COMPARE · Data as of August 21, 2026
TTAM vs USLM
Verdict: Side-by-side breakdown using the Bull Rankings model. TTAM scored 61.2, USLM scored 52.0 — TTAM leads.
Compare another set
Different reporting periods. USLM's fundamentals are as of June 2026, but TTAM's are as of December 2025 — a 6-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
TTAM
Titan America SA
61.2
$15.22 · $2.8B
fundamentals as of
Score gap
9.2
TTAM leads
USLM
United States Lime & Minerals, Inc.
52
$118.89 · $3.4B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestTTAM15.9x
- Fastest growthUSLM+7.0%
- Strongest balance sheetUSLM0.00
- Highest qualityUSLM88 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
TTAM
stronger →← stronger
USLM
65
Qualityreturns · margins · balance sheet
88
50
Growthrevenue & earnings expansion
50
71
Valuevaluation vs sector peers
32
TTAM and USLM split the three pillars evenly.
Fundamentals, head-to-head
TTAM
USLM
$135mC
FCF
$92mC-
+1.8%C
Rev
+7.0%C+
0.53C+
D/E
0.00A
15.9xB+
P/E
25.5xB
1.09B+
PEG
1.96C+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
TTAM
USLM
10% above
Price vs fair valuelower is cheaper
57% above
~12%/yr
Growth the price implies10-yr FCF · lower = less priced in
~19%/yr
-22%
1-yr DCF upside
-44%
-9%
5-yr DCF upside
-36%
+12%
10-yr DCF upside
-23%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
TTAM
Why this score
- Durable high returns
- Diluting shareholders
- Cyclical growth
- Short track record
USLM
Why this score
- Durable high returns
- Cyclical growth
The companies
TTAMTitan America SA
Why now
Building Materials · market cap $2.8b. Down 22% from 52-week high of $19.57 — deep drawdown territory. 7 sell-side analysts publish a mean 1-yr target of $18.64 (implying +22% upside).
Moat
ROE 18% 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
Commodity exposure — earnings power tracks the price of the underlying commodity, not management execution. A 15-20% move in the commodity reprices the equity well before fundamentals catch up.
USLMUnited States Lime & Minerals, Inc.
Why now
Building Materials · market cap $3.4b. 16% off the 52-week high of $141.44.
Moat
Net margin 36% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 19% 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.
Where TTAM and USLM diverge
On the headline score the gap is 9.2 points in favor of TTAM. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueTTAM 70.8 · USLM 31.8TTAM +39.0
- QualityTTAM 64.7 · USLM 88.3USLM +23.6
- GrowthTTAM 50.0 · USLM 50.0level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.