{"id":511671,"date":"2026-03-08T19:26:09","date_gmt":"2026-03-08T19:26:09","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/511671\/"},"modified":"2026-03-08T19:26:09","modified_gmt":"2026-03-08T19:26:09","slug":"united-states-lime-minerals-uslm-valuation-after-ism-manufacturing-report-and-margin-expansion-expectations","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/511671\/","title":{"rendered":"United States Lime &#038; Minerals (USLM) Valuation After ISM Manufacturing Report And Margin Expansion Expectations"},"content":{"rendered":"<p>United States Lime &amp; Minerals (USLM) jumped 9.9% after the February ISM Manufacturing report highlighted rising input prices, which investors interpreted as potential pricing power and margin support for industrial suppliers.<\/p>\n<p><a href=\"https:\/\/www.simplywall.st\/stocks\/us\/materials\/nasdaq-uslm\/united-states-lime-minerals\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"cta_company_latest_analysis\" class=\"company-report-links\">See our latest analysis for United States Lime &amp; Minerals.<\/a><\/p>\n<p>That ISM driven jump comes on top of a 1 year total shareholder return of 30.39% and a very large 3 year total shareholder return of 294.55%, even though the year to date share price return is slightly negative and the recent 1 day pullback sits against a 30 day share price return of 8.20%. This suggests longer term momentum has been strong while very near term sentiment is more mixed.<\/p>\n<p>If this move in a materials supplier has you thinking about other parts of the market, it could be a good moment to broaden your search and check out <a href=\"https:\/\/simplywall.st\/discover\/investing-ideas\/473625\/top-founder-led-companies\/us\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"cta_screener_founder_led\" class=\"company-report-links\">20 top founder-led companies<\/a>.<\/p>\n<p>With USLM trading at US$117.45, sitting on a very large 3 year total return and a P\/E of 32 alongside an indicated intrinsic discount of about 27%, you have to ask: is there still a buying opportunity here, or is the market already pricing in future growth?<\/p>\n<p> Price-to-Earnings of 25x: Is it justified? <\/p>\n<p>On our numbers, United States Lime &amp; Minerals looks inexpensive against close peers but richer than the wider basic materials space, which gives the current P\/E of 25x an interesting middle ground.<\/p>\n<p>The P\/E ratio compares the share price with earnings per share, so at 25x investors are paying $25 for every $1 of current earnings. For a lime and limestone producer with established operations across construction, industrial, environmental and energy customers, that multiple reflects what the market is willing to pay for these earnings today.<\/p>\n<p>Relative to similar companies, USLM is described as good value on a P\/E of 25x versus a peer average of 57.4x, which is a large gap. At the same time, it screens as expensive against the Global Basic Materials industry average P\/E of 14.8x. The stock therefore trades at a premium to the broader sector while still appearing cheaper than its closer peer set. This split suggests investors are assigning a higher price to USLM earnings than to the typical basic materials company, while still keeping the valuation below more expensive peers.<\/p>\n<p><a href=\"https:\/\/www.simplywall.st\/stocks\/us\/materials\/nasdaq-uslm\/united-states-lime-minerals\/valuation\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"alternate_preferred_multiple_cta\" class=\"company-report-links\">See what the numbers say about this price \u2014 find out in our valuation breakdown.<\/a><\/p>\n<p>Result: Price-to-Earnings of 25x (ABOUT RIGHT)<\/p>\n<p>However, you still need to weigh risks such as a recent 90-day share price decline and exposure to cyclical construction and industrial demand that could challenge sentiment.<\/p>\n<p><a href=\"https:\/\/www.simplywall.st\/stocks\/us\/materials\/nasdaq-uslm\/united-states-lime-minerals\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"risks_narrative_cta\" class=\"company-report-links\">Find out about the key risks to this United States Lime &amp; Minerals narrative.<\/a><\/p>\n<p> Another view using our DCF model <\/p>\n<p>The P\/E of 25x paints one picture, but our DCF model points to a different one. With USLM at $117.45 and our future cash flow value estimate at $160.17, the shares are described as trading about 26.7% below fair value. So is the market underestimating those cash flows?<\/p>\n<p><a href=\"https:\/\/www.simplywall.st\/stocks\/us\/materials\/nasdaq-uslm\/united-states-lime-minerals\/valuation\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"alternate_dcf_cta\" class=\"company-report-links\">Look into how the SWS DCF model arrives at its fair value.