GROW (US Global Investors) ROCE %: 15.90% (As of Mar. 2026)


GROW US Global Investors Inc GROW
63 GF Score
Price $3.15
GF Value $2.31
Valuation Significantly Overvalued
! 3 Warning Signs
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What is US Global Investors ROCE %?

US Global Investors GROW +2.58% 63 ROCE % is 15.90% as of Mar. 2026. GuruFocus rates GROW with a GF Score™ of 63/100 and a GF Value™ of $2.31 (Significantly Overvalued). The stock has 3 warning signs investors should review.

ROCE % measures how well a company generates profits from its capital. It is calculated as EBIT divided by Capital Employed, where Capital Employed is calculated as Total Assets minus Total Current Liabilities. US Global Investors's annualized ROCE % for the quarter that ended in Mar. 2026 was 15.90%.

US Global Investors  (NAS:GROW) ROCE % Explanation

ROCE % can be especially useful when comparing the performance of capital-intensive companies. Unlike ROE %, which indicates the profitability of Shareholders Equity, ROCE % also considers long-term debt in Capital Employed. This can be helpful when analyzing companies with significant debt, as the result is neutralized by taking debt into consideration.

Generally speaking, a higher ROCE % indicates a stonger profitability for a company. Moreover, it is important to look at the ratio from a long term perspective. Investors tend to favor companies with stable and rising ROCE % trend over those with volatile ones.

US Global Investors ROCE % Related Terms

US Global Investors ROCE % Historical Data

* Premium members only.

The historical data trend for US Global Investors's ROCE % 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 ROCE % Chart

US Global Investors Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
ROCE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 22.09 8.92 7.64 3.74 -0.54

US Global Investors Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROCE % 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 -2.06 -2.90 15.84 4.66 15.90
GROW
63GF Score
US Global Investors Inc GROW
ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.
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US Global Investors ROCE % Calculation

US Global Investors's annualized ROCE % for the fiscal year that ended in Jun. 2025 is calculated as:

ROCE %=EBIT/( (Capital Employed+Capital Employed)/ count )
(A: Jun. 2025 )  (A: Jun. 2024 )(A: Jun. 2025 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(A: Jun. 2025 )  (A: Jun. 2024 )(A: Jun. 2025 )
=-0.261/( ( (51.963 - 2.164) + (48.064 - 1.874) )/ 2 )
=-0.261/( (49.799+46.19)/ 2 )
=-0.261/47.9945
=-0.54 %

US Global Investors's ROCE % of for the quarter that ended in Mar. 2026 is calculated as:

ROCE %=EBIT (1)/( (Capital Employed+Capital Employed)/ count )
(Q: Mar. 2026 )  (Q: Dec. 2025 )(Q: Mar. 2026 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(Q: Mar. 2026 )  (Q: Dec. 2025 )(Q: Mar. 2026 )
=7.34/( ( (47.22 - 1.991) + (48.921 - 1.82) )/ 2 )
=7.34/( ( 45.229 + 47.101 )/ 2 )
=7.34/46.165
=15.90 %

(1) Note: The EBIT data used here is four times the quarterly (Mar. 2026) EBIT data.

* 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.

Frequently Asked Questions Learn more about ROCE % →
What does a ROCE % of 15.90% mean?
US Global Investors (GROW) has a ROCE % of 15.90% as of Mar. 2026.
Is US Global Investors' ROCE % too high?
US Global Investors' current ROCE % is 15.90%. The Asset Management industry median ROCE % is 4.43. US Global Investors' value of 15.90% is 259.3% above this industry median. 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' ROCE % compare to CXH and RAND?
US Global Investors' ROCE % of 15.90% can be compared against companies in the Asset Management industry. The industry median ROCE % is 4.43. US Global Investors' value of 15.90% is 259.3% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROCE % for an Asset Management company?
The median ROCE % among Asset Management companies is 4.43, based on 708 companies in the industry. Companies in the top quartile (top 25%) have a ROCE % significantly above this median, while those in the bottom quartile fall well below. However, ROCE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. US Global Investors's current ROCE % of 15.90% is 259.3% 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 ROCE % mean?
A high ROCE % can signal that a stock is expensive relative to its fundamentals. For the Asset Management industry, the median ROCE % is 4.43 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. US Global Investors's current ROCE % is 15.90%. 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 $2.31, compared to a current price of $3.15 — trading 36.4% above its estimated fair value. The current ROCE % is 15.90% and 259.3% above the Asset Management industry median of 4.43. 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 ROCE % calculated?
ROCE % is calculated from a company's financial statements. For US Global Investors (GROW), the current ROCE % is 15.90% as of Mar. 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 $3.15 is trading 36.4% above its estimated GF Value™ of $2.31. GuruFocus considers US Global Investors to be Significantly Overvalued.

Key valuation signals for GROW:

  • ROCE %: 15.90%
  • GF Value™: $2.31 vs. price of $3.15 (36.4% above fair value)
  • GF Score™: 63/100 with 3 warning signs
  • Industry Position: 259.3% above the Asset Management median

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

$3.15
Price
$2.31
GF Value