PortfoliosLab logoPortfoliosLab logo
USLM vs. FNX.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

USLM vs. FNX.L - Performance Comparison

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

Loading charts...

Different Trading Currencies

USLM is traded in USD, while FNX.L is traded in GBp. To make them comparable, the FNX.L values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, USLM achieves a -11.65% return, which is significantly higher than FNX.L's -13.56% 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%

FNX.L

1D
-2.32%
1M
-16.86%
YTD
-13.56%
6M
-23.97%
1Y
-33.12%
3Y*
-3.82%
5Y*
0.75%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

USLM vs. FNX.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
USLM
United States Lime & Minerals, Inc.
-11.65%-9.59%188.91%64.34%9.84%13.69%20.04%
FNX.L
Fonix Mobile plc
-13.56%-11.75%-11.16%25.54%21.09%21.89%62.61%

Correlation

The correlation between USLM and FNX.L is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.10

Correlation (3Y)
Calculated over the trailing 3-year period

0.06

Correlation (5Y)
Calculated over the trailing 5-year period

0.08

Correlation (All Time)
Calculated using the full available price history since Oct 12, 2020

0.06

Fundamentals

EPS

USLM:

$6.07

FNX.L:

£0.22

PE Ratio

USLM:

17.42

FNX.L:

6.46

PEG Ratio

USLM:

0.45

FNX.L:

0.38

PS Ratio

USLM:

6.17

FNX.L:

0.95

Total Revenue (TTM)

USLM:

$369.31M

FNX.L:

£151.55M

Gross Profit (TTM)

USLM:

$177.91M

FNX.L:

£35.81M

EBITDA (TTM)

USLM:

$185.83M

FNX.L:

£30.49M

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

USLM vs. FNX.L — 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

FNX.L
FNX.L Risk / Return Rank: 66
Overall Rank
FNX.L Sharpe Ratio Rank: 77
Sharpe Ratio Rank
FNX.L Sortino Ratio Rank: 77
Sortino Ratio Rank
FNX.L Omega Ratio Rank: 99
Omega Ratio Rank
FNX.L Calmar Ratio Rank: 55
Calmar Ratio Rank
FNX.L Martin Ratio Rank: 33
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. FNX.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for United States Lime & Minerals, Inc. (USLM) and Fonix Mobile plc (FNX.L). 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.


USLMFNX.LDifference
Sharpe ratioReturn per unit of total volatility

+0.89

Sortino ratioReturn per unit of downside risk

+1.64

Omega ratioGain probability vs. loss probability

1.04

0.85

+0.19

Calmar ratioReturn relative to maximum drawdown

-0.01

-0.93

+0.92

Martin ratioReturn relative to average drawdown

-0.02

-1.64

+1.62

USLM vs. FNX.L - Sharpe Ratio Comparison

The current USLM Sharpe Ratio is -0.01, which is higher than the FNX.L Sharpe Ratio of -0.90. The chart below compares the historical Sharpe Ratios of USLM and FNX.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


USLMFNX.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.01

-0.90

+0.89

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.86

0.02

+0.84

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.72

Sharpe Ratio (All Time)

Calculated using the full available price history

0.25

0.35

-0.10

Drawdowns

USLM vs. FNX.L - Drawdown Comparison

The maximum USLM drawdown since its inception was -77.09%, which is greater than FNX.L's maximum drawdown of -40.38%. Use the drawdown chart below to compare losses from any high point for USLM and FNX.L.


Loading charts...

Drawdown Indicators


USLMFNX.LDifference

Max Drawdown

Largest peak-to-trough decline

-77.09%

-40.38%

-36.71%

Max Drawdown (1Y)

Largest decline over 1 year

-26.55%

-35.64%

+9.09%

Max Drawdown (3Y)

Largest decline over 3 years

-45.87%

-40.38%

-5.49%

Max Drawdown (5Y)

Largest decline over 5 years

-45.87%

-40.38%

-5.49%

Max Drawdown (10Y)

Largest decline over 10 years

-45.87%

Current Drawdown

Current decline from peak

-32.66%

-40.05%

+7.39%

Average Drawdown

Average peak-to-trough decline

-27.35%

-14.93%

-12.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.12%

20.13%

-9.01%

Volatility

USLM vs. FNX.L - Volatility Comparison

The current volatility for United States Lime & Minerals, Inc. (USLM) is 8.63%, while Fonix Mobile plc (FNX.L) has a volatility of 9.40%. This indicates that USLM experiences smaller price fluctuations and is considered to be less risky than FNX.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


USLMFNX.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.63%

9.40%

-0.77%

Volatility (6M)

Calculated over the trailing 6-month period

32.06%

30.87%

+1.19%

Volatility (1Y)

Calculated over the trailing 1-year period

40.45%

36.82%

+3.63%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.91%

38.05%

-2.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.37%

38.83%

-2.46%

Dividends

USLM vs. FNX.L - Dividend Comparison

USLM's dividend yield for the trailing twelve months is around 0.23%, less than FNX.L's 6.25% yield.


PositionTTM20252024202320222021202020192018201720162015
FNX.L
Fonix Mobile plc
6.25%7.00%3.81%2.90%2.99%3.14%0.00%0.00%0.00%0.00%0.00%0.00%
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. FNX.L - Financials Comparison

This section allows you to compare key financial metrics between United States Lime & Minerals, Inc. and Fonix Mobile plc. 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


20.00M40.00M60.00M80.00M100.00M20222023202420252026
87.83M
42.33M
(USLM) Total Revenue
(FNX.L) Total Revenue
Please note, different currencies. USLM values in USD, FNX.L values in GBp

USLM vs. FNX.L - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%25.0%30.0%35.0%40.0%45.0%50.0%55.0%20222023202420252026
47.5%
23.5%
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%.

FNX.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Fonix Mobile plc reported a gross profit of 9.94M and revenue of 42.33M. Therefore, the gross margin over that period was 23.5%.

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%.

FNX.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Fonix Mobile plc reported an operating income of 7.63M and revenue of 42.33M, resulting in an operating margin of 18.0%.

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%.

FNX.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Fonix Mobile plc reported a net income of 6.11M and revenue of 42.33M, resulting in a net margin of 14.4%.


Frequently Asked Questions


USLM and FNX.L have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for USLM and FNX.L

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer