USLM vs. EVR
USLM (United States Lime & Minerals, Inc.) and EVR (Evercore Inc.) are both stocks. USLM operates in Building Materials (Basic Materials), while EVR operates in Capital Markets (Financial Services). Over the past 10 years, USLM returned 26.12%/yr vs 25.51%/yr for EVR. At a 0.32 correlation, their price movements are largely independent.
Performance
USLM vs. EVR - Performance Comparison
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Returns By Period
In the year-to-date period, USLM achieves a -11.52% return, which is significantly lower than EVR's 8.31% return. Both investments have delivered pretty close results over the past 10 years, with USLM having a 26.12% annualized return and EVR not far behind at 25.51%.
USLM
- 1D
- -4.76%
- 1M
- -0.20%
- YTD
- -11.52%
- 6M
- -18.20%
- 1Y
- 8.68%
- 3Y*
- 40.50%
- 5Y*
- 31.07%
- 10Y*
- 26.12%
EVR
- 1D
- -1.98%
- 1M
- 6.20%
- YTD
- 8.31%
- 6M
- 5.75%
- 1Y
- 44.22%
- 3Y*
- 48.53%
- 5Y*
- 24.36%
- 10Y*
- 25.51%
USLM vs. EVR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USLM United States Lime & Minerals, Inc. | -11.52% | -9.59% | 188.91% | 64.34% | 9.84% | 13.69% | 27.15% | 35.03% | -7.26% | 2.47% |
EVR Evercore Inc. | 8.31% | 24.25% | 64.35% | 60.59% | -17.60% | 26.29% | 51.68% | 7.39% | -18.93% | 33.42% |
Correlation
The correlation between USLM and EVR is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.51 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.45 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Aug 14, 2006 | 0.32 |
The correlation between USLM and EVR shifts across timeframes, from 0.32 (all time) to 0.51 (3 years), reflecting how their relationship changes across market environments.
Fundamentals
USLM:
$6.07
EVR:
$17.52
USLM:
17.44
EVR:
20.93
USLM:
0.45
EVR:
3.64
USLM:
6.18
EVR:
3.41
USLM:
$369.31M
EVR:
$4.58B
USLM:
$177.91M
EVR:
$4.53B
USLM:
$185.83M
EVR:
$1.04B
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Return for Risk
USLM vs. EVR — Risk / Return Rank
USLM
EVR
USLM vs. EVR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for United States Lime & Minerals, Inc. (USLM) and Evercore Inc. (EVR). 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 | EVR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.03 | ||
| Sortino ratioReturn per unit of downside risk | -1.14 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.23 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 0.33 | 1.48 | -1.15 |
| Martin ratioReturn relative to average drawdown | 0.73 | 3.74 | -3.01 |
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Drawdowns
USLM vs. EVR - Drawdown Comparison
The maximum USLM drawdown since its inception was -77.09%, smaller than the maximum EVR drawdown of -81.49%. Use the drawdown chart below to compare losses from any high point for USLM and EVR.
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Drawdown Indicators
| USLM | EVR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.09% | -81.49% | +4.40% |
Max Drawdown (1Y)Largest decline over 1 year | -26.55% | -30.08% | +3.53% |
Max Drawdown (3Y)Largest decline over 3 years | -45.87% | -47.86% | +1.99% |
Max Drawdown (5Y)Largest decline over 5 years | -45.87% | -49.61% | +3.74% |
Max Drawdown (10Y)Largest decline over 10 years | -45.87% | -67.42% | +21.55% |
Current DrawdownCurrent decline from peak | -32.56% | -3.81% | -28.75% |
Average DrawdownAverage peak-to-trough decline | -27.35% | -20.82% | -6.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.84% | 11.84% | 0.00% |
Volatility
USLM vs. EVR - Volatility Comparison
United States Lime & Minerals, Inc. (USLM) has a higher volatility of 10.84% compared to Evercore Inc. (EVR) at 10.29%. This indicates that USLM's price experiences larger fluctuations and is considered to be riskier than EVR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USLM | EVR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.84% | 10.29% | +0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 32.28% | 28.00% | +4.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.58% | 35.91% | +4.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.03% | 35.78% | +0.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.44% | 36.71% | -0.27% |
Dividends
USLM vs. EVR - Dividend Comparison
USLM's dividend yield for the trailing twelve months is around 0.23%, less than EVR's 0.93% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVR Evercore Inc. | 0.93% | 0.98% | 1.14% | 1.75% | 2.60% | 1.95% | 2.14% | 3.00% | 2.66% | 1.58% | 1.85% | 2.13% |
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. EVR - Financials Comparison
This section allows you to compare key financial metrics between United States Lime & Minerals, Inc. and Evercore 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
USLM vs. EVR - Profitability Comparison
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%.
EVR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Evercore Inc. reported a gross profit of 1.37B and revenue of 1.40B. Therefore, the gross margin over that period was 98.0%.
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%.
EVR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Evercore Inc. reported an operating income of 341.42M and revenue of 1.40B, resulting in an operating margin of 24.4%.
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%.
EVR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Evercore Inc. reported a net income of 301.24M and revenue of 1.40B, resulting in a net margin of 21.5%.
Frequently Asked Questions
USLM and EVR have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
USLM has higher volatility (10.84%) compared to EVR (10.29%). In terms of maximum drawdown, USLM dropped -77.09% vs EVR's -81.49%.
EVR currently has the higher Sharpe Ratio (1.25 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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