COMPARE · Reviewed July 29, 2026
AMRZ vs USLM
Verdict: Side-by-side breakdown using the Bull Rankings model. AMRZ scored 52.8, USLM scored 54.7 — USLM leads.
Compare another set
AMRZ
Amrize Ltd
52.8
$49.68 · $27.5B
fundamentals as of
Score gap
1.9
USLM leads
USLM
United States Lime & Minerals, Inc.
54.7
$115.22 · $3.3B
fundamentals as of
The model, pillar by pillar (0–100 each)
AMRZ
stronger →← stronger
USLM
57
Qualityreturns · margins · balance sheet
88
50
Growthrevenue & earnings expansion
50
52
Valuevaluation vs sector peers
37
AMRZ and USLM split the three pillars evenly.
Fundamentals, head-to-head
AMRZ
USLM
$1.3bC+
FCF
$91mC-
+2.5%C
Rev
+9.5%B
0.54C+
D/E
0.01A
23.8xC+
P/E
25.4xC+
1.37B
PEG
1.44B
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
AMRZ
USLM
12% above
Price vs fair valuelower is cheaper
51% above
~12%/yr
Growth the price implies10-yr FCF · lower = less priced in
~19%/yr
-22%
1-yr DCF upside
-42%
-11%
5-yr DCF upside
-34%
+9%
10-yr DCF upside
-19%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
AMRZ
Why this score
- Cyclical growth
- Short track record
USLM
Why this score
- Durable high returns
- Cyclical growth
The companies
AMRZAmrize Ltd
Why now
Building Materials · market cap $27.5b. Down 25% from 52-week high of $65.94 — deep drawdown territory. 19 sell-side analysts rate this a Buy with a mean 1-yr target of $63.00 (implying +27% upside).
Moat
FCF converts 114% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. Mining moat is reserve quality + extraction cost per unit — top-quartile cost producers generate cash through the commodity cycle while marginal producers burn it.
Risk
Hedge-book exposure — many commodity producers hedge forward production; if the hedge book is concentrated at prices well below spot, the upside the market expects is already locked away.
USLMUnited States Lime & Minerals, Inc.
Why now
Building Materials · market cap $3.3b. 19% off the 52-week high of $141.44.
Moat
Net margin 35% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 20% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. Mining moat is reserve quality + extraction cost per unit — top-quartile cost producers generate cash through the commodity cycle while marginal producers burn it.
Risk
Jurisdictional + permitting risk — mining and extraction operations concentrate exposure to political stability, royalty regimes, and environmental review timelines that can stall production for years.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.