AESI vs USLM vs CMP Stock Comparison

Atlas Energy Solutions, United States Lime & Minerals and Compass Minerals International Prices as of Oct 26, 2026 Peers: Industry group

Head to Head

11 decided of 12

United States Lime & Minerals leads on 8 of the 12 questions below (United States Lime & Minerals 8, Compass Minerals International 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionAESIUSLMCMPLeader
Larger companyMarket capitalisation $1.11B $3.17B $958.14M USLM
Cheaper on earningsLower P/E, profitable companies only -9.4x 23.6x 52.1x USLM
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 22.7x 25.8x USLM
Faster revenue growthRevenue growth, trailing twelve months -8.1% +7.0% +5.5% USLM
More profitableNet margin, trailing twelve months -11.1% 35.7% 1.4% USLM
Better return on capitalReturn on invested capital -3.4% — 5.2% CMP
Less leveragedLower net debt / EBITDA 9.9x — 2.9x CMP
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -14.5% -18.4% +19.7% CMP
Better 5-year returnAnnualised price return, 5 years — +35.5%/yr -19.7%/yr USLM
Less volatileAnnualised volatility, 1 year 67.3% 39.0% 51.2% USLM
Higher overall scoreMean of the five percentile scores vs peers 28/100 73/100 53/100 USLM

Percentile Scorecard

AESIUSLMCMP

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisAESIUSLMCMP
Valuation 58 #68 of 162 49 #83 of 162 73 #45 of 162
Growth 6 #138 of 147 57 #64 of 147 64 #53 of 147
Profitability 32 #83 of 122 83 #22 of 122 59 #51 of 122
Financial Health 14 #142 of 165 96 #7 of 165 17 #137 of 165
Shareholder Returns – 81 #21 of 107 –
Overall 28 73 53
  • AESI ranked among 176 companies in Metals and Mining
  • USLM ranked among 176 companies in Metals and Mining
  • CMP ranked among 176 companies in Metals and Mining

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodAESIUSLMCMPSPY
1 month -27.8%-1.6%-1.7% -0.8%
3 months -21.3%-4.2%-25.3% +3.5%
6 months -46.2%-14.7%-16.2% +7.0%
Year to date -4.6%-8.4%+13.2% +12.2%
1 year -14.5%-18.4%+19.7% +13.0%
3 years -52.5%+185.4%-9.0% +86.3%
3 years, per year -22.0%+41.9%-3.1% +23.1%
5 years —+356.9%-66.6% +68.6%
5 years, per year —+35.5%-19.7% +11.0%
10 years —+718.0%-69.2% +258.0%
10 years, per year —+23.4%-11.1% +13.6%

Risk

MeasureAESIUSLMCMPSPY
Volatility, 1Y 67.3%39.0%51.2% 12.7%
Downside volatility, 1Y 74.5%44.3%53.4% 12.7%
Beta vs S&P 500, 1Y 0.861.061.66 1.00
Return / volatility, 1Y -0.21-0.470.38 1.02
Max drawdown, 5Y -67.6%-45.9%-89.3% -25.4%
From 52-week high -54.5%-21.4%-33.7% -1.8%
52-week high $19.75$139.46$33.51 $779.14
52-week low $8.10$97.49$16.54 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleAESIUSLMCMP
P/E now vs peer median -9.5xmedian 12.8x 23.4xmedian 12.8x 51.0xmedian 12.8x
P/S now vs peer median 1.1xmedian 3.1x 8.3xmedian 3.1x 0.7xmedian 3.1x
EV/EBITDA now vs peer median 21.4xmedian 7.0x 14.9xmedian 7.0x 7.0xmedian 7.0x
P/FCF now vs peer median -6.1xmedian 15.2x 34.3xmedian 15.2x 12.0xmedian 15.2x
P/B now vs peer median 1.0xmedian 2.1x 4.5xmedian 2.1x 3.5xmedian 2.1x
PEG now vs peer median 0.29median 0.29 0.83median 0.29 2.89median 0.29

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsAESIUSLMCMP
Revenue $1.07B $376.92M $1.29B
Gross profit $76.19M $182.84M $222.50M
Operating income -$88.46M $158.71M $115.50M
Net income -$118.33M $134.42M $18.40M
Free cash flow -$184.12M $91.81M $77.90M
EPS (diluted) $-0.95 $4.67 $0.44
Cash & equivalents – $402.64M $56.30M
Total debt $966.72M – $716.60M
Shares (diluted) 124.94M 28.78M 42.25M
Enterprise value $1.11B $1.66B $721.34M

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricAESIUSLMCMP
P/E -9.5x 23.4x 51.0x
P/FCF -6.1x 34.3x 12.0x
P/Operating cash flow 20.6x 19.3x 6.0x
P/S 1.1x 8.3x 0.7x
P/B 1.0x 4.5x 3.5x
P/Tangible book 1.2x 4.5x 3.6x
EV/EBITDA 21.4x 14.9x 7.0x
EV/EBIT -23.6x 17.3x 13.8x
EV/Revenue 2.0x 7.3x 1.2x
EV/FCF -11.4x 29.9x 20.5x
EV/Operating cash flow 38.3x 16.9x 10.2x
PEG (3Y EPS CAGR) 0.29 0.83 2.89

