AESI vs USLM vs MTX Stock Comparison

Atlas Energy Solutions, United States Lime & Minerals and Minerals Technologies Prices as of Oct 29, 2026 Peers: Industry group
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MTX Minerals Technologies Inc
$61.88 -6.4% 1M +12.3% 1Y
Market cap
$1.94B
P/E
–
Revenue (TTM)
$2.17B
Div. yield
–
Industrial Minerals Basic Materials
3 wins

Head to Head

8 decided of 12

United States Lime & Minerals leads on 5 of the 12 questions below (United States Lime & Minerals 5, Minerals Technologies 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionAESIUSLMMTXLeader
Larger companyMarket capitalisation $1.14B $3.20B $1.94B USLM
Cheaper on earningsLower P/E, profitable companies only -9.6x 23.8x -28.7x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 23.5x 10.3x MTX
Faster revenue growthRevenue growth, trailing twelve months -8.1% +7.0% +4.8% USLM
More profitableNet margin, trailing twelve months -11.1% 35.7% — USLM
Better return on capitalReturn on invested capital -3.4% — — –
Less leveragedLower net debt / EBITDA 9.9x — — –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -23.4% -10.8% +12.3% MTX
Better 5-year returnAnnualised price return, 5 years — +35.8%/yr -2.7%/yr USLM
Less volatileAnnualised volatility, 1 year 65.4% 39.1% 25.1% MTX
Higher overall scoreMean of the five percentile scores vs peers 28/100 74/100 45/100 USLM

Percentile Scorecard

AESIUSLMMTX

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

AxisAESIUSLMMTX
Valuation 59 #68 of 163 51 #81 of 163 86 #24 of 163
Growth 6 #139 of 148 57 #65 of 148 14 #127 of 148
Profitability 33 #83 of 123 84 #21 of 123 53 #59 of 123
Financial Health 14 #141 of 164 96 #7 of 164 20 #132 of 164
Shareholder Returns – 81 #21 of 108 55 #49 of 108
Overall 28 74 45
  • AESI ranked among 176 companies in Metals and Mining
  • USLM ranked among 176 companies in Metals and Mining
  • MTX 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

PeriodAESIUSLMMTXSPY
1 month -20.5%+3.1%-6.4% +0.7%
3 months -9.9%+0.9%-14.6% +3.7%
6 months -46.7%+5.8%-14.0% +7.1%
Year to date -1.7%-4.9%+1.5% +12.8%
1 year -23.4%-10.8%+12.3% +11.9%
3 years -52.0%+186.4%+14.1% +85.2%
3 years, per year -21.7%+42.0%+4.5% +22.8%
5 years —+361.2%-12.8% +67.6%
5 years, per year —+35.8%-2.7% +10.9%
10 years —+742.4%-6.4% +262.0%
10 years, per year —+23.8%-0.7% +13.7%

Risk

MeasureAESIUSLMMTXSPY
Volatility, 1Y 65.4%39.1%25.1% 12.7%
Downside volatility, 1Y 74.3%44.4%24.1% 12.6%
Beta vs S&P 500, 1Y 0.881.050.63 1.00
Return / volatility, 1Y -0.36-0.280.49 0.94
Max drawdown, 5Y -67.6%-45.9%-42.7% -25.4%
From 52-week high -53.1%-18.3%-25.3% -1.2%
52-week high $19.75$139.46$82.84 $779.14
52-week low $8.10$97.49$55.09 $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.

MultipleAESIUSLMMTX
P/E now vs peer median -9.8xmedian 13.2x 24.3xmedian 13.2x -28.5xmedian 13.2x
P/S now vs peer median 1.1xmedian 3.1x 8.7xmedian 3.1x 0.9xmedian 3.1x
EV/EBITDA now vs peer median 21.7xmedian 7.2x 15.5xmedian 7.2x —median 7.2x
P/FCF now vs peer median -6.3xmedian 15.2x 35.6xmedian 15.2x 17.2xmedian 15.2x
P/B now vs peer median 1.0xmedian 2.2x 4.7xmedian 2.2x 1.2xmedian 2.2x
PEG now vs peer median 0.30median 0.30 0.86median 0.30 0.62median 0.30

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 monthsAESIUSLMMTX
Revenue $1.07B $376.92M $2.17B
Gross profit $76.19M $182.84M $518.60M
Operating income -$88.46M $158.71M -$34.80M
Net income -$118.33M $134.42M –
Free cash flow -$184.12M $91.81M –
R&D – – $23.50M
EPS (diluted) $-0.95 $4.67 $-2.17
Cash & equivalents – $402.64M $372.10M
Total debt $966.72M – –
Shares (diluted) 124.94M 28.78M 31.10M
Enterprise value $1.14B $1.69B $1.94B

