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US Global Investors Inc (GROW)

Upturn stock ratingUpturn stock rating
$2.48
Last Close (24-hour delay)
Profit since last BUY10.22%
upturn advisory
Consider higher Upturn Star rating
BUY since 62 days
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  • SELL Advisory (Loss)​
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Upturn Stock infoUpturn Stock info Stock price based on last close
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Upturn Advisory Summary

08/28/2025: GROW (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type Stock
Historic Profit -16.7%
Avg. Invested days 33
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 1.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/28/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 33.39M USD
Price to earnings Ratio 254
1Y Target Price -
Price to earnings Ratio 254
1Y Target Price -
Volume (30-day avg) -
Beta 1.42
52 Weeks Range 2.00 - 2.64
Updated Date 06/29/2025
52 Weeks Range 2.00 - 2.64
Updated Date 06/29/2025
Dividends yield (FY) 3.54%
Basic EPS (TTM) 0.01

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin 1.81%
Operating Margin (TTM) -42.46%

Management Effectiveness

Return on Assets (TTM) -2.94%
Return on Equity (TTM) 0.33%

Valuation

Trailing PE 254
Forward PE -
Enterprise Value -2545957
Price to Sales(TTM) 3.74
Enterprise Value -2545957
Price to Sales(TTM) 3.74
Enterprise Value to Revenue 0.24
Enterprise Value to EBITDA 1.27
Shares Outstanding 11077500
Shares Floating 10414850
Shares Outstanding 11077500
Shares Floating 10414850
Percent Insiders 5.98
Percent Institutions 27.69

ai summary icon Upturn AI SWOT

US Global Investors Inc

stock logo

Company Overview

overview logo History and Background

U.S. Global Investors, Inc. was founded in 1968. Initially focused on gold and precious metals investments, it has evolved to offer a range of investment products and services. It became publicly traded in 1998.

business area logo Core Business Areas

  • Asset Management: Manages a variety of mutual funds and other investment vehicles, focusing on niche investment strategies like gold and precious metals, natural resources, and emerging markets.
  • Investment Advisory: Provides investment advisory services to individuals and institutions.

leadership logo Leadership and Structure

Frank Holmes serves as the CEO and Chief Investment Officer. The company has a board of directors that oversees its strategic direction and corporate governance.

Top Products and Market Share

overview logo Key Offerings

  • Gold and Precious Metals Funds: Funds focused on investing in gold mining companies and other precious metals assets. Market share data is difficult to ascertain as it is spread across various funds and ETFs; main competitors are BlackRock (iShares Gold Trust), VanEck (GDX), and State Street (GLD).
  • Airline ETF: Airlines, hotel, and cruise line ETF, competing with others such as JETS. Again, precise market share is hard to calculate.

Market Dynamics

industry overview logo Industry Overview

The asset management industry is highly competitive and subject to market fluctuations. Growth is driven by factors such as economic conditions, investor sentiment, and regulatory changes.

Positioning

U.S. Global Investors positions itself as a specialist in niche investment strategies. Its competitive advantage lies in its expertise in areas like gold, natural resources, and emerging markets.

Total Addressable Market (TAM)

The global asset management TAM is estimated at trillions of dollars. U.S. Global Investors, with its specialized focus, targets a smaller segment of this market, aiming to capture a portion of investors seeking exposure to specific sectors like precious metals and emerging markets.

Upturn SWOT Analysis

Strengths

  • Expertise in niche investment strategies
  • Experienced leadership team
  • Long track record in the gold and precious metals sector

Weaknesses

  • Smaller size compared to major asset management firms
  • Vulnerability to fluctuations in specific sectors (e.g., gold prices)
  • High expense ratios on funds.

Opportunities

  • Expanding product offerings into new niche markets
  • Growing demand for alternative investments
  • Strategic partnerships and acquisitions

Threats

  • Increased competition from larger asset managers
  • Regulatory changes impacting the investment industry
  • Economic downturns and market volatility

Competitors and Market Share

competitor logo Key Competitors

  • BLK
  • GLD
  • IAU
  • GDX
  • SLV

Competitive Landscape

U.S. Global Investors faces competition from both large, diversified asset managers and smaller, niche players. Its advantages include its specialized expertise and long track record in certain sectors. Disadvantages include its smaller size and limited resources compared to larger competitors.

Growth Trajectory and Initiatives

Historical Growth: Historical growth trends can be assessed by analyzing past financial statements and market performance.

Future Projections: Future growth projections would be based on analyst estimates and company guidance.

Recent Initiatives: Recent initiatives are specific actions taken by management. These are not contained in this response but can be gleaned from press releases and reports.

Summary

U.S. Global Investors is a small asset management firm with expertise in niche areas such as gold and precious metals. The company's strength lies in its experienced leadership and focus on specific sectors, but its smaller size and vulnerability to market fluctuations present challenges. To improve, US Global investors need to find additional areas to diversify and become more competitive with other large entities. Recent revenue challenges also highlight the need to become more lean and efficient.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company filings, Market data sources (e.g., Yahoo Finance, Google Finance), Industry reports and analysis.

Disclaimers:

This analysis is based on publicly available information and is intended for informational purposes only. It does not constitute investment advice. Market share figures are approximate and may vary depending on the source.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About US Global Investors Inc

Exchange NASDAQ
Headquaters San Antonio, TX, United States
IPO Launch date 1996-06-03
CEO, Chief Investment Officer & Director Mr. Frank Edward Holmes
Sector Financial Services
Industry Asset Management
Full time employees 23
Full time employees 23

U.S. Global Investors, Inc. is a publicly owned investment manager. It primarily provides its services to investment companies. The firm is a large advisory firm, an investment adviser to an investment company which provides portfolio management for investment companies. The firm manages and launches equity/balanced funds, fixed income funds and other funds. It also manages hedge funds. The firm primarily invests in no-load mutual funds and exchange traded funds (ETFs). U.S. Global Investors, Inc. is based in San Antonio, Texas.