COMPARE · Reviewed July 29, 2026
CRH vs USLM
Verdict: Side-by-side breakdown using the Bull Rankings model. CRH scored 52.5, USLM scored 54.7 — USLM leads.
Compare another set
CRH
CRH PLC
52.5
$95.43 · $66.0B
Score gap
2.2
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)
CRH
stronger →← stronger
USLM
67
Qualityreturns · margins · balance sheet
88
57
Growthrevenue & earnings expansion
50
38
Valuevaluation vs sector peers
37
CRH is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CRH
USLM
$3.0bB
FCF
$91mC-
+6.3%C+
Rev
+9.5%B
0.74B
D/E
0.01A
18.0xB+
P/E
25.4xC+
2.84C
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
CRH
USLM
75% above
Price vs fair valuelower is cheaper
51% above
~19%/yr
Growth the price implies10-yr FCF · lower = less priced in
~19%/yr
-45%
1-yr DCF upside
-42%
-43%
5-yr DCF upside
-34%
-39%
10-yr DCF upside
-19%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CRH
Why this score
- Raising its dividend
USLM
Why this score
- Durable high returns
- Cyclical growth
The companies
CRHCRH PLC
Why now
Construction · market cap $66.0b. Down 27% from 52-week high of $131.55 — deep drawdown territory.
Moat
ROE 16% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. $66.0b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
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.