vs

Side-by-side financial comparison of Inspirato Inc (ISPO) and UNITED STATES LIME & MINERALS INC (USLM). Click either name above to swap in a different company.

UNITED STATES LIME & MINERALS INC is the larger business by last-quarter revenue ($87.9M vs $55.5M, roughly 1.6× Inspirato Inc). UNITED STATES LIME & MINERALS INC runs the higher net margin — 34.7% vs -8.1%, a 42.9% gap on every dollar of revenue. On growth, UNITED STATES LIME & MINERALS INC posted the faster year-over-year revenue change (9.8% vs -19.6%). UNITED STATES LIME & MINERALS INC produced more free cash flow last quarter ($25.7M vs $-3.0M). Over the past eight quarters, UNITED STATES LIME & MINERALS INC's revenue compounded faster (10.8% CAGR vs -11.4%).

Inspirato Inc is a luxury travel and hospitality subscription service provider catering primarily to high-net-worth consumers across North America. It offers curated premium villa rentals, exclusive resort access, customized trip planning, and corporate travel incentive solutions for enterprise clients.

United States Lime & Minerals Inc is a leading US-based natural resources enterprise that produces high-calcium lime, dolomitic lime, limestone and related mineral products. Its core client segments cover infrastructure construction, steel manufacturing, agricultural soil amendment, environmental emission control and industrial processing, serving customers across North America.

ISPO vs USLM — Head-to-Head

Bigger by revenue
USLM
USLM
1.6× larger
USLM
$87.9M
$55.5M
ISPO
Growing faster (revenue YoY)
USLM
USLM
+29.5% gap
USLM
9.8%
-19.6%
ISPO
Higher net margin
USLM
USLM
42.9% more per $
USLM
34.7%
-8.1%
ISPO
More free cash flow
USLM
USLM
$28.6M more FCF
USLM
$25.7M
$-3.0M
ISPO
Faster 2-yr revenue CAGR
USLM
USLM
Annualised
USLM
10.8%
-11.4%
ISPO

Income Statement — Q3 FY2025 vs Q4 FY2025

Metric
ISPO
ISPO
USLM
USLM
Revenue
$55.5M
$87.9M
Net Profit
$-4.5M
$30.5M
Gross Margin
31.4%
48.0%
Operating Margin
-8.0%
41.0%
Net Margin
-8.1%
34.7%
Revenue YoY
-19.6%
9.8%
Net Profit YoY
-204.4%
13.2%
EPS (diluted)
$-0.36
$1.06

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
ISPO
ISPO
USLM
USLM
Q4 25
$87.9M
Q3 25
$55.5M
$102.0M
Q2 25
$63.1M
$91.5M
Q1 25
$65.9M
$91.3M
Q4 24
$63.1M
$80.1M
Q3 24
$69.1M
$89.4M
Q2 24
$67.4M
$76.5M
Q1 24
$80.2M
$71.7M
Net Profit
ISPO
ISPO
USLM
USLM
Q4 25
$30.5M
Q3 25
$-4.5M
$38.8M
Q2 25
$-5.3M
$30.8M
Q1 25
$1.6M
$34.1M
Q4 24
$-2.3M
$27.0M
Q3 24
$4.3M
$33.4M
Q2 24
$-8.7M
$26.1M
Q1 24
$1.3M
$22.4M
Gross Margin
ISPO
ISPO
USLM
USLM
Q4 25
48.0%
Q3 25
31.4%
51.2%
Q2 25
27.5%
45.8%
Q1 25
38.8%
50.6%
Q4 24
34.7%
44.3%
Q3 24
71.5%
48.2%
Q2 24
24.0%
45.5%
Q1 24
39.5%
42.7%
Operating Margin
ISPO
ISPO
USLM
USLM
Q4 25
41.0%
Q3 25
-8.0%
45.3%
Q2 25
-8.3%
39.0%
Q1 25
2.5%
43.7%
Q4 24
-3.2%
38.8%
Q3 24
9.8%
42.6%
Q2 24
-22.8%
39.1%
Q1 24
3.0%
35.9%
Net Margin
ISPO
ISPO
USLM
USLM
Q4 25
34.7%
Q3 25
-8.1%
38.0%
Q2 25
-8.4%
33.7%
Q1 25
2.5%
37.4%
Q4 24
-3.6%
33.7%
Q3 24
6.3%
37.3%
Q2 24
-12.9%
34.0%
Q1 24
1.6%
31.3%
EPS (diluted)
ISPO
ISPO
USLM
USLM
Q4 25
$1.06
Q3 25
$-0.36
$1.35
Q2 25
$-0.42
$1.07
Q1 25
$0.12
$1.19
Q4 24
$0.98
$-2.20
Q3 24
$0.62
$1.16
Q2 24
$-2.33
$0.91
Q1 24
$-0.18
$3.92

