Is US Global Stock a Good Investment?
US Global Investment Advice | GROW |
- Examine US Global's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research US Global's leadership team and their track record. Good management can help US Global navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact US Global's business and its evolving consumer preferences.
- Compare US Global's performance and market position to its competitors. Analyze how US Global is positioned in terms of product offerings, innovation, and market share.
- Check if US Global pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about US Global's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in US Global Investors stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if US Global Investors is a good investment.
Sell | Buy |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Slightly risky | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Sell | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Examine US Global Stock
Researching US Global's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 32.0% of the company shares are owned by institutional investors. The company has price-to-book (P/B) ratio of 0.68. Some equities with similar Price to Book (P/B) outperform the market in the long run. US Global Investors last dividend was issued on the 16th of December 2024. The entity had 2:1 split on the 30th of March 2007.
To determine if US Global is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding US Global's research are outlined below:
| US Global Investors generated a negative expected return over the last 90 days | |
| On 25th of November 2024 US Global paid $ 0.0075 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Border Security Takes Center Stage in Economic and Market Trends - U.S. Global Investors |
US Global uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in US Global Investors. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to US Global's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 14th of June 2024 Upcoming Quarterly Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View |
Know US Global's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as US Global is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading US Global Investors backward and forwards among themselves. US Global's institutional investor refers to the entity that pools money to purchase US Global's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Dimensional Fund Advisors, Inc. | 2024-09-30 | 57.6 K | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 54.1 K | Empowered Funds, Llc | 2024-06-30 | 50.9 K | Tidal Investments Llc. | 2024-09-30 | 49.9 K | Catalyst Capital Advisors Llc | 2024-09-30 | 49.5 K | Citadel Advisors Llc | 2024-09-30 | 48.1 K | State Street Corp | 2024-06-30 | 45.4 K | Vima Llc | 2024-09-30 | 41.3 K | Formidable Asset Management Llc | 2024-06-30 | 36.2 K | Vanguard Group Inc | 2024-09-30 | 617.9 K | Perritt Capital Management Inc. | 2024-09-30 | 556.8 K |
US Global's market capitalization trends
The company currently falls under 'Micro-Cap' category with a current market capitalization of 33 M.Market Cap |
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US Global's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.03 | 0.03 | |
| Return On Capital Employed | (0.01) | (0.01) | |
| Return On Assets | 0.03 | 0.04 | |
| Return On Equity | 0.03 | 0.04 |
Determining US Global's profitability involves analyzing its financial statements and using various financial metrics to determine if US Global is a good buy. For example, gross profit margin measures US Global's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of US Global's profitability and make more informed investment decisions.
Please note, the imprecision that can be found in US Global's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of US Global Investors. Check US Global's Beneish M Score to see the likelihood of US Global's management manipulating its earnings.
Evaluate US Global's management efficiency
US Global Investors has return on total asset (ROA) of (0.0149) % which means that it has lost $0.0149 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0363 %, meaning that it created $0.0363 on every $100 dollars invested by stockholders. US Global's management efficiency ratios could be used to measure how well US Global manages its routine affairs as well as how well it operates its assets and liabilities. At this time, US Global's Return On Assets are fairly stable compared to the past year. Return On Equity is likely to climb to 0.04 in 2024, whereas Return On Tangible Assets are likely to drop 0.03 in 2024. At this time, US Global's Other Assets are fairly stable compared to the past year. Intangibles To Total Assets is likely to climb to 0.04 in 2024, whereas Non Current Assets Total are likely to drop slightly above 10.1 M in 2024.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 3.46 | 3.63 | |
| Tangible Book Value Per Share | 3.46 | 3.90 | |
| Enterprise Value Over EBITDA | 4.50 | 4.73 | |
| Price Book Value Ratio | 0.75 | 0.71 | |
| Enterprise Value Multiple | 4.50 | 4.73 | |
| Price Fair Value | 0.75 | 0.71 | |
| Enterprise Value | 22.4 M | 21.3 M |
The management team at US Global has a track record of steering the company towards sustained growth. Evaluating their strategies helps in understanding the stock's long-term potential.
