USLM
9/9 ScoreUnited States Lime & Minerals, Inc.
Analysis Date: February 2, 2026
Buffettology Criteria
All 9 of 9 criteria passed
High ROE
Return on Equity > 12%
Value: 23.8%
High ROIC
Return on Invested Capital > 9%
Value: 19.1%
Cash Machine
FCF / Assets > 5%
Value: 18.2%
Fair Valuation
Earnings Yield > 3.5%
Value: 3.8%
Share Buybacks
Share Count is Dropping
Value: 0.2%
Defensible Moat
Gross Profit Margin > 40%
Value: 48.1%
Simple Business
Not in a speculative sector (e.g., Biotech)
Value: Basic Materials
Conservative Debt
Debt to Equity < 1.5
Value: 0.01x
Consistent Growth
5-Year Growth is Positive
Value: 310.2%
Analysis Summary
This looks like a sturdy business the market has overlooked. A high return on invested capital, a clean balance sheet with next to no debt, and a wide moat in basic materials all point to durable profitability. While the current dividend yield is modest, the consistent growth and opportunity for future capital allocation due to its financial strength makes USLM a potential candidate for further investigation.
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