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

Performance

USLM vs. CRS - Performance Comparison

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

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USLM vs. CRS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
CRS
Carpenter Technology Corporation
25.26%86.23%141.72%94.48%29.50%2.66%-39.44%42.12%-29.16%43.40%

Fundamentals

Market Cap

USLM:

$3.75B

CRS:

$19.83B

EPS

USLM:

$4.67

CRS:

$8.62

PE Ratio

USLM:

27.95

CRS:

45.71

PEG Ratio

USLM:

0.72

CRS:

0.04

PS Ratio

USLM:

10.07

CRS:

6.75

PB Ratio

USLM:

5.95

CRS:

9.99

Total Revenue (TTM)

USLM:

$372.73M

CRS:

$2.94B

Gross Profit (TTM)

USLM:

$182.31M

CRS:

$849.50M

EBITDA (TTM)

USLM:

$186.33M

CRS:

$711.30M

Returns By Period

In the year-to-date period, USLM achieves a 9.14% return, which is significantly lower than CRS's 25.26% return. Both investments have delivered pretty close results over the past 10 years, with USLM having a 28.74% annualized return and CRS not far ahead at 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%

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

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Return for Risk

USLM vs. CRS — Risk / Return Rank

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

USLM
USLM Risk / Return Rank: 7777
Overall Rank
USLM Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
USLM Sortino Ratio Rank: 7575
Sortino Ratio Rank
USLM Omega Ratio Rank: 7373
Omega Ratio Rank
USLM Calmar Ratio Rank: 7979
Calmar Ratio Rank
USLM Martin Ratio Rank: 8080
Martin Ratio Rank

CRS
CRS Risk / Return Rank: 9393
Overall Rank
CRS Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
CRS Sortino Ratio Rank: 9292
Sortino Ratio Rank
CRS Omega Ratio Rank: 9191
Omega Ratio Rank
CRS Calmar Ratio Rank: 9696
Calmar Ratio Rank
CRS Martin Ratio Rank: 9494
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. CRS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for United States Lime & Minerals, Inc. (USLM) and Carpenter Technology Corporation (CRS). 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.


USLMCRSDifference

Sharpe ratio

Return per unit of total volatility

1.26

2.33

-1.07

Sortino ratio

Return per unit of downside risk

1.84

3.04

-1.20

Omega ratio

Gain probability vs. loss probability

1.23

1.41

-0.18

Calmar ratio

Return relative to maximum drawdown

2.09

6.14

-4.05

Martin ratio

Return relative to average drawdown

5.65

14.29

-8.65

USLM vs. CRS - Sharpe Ratio Comparison

The current USLM Sharpe Ratio is 1.26, which is lower than the CRS Sharpe Ratio of 2.33. The chart below compares the historical Sharpe Ratios of USLM and CRS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


USLMCRSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.26

2.33

-1.07

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.08

1.27

-0.20

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.80

0.61

+0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

0.26

0.33

-0.07

Correlation

The correlation between USLM and CRS 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

USLM vs. CRS - Dividend Comparison

USLM's dividend yield for the trailing twelve months is around 0.18%, less than CRS's 0.20% yield.


TTM20252024202320222021202020192018201720162015
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%
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%

Drawdowns

USLM vs. CRS - Drawdown Comparison

The maximum USLM drawdown since its inception was -77.09%, smaller than the maximum CRS drawdown of -84.68%. Use the drawdown chart below to compare losses from any high point for USLM and CRS.


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Drawdown Indicators


USLMCRSDifference

Max Drawdown

Largest peak-to-trough decline

-77.09%

-84.68%

+7.59%

Max Drawdown (1Y)

Largest decline over 1 year

-22.46%

-19.24%

-3.22%

Max Drawdown (5Y)

Largest decline over 5 years

-45.87%

-47.01%

+1.14%

Max Drawdown (10Y)

Largest decline over 10 years

-45.87%

-74.70%

+28.83%

Current Drawdown

Current decline from peak

-16.82%

-4.36%

-12.46%

Average Drawdown

Average peak-to-trough decline

-27.37%

-27.36%

-0.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.31%

8.27%

+0.04%

Volatility

USLM vs. CRS - Volatility Comparison

The current volatility for United States Lime & Minerals, Inc. (USLM) is 12.29%, while Carpenter Technology Corporation (CRS) has a volatility of 17.52%. This indicates that USLM experiences smaller price fluctuations and is considered to be less risky than CRS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


USLMCRSDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.29%

17.52%

-5.23%

Volatility (6M)

Calculated over the trailing 6-month period

26.53%

37.15%

-10.62%

Volatility (1Y)

Calculated over the trailing 1-year period

38.41%

51.08%

-12.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.91%

46.78%

-11.87%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.88%

48.74%

-12.86%

Financials

USLM vs. CRS - Financials Comparison

This section allows you to compare key financial metrics between United States Lime & Minerals, Inc. and Carpenter Technology Corporation. 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


0.00200.00M400.00M600.00M800.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
87.94M
728.00M
(USLM) Total Revenue
(CRS) Total Revenue
Values in USD except per share items

USLM vs. CRS - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-10.0%0.0%10.0%20.0%30.0%40.0%50.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
48.0%
30.0%
Portfolio components
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 - 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 - 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 - 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 - 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%.

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%.