Us Global Investors Stock Performance
| GROW Stock | USD 2.42 0.02 0.82% |
The entity owns a Beta (Systematic Risk) of 0.55, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, US Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding US Global is expected to be smaller as well. At this point, US Global Investors has a negative expected return of -0.0434%. Please make sure to validate US Global's jensen alpha, as well as the relationship between the kurtosis and price action indicator , to decide if US Global Investors performance from the past will be repeated at some future date.
Risk-Adjusted Performance
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Over the last 90 days US Global Investors has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly stable basic indicators, US Global is not utilizing all of its potentials. The recent stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
Actual Historical Performance (%)
One Day Return 0.41 | Five Day Return (1.21) | Year To Date Return (11.59) | Ten Year Return (15.28) | All Time Return 34.81 |
Forward Dividend Yield 0.0369 | Payout Ratio 0.2322 | Last Split Factor 2:1 | Forward Dividend Rate 0.09 | Dividend Date 2024-12-30 |
1 | U.S. Global Investors Reports 11 Million Revenue in Fiscal 2024, Repurchasing Over 2 Million in Shares While Generating a Strong Shareholder Yield of 9.41 | 09/10/2024 |
2 | Acquisition by Callicotte Lisa of 194 shares of US Global at 4.42 subject to Rule 16b-3 | 09/16/2024 |
3 | U.S. Global Investors Has Affirmed Its Dividend Of 0.0075 | 09/26/2024 |
| US Global dividend paid on 30th of September 2024 | 09/30/2024 |
| US Global dividend paid on 28th of October 2024 | 10/28/2024 |
5 | U.S. Global Investors Will Pay A Dividend Of 0.0075 | 10/30/2024 |
6 | Acquisition by Callicotte Lisa of 386 shares of US Global at 2.45 subject to Rule 16b-3 | 10/31/2024 |
7 | US Global Investors Inc Reports Q1 FY2025 EPS of 0.02 and Operating Revenues of 2. ... | 11/07/2024 |
8 | Border Security Takes Center Stage in Economic and Market Trends - U.S. Global Investors | 11/11/2024 |
| US Global dividend paid on 25th of November 2024 | 11/25/2024 |
| Begin Period Cash Flow | 26.4 M |
GROW |
US Global Relative Risk vs. Return Landscape
If you would invest 252.00 in US Global Investors on September 3, 2024 and sell it today you would lose (8.00) from holding US Global Investors or give up 3.17% of portfolio value over 90 days. US Global Investors is currently does not generate positive expected returns and assumes 1.1914% risk (volatility on return distribution) over the 90 days horizon. In different words, 10% of stocks are less volatile than GROW, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
US Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for US Global's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as US Global Investors, and traders can use it to determine the average amount a US Global's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0365
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | GROW |
Estimated Market Risk
| 1.19 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average US Global is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of US Global by adding US Global to a well-diversified portfolio.
US Global Fundamentals Growth
GROW Stock prices reflect investors' perceptions of the future prospects and financial health of US Global, and US Global fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on GROW Stock performance.
| Return On Equity | 0.0363 | |||
| Return On Asset | -0.0149 | |||
| Profit Margin | 0.18 % | |||
| Operating Margin | (0.26) % | |||
| Current Valuation | (4.01 M) | |||
| Shares Outstanding | 11.46 M | |||
| Price To Earning | 2.34 X | |||
| Price To Book | 0.68 X | |||
| Price To Sales | 3.28 X | |||
| Revenue | 10.98 M | |||
| Gross Profit | 18.66 M | |||
| EBITDA | 2.11 M | |||
| Net Income | 1.33 M | |||
| Cash And Equivalents | 34.45 M | |||
| Cash Per Share | 2.47 X | |||
| Total Debt | 39 K | |||
| Debt To Equity | 0 % | |||
| Current Ratio | 9.20 X | |||
| Book Value Per Share | 3.55 X | |||
| Cash Flow From Operations | 990 K | |||
| Earnings Per Share | 0.12 X | |||
| Market Capitalization | 32.87 M | |||
| Total Asset | 51.96 M | |||
| Retained Earnings | 37.46 M | |||
| Working Capital | 38.15 M | |||
| Current Asset | 18.17 M | |||
| Current Liabilities | 1.3 M | |||
About US Global Performance
Evaluating US Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if US Global has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if US Global has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | -1.1 K | -1 K | |
| 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 |
Things to note about US Global Investors performance evaluation
Checking the ongoing alerts about US Global for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for US Global Investors help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| 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 |
- Analyzing US Global's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether US Global's stock is overvalued or undervalued compared to its peers.
- Examining US Global's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating US Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of US Global's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of US Global's stock. These opinions can provide insight into US Global's potential for growth and whether the stock is currently undervalued or overvalued.
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.