GROW

Financial Services

U.S. Global Investors, Inc. · Asset Management · $30M

UQS Score — Balanced Preset
37.2
Below Average

U.S. Global Investors, Inc. scores 37.2/100 using the Balanced preset.

UQS vs Financial Services Sector
GROW
37.2
Sector avg
39.7
Quality
Weak
Moat
Weak
Growth
Weak
Risk
Good
Valuation
Attractive

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Pro Analysis

GROW — Score History

10203040Apr 2Apr 12Apr 22May 2May 12May 22May 24v5
Score changes· 11 most recent
DateUQSQualityMoatGrowthRiskValueChange
May 22, 202637.238.07.00.072.7100.0+18.2
Apr 25, 202619.01.47.00.072.739.7-0.2
Apr 21, 202619.21.47.00.072.741.2+0.1
Apr 18, 202619.11.47.00.072.741.0+5.6
Apr 16, 202613.51.47.00.072.73.00.0
Apr 15, 202613.51.47.00.072.73.10.0
Apr 11, 202613.51.47.00.072.73.00.0
Apr 10, 202613.51.47.00.072.73.10.0
Apr 8, 202613.51.47.00.072.73.0+0.1
Apr 3, 202613.41.47.00.072.72.9-0.1

GROW — Pillar Breakdown

Quality

38.0/100 (25%)

U.S. Global Investors, Inc. has average quality metrics, with room for improvement in margins or capital efficiency.

Return on EquityWeak

Profitability relative to shareholders' equity.

Operating ProfitabilityWeak

Ability to convert revenue into operating profit.

Net ProfitabilityStrong

Bottom-line profit as a share of revenue.

Cash GenerationWeak

Free cash flow relative to market value.

Growth

0.0/100 (20%)

U.S. Global Investors, Inc. faces growth headwinds with declining or stagnant revenue trends.

Recent Revenue TrendWeak

Revenue trajectory over the last twelve months.

3Y Revenue CAGRWeak

Compound annual revenue growth rate over 3 years.

EPS GrowthWeak

Year-over-year earnings per share growth.

Forward Revenue OutlookWeak

Analyst consensus for future revenue growth.

Risk

72.7/100 (15%)

U.S. Global Investors, Inc. maintains a reasonable risk profile with manageable debt levels.

Debt/EquityStrong

Total debt relative to shareholder equity.

Current RatioStrong

Short-term liquidity — ability to pay near-term obligations.

Interest CoverageWeak

Earnings capacity relative to interest payments.

Valuation

100.0/100 (15%)

U.S. Global Investors, Inc. appears attractively valued relative to its earnings, cash flows, and sector peers.

Earnings YieldStrong

Inverse of forward P/E — higher yield means cheaper stock.

EV/EBITDA vs SectorStrong

Enterprise value multiple relative to sector median.

Moat

7/100 (25%)

U.S. Global Investors, Inc. operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for GROW.

Score Composition

Quality
38.0×25%9.5
Growth
0.0×20%0.0
Risk
72.7×15%10.9
Valuation
100.0×15%15.0
Moat
7.0×25%1.8
Total
37.2Below Average

Financial Data

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How is the GROW UQS Score Calculated?

The UQS (Unified Quality Score) for U.S. Global Investors, Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.

Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.

Moat (25%) assesses U.S. Global Investors, Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.

Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.

Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.

Valuation (15%) measures whether U.S. Global Investors, Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.

Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.