GROW (US Global Investors) Moat Score: 4/10 (As of Jul. 02, 2026)


GROW US Global Investors Inc GROW
63 GF Score
Price $3.11
GF Value $2.30
Valuation Significantly Overvalued
! 3 Warning Signs
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What is US Global Investors Moat Score?

US Global Investors GROW +0.65% 63 Moat Score is 4 as of Jul. 02, 2026. GuruFocus rates GROW with a GF Score™ of 63/100 and a GF Value™ of $2.30 (Significantly Overvalued). The stock has 3 warning signs investors should review. Among 1,695 Asset Management companies, US Global Investors ranks better than 95.52% on this metric.

US Global Investors has the Moat Score of 4, which implies that the company might have Narrow Moat - Discernible but modest moat.

US Global Investors has Narrow Moat: US Global Investors Inc has a discernible moat due to its niche market leadership and some brand strength. However, it lacks significant network effects and customer loyalty, limiting its competitive advantage.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes US Global Investors might have Narrow Moat - Discernible but modest moat.

US Global Investors  (NAS:GROW) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

US Global Investors Moat Score Related Terms

GROW vs GRF, FCO, MLCI: Moat Score Comparison

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

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

* The bar in red indicates where US Global Investors's Moat Score falls into.


GROW
63GF Score
US Global Investors Inc GROW
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 4 mean?
US Global Investors (GROW) has a Moat Score of 4 as of Jul. 02, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, US Global Investors ranks #76 out of 1695 companies in the Asset Management industry, placing it in the top 4.5%.
Is US Global Investors' Moat Score too high?
US Global Investors' current Moat Score is 4. Based on the distribution chart, US Global Investors ranks #76 out of 1695 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, US Global Investors has a GF Score™ of 63/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does US Global Investors' Moat Score compare to GRF and FCO?
According to the Asset Management industry distribution chart, US Global Investors ranks #76 out of 1695 companies for Moat Score. This places US Global Investors in the top 5% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for an Asset Management company?
A good Moat Score depends on the Asset Management industry context. However, Moat Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. US Global Investors's current Moat Score is 4. 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 (GROW) is currently considered Significantly Overvalued. The stock's GF Value™ is $2.30, compared to a current price of $3.11 — trading 35.2% above its estimated fair value. The current Moat Score is 4. US Global Investors' overall GF Score™ is 63/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Moat Score calculated?
Moat Score is calculated from a company's financial statements. For US Global Investors (GROW), the current Moat Score is 4 as of Jul. 02, 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 (GROW) Overvalued in 2026?

Based on GuruFocus' analysis, US Global Investors stock appears to be overvalued. The current stock price of $3.11 is trading 35.2% above its estimated GF Value™ of $2.30. GuruFocus considers US Global Investors to be Significantly Overvalued.

Key valuation signals for GROW:

  • Moat Score: 4
  • GF Value™: $2.30 vs. price of $3.11 (35.2% above fair value)
  • GF Score™: 63/100 with 3 warning signs

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

US Global Investors Business Description

Other Exchanges 0LHX: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.
63GF Score

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

$3.11
Price
$2.30
GF Value