US Global Investors (STU:UGL) Gross Margin %: 50.19% (As of Jun. 2026) — Near Median

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STU:UGL US Global Investors Inc STU:UGL
65 GF Score
Price €3.08
GF Value €2.34
Valuation Significantly Overvalued
! 4 Warning Signs
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What is US Global Investors Gross Margin %?

US Global Investors STU:UGL +12.41% 65 Gross Margin % is 50.19% as of Jun. 2026, which is 4% above its 10-year median of 48.06. GuruFocus rates STU:UGL with a GF Score™ of 65/100 and a GF Value™ of €2.34 (Significantly Overvalued). The stock has 4 warning signs investors should review. Among 546 Asset Management companies, US Global Investors ranks worse than 55.49% on this metric.

Gross Margin % is calculated as gross profit divided by its revenue. US Global Investors's Gross Profit for the three months ended in Jun. 2026 was €1.19 Mil. US Global Investors's Revenue for the three months ended in Jun. 2026 was €2.37 Mil. Therefore, US Global Investors's Gross Margin % for the quarter that ended in Jun. 2026 was 50.19%.

Warning Sign:

US Global Investors Inc gross margin has been in long-term decline. The average rate of decline per year is -8.7%.


The historical rank and industry rank for US Global Investors's Gross Margin % or its related term are showing as below:

STU:UGL' s Gross Margin % Range Over the Past 10 Years
Min: 16.62   Med: 48.06   Max: 75.48
Current: 51.63


During the past 13 years, the highest Gross Margin % of US Global Investors was 75.48%. The lowest was 16.62%. And the median was 48.06%.

STU:UGL's Gross Margin % is ranked worse than
55.49% of 546 companies
in the Asset Management industry
Industry Median: 57.405 vs STU:UGL: 51.63

US Global Investors had a gross margin of 50.19% for the quarter that ended in Jun. 2026 => Durable competitive advantage

The 5-Year average Growth Rate of Gross Margin for US Global Investors was -8.70% per year.


US Global Investors  (STU:UGL) Gross Margin % Explanation

Warren Buffett believes that firms with excellent long term economics tend to have consistently higher margins.

Durable competitive advantage creates a high Gross Margin % because of the freedom to price in excess of cost. Companies can be categorized by their Gross Margin %

1. Greater than 40% = Durable competitive advantage
2. Less than 40% = Competition eroding margins
3. Less than 20% = no sustainable competitive advantage
Consistency of Gross Margin is key

US Global Investors had a gross margin of 50.19% for the quarter that ended in Jun. 2026 => Durable competitive advantage


Be Aware

If a company loses its competitive advantages, usually its gross margin declines well before its sales declines. Watching Gross Margin % and Operating Margin % closely helps avoid value trap situations.


US Global Investors Gross Margin % Related Terms


US Global Investors Gross Margin % Historical Data

* Premium members only.

The historical data trend for US Global Investors's Gross Margin % 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.

US Global Investors Gross Margin % Chart

US Global Investors Annual Data
Trend Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25 Jun26
Gross Margin %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 75.49 68.17 56.28 41.66 51.63

US Global Investors Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Gross Margin % 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 31.96 47.50 49.35 58.48 50.19

STU:UGL vs FGNX, GRF, RMCO: Gross Margin % Comparison

For the Asset Management subindustry, US Global Investors's Gross Margin %, along with its competitors' market caps and Gross Margin % 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 Gross Margin % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, US Global Investors's Gross Margin % distribution charts can be found below:

* The bar in red indicates where US Global Investors's Gross Margin % falls into.


STU:UGL
65GF Score
US Global Investors Inc STU:UGL
Gross Margin % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

US Global Investors Gross Margin % Calculation

Gross Margin is the percentage of Gross Profit out of sales or Revenue.

US Global Investors's Gross Margin for the fiscal year that ended in Jun. 2026 is calculated as

Gross Margin % (A: Jun. 2026 )=Gross Profit (A: Jun. 2026 ) / Revenue (A: Jun. 2026 )
=4.6 / 8.898
=(Revenue - Cost of Goods Sold) / Revenue
=(8.898 - 4.304) / 8.898
=51.63 %

US Global Investors's Gross Margin for the quarter that ended in Jun. 2026 is calculated as


Gross Margin % (Q: Jun. 2026 )=Gross Profit (Q: Jun. 2026 ) / Revenue (Q: Jun. 2026 )
=1.2 / 2.367
=(Revenue - Cost of Goods Sold) / Revenue
=(2.367 - 1.179) / 2.367
=50.19 %

* 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.

