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 |
Cautious Hold
Market Performance | Weak | Details | |
Volatility | Slightly risky | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Sell | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely 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 31.0% of the company shares are owned by institutional investors. The company has price-to-book (P/B) ratio of 0.78. 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 7th of June 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 has a strong financial position based on the latest SEC filings | |
| On 20th of May 2024 US Global paid $ 0.0075 per share dividend to its current shareholders | |
| Latest headline from news.google.com: U.S. Global Investors Increases Share Buyback Program - The Globe and Mail |
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 | State Street Corporation | 2023-12-31 | 52 K | Catalyst Capital Advisors Llc | 2023-12-31 | 49.5 K | Susquehanna International Group, Llp | 2023-12-31 | 47.6 K | Empowered Funds, Llc | 2023-12-31 | 43.8 K | Vima Llc | 2023-12-31 | 41.5 K | Formidable Asset Management Llc | 2024-03-31 | 40.2 K | T. Rowe Price Associates, Inc. | 2024-03-31 | 26.7 K | Northern Trust Corp | 2023-12-31 | 22.9 K | Kestra Private Wealth Services, Llc | 2024-03-31 | 22.8 K | Vanguard Group Inc | 2024-03-31 | 633.5 K | Royce & Associates, Lp | 2024-03-31 | 605 K |
US Global's market capitalization trends
The company currently falls under 'Micro-Cap' category with a current market capitalization of 36.76 M. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate US Global's market, we take the total number of its shares issued and multiply it by US Global's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.Market Cap |
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US Global's profitablity analysis
US Global's profitability indicators refer to fundamental financial ratios that showcase US Global's ability to generate income relative to its revenue or operating costs. If, let's say, US Global is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, US Global's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of US Global's profitability requires more research than a typical breakdown of US Global's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.05 | 0.05 | |
| Return On Capital Employed | 0.08 | 0.14 | |
| Return On Assets | 0.05 | 0.04 | |
| Return On Equity | 0.05 | 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.
The data published in US Global's official financial statements usually reflect US Global's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of US Global Investors. For example, before you start analyzing numbers published by GROW accountants, it's critical to develop an understanding of what US Global's liquidity, profitability, and earnings quality are in the context of the Capital Markets space in which it operates.
Please note, the presentation of US Global's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, US Global's management is honest, while the outside auditors are strict and uncompromising. Whatever the case, 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. Please utilize our Beneish M Score to check 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 0.0166 % which means that it generated a profit of $0.0166 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0636 %, meaning that it created $0.0636 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 Tangible Assets are fairly stable compared to the past year. Return On Capital Employed is likely to climb to 0.14 in 2024, whereas Return On Assets are likely to drop 0.04 in 2024. At this time, US Global's Total Current Assets are fairly stable compared to the past year. Other Assets is likely to climb to about 555.2 K in 2024, whereas Non Current Assets Total are likely to drop slightly above 10.2 M in 2024.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 3.21 | 3.37 | |
| Net Current Asset Value | 0.00 | 0.00 | |
| Tangible Asset Value | 0.00 | 0.00 | |
| Tangible Book Value Per Share | 3.21 | 3.37 | |
| Enterprise Value Over EBITDA | 4.36 | 4.15 | |
| Price Book Value Ratio | 0.99 | 0.94 | |
| Enterprise Value Multiple | 4.36 | 4.15 | |
| Price Fair Value | 0.99 | 0.94 | |
| Enterprise Value | 22.4 M | 21.3 M |
The analysis of US Global's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze US Global's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of GROW Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Dividend Yield 0.0341 | Forward Dividend Yield 0.0341 | Forward Dividend Rate 0.09 | Beta 1.965 |
Basic technical analysis of GROW Stock
As of the 28th of May, US Global owns the Risk Adjusted Performance of 0.0079, mean deviation of 0.9702, and Downside Deviation of 1.66. 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. Strictly speaking, you can use this information to find out if the company will indeed mirror its model of historical prices and volume patterns, or the prices will eventually revert. We were able to break down and interpolate data for nineteen technical drivers for US Global, which can be compared to its peers in the sector. Please validate US Global Investors standard deviation, as well as the relationship between the value at risk and kurtosis to decide if US Global Investors is priced correctly, providing market reflects its prevailing price of 2.64 per share. Please also confirm US Global total risk alpha, which is currently at (0.10) 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.
