COMPARE · Reviewed July 29, 2026
EXP vs USLM
Verdict: Side-by-side breakdown using the Bull Rankings model. EXP scored 58.0, USLM scored 54.7 — EXP leads.
Compare another set
EXP
Eagle Materials Inc.
58
$204.26 · $6.3B
fundamentals as of
Score gap
3.3
EXP leads
USLM
United States Lime & Minerals, Inc.
54.7
$115.22 · $3.3B
fundamentals as of
The model, pillar by pillar (0–100 each)
EXP
stronger →← stronger
USLM
76
Qualityreturns · margins · balance sheet
88
50
Growthrevenue & earnings expansion
50
52
Valuevaluation vs sector peers
37
EXP and USLM split the three pillars evenly.
Fundamentals, head-to-head
EXP
USLM
$171mC
FCF
$91mC-
+1.7%C
Rev
+9.5%B
1.22C
D/E
0.01A
15.5xB+
P/E
25.4xC+
2.09C
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
EXP
USLM
167% above
Price vs fair valuelower is cheaper
51% above
~35%/yr
Growth the price implies10-yr FCF · lower = less priced in
~19%/yr
-67%
1-yr DCF upside
-42%
-62%
5-yr DCF upside
-34%
-56%
10-yr DCF upside
-19%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
EXP
Why this score
- Buying back stock
- Durable high returns
- Cyclical growth
USLM
Why this score
- Durable high returns
- Cyclical growth
The companies
EXPEagle Materials Inc.
Why now
Building Materials · market cap $6.3b. 17% off the 52-week high of $245.53. 9 sell-side analysts rate this a Hold with a mean 1-yr target of $226.22 (implying +11% upside).
Moat
Net margin 17% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 27% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. 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
Production-cost sensitivity — top-quartile cost producers generate cash through the cycle while marginal producers burn it; watch the cost-per-unit trend, not just headline revenue.
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.