Growth

14 metrics
MetricAESIUSLMCMP
Revenue growth (1Y) -8.1% 7.0% 5.5%
Revenue CAGR (3Y) 20.7% 12.4% 1.9%
Gross profit growth (1Y) -63.6% 9.8% 29.5%
Gross profit CAGR (3Y) -38.0% 26.4% -1.3%
Operating income growth (1Y) -229.1% 9.6% 800.0%
Operating income CAGR (3Y) -32.2% 29.0% 11.3%
Net income growth (1Y) -946.3% 7.3% 115.2%
Net income CAGR (3Y) -34.8% 28.5% 18.7%
EPS growth (1Y) -937.6% 7.1% 115.1%
EPS CAGR (3Y) -32.5% 28.1% 17.7%
Operating cash flow growth (1Y) -77.0% 7.6% -18.8%
Operating cash flow CAGR (3Y) – 25.5% 16.6%
Free cash flow growth (1Y) -915.6% -14.0% -33.5%
Free cash flow CAGR (3Y) – 21.2% 97.0%

Profitability

14 metrics
MetricAESIUSLMCMP
Gross margin 7.1% 48.5% 17.2%
EBITDA margin 9.2% 49.0% 17.5%
Operating margin -8.3% 42.1% 8.9%
Pretax margin -14.8% 45.7% 3.2%
Net margin -11.1% 35.7% 1.4%
FCF margin -17.2% 24.4% 6.0%
Operating cash flow margin 5.1% 43.1% 12.1%
Return on equity -10.4% 19.8% 6.8%
Return on assets -4.9% 18.4% 1.4%
Return on invested capital -3.4% – 5.2%
Return on capital employed -4.1% 22.3% 10.4%
Asset turnover 0.4x 0.5x 1.0x
Cash conversion (OCF / net income) -0.5x 1.2x 8.5x
Stock comp / revenue 3.3% 2.0% 0.8%

Financial Health

11 metrics
MetricAESIUSLMCMP
Debt / assets 37.8% – 52.9%
Debt / equity 0.9x – 2.7x
Net debt / EBITDA 9.9x – 2.9x
Debt / FCF -5.3x – 9.2x
Liabilities / assets 56.4% 6.9% 80.5%
Equity / assets 43.6% 93.1% 19.5%
Interest coverage – – 52.5x
Current ratio 1.8x 27.5x 2.0x
Quick ratio – 25.5x 1.0x
Cash ratio – 22.2x 0.2x
Altman Z-score 0.81 39.86 1.92

Shareholder Returns

7 metrics
MetricAESIUSLMCMP
Dividend yield – 0.2% –
Net buyback yield – 0.1% –
Shareholder yield 0.0% 0.3% 0.0%
Payout ratio (earnings) – 5.1% –
Payout ratio (FCF) – 7.5% –
Dividend growth (1Y) – 9.2% –
Dividend CAGR (3Y) – 14.8% –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusAESIUSLMCMP
Forward P/E – 22.7xFY2026 25.8xFY2026
EPS, next fiscal year $-0.92FY2026 $4.84FY2026 $0.86FY2026
EPS growth, next FY – +3.6%FY2026 –
EPS growth, the year after – +25.6% +51.2%
Revenue, next fiscal year $1.05BFY2026 $426.32MFY2026 $1.21BFY2026
Revenue growth, next FY -4.3%FY2026 +14.4%FY2026 -2.5%FY2026
Revenue growth, the year after +31.7% +16.4% +12.7%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersAESIUSLMCMP
Held by institutions 84.6% 32.5% 91.8%
Institutions holding 286 234 230
Change in shares held, QoQ +17.8% +7.5% -4.3%
Institutions buying 170 139 130
Institutions selling 72 66 56
Buyers to sellers 2.36 2.11 2.32

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

AESIUSLMCMP
AESI 1.00 -0.07 0.12
USLM -0.07 1.00 0.17
CMP 0.12 0.17 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, AESI, USLM and CMP?

United States Lime & Minerals (USLM) is the largest by market capitalisation: Atlas Energy Solutions (AESI) $1.11B, United States Lime & Minerals (USLM) $3.17B, Compass Minerals International (CMP) $958.14M.

Which stock is cheaper, AESI, USLM and CMP?

United States Lime & Minerals (USLM) trades on the lowest price-to-earnings ratio (Atlas Energy Solutions (AESI) -9.4x, United States Lime & Minerals (USLM) 23.6x, Compass Minerals International (CMP) 52.1x). On next year's consensus earnings, United States Lime & Minerals (USLM) is cheapest (United States Lime & Minerals (USLM) 22.7x, Compass Minerals International (CMP) 25.8x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

United States Lime & Minerals (USLM) grew revenue fastest over the trailing twelve months: Atlas Energy Solutions (AESI) -8.1%, United States Lime & Minerals (USLM) +7.0%, Compass Minerals International (CMP) +5.5%.

Which company is more profitable?

United States Lime & Minerals (USLM) has the highest net margin (Atlas Energy Solutions (AESI) -11.1%, United States Lime & Minerals (USLM) 35.7%, Compass Minerals International (CMP) 1.4%). On return on invested capital, Compass Minerals International (CMP) leads (Atlas Energy Solutions (AESI) -3.4%, Compass Minerals International (CMP) 5.2%).

Which stock has performed better?

Over the past year Compass Minerals International (CMP) returned the most: Atlas Energy Solutions (AESI) -14.5%, United States Lime & Minerals (USLM) -18.4%, Compass Minerals International (CMP) +19.7%. Over five years, United States Lime & Minerals (USLM) compounded fastest (United States Lime & Minerals (USLM) +35.5%/yr, Compass Minerals International (CMP) -19.7%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Atlas Energy Solutions (AESI) 0.00%, United States Lime & Minerals (USLM) 0.00%, Compass Minerals International (CMP) 0.00%. Atlas Energy Solutions (AESI) and Compass Minerals International (CMP) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, United States Lime & Minerals (USLM) has been the steadiest (Atlas Energy Solutions (AESI) 67.3%, United States Lime & Minerals (USLM) 39.0%, Compass Minerals International (CMP) 51.2%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, AESI, USLM and CMP?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, United States Lime & Minerals (USLM) leads on 8. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.