MTX vs USLM vs AESI Stock Comparison

Minerals Technologies, United States Lime & Minerals and Atlas Energy Solutions 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
$1.95B
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.

QuestionMTXUSLMAESILeader
Larger companyMarket capitalisation $1.95B $3.22B $1.14B USLM
Cheaper on earningsLower P/E, profitable companies only -29.0x 24.0x -9.7x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 10.3x 23.5x — MTX
Faster revenue growthRevenue growth, trailing twelve months +4.8% +7.0% -8.1% USLM
More profitableNet margin, trailing twelve months — 35.7% -11.1% 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 +12.3% -10.8% -23.4% MTX
Better 5-year returnAnnualised price return, 5 years -2.7%/yr +35.8%/yr — USLM
Less volatileAnnualised volatility, 1 year 25.1% 39.1% 65.4% MTX
Higher overall scoreMean of the five percentile scores vs peers 45/100 74/100 28/100 USLM

Percentile Scorecard

MTXUSLMAESI

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

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

PeriodMTXUSLMAESISPY
1 month -6.4%+3.1%-20.5% +0.7%
3 months -14.6%+0.9%-9.9% +3.7%
6 months -14.0%+5.8%-46.7% +7.1%
Year to date +1.5%-4.9%-1.7% +12.8%
1 year +12.3%-10.8%-23.4% +11.9%
3 years +14.1%+186.4%-52.0% +85.2%
3 years, per year +4.5%+42.0%-21.7% +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

MeasureMTXUSLMAESISPY
Volatility, 1Y 25.1%39.1%65.4% 12.7%
Downside volatility, 1Y 24.1%44.4%74.3% 12.6%
Beta vs S&P 500, 1Y 0.631.050.88 1.00
Return / volatility, 1Y 0.49-0.28-0.36 0.94
Max drawdown, 5Y -42.7%-45.9%-67.6% -25.4%
From 52-week high -25.3%-18.3%-53.1% -1.2%
52-week high $82.84$139.46$19.75 $779.14
52-week low $55.09$97.49$8.10 $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.

MultipleMTXUSLMAESI
P/E now vs peer median -28.5xmedian 13.2x 24.3xmedian 13.2x -9.8xmedian 13.2x
P/S now vs peer median 0.9xmedian 3.1x 8.7xmedian 3.1x 1.1xmedian 3.1x
EV/EBITDA now vs peer median —median 7.2x 15.5xmedian 7.2x 21.7xmedian 7.2x
P/FCF now vs peer median 17.2xmedian 15.2x 35.6xmedian 15.2x -6.3xmedian 15.2x
P/B now vs peer median 1.2xmedian 2.2x 4.7xmedian 2.2x 1.0xmedian 2.2x
PEG now vs peer median 0.62median 0.30 0.86median 0.30 0.30median 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 monthsMTXUSLMAESI
Revenue $2.17B $376.92M $1.07B
Gross profit $518.60M $182.84M $76.19M
Operating income -$34.80M $158.71M -$88.46M
Net income – $134.42M -$118.33M
Free cash flow – $91.81M -$184.12M
R&D $23.50M – –
EPS (diluted) $-2.17 $4.67 $-0.95
Cash & equivalents $372.10M $402.64M –
Total debt – – $966.72M
Shares (diluted) 31.10M 28.78M 124.94M
Enterprise value $1.95B $1.72B $1.14B

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

Growth

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

Profitability

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

Financial Health

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

Shareholder Returns

7 metrics
MetricMTXUSLMAESI
Dividend yield 0.8% 0.2% –
Net buyback yield – 0.1% –
Shareholder yield 0.8% 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.

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

Institutional Ownership

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

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.

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

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, MTX, USLM and AESI?

United States Lime & Minerals (USLM) is the largest by market capitalisation: Minerals Technologies (MTX) $1.95B, United States Lime & Minerals (USLM) $3.22B, Atlas Energy Solutions (AESI) $1.14B.

Which company is growing faster?

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

Which company is more profitable?

United States Lime & Minerals (USLM) has the highest net margin (United States Lime & Minerals (USLM) 35.7%, Atlas Energy Solutions (AESI) -11.1%).

Which stock has performed better?

Over the past year Minerals Technologies (MTX) returned the most: Minerals Technologies (MTX) +12.3%, United States Lime & Minerals (USLM) -10.8%, Atlas Energy Solutions (AESI) -23.4%. 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?

Only one of these companies pays a dividend: Minerals Technologies (MTX) 0.00%, United States Lime & Minerals (USLM) 0.00%, Atlas Energy Solutions (AESI) 0.00%. Minerals Technologies (MTX) and 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%, United States Lime & Minerals (USLM) 39.1%, Atlas Energy Solutions (AESI) 65.4%). Volatility measures how widely the price swings, not the risk of the business.

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

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.