111.48 - 114.40
76.75 - 114.40
5.09M / 4.23M (Avg.)
23.96 | 4.77
Profitability reveals how effectively the business turns revenues into profits. Higher and improving margins or returns on capital suggest a durable competitive advantage, supporting a stronger intrinsic valuation.
8.08%
ROE above 1.5x USLM's 3.36%. David Dodd would confirm if such superior profitability is sustainable.
3.88%
ROA 1.25-1.5x USLM's 2.94%. Walter Schloss would see if improvements in asset turnover can sustain this lead.
7.01%
ROCE above 1.5x USLM's 2.21%. David Dodd would check if sustainable process or technology advantages are in play.
34.14%
Gross margin 1.25-1.5x USLM's 28.83%. Bruce Berkowitz would confirm if this advantage is sustainable.
14.35%
Similar margin to USLM's 13.38%. Walter Schloss would check if both companies share cost structures or economies of scale.
9.89%
Net margin 50-75% of USLM's 18.52%. Martin Whitman would question if fundamental disadvantages limit net earnings.