Mining & Quarrying of Nonmetallic Minerals stocks: intrinsic value, ROIC & growth

15 U.S. mining & quarrying of nonmetallic minerals companies with at least three years of SEC filings, ranked by size. 2 of the 9 with a current price trade below their Graham intrinsic value. The median company earned a 3.5% average return on invested capital and grew revenue 9.2% a year.

Updated October 18, 2026

15companies
2below Graham value
3.5%median 10-yr ROIC
9.2%median revenue CAGR

Most undervalued mining & quarrying of nonmetallic minerals stocks

Ticker Company Upside Price Graham value Price vs value Market cap ROIC (10y) Revenue CAGR
USLM UNITED STATES LIME & MINERALS INC +46% $106.05 $155.12 32% below $3.0B 26.1% 11.6%

Highest-ROIC mining & quarrying of nonmetallic minerals stocks

Ticker Company 10-yr ROIC Price Graham value Price vs value Market cap ROIC (10y) Revenue CAGR
USLM UNITED STATES LIME & MINERALS INC 26.1% $106.05 $155.12 32% below $3.0B 26.1% 11.6%
MLM Martin Marietta Materials 9.6% $500.84 $396.75 26% above $30.4B 9.6% 5.4%
VMC Vulcan Materials Company 8.5% $257.63 $171.42 50% above $34.2B 8.5% 9.2%
CMP COMPASS MINERALS INTERNATIONAL INC 3.5% $22.26 $3.35 564% above $931.1M 3.5% 1.0%
HL HECLA MINING CO/DE/ 2.5% $15.30 $13.54 13% above $10.0B 2.5% 9.2%

All mining & quarrying of nonmetallic minerals stocks

Ticker Company Price Graham value Price vs value Market cap ROIC (10y) Revenue CAGR
VMC Vulcan Materials Company $257.63 $171.42 50% above $34.2B 8.5% 9.2%
MLM Martin Marietta Materials $500.84 $396.75 26% above $30.4B 9.6% 5.4%
HL HECLA MINING CO/DE/ $15.30 $13.54 13% above $10.0B 2.5% 9.2%
USLM UNITED STATES LIME & MINERALS INC $106.05 $155.12 32% below $3.0B 26.1% 11.6%
KNF Knife River Corp $50.50 $43.00 17% above $2.9B 13.3% 9.0%
LEU CENTRUS ENERGY CORP $114.94 $129.54 11% below $2.3B -29.6% 4.2%
UUUU ENERGY FUELS INC $8.47 $6.83 24% above $1.9B -19.6% 2.1%
CMP COMPASS MINERALS INTERNATIONAL INC $22.26 $3.35 564% above $931.1M 3.5% 1.0%
IPI Intrepid Potash, Inc. $32.36 $17.97 80% above $426.3M -0.2% 3.9%
LOGC ContextLogic Holdings Inc. $15.10 — — $401.4M -32.4% —
SND Smart Sand, Inc. $5.07 — — $200.7M 2.5% 160.9%
ACRG American Clean Resources Group, Inc. $10.00 — — $137.5M 13.3% —
ATLX Atlas Lithium Corp $2.26 — — $41.2M 1893.0% 27.8%
FEAM 5E Advanced Materials, Inc. $2.93 — — $23.4M -99.3% —
MGNC Mag Magna Corp $0.55 — — $3.2M 240.7% 791.2%

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