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Upturn AI Summary - About
US Global Investors Inc(GROW)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for GROW
09/24/2026: GROW (2-star) is currently NOT-A-BUY. Pass it for now.
US Global Investors is a boutique asset manager specializing in niche investment solutions, particularly within the precious metals, natural resources, and emerging market sectors. The company benefits from a long history of expertise and a focus on inflation-sensitive assets, which attracts investors seeking thematic exposure. However, the company faces significant competitive risks from large-scale asset managers and remains highly sensitive to volatile commodity cycles. While it offers a consistent dividend policy, its relatively small scale presents challenges in achieving sustained, stable growth. It may best suit investors comfortable with higher volatility who specifically seek exposure to the commodity and precious metals space.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | GROW is a smaller player that could grow if commodity cycles turn favorable, but it lacks the scale of larger growth engines. |
| Momentum investor | Strong fit while signal remains positive | This stock often moves in tandem with gold and commodity price trends, fitting momentum strategies during sector upturns. |
| Value investor | Mixed fit | The valuation often hinges on current AUM and market sentiment regarding commodity prices. |
| Dividend investor | Strong fit while signal remains positive | The company has maintained a practice of distributing monthly dividends to shareholders. |
| Low-risk investor | Weak fit | The company's focus on volatile commodity and emerging markets leads to high price volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock price is highly sensitive to fluctuations in gold and other commodity prices. |
| Valuation risk | Medium | AUM-based valuations can change rapidly based on market outflows or asset depreciation. |
| Competition risk (Asset Management) | High | Intense competition from low-cost providers like BlackRock exerts pressure on fee structures. |
| Business quality | Medium | While established, the firm's small scale limits its defensive moat compared to industry leaders. |
| Dividend income | Medium | Dividend reliability depends on the firm's ability to maintain AUM and profitability during market downturns. |
| Execution risk | Medium | Success depends heavily on the ability to market and distribute niche thematic funds effectively. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 1.67% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/24/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 36.53M USD | Price to earnings Ratio 12.38 | 1Y Target Price - |
Price to earnings Ratio 12.38 | 1Y Target Price - | ||
Volume (30-day avg) 21.5K shares | Beta 0.68 | 52 Weeks Range 2.17 - 3.58 | Updated Date 09/24/2026 |
52 Weeks Range 2.17 - 3.58 | Updated Date 09/24/2026 | ||
Dividends yield (FY) 2.99% | Basic EPS (TTM) 0.24 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Advisory and Management Fees | Fees generated from managing mutual funds and ETFs. | The company makes money by charging a percentage of the assets they manage for clients. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 12.38 | Forward PE 28.82 | Enterprise Value 2.50M | Price to Sales(TTM) 3.61 |
Enterprise Value 2.50M | Price to Sales(TTM) 3.61 | ||
Enterprise Value to Revenue 0.28 | Enterprise Value to EBITDA 0.73 | Shares Outstanding 10.23M | Shares Floating 9.55M |
Shares Outstanding 10.23M | Shares Floating 9.55M | ||
Percent Insiders 6.66 | Percent Institutions 46.97 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About US Global Investors Inc
Exchange NASDAQ | Headquarters 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 21 | Website https://www.usfunds.com |
Full time employees 21 | Website https://www.usfunds.com | ||
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.
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