USLM (United States Lime & Minerals) Forward Rate of Return (Yacktman) %: 22.22% (As of Jun. 2026) — 121% Above Median

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USLM United States Lime & Minerals Inc USLM
93 GF Score
Price $117.76
GF Value $114.20
Valuation Fairly Valued
! 2 Warning Signs
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What is United States Lime & Minerals Forward Rate of Return (Yacktman) %?

United States Lime & Minerals USLM +0.13% 93 Forward Rate of Return (Yacktman) % is 22.22% as of Jun. 2026, which is 121% above its 10-year median of 10.06. GuruFocus rates USLM with a GF Score™ of 93/100 and a GF Value™ of $114.20 (Fairly Valued). The stock has 2 warning signs investors should review. Among 319 Building Materials companies, United States Lime & Minerals ranks better than 81.82% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. United States Lime & Minerals's forward rate of return for was 22.22%.

The historical rank and industry rank for United States Lime & Minerals's Forward Rate of Return (Yacktman) % or its related term are showing as below:

USLM' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 3.79   Med: 10.06   Max: 22.59
Current: 21.98

During the past 13 years, United States Lime & Minerals's highest Forward Rate of Return was 22.59. The lowest was 3.79. And the median was 10.06.

USLM's Forward Rate of Return (Yacktman) % is ranked better than
81.82% of 319 companies
in the Building Materials industry
Industry Median: 7.74 vs USLM: 21.98

Unlike the Earnings Yield %, the Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.


United States Lime & Minerals  (NAS:USLM) Forward Rate of Return (Yacktman) % Explanation

Unlike the Earnings Yield, the Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.

For the growth part of the Forward Rate of Return calculation, GuruFocus uses the 5-year average growth rate of EBITDA per share as the growth rate, and the growth rate is always capped at 20%. For the Free Cash Flow we use per share data averaged over five years. The reason we use five years is to make it comparable to the growth rate.


Be Aware

In the Forward Rate of Return calculation, the growth rate is added directly to today's free cash flow yield. Therefore the calculation is reliable only if the company can grow at the same rate in the future as it did in the past. Investors should pay close attention to this when researching growth stocks. A more accurate measurement for return is Return on Capital.


United States Lime & Minerals Forward Rate of Return (Yacktman) % Related Terms


United States Lime & Minerals Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for United States Lime & Minerals's Forward Rate of Return (Yacktman) % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

United States Lime & Minerals Forward Rate of Return (Yacktman) % Chart

United States Lime & Minerals Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Forward Rate of Return (Yacktman) %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 12.73 17.71 22.44 21.34 21.86

United States Lime & Minerals Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Forward Rate of Return (Yacktman) % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 22.01 21.63 21.86 21.71 22.22

USLM vs TTAM, TGLS, KNF: Forward Rate of Return (Yacktman) % Comparison

For the Building Materials subindustry, United States Lime & Minerals's Forward Rate of Return (Yacktman) %, along with its competitors' market caps and Forward Rate of Return (Yacktman) % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


United States Lime & Minerals Forward Rate of Return (Yacktman) % vs Building Materials Industry

For the Building Materials industry and Basic Materials sector, United States Lime & Minerals's Forward Rate of Return (Yacktman) % distribution charts can be found below:

* The bar in red indicates where United States Lime & Minerals's Forward Rate of Return (Yacktman) % falls into.


USLM
93GF Score
United States Lime & Minerals Inc USLM
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
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United States Lime & Minerals Forward Rate of Return (Yacktman) % Calculation

Forward Rate of Return is a concept that Don Yacktman uses in his investment approach. Yacktman explained the forward rate of return concept in detail in his interview with GuruFocus. Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. He said in the interview (March 2012, when the S&P 500 was at about 1400):

If the business is stable, this calculation is fairly straightforward. For instance, on the S&P 500 we would normalize earnings. We would then calculate what percentage of those earnings are not reinvested in the underlying businesses and are therefore free. Historically, for the S&P 500, this has been just under 50% of earnings. Currently, we expect the S&P to earn about 70 on a normalized basis, a number which is far below reported earnings due to our adjusting for record high profit margins. $70 X ½ / 1400 gives you a normalized free cash flow yield of approximately 2.5%.

The historical real growth rate of the S&P 500 (companies) is about 1.5%. Assuming an inflation rate of 2.5%, the forward rate of return on an investment in the S&P 500 is about 6.5% today (2.5% free cash flow yield plus 1.5% real growth plus 2.5% inflation).