Dividend Yield 0.037 | Forward Dividend Yield 0.037 | Forward Dividend Rate 0.09 | Beta 1.856 |
Basic technical analysis of GROW Stock
As of the 30th of November, US Global owns the Standard Deviation of 1.2, mean deviation of 0.9022, and Risk Adjusted Performance of (0.03). US Global Investors technical analysis provides you with a way to harness past data patterns to determine a pattern that measures the direction of the company's future prices. Please validate US Global Investors risk adjusted performance, information ratio, as well as the relationship between the Information Ratio and kurtosis to decide if US Global Investors is priced correctly, providing market reflects its prevailing price of 2.44 per share. Please also confirm US Global jensen alpha, which is currently at (0.14) to double-check the company can sustain itself at some future date.US Global's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific US Global insiders, such as employees or executives, is commonly permitted as long as it does not rely on US Global's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases US Global insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
US Global's Outstanding Corporate Bonds
US Global issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. US Global Investors uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most GROW bonds can be classified according to their maturity, which is the date when US Global Investors has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| US90290MAE12 Corp BondUS90290MAE12 | View | |
| US90290MAD39 Corp BondUS90290MAD39 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| USB 53 Corp BondUS902973AZ90 | View | |
| USB 37 Corp BondUS902973BC96 | View |
Understand US Global's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing US Global's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.03) | |||
| Market Risk Adjusted Performance | (0.12) | |||
| Mean Deviation | 0.9022 | |||
| Coefficient Of Variation | (2,011) | |||
| Standard Deviation | 1.2 | |||
| Variance | 1.44 | |||
| Information Ratio | (0.16) | |||
| Jensen Alpha | (0.14) | |||
| Total Risk Alpha | (0.27) | |||
| Treynor Ratio | (0.13) | |||
| Maximum Drawdown | 6.57 | |||
| Value At Risk | (1.63) | |||
| Potential Upside | 2.03 | |||
| Skewness | 0.5017 | |||
| Kurtosis | 0.8382 |
| Risk Adjusted Performance | (0.03) | |||
| Market Risk Adjusted Performance | (0.12) | |||
| Mean Deviation | 0.9022 | |||
| Coefficient Of Variation | (2,011) | |||
| Standard Deviation | 1.2 | |||
| Variance | 1.44 | |||
| Information Ratio | (0.16) | |||
| Jensen Alpha | (0.14) | |||
| Total Risk Alpha | (0.27) | |||
| Treynor Ratio | (0.13) | |||
| Maximum Drawdown | 6.57 | |||
| Value At Risk | (1.63) | |||
| Potential Upside | 2.03 | |||
| Skewness | 0.5017 | |||
| Kurtosis | 0.8382 |
Consider US Global's intraday indicators
US Global intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of US Global stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
US Global Corporate Filings
10Q | 7th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
F4 | 1st of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
| 21st of October 2024 Other Reports | ViewVerify | |
8K | 11th of September 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
GROW Stock media impact
Far too much social signal, news, headlines, and media speculation about US Global that are available to investors today. That information is available publicly through GROW media outlets and privately through word of mouth or via GROW internal channels. However, regardless of the origin, that massive amount of GROW data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of US Global news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of US Global relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to US Global's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive US Global alpha.
US Global Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards US Global can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
US Global Corporate Management
| Michael Matousek | Head Trader | Profile | |
| Holly Schoenfeldt | Public Leader | Profile | |
| Joanna Sawicka | Portfolio Manager | Profile | |
| CFA CFA | Mining Mang | Profile | |
| Lisa CPA | Chief Officer | Profile | |
| Ralph CFA | Senior Manager | Profile |
Additional Tools for GROW Stock Analysis
When running US Global's price analysis, check to measure US Global's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy US Global is operating at the current time. Most of US Global's value examination focuses on studying past and present price action to predict the probability of US Global's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move US Global's price. Additionally, you may evaluate how the addition of US Global to your portfolios can decrease your overall portfolio volatility.