Titan America SA (TTAM) vs United States Lime & Minerals, Inc. (USLM)

Titan America SA and United States Lime & Minerals, Inc. are both Building Materials companies. United States Lime & Minerals, Inc. is the larger, with a market value of $3.1B against $2.5B — 1.3× the size. Titan America SA trades at the lower P/E: 14.4× against 23.8×. United States Lime & Minerals, Inc. grew revenue faster over the last twelve months: 7.00% against 4.07%. United States Lime & Minerals, Inc. has the higher net margin (35.7% vs 10.4%) and the higher return on invested capital (33.9% vs 10.2%). Across the 20 metrics below, United States Lime & Minerals, Inc. leads on 12 and Titan America SA on 8.

Valuation

Metric TTAM USLM Building Materials median
P/E 14.43 23.75 17.22
P/S 1.49 8.48 1.54
P/B 2.47 4.59 2.26
Price to free cash flow 16.40 34.69 30.28
EV/EBITDA 8.11 15.20 9.38
EV/Sales 1.78 7.45 1.85
Earnings yield 6.93% 4.21% 4.53%
Free cash flow yield 6.10% 2.88% 3.08%

Profitability

Metric TTAM USLM Building Materials median
Gross margin 25.47% 48.51% 27.27%
Operating margin 15.14% 42.11% 13.85%
Net margin 10.35% 35.66% 9.59%
Free cash flow margin 9.10% 24.44% 8.06%
Return on equity 0.00% 21.35% 9.62%
Return on assets 8.96% 19.84% 5.86%
Return on invested capital 10.22% 33.85% 6.03%

Growth

Metric TTAM USLM Building Materials median
Revenue growth (TTM) 4.07% 7.00% 6.93%
EPS growth (last fiscal year) 6.32% 23.22% —
Revenue growth, 5-year CAGR — 18.32% 7.63%
Net income growth, 5-year CAGR — 36.61% 7.04%

Health

Metric TTAM USLM Building Materials median
Debt to equity 0.52 0.00 0.51
Current ratio 2.08 27.54 1.58
Net debt to EBITDA 0.64 (2.03) 1.48

Dividend

Metric TTAM USLM Building Materials median
Dividend yield — 0.31% 0.74%
Payout ratio — 0.07 0.08

Size

Metric TTAM USLM Building Materials median
Market cap 2.49b 3.14b 2.76b

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