COMPARE · Data as of August 21, 2026
EXP vs USLM
Verdict: Side-by-side breakdown using the Bull Rankings model. EXP scored 58.1, USLM scored 52.0 — EXP leads.
Compare another set
EXP
Eagle Materials Inc.
58.1
$207.03 · $6.4B
fundamentals as of
Score gap
6.1
EXP 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
- CheapestEXP16.3x
- 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)
EXP
stronger →← stronger
USLM
76
Qualityreturns · margins · balance sheet
88
49
Growthrevenue & earnings expansion
50
53
Valuevaluation vs sector peers
32
USLM is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
EXP
USLM
$171mC
FCF
$92mC-
+1.7%C
Rev
+7.0%C+
1.21C
D/E
0.00A
16.3xB+
P/E
25.5xB
2.09C
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
EXP
USLM
171% above
Price vs fair valuelower is cheaper
57% above
~35%/yr
Growth the price implies10-yr FCF · lower = less priced in
~19%/yr
-67%
1-yr DCF upside
-44%
-63%
5-yr DCF upside
-36%
-57%
10-yr DCF upside
-23%
These two disagree on this pair: the Value pillar ranks cheapness against sector peers, while price-vs-fair-value is an absolute read. A name can be the better value in its sector and still the dearer one on cash flows.
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
USLM
Why this score
- Durable high returns
- Cyclical growth
The companies
EXPEagle Materials Inc.
Why now
Building Materials · market cap $6.4b. 16% off the 52-week high of $245.53. 9 sell-side analysts rate this a Hold with a mean 1-yr target of $225.89 (implying +9% 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 $3.4b. 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 EXP and USLM diverge
On the headline score the gap is 6.1 points in favor of EXP. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueEXP 53.2 · USLM 31.8EXP +21.4
- QualityEXP 75.8 · USLM 88.3USLM +12.5
- GrowthEXP 48.7 · 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.