Us Global Investors Stock Analysis
| GROW Stock | USD 2.44 0.01 0.41% |
US Global Investors is fairly valued with Real Value of 2.46 and Hype Value of 2.44. The main objective of US Global stock analysis is to determine its intrinsic value, which is an estimate of what US Global Investors is worth, separate from its market price. There are two main types of US Global's stock analysis: fundamental analysis and technical analysis.
The US Global stock is traded in the USA on NASDAQ Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. US Global is usually not traded on Memorial Day, Juneteenth Holiday, Independence Day, Labour Day, Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday. GROW Stock trading window is adjusted to America/New York timezone.
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GROW Stock Analysis Notes
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. Global Investors, Inc. is a publicly owned investment manager. Global Investors, Inc. was founded in 1968 and is based in San Antonio, Texas. U S operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. It employs 20 people. To learn more about US Global Investors call Frank Holmes at 210 308 1234 or check out https://www.usfunds.com.US Global Investors Investment Alerts
| US Global Investors generated a negative expected return over the last 90 days | |
| On 28th of October 2024 US Global paid $ 0.0075 per share dividend to its current shareholders | |
| Latest headline from news.google.com: How Trumps Second Term Could Impact Defense and Cybersecurity Spending - U.S. Global Investors |
US Global Investors Upcoming and Recent Events
| 14th of June 2024 Upcoming Quarterly Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View |
GROW Largest EPS Surprises
Earnings surprises can significantly impact US Global's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2010-11-03 | 2010-09-30 | 0.07 | 0.08 | 0.01 | 14 | ||
2009-09-10 | 2009-06-30 | 0.04 | 0.06 | 0.02 | 50 | ||
2009-11-05 | 2009-09-30 | 0.06 | 0.09 | 0.03 | 50 |
US Global Environmental, Social, and Governance (ESG) Scores
US Global's ESG score is a quantitative measure that evaluates US Global's performance and commitment regarding environmental, social, and governance (ESG) factors. These scores are becoming increasingly crucial in investment decision-making processes, providing insights into non-financial aspects of US Global's operations that may have significant financial implications and affect US Global's stock price as well as guide investors towards more socially responsible investments.
US Global Thematic Classifications
In addition to having US Global stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
 | ManagementManagement services | |
 | BlockchainCross-industry collection of firms that are adopting blockchain technology |
GROW Stock Institutional Investors
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 | Catalyst Capital Advisors Llc | 2024-09-30 | 49.5 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 | Kestra Private Wealth Services, Llc | 2024-06-30 | 22.8 K | Northern Trust Corp | 2024-09-30 | 22.5 K | Vanguard Group Inc | 2024-09-30 | 617.9 K | Perritt Capital Management Inc. | 2024-09-30 | 556.8 K |
GROW Market Capitalization
The company currently falls under 'Micro-Cap' category with a current market capitalization of 33 M.GROW Profitablity
The company has Profit Margin (PM) of 0.18 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of (0.26) %, which suggests for every $100 dollars of sales, it generated a net operating loss of $0.26.| 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 |
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 | (33.86) | (32.16) | |
| Price Book Value Ratio | 0.75 | 0.71 | |
| Enterprise Value Multiple | (33.86) | (32.16) | |
| 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 | Operating Margin (0.26) | Profit Margin 0.1823 | Forward Dividend Yield 0.037 | Beta 1.856 |
Technical Drivers
As of the 22nd of November, US Global owns the Standard Deviation of 1.15, mean deviation of 0.8533, and Risk Adjusted Performance of (0.04). 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 (0.11) to double-check the company can sustain itself at some future date.US Global Investors Price Movement Analysis
The output start index for this execution was nineteen with a total number of output elements of fourty-two. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. US Global middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for US Global Investors. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
US Global Investors 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 Outstanding 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.
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US Global Predictive Daily 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 | |
F4 | 1st of October 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 |
8K | 11th of September 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
10K | 10th of September 2024 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
F4 | 3rd of September 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 |
F4 | 1st of August 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 |
US Global Forecast Models
US Global's time-series forecasting models are one of many US Global's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary US Global's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.About GROW Stock Analysis
Stock analysis is the technique used by a trader or investor to examine and evaluate how US Global prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling GROW shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as US Global. By using and applying GROW Stock analysis, traders can create a robust methodology for identifying GROW entry and exit points for their positions.
| Last Reported | Projected for Next Year | ||
| Pretax Profit Margin | 0.17 | 0.18 | |
| Operating Profit Margin | (0.04) | (0.04) | |
| Net Profit Margin | 0.12 | 0.13 | |
| Gross Profit Margin | 0.56 | 0.59 |
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As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our stock analysis tools, you can find out how much better you can do when adding US Global to your portfolios without increasing risk or reducing expected return.Did you try this?
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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.