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U.S. Global Investors Inc

GROW | US

3.25

USD

-0.01

-0.31%

GROW | US
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About U.S. Global Investors Inc

Sector

Financial Services

Industry

Asset Management

Earnings date

30/06/2024

As of date

12/03/2026

Close

3.25

Open

3.26

High

3.31

Low

3.24

U.S. Global Investors Inc. is a publicly owned investment manager. The firm primarily provides its services to investment companies. It also provides its services to pooled investment vehicles. The firm manages equity and fixed income mutual funds for its clients. It also manages hedge funds. The firm also manages exchange traded funds. It invests in the public equity and fixed income markets across the globe. It invests in G.A.R.P. and value stocks to make its equity investments. The firm employs a fundamental and quantitative analysis with top-down and bottom-up stock picking approach to make its investments. The firm conducts external research to make its investments. U.S. Global Investors Inc. was founded in 1968 and is based in San Antonio Texas.

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GROW | US

Risk
27.4
Sharpe
1.19
Luna's Score
48/100
Recommendation
Hold

Luna says (GROW | US)

What's Working

Good Dividend Yield (2% <= Dividend Yield <= 8%)

Low Debt to Equity (< 0.25)

Low Debt to Asset (< 0.2)

Value Stock (Price to Book < 3)

What's not Working

Price Below SMA10D

Microcap (<300M USD)

High Market Beta (> 0.8)

Weak Operating Margin (< 10%)

Declining Revenue (< 0%)

Volatility Signals

Bearish: Increased Volatility (6-month > 1-month volatility)

Risk Meter

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10 days

25.3%

1 month

27.4%

3 months

48.2%

6 months

40.7%

Returns

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Fundamental Ratios

PE

27.33

Fwd. PE

-

Price to book

0.69

Debt to equity

0.00

Debt to assets

0.00

Ent. to EBITDA

0.82

Ent. to rev.

0.16

PEG

-

Other Fundamentals

EBITDA

-281.00K

MarketCap

44.46M

MarketCap(USD)

44.46M

Div. yield

3.66

Op. margin

-16.27

Erngs. growth

-55.70

Rev. growth

-26.30

Ret. on equity

2.60

Short ratio

0.22

Short perc.

0.06

Market Sentiment (SMA and Price signals)

Short-term: Bullish (SMA10D > SMA1M)

Intermediate-term: Bullish (SMA1M > SMA3M)

Long-term: Bullish (SMA6M > SMA12M)

SMAs: Stock Price Trends

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Range10D

0.31

Range1M

0.42

Range3M

1.32

Volumes: Market Activity

Volume Averages

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Rel. volume

0.51

Price X volume

39.40K

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  • 1

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  • 1

Industry Comparison

ParameterCompanyIndustryIndicator
Enterprise to EBITDA0.82332.92Cheaper
Ent. to Revenue0.1618.60Cheaper
PE Ratio27.3320.20Expensive
Price to Book0.692.63Cheaper
Dividend Yield3.667.25Poor
Std. Deviation (3M)48.2021.97Riskier
Debt to Equity0.0050.50Cheaper
Debt to Assets0.0044.08Cheaper
Market Cap44.46M8.59BEmerging
  • 1

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