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-0.74%Return on Equity
VS
Market
Sector
Industry
History
$ 2.56Close
$ 2.05 - $ 2.76 52-Week Range
Ticker Information
Ticker
GROWCompany Name
U S GLOBAL INVESTORS INCSector
Financial ServicesIndustry
Asset ManagementExchange
NASDAQU S GLOBAL INVESTORS INC - Return on Equity Chart Analysis (TTM)
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GROW - ROE Historical data
| Date | Shareholders Equity | Net Income Common Stock | Return on Equity |
|---|---|---|---|
| 6/30/2025 | $ 45.21M | $ -334K | -0.74% |
| 3/31/2025 | $ 46.1M | $ 162K | 0.35% |
| 12/31/2024 | $ 47.28M | $ 509K | 1.08% |
| 9/30/2024 | $ 48.37M | $ 1.82M | 3.77% |
| 6/30/2024 | $ 49.01M | $ 1.33M | 2.72% |
| 3/31/2024 | $ 49.85M | $ 1.55M | 3.11% |
| 12/31/2023 | $ 50.89M | $ 3.23M | 6.34% |
| 9/30/2023 | $ 50.7M | $ 2.87M | 5.65% |
| 6/30/2023 | $ 52.2M | $ 3.15M | 6.03% |
| 3/31/2023 | $ 52.92M | $ 1.3M | 2.46% |
Key Performance Insights, Last 5 Years
- U S GLOBAL INVESTORS INC's latest trailing twelve months (TTM) ROE stands at 4.45%.
- Over the past 5 years, U S GLOBAL INVESTORS INC's average ROE has been 16.78%.
- The median ROE for U S GLOBAL INVESTORS INC during this period was 5.72%
- U S GLOBAL INVESTORS INC reached its highest ROE over the past 5 years at 67.84%.
- The lowest ROE recorded by U S GLOBAL INVESTORS INC in the same timeframe -2.26%
U S GLOBAL INVESTORS INC's ROE vs. competitors
We picked the following companies as peers based on multiple factors, including sector, industry, market capitalization and revenue
ROE Benchmarks
Similar metrics to ROE:
- Net Income Common Stock - [Income Statement] The company's Net Income (loss) [NetInc] less the sum paid on dividends of preferred shares [PrefDivIS].
- Return on Assets - [Calculation] Return on Assets (ROA) measures net income [NetIncCmn] as percentage of total [Assets]. A high ROA shows an effective allocation of capital by the company.
- Shareholders Equity - [Balance Sheet] A principal component of the balance sheet; in addition to [Liabilities] and [Assets]; that represents the total of all stockholders' equity (deficit) after all liabilities have been deducted.
- Net Margin - [Calculation] A company’s Net Income [NetIncCmn] as a percentage of [Revenue]. Measures how much earnings a company produces for each dollar of revenue generated.
- Return on Invested Capital - [Calculation] Return on Invested Capital (ROIC) measures how well a company allocates its invested capital to profitable projects and/or investments. It is calculated as net income [NetIncCmn] divided by invested capital [InvCapital].
Definition of Return on Equity
[Calculation] Return on Equity (ROE) measures net income [NetIncCmn] as percentage of [Equity]. A high ROE shows an effective use of investor capital, but it doesn't consider any risks related to financial leverage [Debt].Net Inc. Cmn. / Equity
(=) ROE ROE for U S GLOBAL INVESTORS INC is calculated as follows: Net Inc. Cmn. [ $ 827K ] / Equity [ $ 18.6M ]
(=) ROE [ 4.45% ] GROW - Return on Equity, Last 5 years
-2.26%
Minimum
Dec 31, 2022
67.84%
Maximum
Mar 31, 2021
16.78%
Average
5.72%
Median
ROE Benchmark AnalysisMarket
The chart above depicts the distribution of ROE for companies in the Total Stock Market. The average ROE of the companies is 1.63% with a standard deviation of 22.52%.
The following table provides additional summary stats:
ROE in the Market:
| filtered constituents | 3.13K |
|---|---|
| min | -66.24% |
| max | 73.25% |
| average | 1.63% |
| median | 6.53% |
| std | 22.52% |