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
MetricAESIUSLMMTX
P/E -9.8x 24.3x -28.5x
P/FCF -6.3x 35.6x 17.2x
P/Operating cash flow 21.2x 20.1x 8.2x
P/S 1.1x 8.7x 0.9x
P/B 1.0x 4.7x 1.2x
P/Tangible book 1.2x 4.7x 1.4x
EV/EBITDA 21.7x 15.5x –
EV/EBIT -24.0x 18.0x –
EV/Revenue 2.0x 7.6x 0.9x
EV/FCF -11.5x 31.2x –
EV/Operating cash flow 38.9x 17.6x 8.2x
PEG (3Y EPS CAGR) 0.30 0.86 0.62

Growth

14 metrics
MetricAESIUSLMMTX
Revenue growth (1Y) -8.1% 7.0% 4.8%
Revenue CAGR (3Y) 20.7% 12.4% 0.3%
Gross profit growth (1Y) -63.6% 9.8% -1.4%
Gross profit CAGR (3Y) -38.0% 26.4% 2.6%
Operating income growth (1Y) -229.1% 9.6% -150.1%
Operating income CAGR (3Y) -32.2% 29.0% -30.7%
Net income growth (1Y) -946.3% 7.3% –
Net income CAGR (3Y) -34.8% 28.5% –
EPS growth (1Y) -937.6% 7.1% -4,146%
EPS CAGR (3Y) -32.5% 28.1% -45.8%
Operating cash flow growth (1Y) -77.0% 7.6% 17.8%
Operating cash flow CAGR (3Y) – 25.5% 9.3%
Free cash flow growth (1Y) -915.6% -14.0% –
Free cash flow CAGR (3Y) – 21.2% –

Profitability

14 metrics
MetricAESIUSLMMTX
Gross margin 7.1% 48.5% –
EBITDA margin 9.2% 49.0% –
Operating margin -8.3% 42.1% –
Pretax margin -14.8% 45.7% –
Net margin -11.1% 35.7% –
FCF margin -17.2% 24.4% –
Operating cash flow margin 5.1% 43.1% 10.8%
Return on equity -10.4% 19.8% -4.0%
Return on assets -4.9% 18.4% -1.8%
Return on invested capital -3.4% – –
Return on capital employed -4.1% 22.3% –
Asset turnover 0.4x 0.5x 0.6x
Cash conversion (OCF / net income) -0.5x 1.2x –
Stock comp / revenue 3.3% 2.0% –

Financial Health

11 metrics
MetricAESIUSLMMTX
Debt / assets 37.8% – –
Debt / equity 0.9x – –
Net debt / EBITDA 9.9x – –
Debt / FCF -5.3x – –
Liabilities / assets 56.4% 6.9% 54.6%
Equity / assets 43.6% 93.1% 45.4%
Interest coverage – – –
Current ratio 1.8x 27.5x 1.5x
Quick ratio – 25.5x –
Cash ratio – 22.2x –
Altman Z-score 0.82 41.27 –

Shareholder Returns

7 metrics
MetricAESIUSLMMTX
Dividend yield – 0.2% 0.8%
Net buyback yield – 0.1% –
Shareholder yield 0.0% 0.3% 0.8%
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.

ConsensusAESIUSLMMTX
Forward P/E – 23.5xFY2026 10.3xFY2026
EPS, next fiscal year $-0.92FY2026 $4.84FY2026 $6.03FY2026
EPS growth, next FY – +3.6%FY2026 +9.2%FY2026
EPS growth, the year after – +25.6% +8.5%
Revenue, next fiscal year $1.05BFY2026 $426.32MFY2026 $2.33BFY2026
Revenue growth, next FY -4.3%FY2026 +14.4%FY2026 +12.3%FY2026
Revenue growth, the year after +31.7% +16.4% +3.8%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersAESIUSLMMTX
Held by institutions 84.6% 32.5% 100.0%
Institutions holding 287 235 292
Change in shares held, QoQ +17.8% +7.5% +2.6%
Institutions buying 171 139 176
Institutions selling 72 66 69
Buyers to sellers 2.38 2.11 2.55

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.

AESIUSLMMTX
AESI 1.00 -0.06 0.10
USLM -0.06 1.00 0.27
MTX 0.10 0.27 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, AESI, USLM and MTX?

United States Lime & Minerals (USLM) is the largest by market capitalisation: Atlas Energy Solutions (AESI) $1.14B, United States Lime & Minerals (USLM) $3.20B, Minerals Technologies (MTX) $1.94B.

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%, Minerals Technologies (MTX) +4.8%.

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%).

Which stock has performed better?

Over the past year Minerals Technologies (MTX) returned the most: Atlas Energy Solutions (AESI) -23.4%, United States Lime & Minerals (USLM) -10.8%, Minerals Technologies (MTX) +12.3%. Over five years, United States Lime & Minerals (USLM) compounded fastest (United States Lime & Minerals (USLM) +35.8%/yr, Minerals Technologies (MTX) -2.7%/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%, Minerals Technologies (MTX) 0.00%. Atlas Energy Solutions (AESI) and Minerals Technologies (MTX) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Minerals Technologies (MTX) has been the steadiest (Atlas Energy Solutions (AESI) 65.4%, United States Lime & Minerals (USLM) 39.1%, Minerals Technologies (MTX) 25.1%). Volatility measures how widely the price swings, not the risk of the business.

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

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 5. 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.