MTX vs AESI vs USLM Stock Comparison

Minerals Technologies, Atlas Energy Solutions and United States Lime & Minerals 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
$1.93B
P/E
–
Revenue (TTM)
$2.17B
Div. yield
0.78%
Industrial Minerals Basic Materials
4 wins

Head to Head

9 decided of 12

United States Lime & Minerals leads on 5 of the 12 questions below (United States Lime & Minerals 5, Minerals Technologies 4). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionMTXAESIUSLMLeader
Larger companyMarket capitalisation $1.93B $1.16B $3.27B USLM
Cheaper on earningsLower P/E, profitable companies only -28.5x -9.8x 24.3x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 10.3x — 23.5x MTX
Faster revenue growthRevenue growth, trailing twelve months +4.8% -8.1% +7.0% 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 0.78% 0.00% 0.21% MTX
Better 1-year returnPrice return, last 12 months +12.3% -23.4% -10.8% MTX
Better 5-year returnAnnualised price return, 5 years -2.7%/yr — +35.8%/yr USLM
Less volatileAnnualised volatility, 1 year 25.1% 65.4% 39.1% MTX
Higher overall scoreMean of the five percentile scores vs peers 45/100 28/100 74/100 USLM

Percentile Scorecard

MTXAESIUSLM

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

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

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

Risk

MeasureMTXAESIUSLMSPY
Volatility, 1Y 25.1%65.4%39.1% 12.7%
Downside volatility, 1Y 24.1%74.3%44.4% 12.6%
Beta vs S&P 500, 1Y 0.630.881.05 1.00
Return / volatility, 1Y 0.49-0.36-0.28 0.94
Max drawdown, 5Y -42.7%-67.6%-45.9% -25.4%
From 52-week high -25.3%-53.1%-18.3% -1.2%
52-week high $82.84$19.75$139.46 $779.14
52-week low $55.09$8.10$97.49 $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.

MultipleMTXAESIUSLM
P/E now vs peer median -28.5xmedian 13.2x -9.8xmedian 13.2x 24.3xmedian 13.2x
P/S now vs peer median 0.9xmedian 3.1x 1.1xmedian 3.1x 8.7xmedian 3.1x
EV/EBITDA now vs peer median —median 7.2x 21.7xmedian 7.2x 15.5xmedian 7.2x
P/FCF now vs peer median 17.2xmedian 15.2x -6.3xmedian 15.2x 35.6xmedian 15.2x
P/B now vs peer median 1.2xmedian 2.2x 1.0xmedian 2.2x 4.7xmedian 2.2x
PEG now vs peer median 0.62median 0.30 0.30median 0.30 0.86median 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 monthsMTXAESIUSLM
Revenue $2.17B $1.07B $376.92M
Gross profit $518.60M $76.19M $182.84M
Operating income -$34.80M -$88.46M $158.71M
Net income – -$118.33M $134.42M
Free cash flow – -$184.12M $91.81M
R&D $23.50M – –
EPS (diluted) $-2.17 $-0.95 $4.67
Cash & equivalents $372.10M – $402.64M
Total debt – $966.72M –
Shares (diluted) 31.10M 124.94M 28.78M
Enterprise value $1.96B $1.16B $1.76B

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

Growth

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

Profitability

14 metrics
MetricMTXAESIUSLM
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 10.8% 5.1% 43.1%
Return on equity -4.0% -10.4% 19.8%
Return on assets -1.8% -4.9% 18.4%
Return on invested capital – -3.4% –
Return on capital employed – -4.1% 22.3%
Asset turnover 0.6x 0.4x 0.5x
Cash conversion (OCF / net income) – -0.5x 1.2x
Stock comp / revenue – 3.3% 2.0%

Financial Health

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

Shareholder Returns

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

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

Institutional Ownership

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

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.

MTXAESIUSLM
MTX 1.00 0.11 0.25
AESI 0.11 1.00 -0.07
USLM 0.25 -0.07 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, MTX, AESI and USLM?

United States Lime & Minerals (USLM) is the largest by market capitalisation: Minerals Technologies (MTX) $1.93B, Atlas Energy Solutions (AESI) $1.16B, United States Lime & Minerals (USLM) $3.27B.

Which company is growing faster?

United States Lime & Minerals (USLM) grew revenue fastest over the trailing twelve months: Minerals Technologies (MTX) +4.8%, Atlas Energy Solutions (AESI) -8.1%, United States Lime & Minerals (USLM) +7.0%.

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: Minerals Technologies (MTX) +12.3%, Atlas Energy Solutions (AESI) -23.4%, United States Lime & Minerals (USLM) -10.8%. Over five years, United States Lime & Minerals (USLM) compounded fastest (Minerals Technologies (MTX) -2.7%/yr, United States Lime & Minerals (USLM) +35.8%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Minerals Technologies (MTX) has the highest dividend yield: Minerals Technologies (MTX) 0.78%, Atlas Energy Solutions (AESI) 0.00%, United States Lime & Minerals (USLM) 0.21%. Atlas Energy Solutions (AESI) pays no regular dividend.

Which stock is riskier?

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

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

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.