<\/a><\/p>\n<p> <a href=\"https:\/\/www.simplywall.st\/\/stocks\/us\/materials\/nasdaq-uslm\/united-states-lime-minerals\/valuation\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"infographic\" class=\"company-report-links\"><img decoding=\"async\" src=\"https:\/\/www.newsbeep.com\/us\/wp-content\/uploads\/2026\/03\/dcf.png\" loading=\"lazy\" alt=\"USLM Discounted Cash Flow as at Mar 2026\" width=\"746\" height=\"476\" class=\"sc-3204b94-0 iJdSPa\"\/><\/a>USLM Discounted Cash Flow as at Mar 2026<\/p>\n<p>Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (<a href=\"https:\/\/www.simplywall.st\/stocks\/us\/materials\/nasdaq-uslm\/united-states-lime-minerals\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"dcf_cta\" class=\"company-report-links\">check out United States Lime &amp; Minerals for example<\/a>). We show the entire calculation in full. You can track the result in your <a href=\"https:\/\/simplywall.st\/features\/stock-watchlist\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"dcf_cta\" class=\"company-report-links\">watchlist<\/a> or <a href=\"https:\/\/simplywall.st\/features\/portfolio\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"dcf_cta\" class=\"company-report-links\">portfolio<\/a> and be alerted when this changes, or use our stock screener to discover <a href=\"https:\/\/simplywall.st\/discover\/investing-ideas\/473076\/high-quality-undervalued-stocks\/us\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"dcf_cta\" class=\"company-report-links\">49 high quality undervalued stocks<\/a>. If you <a href=\"https:\/\/simplywall.st\/features\/stock-screener\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"dcf_cta\" class=\"company-report-links\">save a screener<\/a> we even alert you when new companies match &#8211; so you never miss a potential opportunity.<\/p>\n<p> Next Steps <\/p>\n<p>If this mix of valuation signals leaves you unsure, it is worth taking a closer look at the underlying data yourself and forming an independent view. Investors are already focusing on what the company does well, so check the key positives highlighted in our <a href=\"https:\/\/www.simplywall.st\/stocks\/us\/materials\/nasdaq-uslm\/united-states-lime-minerals\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"cta_rewards_analysis\" class=\"company-report-links\">3 key rewards<\/a>.<\/p>\n<p> Looking for more investment ideas? <\/p>\n<p>If USLM has sharpened your curiosity, do not stop here. A few minutes with a focused screener can surface ideas you would otherwise never see.<\/p>\n<p> This article by Simply Wall St is general in nature. We provide commentary based on historical data<br \/>\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your<br \/>\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.<br \/>\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.<br \/>\n    Simply Wall St has no position in any stocks mentioned.<\/p>\n<p>New: AI Stock Screener &amp; Alerts<\/p>\n<p>Our new AI Stock Screener scans the market every day to uncover opportunities.<\/p>\n<p>\u2022 Dividend Powerhouses (3%+ Yield)<br \/>\u2022 Undervalued Small Caps with Insider Buying<br \/>\u2022 High growth Tech and AI Companies<\/p>\n<p>Or build your own from over 50 metrics.<\/p>\n<p><a href=\"https:\/\/simplywall.st\/features\/stock-screener\" target=\"_blank\" class=\"sc-kuACkN kjLJKA !text-[--s-button-primary-color-text] !no-underline\" data-focus=\"dashed\" rel=\"nofollow noopener\">Explore Now for Free<\/a><\/p>\n<p class=\"sc-3204b94-2 cZQCtj\">Have feedback on this article? Concerned about the content? <a href=\"https:\/\/investor-research.typeform.com\/to\/wvg6MFri#feedback_token=NDQ2OTk2Njo5NGUyMzhhMTM1ODQwMGJl&amp;company=NasdaqGS:USLM&amp;blueprintid=4469966\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">Get in touch<\/a> with us directly. Alternatively, email <a href=\"https:\/\/simplywall.st\/stocks\/us\/materials\/nasdaq-uslm\/united-states-lime-minerals\/news\/mailto:editorial-team@simplywallst.com?subject=Re%3A%20Your%20article%20on%20NasdaqGS%3AUSLM%20(news)%20from%208th%20March%202026\" rel=\"nofollow noopener\" target=\"_blank\">editorial-team@simplywallst.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"United States Lime &amp; Minerals (USLM) jumped 9.9% after the February ISM Manufacturing report highlighted rising input prices,&hellip;\n","protected":false},"author":2,"featured_media":70091,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[18],"tags":[23,3,21,19,22,20,25,24],"class_list":["post-511671","post","type-post","status-publish","format-standard","has-post-thumbnail","category-united-states","tag-america","tag-news","tag-united-states","tag-united-states-of-america","tag-unitedstates","tag-unitedstatesofamerica","tag-us","tag-usa"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/511671","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=511671"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/511671\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/70091"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=511671"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=511671"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=511671"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}