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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
11/06/2026: GROW (1-star) is currently NOT-A-BUY. Pass it for now.
US Global Investors Inc is a specialized asset management firm known for its expertise in niche markets, particularly gold, precious metals, and the airline industry. Its business strengths lie in its proprietary research and a suite of thematic ETFs that capture investor interest in specific sectors. While the firm has a strong niche presence, it faces risks from cyclical market volatility, intense fee competition from larger rivals, and product concentration. The company is best suited for investors interested in thematic or commodity-based exposure who can tolerate higher volatility. Key developments to monitor include AUM growth in flagship ETFs and the firm's success in launching new, competitive thematic products.
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 | The company's growth is tied to the success of niche ETF products rather than consistent, rapid corporate earnings expansion. |
| Momentum investor | Strong fit while signal remains positive | This stock often tracks momentum in commodity and airline sectors, making it suitable when these themes have positive sentiment. |
| Value investor | Mixed fit | While often trading at reasonable multiples, the business model's inherent volatility complicates standard value analysis. |
| Dividend investor | Strong fit | The company has a history of paying dividends, providing income to shareholders from its fee-based revenue model. |
| Low-risk investor | Weak fit | High exposure to cyclical industries makes the stock unsuitable for investors seeking low volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock is highly sensitive to fluctuations in the commodity and airline sectors. |
| Valuation risk | Medium | Valuations are largely dependent on future AUM growth projections. |
| Competition risk (Thematic ETFs) | Medium / high | Larger firms with lower expense ratios threaten market share in niche segments. |
| Business quality | Medium | The firm has a stable fee-based business, but it is tied to cyclical asset performance. |
| Dividend income | Medium | Dividends are subject to the company's financial performance in cyclical markets. |
| Execution risk | Medium | Success relies heavily on timely product launches and market timing in volatile sectors. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -9.07% | Avg. Invested days 36 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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 30.25M USD | Price to earnings Ratio 10.25 | 1Y Target Price - |
Price to earnings Ratio 10.25 | 1Y Target Price - | ||
Volume (30-day avg) 14.5K shares | Beta 0.64 | 52 Weeks Range 2.17 - 3.57 | Updated Date 11/06/2026 |
52 Weeks Range 2.17 - 3.57 | Updated Date 11/06/2026 | ||
Dividends yield (FY) 3.35% | Basic EPS (TTM) 0.24 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Advisory Fees | Management fees earned from mutual funds and ETFs. | The company earns money primarily by charging a percentage of the assets they manage for clients. |
| Performance Fees | Incentive-based fees from certain investment products. | They may earn extra fees when specific investment funds perform exceptionally well. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 10.25 | Forward PE 28.82 | Enterprise Value -942.85K | Price to Sales(TTM) 2.95 |
Enterprise Value -942.85K | Price to Sales(TTM) 2.95 | ||
Enterprise Value to Revenue 0.11 | Enterprise Value to EBITDA 0.29 | Shares Outstanding 10.23M | Shares Floating 9.55M |
Shares Outstanding 10.23M | Shares Floating 9.55M | ||
Percent Insiders 6.68 | Percent Institutions 47.84 |
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.
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