GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » US Global Investors Inc (NAS:GROW) » Definitions » 5-Year RORE %

US Global Investors (US Global Investors) 5-Year RORE % : 22.17% (As of Dec. 2023)


View and export this data going back to 1996. Start your Free Trial

What is US Global Investors 5-Year RORE %?

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. US Global Investors's 5-Year RORE % for the quarter that ended in Dec. 2023 was 22.17%.

The industry rank for US Global Investors's 5-Year RORE % or its related term are showing as below:

GROW's 5-Year RORE % is ranked better than
61.06% of 1374 companies
in the Asset Management industry
Industry Median: 6.925 vs GROW: 22.17

US Global Investors 5-Year RORE % Historical Data

The historical data trend for US Global Investors's 5-Year RORE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

US Global Investors 5-Year RORE % Chart

US Global Investors Annual Data
Trend Jun14 Jun15 Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23
5-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -4.42 7.56 151.31 11.72 25.01

US Global Investors Quarterly Data
Mar19 Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23
5-Year RORE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 17.97 19.17 25.01 32.40 22.17

Competitive Comparison of US Global Investors's 5-Year RORE %

For the Asset Management subindustry, US Global Investors's 5-Year RORE %, along with its competitors' market caps and 5-Year RORE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


US Global Investors's 5-Year RORE % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, US Global Investors's 5-Year RORE % distribution charts can be found below:

* The bar in red indicates where US Global Investors's 5-Year RORE % falls into.



US Global Investors 5-Year RORE % Calculation

US Global Investors's 5-Year RORE % for the quarter that ended in Dec. 2023 is calculated as:

5-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 5-year -Cumulative Dividends per Share for 5-year )
=( 0.23--0.23 )/( 2.394-0.319 )
=0.46/2.075
=22.17 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of 5-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Dec. 2023 and 5-year before.


US Global Investors  (NAS:GROW) 5-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 5-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


US Global Investors 5-Year RORE % Related Terms

Thank you for viewing the detailed overview of US Global Investors's 5-Year RORE % provided by GuruFocus.com. Please click on the following links to see related term pages.


US Global Investors (US Global Investors) Business Description

Traded in Other Exchanges
Address
7900 Callaghan Road, San Antonio, TX, USA, 78229
US Global Investors Inc is a registered investment advisory firm. The company furnishes an investment program for each of the clients it manages and determines, subject to overall supervision by the applicable board of trustees of the clients, the clients investments pursuant to an advisory agreement. US Global manages the following business segments: Investment management services; Investment management services; and Corporate Investments. It derives all its revenue from Investment management services.
Executives
Frank E Holmes director, 10 percent owner, officer: CEO/CIO 7900 CALLAGHAN ROAD, SAN ANTONIO TX 78229
Jerold H Rubinstein director 9472 REMBERT LANE, BEVERLY HILLS CA 90210
Lydon Thomas F Jr director
Roy D Terracina director 7900 CALLAGHAN RD, SAN ANTONIO TX 78229
Lisa Callicotte officer: CFO 7900 CALLAGHAN ROAD, SAN ANTONIO TX 78229
Susan B Mcgee officer: President/General Counsel 7900 CALLAGHAN ROAD, SAN ANTONIO TX 78229
Catherine Ann Rademacher officer: Chief Financial Officer 7900 CALLAGHAN ROAD, SAN ANTONIO TX 78229
Praetorian Capital Management Llc 10 percent owner 3271 RIVIERA DRIVE, CORAL GABLES FL 33134
Tracy C Peterson officer: CFO/CAO

US Global Investors (US Global Investors) Headlines

From GuruFocus