US Lime & Minerals vs Hawkins

This page compares US Lime & Minerals and Hawkins Inc, examining their business models, financial performance, and market context in a clear, neutral manner. It highlights strategic differences, operational approaches, and market positioning to help readers understand each company's approach. Educational content, not financial advice.

This page compares US Lime & Minerals and Hawkins Inc, examining their business models, financial performance, and market context in a clear, neutral manner. It highlights strategic differences, opera...

Comparison Snapshot

Key Financial Metrics

USLM

Metric

HWKN

$3.63B

Market Cap

$3.17B

-1.53%

Potential Profit

22.00%

Strong Buy

Analyst Rating

Buy

Investment Analysis

US Lime & Minerals

USLM

Pros

United States Lime & Minerals has a strong market position as a leading manufacturer and supplier of lime and limestone products in diverse industries.
The company reported strong second-quarter results with higher sales volumes and increased average selling prices, indicating robust operational performance.
Its products serve a wide range of sectors including construction, industrial, environmental, metals, oil and gas, and agriculture, providing diversified demand sources.

Considerations

The stock trades at a relatively high P/E ratio close to 30, which may imply valuation risk if growth slows.
The dividend yield is very low at 0.18%, offering limited income appeal for dividend-focused investors.
The company operates in cyclical heavy materials markets that are sensitive to economic and commodity price fluctuations.

Hawkins

HWKN

Pros

Hawkins, Inc. reported record second-quarter fiscal 2026 revenue growth of 14% year-over-year and record adjusted EBITDA, highlighting strong earnings momentum.
The company operates in three segments including water treatment, which showed sales growth of 21%, reflecting a high-margin growth driver.
Hawkins has a history of steady revenue growth and modest leverage, with a trailing 12-month adjusted EBITDA over $178 million and manageable debt levels.

Considerations

Hawkins has a relatively high forward P/E ratio near 38, suggesting the stock price may already factor in significant growth expectations.
EPS declined 7% in the latest quarter due primarily to increased amortization and interest expenses from recent acquisitions.
The company’s exposure to industrial chemicals and specialty ingredients markets can be subject to regulatory risks and commodity cost pressures.

About The Companies

US Lime & Minerals (USLM)

United States Lime & Mineral (USLM) is a producer of lime and limestone products used in steelmaking, construction, environmental treatment and various industrial applications. With a market capitalisation around $3.9 billion, it serves cyclical end markets where demand can track activity in steel, infrastructure and manufacturing. Investors should note the company’s mix of commodity exposure and regional pricing power, balanced against input-cost sensitivity (energy and transport) and regulatory factors such as environmental permitting. Financial metrics, capacity utilisation and contracts with major industrial customers can materially influence results. This summary is for general educational purposes and is not personalised financial advice; values can rise and fall and past performance is not a guide to the future. Before making investment decisions, consider your objectives and risk tolerance and consult an authorised adviser if needed.

Hawkins (HWKN)

Hawkins Inc (HWKN) is a US-based chemicals distributor and manufacturer with a market capitalisation around $3.42 billion. The business supplies specialty and commodity chemicals to industrial, municipal and commercial customers, often through long-standing distribution relationships and niche manufacturing capabilities. For investors this typically means a mix of recurring revenue from supply contracts and sensitivity to raw-material costs and industrial demand cycles. Strengths can include a broad customer base, defensive elements in essential industrial services and operational scale; key risks include commodity price swings, regulatory compliance costs and cyclical end-markets. Financially inclined investors should review recent revenue trends, margins and cash flow, and compare valuation to peers. As always, values can rise and fall and past performance is not a guide to the future. This is general educational information only and not personalised advice — check your objectives and risk tolerance before taking any action.

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Comparison Snapshot