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US Global InvestorsFRA:UGL 64 Equity-to-Asset is 0.94 as of Jun. 2026, which is 1% above its 10-year median of 0.93. GuruFocus rates FRA:UGL with a GF Score™ of 64/100 and a GF Value™ of €2.41. The stock has 4 warning signs investors should review. Among 1,618 Asset Management companies, US Global Investors ranks better than 69.59% on this metric.
Equity to Asset ratio is calculated as total stockholders equity divided by total asset. US Global Investors's Total Stockholders Equity for the quarter that ended in Jun. 2026 was €39.18 Mil. US Global Investors's Total Assets for the quarter that ended in Jun. 2026 was €41.69 Mil.
Therefore, US Global Investors's Equity to Asset Ratio for the quarter that ended in Jun. 2026 was 0.94.
The historical rank and industry rank for US Global Investors's Equity-to-Asset or its related term are showing as below:
FRA:UGL'
s Equity-to-Asset Range Over the Past 10 Years
Min: 0.87 Med: 0.93 Max: 0.94
Current: 0.94
During the past 13 years, the highest Equity to Asset Ratio of US Global Investors was 0.94. The lowest was 0.87. And the median was 0.93.
FRA:UGL's Equity-to-Asset is ranked better than 69.59% of 1618
companies
in the Asset Management industry
Industry Median: 0.83
vs FRA:UGL: 0.94
US Global Investors (FRA:UGL) Equity-to-Asset Explanation
Equity to Asset ratio can vary greatly across different industries, as they have different capital structure. A company with smaller Equity to Asset ratio (more leveraged) may have higher ROE % because of the leverage.
For banks, the required minimum Equity to Asset ratio by regulation is 5%. Some stronger banks may have Equity to Asset Ratio of more than 10%.
US Global Investors Equity-to-Asset Related Terms
US Global Investors Equity-to-Asset Historical Data
* Premium members only.
The historical data trend for US Global Investors's Equity-to-Asset 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.
FRA:UGL vs FGNX, GRF, RMCO: Equity-to-Asset Comparison
For the Asset Management subindustry, US Global Investors's Equity-to-Asset, along with its competitors' market caps and Equity-to-Asset 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 Equity-to-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, US Global Investors's Equity-to-Asset distribution charts can be found below:
* The bar in red indicates where US Global Investors's Equity-to-Asset falls into.
Equity to Asset ratio measures the ratios of the portion of the asset owned by shareholders out of the total asset. It indicates the leverage of the company, and the amount of debt the company uses in its operation.
Equity to Asset ratio is calculated by dividing total stockholders equity by total asset.
US Global Investors's Equity to Asset Ratio for the fiscal year that ended in Jun. 2026 is calculated as
* 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.
US Global Investors (FRA:UGL) has a Equity-to-Asset of 0.94 as of Jun. 2026. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on US Global Investors and its competitors. This is near median its historical median of 0.93. Over the past decade, US Global Investors' Equity-to-Asset has ranged from 0.87 to 0.94. According to the industry distribution chart, US Global Investors ranks #492 out of 1618 companies in the Asset Management industry, placing it in the top 30.4%.
Is US Global Investors' Equity-to-Asset too high?
US Global Investors' current Equity-to-Asset of 0.94 is near median its 10-year median of 0.93. Over the past 10 years, this metric has ranged from a low of 0.87 to a high of 0.94. The Asset Management industry median Equity-to-Asset is 0.83. US Global Investors' value of 0.94 is 13.3% above this industry median. Based on the distribution chart, US Global Investors ranks #492 out of 1618 companies in the Asset Management industry, which is above the industry midpoint. Overall, US Global Investors has a GF Score™ of 64/100, reflecting its overall financial health beyond just this single metric.
How does US Global Investors' Equity-to-Asset compare to FGNX and GRF?
According to the Asset Management industry distribution chart, US Global Investors ranks #492 out of 1618 companies for Equity-to-Asset. This puts US Global Investors in the upper half of its industry. The industry median Equity-to-Asset is 0.83. US Global Investors' value of 0.94 is 13.3% above this benchmark. Historically, US Global Investors' own Equity-to-Asset has ranged from 0.87 to 0.94 over the past decade. While the company's 10-year median is 0.93 vs. the industry median of 0.83, US Global Investors has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Equity-to-Asset for an Asset Management company?
The median Equity-to-Asset among Asset Management companies is 0.83, based on 1,618 companies in the industry. Companies in the top quartile (top 25%) have a Equity-to-Asset significantly above this median, while those in the bottom quartile fall well below. However, Equity-to-Asset should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. US Global Investors's current Equity-to-Asset of 0.94 is 13.3% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Equity-to-Asset mean?
A high Equity-to-Asset can signal that a stock is expensive relative to its fundamentals. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on US Global Investors and its competitors. For the Asset Management industry, the median Equity-to-Asset is 0.83 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. US Global Investors's current Equity-to-Asset is 0.94, which is near median its own 10-year median of 0.93. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is US Global Investors stock overvalued right now?
US Global Investors (FRA:UGL) has a current Equity-to-Asset of 0.94. The stock's GF Value™ is €2.41, compared to a current price of €2.72 — trading 12.9% above its estimated fair value. The current Equity-to-Asset is 0.94, which is near median its 10-year median of 0.93 and 13.3% above the Asset Management industry median of 0.83. US Global Investors' overall GF Score™ is 64/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Equity-to-Asset calculated?
Equity-to-Asset is calculated from a company's financial statements. For US Global Investors (FRA:UGL), the current Equity-to-Asset is 0.94 as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is US Global Investors (FRA:UGL) Overvalued in 2026?
Based on GuruFocus' analysis, US Global Investors stock appears to be overvalued.
The current stock price of €2.72 is trading 12.9% above its estimated GF Value™ of €2.41.
Key valuation signals for FRA:UGL:
Equity-to-Asset: 0.94 (near median its 10-year median of 0.93)
GF Value™: €2.41 vs. price of €2.72 (12.9% above fair value)
Industry Position: 13.3% above the Asset Management median (#492 of 1618)
No single metric tells the full story. See the FRA:UGL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
US Global Investors Inc is a registered investment advisory firm. The company manages the following business segments: Investment management services; through which the company offers, to U.S. Global Investors Funds (USGIF or the Funds) and exchange-traded fund (ETF) clients, a range of investment management products and services to meet the needs of individual and institutional investors; and Corporate Investments, through which the company invests for its own account in an effort to add growth and value to its cash position. It derives all its revenue from Investment management services.
64GF Score
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