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
ISPO
ISPO
USLM
USLM
Cash + ST InvestmentsLiquidity on hand
$13.7M
$371.1M
Total DebtLower is stronger
$0
Stockholders' EquityBook value
$-134.0M
$630.8M
Total Assets
$228.3M
$681.0M
Debt / EquityLower = less leverage
0.00×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
ISPO
ISPO
USLM
USLM
Q4 25
$371.1M
Q3 25
$13.7M
$349.5M
Q2 25
$16.7M
$319.9M
Q1 25
$16.4M
$300.6M
Q4 24
$21.8M
$278.0M
Q3 24
$13.5M
$255.0M
Q2 24
$18.8M
$222.5M
Q1 24
$22.6M
$207.0M
Total Debt
ISPO
ISPO
USLM
USLM
Q4 25
$0
Q3 25
$0
Q2 25
$0
Q1 25
$0
Q4 24
$0
Q3 24
$0
Q2 24
$0
Q1 24
$0
Stockholders' Equity
ISPO
ISPO
USLM
USLM
Q4 25
$630.8M
Q3 25
$-134.0M
$602.3M
Q2 25
$-129.7M
$563.3M
Q1 25
$-125.2M
$532.2M
Q4 24
$-129.9M
$497.7M
Q3 24
$-134.6M
$474.2M
Q2 24
$-35.2M
$441.1M
Q1 24
$-27.5M
$415.3M
Total Assets
ISPO
ISPO
USLM
USLM
Q4 25
$681.0M
Q3 25
$228.3M
$652.8M
Q2 25
$252.6M
$607.4M
Q1 25
$270.1M
$585.3M
Q4 24
$273.9M
$543.2M
Q3 24
$273.3M
$521.8M
Q2 24
$301.7M
$484.2M
Q1 24
$313.0M
$464.0M
Debt / Equity
ISPO
ISPO
USLM
USLM
Q4 25
0.00×
Q3 25
0.00×
Q2 25
0.00×
Q1 25
0.00×
Q4 24
0.00×
Q3 24
0.00×
Q2 24
0.00×
Q1 24
0.00×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
ISPO
ISPO
USLM
USLM
Operating Cash FlowLast quarter
$-2.2M
$45.6M
Free Cash FlowOCF − Capex
$-3.0M
$25.7M
FCF MarginFCF / Revenue
-5.4%
29.2%
Capex IntensityCapex / Revenue
1.4%
22.6%
Cash ConversionOCF / Net Profit
1.49×
TTM Free Cash FlowTrailing 4 quarters
$-31.2M
$102.3M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
ISPO
ISPO
USLM
USLM
Q4 25
$45.6M
Q3 25
$-2.2M
$45.9M
Q2 25
$1.1M
$34.0M
Q1 25
$-6.6M
$39.4M
Q4 24
$-15.8M
$38.6M
Q3 24
$-13.7M
$39.0M
Q2 24
$-1.8M
$21.2M
Q1 24
$-7.2M
$27.2M
Free Cash Flow
ISPO
ISPO
USLM
USLM
Q4 25
$25.7M
Q3 25
$-3.0M
$31.3M
Q2 25
$468.0K
$20.8M
Q1 25
$-7.5M
$24.6M
Q4 24
$-21.2M
$27.6M
Q3 24
$-14.8M
$33.9M
Q2 24
$-3.7M
$16.8M
Q1 24
$-8.5M
$20.3M
FCF Margin
ISPO
ISPO
USLM
USLM
Q4 25
29.2%
Q3 25
-5.4%
30.7%
Q2 25
0.7%
22.7%
Q1 25
-11.4%
26.9%
Q4 24
-33.7%
34.4%
Q3 24
-21.5%
37.9%
Q2 24
-5.5%
21.9%
Q1 24
-10.6%
28.4%
Capex Intensity
ISPO
ISPO
USLM
USLM
Q4 25
22.6%
Q3 25
1.4%
14.4%
Q2 25
1.0%
14.5%
Q1 25
1.3%
16.3%
Q4 24
8.7%
13.8%
Q3 24
1.6%
5.8%
Q2 24
2.8%
5.7%
Q1 24
1.6%
9.5%
Cash Conversion
ISPO
ISPO
USLM
USLM
Q4 25
1.49×
Q3 25
1.18×
Q2 25
1.10×
Q1 25
-4.09×
1.16×
Q4 24
1.43×
Q3 24
-3.16×
1.17×
Q2 24
0.81×
Q1 24
-5.70×
1.21×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

ISPO
ISPO

Residence And Hotel Travel$25.9M47%
Subscription$19.4M35%
Experiences And Bespoke Travel$8.0M14%
Rewards And Other Revenue$2.3M4%

USLM
USLM

Segment breakdown not available.

Related Comparisons