Lydon Thomas F Jr few days ago Acquisition by Lydon Thomas F Jr of 100 shares of US Global at 1.9 subject to Rule 16b-3 | ||
Frank Holmes over a week ago Acquisition by Frank Holmes of 756 shares of US Global at 2.87 subject to Rule 16b-3 | ||
Callicotte Lisa over three weeks ago Acquisition by Callicotte Lisa of 355 shares of US Global at 2.67 subject to Rule 16b-3 | ||
Callicotte Lisa over three weeks ago Acquisition by Callicotte Lisa of 355 shares of US Global at 2.67 subject to Rule 16b-3 | ||
Lisa Callicotte over two months ago Acquisition by Lisa Callicotte of 340 shares of US Global at 2.78 subject to Rule 16b-3 | ||
Lisa Callicotte over two months ago Acquisition by Lisa Callicotte of 363 shares of US Global at 2.61 subject to Rule 16b-3 | ||
Roy Terracina over a year ago Acquisition or disposition of US Global securities by Roy Terracina |
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 | 0.0079 | |||
| Market Risk Adjusted Performance | (0.04) | |||
| Mean Deviation | 0.9702 | |||
| Semi Deviation | 1.33 | |||
| Downside Deviation | 1.66 | |||
| Coefficient Of Variation | 30974.66 | |||
| Standard Deviation | 1.46 | |||
| Variance | 2.12 | |||
| Information Ratio | (0.03) | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.10) | |||
| Sortino Ratio | (0.03) | |||
| Treynor Ratio | (0.05) | |||
| Maximum Drawdown | 10.59 | |||
| Value At Risk | (2.28) | |||
| Potential Upside | 1.87 | |||
| Downside Variance | 2.75 | |||
| Semi Variance | 1.76 | |||
| Expected Short fall | (1.24) | |||
| Skewness | 0.0203 | |||
| Kurtosis | 4.07 |
| Risk Adjusted Performance | 0.0079 | |||
| Market Risk Adjusted Performance | (0.04) | |||
| Mean Deviation | 0.9702 | |||
| Semi Deviation | 1.33 | |||
| Downside Deviation | 1.66 | |||
| Coefficient Of Variation | 30974.66 | |||
| Standard Deviation | 1.46 | |||
| Variance | 2.12 | |||
| Information Ratio | (0.03) | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.10) | |||
| Sortino Ratio | (0.03) | |||
| Treynor Ratio | (0.05) | |||
| Maximum Drawdown | 10.59 | |||
| Value At Risk | (2.28) | |||
| Potential Upside | 1.87 | |||
| Downside Variance | 2.75 | |||
| Semi Variance | 1.76 | |||
| Expected Short fall | (1.24) | |||
| Skewness | 0.0203 | |||
| Kurtosis | 4.07 |
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.
| Accumulation Distribution | 96.92 | |||
| Daily Balance Of Power | 0.3333 | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 2.65 | |||
| Day Typical Price | 2.64 | |||
| Period Momentum Indicator | 0.01 |
US Global Corporate Filings
10Q | 9th of May 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
F4 | 1st of May 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 |
| 24th of April 2024 Other Reports | ViewVerify | |
13A | 13th of February 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | 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.
Be your own money manager
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US Global Corporate Management
Elected by the shareholders, the US Global's board of directors comprises two types of representatives: US Global inside directors who are chosen from within the company, and outside directors, selected externally and held independent of GROW. The board's role is to monitor US Global's management team and ensure that shareholders' interests are well served. US Global's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, US Global's outside directors are responsible for providing unbiased perspectives on the board's policies.
| 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 |
How to buy GROW Stock?
To provide specific investment advice or recommendations on US Global Investors stock, we recommend investors consider the following general factors when evaluating US Global Investors. This will help you to make an informed decision on whether to include US Global in one of your diversified portfolios:- 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.
Already Invested in US Global Investors?
The danger of trading US Global Investors is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of US Global is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than US Global. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile US Global Investors is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether US Global Investors is a strong investment it is important to analyze US Global's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact US Global's future performance. For an informed investment choice regarding GROW Stock, refer to the following important reports: Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in US Global Investors. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in persons. You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.
Complementary 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.
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Is US Global's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of US Global. If investors know GROW will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about US Global listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.512 | Dividend Share 0.09 | Earnings Share 0.12 | Revenue Per Share 0.897 | Quarterly Revenue Growth (0.24) |
The market value of US Global Investors is measured differently than its book value, which is the value of GROW that is recorded on the company's balance sheet. Investors also form their own opinion of US Global's value that differs from its market value or its book value, called intrinsic value, which is US Global's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because US Global's market value can be influenced by many factors that don't directly affect US Global's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between US Global's value and its price, as these two are different measures arrived at by various means. Investors typically determine if US Global is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, US Global's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.