

$2.58

PE Ratio

USLM:

17.42

CL:

33.37

PEG Ratio

USLM:

0.45

CL:

8.62

PS Ratio

USLM:

6.17

CL:

3.35

Total Revenue (TTM)

USLM:

$369.31M

CL:

$20.80B

Gross Profit (TTM)

USLM:

$177.91M

CL:

$12.49B

EBITDA (TTM)

USLM:

$185.83M

CL:

$3.92B

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Return for Risk

USLM vs. CL — Risk / Return Rank

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

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

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
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.

USLM vs. CL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for United States Lime & Minerals, Inc. (USLM) and Colgate-Palmolive Company (CL). 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.


USLMCLDifference
Sharpe ratioReturn per unit of total volatility

+0.10

Sortino ratioReturn per unit of downside risk

+0.26

Omega ratioGain probability vs. loss probability

1.04

1.00

+0.04

Calmar ratioReturn relative to maximum drawdown

-0.01

-0.12

+0.11

Martin ratioReturn relative to average drawdown

-0.02

-0.20

+0.17

USLM vs. CL - Sharpe Ratio Comparison

The current USLM Sharpe Ratio is -0.01, which is higher than the CL Sharpe Ratio of -0.10. The chart below compares the historical Sharpe Ratios of USLM and CL, 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


USLMCLDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.01

-0.10

+0.10

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.86

0.17

+0.68

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.72

0.21

+0.51

Sharpe Ratio (All Time)

Calculated using the full available price history

0.25

0.42

-0.17

Drawdowns

USLM vs. CL - Drawdown Comparison

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


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Drawdown Indicators


USLMCLDifference

Max Drawdown

Largest peak-to-trough decline

-77.09%

-58.91%

-18.18%

Max Drawdown (1Y)

Largest decline over 1 year

-26.55%

-18.64%

-7.91%

Max Drawdown (3Y)

Largest decline over 3 years

-45.87%

-29.05%

-16.82%

Max Drawdown (5Y)

Largest decline over 5 years

-45.87%

-29.05%

-16.82%

Max Drawdown (10Y)

Largest decline over 10 years

-45.87%

-29.05%

-16.82%

Current Drawdown

Current decline from peak

-32.66%

-17.54%

-15.12%

Average Drawdown

Average peak-to-trough decline

-27.35%

-11.24%

-16.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.12%

11.29%

-0.17%

Volatility

USLM vs. CL - Volatility Comparison

United States Lime & Minerals, Inc. (USLM) has a higher volatility of 8.63% compared to Colgate-Palmolive Company (CL) at 7.77%. This indicates that USLM's price experiences larger fluctuations and is considered to be riskier than CL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


USLMCLDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.63%

7.77%

+0.86%

Volatility (6M)

Calculated over the trailing 6-month period

32.06%

17.27%

+14.79%

Volatility (1Y)

Calculated over the trailing 1-year period

40.45%

21.67%

+18.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.91%

18.77%

+17.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.37%

19.74%

+16.63%

Dividends

USLM vs. CL - Dividend Comparison

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

USLM vs. CL - Financials Comparison

This section allows you to compare key financial metrics between United States Lime & Minerals, Inc. and Colgate-Palmolive Company. 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
87.83M
5.32B
(USLM) Total Revenue
(CL) Total Revenue
Values in USD except per share items

USLM vs. CL - Profitability Comparison

The chart below illustrates the profitability comparison between United States Lime & Minerals, Inc. and Colgate-Palmolive Company 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
47.5%
60.6%
Portfolio components
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 - 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 - 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 - 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 - 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%.

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%.


Frequently Asked Questions


USLM and CL 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, USLM dropped -77.09% vs CL's -58.91%.

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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