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US Global Investors Inc (GROW)



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Upturn Advisory Summary
08/28/2025: GROW (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 Advisory Performance ![]() | Stock Returns Performance ![]() |
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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 |
Upturn AI SWOT
US Global Investors Inc

Company Overview
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.
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 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
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
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
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.
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.
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 | Website https://www.usfunds.com |
Full time employees 23 | 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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