COMPARE · Data as of August 21, 2026
AMRZ vs USLM
Verdict: Side-by-side breakdown using the Bull Rankings model. AMRZ scored 56.4, USLM scored 52.0 — AMRZ leads.
Compare another set
AMRZ
Amrize Ltd
56.4
$45.68 · $25.0B
fundamentals as of
Score gap
4.4
AMRZ 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
- CheapestAMRZ20.5x
- Fastest growthUSLM+7.0%
- Strongest balance sheetUSLM0.00
- Highest qualityUSLM88 / 100
- Largest discount to fair valueAMRZ-4%
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)
AMRZ
stronger →← stronger
USLM
59
Qualityreturns · margins · balance sheet
88
50
Growthrevenue & earnings expansion
50
61
Valuevaluation vs sector peers
32
AMRZ and USLM split the three pillars evenly.
Fundamentals, head-to-head
AMRZ
USLM
$1.3bC+
FCF
$92mC-
+5.1%C+
Rev
+7.0%C+
0.55C+
D/E
0.00A
20.5xB
P/E
25.5xB
1.38B
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
AMRZ
USLM
4% below
Price vs fair valuelower is cheaper
57% above
~9%/yr
Growth the price implies10-yr FCF · lower = less priced in
~19%/yr
-12%
1-yr DCF upside
-44%
+5%
5-yr DCF upside
-36%
+35%
10-yr DCF upside
-23%
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 $25.0b. Down 31% 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 $57.24 (implying +25% upside).
Moat
FCF converts 108% 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
Down 31% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. 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 $3.4b. 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 AMRZ and USLM diverge
On the headline score the gap is 4.4 points in favor of AMRZ. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- QualityAMRZ 59.2 · USLM 88.3USLM +29.1
- ValueAMRZ 60.6 · USLM 31.8AMRZ +28.8
- GrowthAMRZ 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.