Head-To-Head Analysis: U.S. Global Investors (GROW) vs. The Competition

U.S. Global Investors (NASDAQ:GROWGet Rating) is one of 80 public companies in the “Investment advice” industry, but how does it compare to its peers? We will compare U.S. Global Investors to similar companies based on the strength of its earnings, profitability, valuation, institutional ownership, dividends, analyst recommendations and risk.

Insider and Institutional Ownership

27.4% of U.S. Global Investors shares are held by institutional investors. Comparatively, 51.0% of shares of all “Investment advice” companies are held by institutional investors. 21.5% of shares of all “Investment advice” companies are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Volatility & Risk

U.S. Global Investors has a beta of 2.21, indicating that its stock price is 121% more volatile than the S&P 500. Comparatively, U.S. Global Investors’ peers have a beta of 1.20, indicating that their average stock price is 20% more volatile than the S&P 500.

Analyst Ratings

This is a summary of current ratings for U.S. Global Investors and its peers, as reported by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
U.S. Global Investors 0 0 0 0 N/A
U.S. Global Investors Competitors 481 2637 3204 97 2.45

As a group, “Investment advice” companies have a potential upside of 19.83%. Given U.S. Global Investors’ peers higher possible upside, analysts clearly believe U.S. Global Investors has less favorable growth aspects than its peers.

Profitability

This table compares U.S. Global Investors and its peers’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
U.S. Global Investors 22.25% 9.61% 8.82%
U.S. Global Investors Competitors 18.43% 22.94% 10.40%

Dividends

U.S. Global Investors pays an annual dividend of $0.09 per share and has a dividend yield of 2.5%. U.S. Global Investors pays out 24.3% of its earnings in the form of a dividend. As a group, “Investment advice” companies pay a dividend yield of 3.0% and pay out 40.0% of their earnings in the form of a dividend. U.S. Global Investors has raised its dividend for 1 consecutive years.

Earnings & Valuation

This table compares U.S. Global Investors and its peers gross revenue, earnings per share and valuation.

Gross Revenue Net Income Price/Earnings Ratio
U.S. Global Investors $24.71 million $5.50 million 9.84
U.S. Global Investors Competitors $3.09 billion $514.27 million 12.78

U.S. Global Investors’ peers have higher revenue and earnings than U.S. Global Investors. U.S. Global Investors is trading at a lower price-to-earnings ratio than its peers, indicating that it is currently more affordable than other companies in its industry.

Summary

U.S. Global Investors peers beat U.S. Global Investors on 9 of the 12 factors compared.

About U.S. Global Investors

(Get Rating)

U.S. Global Investors, Inc. is a publicly owned investment manager. The firm primarily provides its services to investment companies. It also provides its services to pooled investment vehicles. The firm manages equity and fixed income mutual funds for its clients. It also manages hedge funds. The firm also manages exchange traded funds. It invests in the public equity and fixed income markets across the globe. It invests in G.A.R.P. and value stocks to make its equity investments. The firm employs a fundamental and quantitative analysis with top-down and bottom-up stock picking approach to make its investments. U.S. Global Investors, Inc. was founded in 1968 and is based in San Antonio, Texas.

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