A positive Gross Profit is only the first step for a company to make a net profit. The gross profit needs to be big enough to also cover related labor, equipment, rental, marketing/advertising, research and development and a lot of other costs in selling the products.

Frequently Asked Questions Learn more about Gross Margin % →
What does a Gross Margin % of 50.19% mean?
US Global Investors (STU:UGL) has a Gross Margin % of 50.19% as of Jun. 2026. Gross margin is the ratio of total gross profit to net sales. View historical data on US Global Investors and its competitors. This is near median its historical median of 48.06. Over the past decade, US Global Investors' Gross Margin % has ranged from 16.62 to 75.48. According to the industry distribution chart, US Global Investors ranks #303 out of 546 companies in the Asset Management industry, placing it in the top 55.5%.
Is US Global Investors' Gross Margin % too high?
US Global Investors' current Gross Margin % of 50.19% is near median its 10-year median of 48.06. Over the past 10 years, this metric has ranged from a low of 16.62 to a high of 75.48. The Asset Management industry median Gross Margin % is 57.41. US Global Investors' value of 50.19% is 12.6% below this industry median. Based on the distribution chart, US Global Investors ranks #303 out of 546 companies in the Asset Management industry, which is below the industry midpoint. Overall, US Global Investors has a GF Score™ of 65/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does US Global Investors' Gross Margin % compare to FGNX and GRF?
According to the Asset Management industry distribution chart, US Global Investors ranks #303 out of 546 companies for Gross Margin %. This places US Global Investors in the lower half of its industry. The industry median Gross Margin % is 57.41. US Global Investors' value of 50.19% is 12.6% below this benchmark. Historically, US Global Investors' own Gross Margin % has ranged from 16.62 to 75.48 over the past decade. While the company's 10-year median is 48.06 vs. the industry median of 57.41, US Global Investors has consistently been below 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 Gross Margin % for an Asset Management company?
The median Gross Margin % among Asset Management companies is 57.41, based on 546 companies in the industry. Companies in the top quartile (top 25%) have a Gross Margin % significantly above this median, while those in the bottom quartile fall well below. However, Gross Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. US Global Investors's current Gross Margin % of 50.19% is 12.6% below 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 Gross Margin % mean?
A high Gross Margin % can signal that a stock is expensive relative to its fundamentals. Gross margin is the ratio of total gross profit to net sales. View historical data on US Global Investors and its competitors. For the Asset Management industry, the median Gross Margin % is 57.41 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. US Global Investors's current Gross Margin % is 50.19%, which is near median its own 10-year median of 48.06. 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?
Based on GuruFocus' analysis, US Global Investors (STU:UGL) is currently considered Significantly Overvalued. The stock's GF Value™ is €2.34, compared to a current price of €3.08 — trading 31.6% above its estimated fair value. The current Gross Margin % is 50.19%, which is near median its 10-year median of 48.06 and 12.6% below the Asset Management industry median of 57.41. US Global Investors' overall GF Score™ is 65/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Gross Margin % calculated?
Gross Margin % is calculated from a company's financial statements. For US Global Investors (STU:UGL), the current Gross Margin % is 50.19% 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 (STU:UGL) Overvalued in 2026?

Based on GuruFocus' analysis, US Global Investors stock appears to be overvalued. The current stock price of €3.08 is trading 31.6% above its estimated GF Value™ of €2.34. GuruFocus considers US Global Investors to be Significantly Overvalued.

Key valuation signals for STU:UGL:

  • Gross Margin %: 50.19% (near median its 10-year median of 48.06)
  • GF Value™: €2.34 vs. price of €3.08 (31.6% above fair value)
  • GF Score™: 65/100 with 4 warning signs
  • Industry Position: 12.6% below the Asset Management median (#303 of 546)

No single metric tells the full story. See the STU:UGL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


US Global Investors Business Description

Other Exchanges GROW:USA0LHX:UKUGL:Germany
Address 7900 Callaghan Road, San Antonio, TX, USA, 78229
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.
65GF Score

Get the complete analysis for STU:UGL

Gross Margin % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€3.08
Price
€2.34
GF Value