United States Lime & Minerals's Forward Rate of Return of Jun. 2026 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=2.32761905/104.67+0.2
=22.22 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

What does a Forward Rate of Return (Yacktman) % of 22.22% mean?
United States Lime & Minerals (USLM) has a Forward Rate of Return (Yacktman) % of 22.22% as of Jun. 2026. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on United States Lime & Minerals and its competitors. This is 121% above median its historical median of 10.06. Over the past decade, United States Lime & Minerals' Forward Rate of Return (Yacktman) % has ranged from 3.79 to 22.59. According to the industry distribution chart, United States Lime & Minerals ranks #58 out of 319 companies in the Building Materials industry, placing it in the top 18.2%.
Is United States Lime & Minerals' Forward Rate of Return (Yacktman) % too high?
United States Lime & Minerals' current Forward Rate of Return (Yacktman) % of 22.22% is 121% above median its 10-year median of 10.06. Over the past 10 years, this metric has ranged from a low of 3.79 to a high of 22.59. The Building Materials industry median Forward Rate of Return (Yacktman) % is 7.74. United States Lime & Minerals' value of 22.22% is 187.1% above this industry median. Based on the distribution chart, United States Lime & Minerals ranks #58 out of 319 companies in the Building Materials industry, which is in the top quartile — a strong position relative to peers. Overall, United States Lime & Minerals has a GF Score™ of 93/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does United States Lime & Minerals' Forward Rate of Return (Yacktman) % compare to TTAM and TGLS?
According to the Building Materials industry distribution chart, United States Lime & Minerals ranks #58 out of 319 companies for Forward Rate of Return (Yacktman) %. This places United States Lime & Minerals in the top 18% of its industry — outperforming the majority of peers. The industry median Forward Rate of Return (Yacktman) % is 7.74. United States Lime & Minerals' value of 22.22% is 187.1% above this benchmark. Historically, United States Lime & Minerals' own Forward Rate of Return (Yacktman) % has ranged from 3.79 to 22.59 over the past decade. While the company's 10-year median is 10.06 vs. the industry median of 7.74, United States Lime & Minerals has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Forward Rate of Return (Yacktman) % for a Building Materials company?
The median Forward Rate of Return (Yacktman) % among Building Materials companies is 7.74, based on 319 companies in the industry. Companies in the top quartile (top 25%) have a Forward Rate of Return (Yacktman) % significantly above this median, while those in the bottom quartile fall well below. However, Forward Rate of Return (Yacktman) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. United States Lime & Minerals's current Forward Rate of Return (Yacktman) % of 22.22% is 187.1% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Forward Rate of Return (Yacktman) % mean?
A high Forward Rate of Return (Yacktman) % can signal that a stock is expensive relative to its fundamentals. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on United States Lime & Minerals and its competitors. For the Building Materials industry, the median Forward Rate of Return (Yacktman) % is 7.74 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. United States Lime & Minerals's current Forward Rate of Return (Yacktman) % is 22.22%, which is 121% above median its own 10-year median of 10.06. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is United States Lime & Minerals stock overvalued right now?
Based on GuruFocus' analysis, United States Lime & Minerals (USLM) is currently considered Fairly Valued. The stock's GF Value™ is $114.20, compared to a current price of $117.76 — trading 3.1% above its estimated fair value. The current Forward Rate of Return (Yacktman) % is 22.22%, which is 121% above median its 10-year median of 10.06 and 187.1% above the Building Materials industry median of 7.74. United States Lime & Minerals' overall GF Score™ is 93/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Forward Rate of Return (Yacktman) % calculated?
Forward Rate of Return (Yacktman) % is calculated from a company's financial statements. For United States Lime & Minerals (USLM), the current Forward Rate of Return (Yacktman) % is 22.22% as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is United States Lime & Minerals (USLM) Overvalued in 2026?

Based on GuruFocus' analysis, United States Lime & Minerals stock appears to be overvalued. The current stock price of $117.76 is trading 3.1% above its estimated GF Value™ of $114.20. GuruFocus considers United States Lime & Minerals to be Fairly Valued.

Key valuation signals for USLM:

  • Forward Rate of Return (Yacktman) %: 22.22% (121% above median its 10-year median of 10.06)
  • GF Value™: $114.20 vs. price of $117.76 (3.1% above fair value)
  • GF Score™: 93/100 with 2 warning signs
  • Industry Position: 187.1% above the Building Materials median (#58 of 319)

No single metric tells the full story. See the USLM stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


United States Lime & Minerals Business Description

Other Exchanges ULI:Germany
Address 5429 LBJ Freeway, Suite 230, Dallas, TX, USA, 75240
United States Lime & Minerals Inc is engaged in the business of manufacturing lime and limestone products including PLS, quicklime, hydrated lime and lime slurry. The company supplies its products predominantly to the construction including highway, road, and building contractors, industrial including paper and glass manufacturers, environmental including municipal sanitation and water treatment facilities and flue gas treatment processes, metals including steel producers, oil and gas services, roof shingle manufacturers and agriculture including poultry industries. The company operates through its Lime and Limestone Operations segment.
93GF Score

Get the complete analysis for USLM

Forward Rate of Return (Yacktman) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$117.76
Price
$114.20
GF Value