USLM vs. CRS
USLM (United States Lime & Minerals, Inc.) and CRS (Carpenter Technology Corporation) are both stocks. USLM operates in Building Materials (Basic Materials), while CRS operates in Metal Fabrication (Industrials). Over the past 10 years, USLM returned 25.55%/yr vs 32.06%/yr for CRS. Their 0.21 correlation means their historical movements had little consistent relationship.
Performance
USLM vs. CRS - Performance Comparison
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Returns By Period
In the year-to-date period, USLM achieves a -7.78% return, which is significantly lower than CRS's 65.23% return. Over the past 10 years, USLM has underperformed CRS with an annualized return of 25.55%, while CRS has yielded a comparatively higher 32.06% annualized return.
USLM
- 1D
- -2.33%
- 1M
- 2.60%
- 6M
- -8.38%
- YTD
- -7.78%
- 1Y
- 11.63%
- 3Y*
- 39.62%
- 5Y*
- 32.25%
- 10Y*
- 25.55%
- ALL TIME*
- 13.81%
CRS
- 1D
- 3.17%
- 1M
- -12.99%
- 6M
- 63.58%
- YTD
- 65.23%
- 1Y
- 102.13%
- 3Y*
- 106.41%
- 5Y*
- 70.73%
- 10Y*
- 32.06%
- ALL TIME*
- 14.12%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $455.19M | $399.26M | $397.99M | |
| $22.06M | $19.99M | $23.66M |
USLM vs. CRS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USLM United States Lime & Minerals, Inc. | -7.78% | -9.59% | 188.91% | 64.34% | 9.84% | 13.69% | 27.15% | 35.03% | -7.26% | 2.47% |
CRS Carpenter Technology Corporation | 65.23% | 86.23% | 141.72% | 94.48% | 29.50% | 2.66% | -39.44% | 42.12% | -29.16% | 43.40% |
Correlation
The correlation between USLM and CRS is 0.29, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.29 |
Correlation (3Y) Balances recent behavior with more history. | 0.36 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.36 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.33 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 1990 | 0.21 |
The correlation between USLM and CRS shifts across timeframes, from 0.21 (all time) to 0.36 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
USLM:
$3.16B
CRS:
$25.82B
USLM:
$4.67
CRS:
$10.53
USLM:
23.60
CRS:
49.34
USLM:
0.61
CRS:
0.04
USLM:
8.42
CRS:
8.37
USLM:
4.56
CRS:
11.71
USLM:
$376.92M
CRS:
$3.12B
USLM:
$182.67M
CRS:
$955.40M
USLM:
$188.40M
CRS:
$797.60M
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Return for Risk
USLM vs. CRS — Risk / Return Rank
USLM
CRS
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.
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.
| USLM | CRS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.98 | ||
| Sortino ratioReturn per unit of downside risk | -2.51 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.37 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | 0.37 | 5.87 | -5.50 |
| Martin ratioReturn relative to average drawdown | 0.78 | 20.89 | -20.11 |
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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
| USLM | CRS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.09% | -84.68% | +7.59% |
Max Drawdown (1Y)Largest decline over 1 year | -30.06% | -18.66% | -11.40% |
Max Drawdown (3Y)Largest decline over 3 years | -45.87% | -28.74% | -17.13% |
Max Drawdown (5Y)Largest decline over 5 years | -45.87% | -41.86% | -4.01% |
Max Drawdown (10Y)Largest decline over 10 years | -45.87% | -74.70% | +28.83% |
Current DrawdownCurrent decline from peak | -29.71% | -16.08% | -13.63% |
Average DrawdownAverage peak-to-trough decline | -27.37% | -27.16% | -0.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.14% | 5.23% | +8.91% |
Volatility
USLM vs. CRS - Volatility Comparison
The current volatility for United States Lime & Minerals, Inc. (USLM) is 11.03%, while Carpenter Technology Corporation (CRS) has a volatility of 14.21%. 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
| USLM | CRS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.03% | 14.21% | -3.18% |
Volatility (6M)Calculated over the trailing 6-month period | 33.17% | 33.58% | -0.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 41.49% | 50.12% | -8.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.36% | 46.58% | -10.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.59% | 48.87% | -12.28% |
Dividends
USLM vs. CRS - Dividend Comparison
USLM's dividend yield for the trailing twelve months is around 0.22%, more than CRS's 0.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRS Carpenter Technology Corporation | 0.15% | 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. | 0.22% | 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. 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.
Total Revenue: Total amount of money received from sales and other business activities
USLM vs. CRS - Profitability Comparison
USLM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, United States Lime & Minerals, Inc. reported a gross profit of 46.72M and revenue of 99.13M. Therefore, the gross margin over that period was 47.1%.
CRS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Carpenter Technology Corporation reported a gross profit of 268.90M and revenue of 851.00M. Therefore, the gross margin over that period was 31.6%.
USLM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, United States Lime & Minerals, Inc. reported an operating income of 40.66M and revenue of 99.13M, 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 Aug 2026, Carpenter Technology Corporation reported an operating income of 206.90M and revenue of 851.00M, resulting in an operating margin of 24.3%.
USLM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, United States Lime & Minerals, Inc. reported a net income of 34.51M and revenue of 99.13M, resulting in a net margin of 34.8%.
CRS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Carpenter Technology Corporation reported a net income of 162.40M and revenue of 851.00M, resulting in a net margin of 19.1%.
Frequently Asked Questions
USLM and CRS have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CRS has higher volatility (14.21%) compared to USLM (11.03%). In terms of maximum drawdown, USLM dropped -77.09% vs CRS's -84.68%.
CRS currently has the higher Sharpe Ratio (2.26 vs 0.28), 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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