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US Global InvestorsGROW +1.88%63 3-Year ROIIC % is 109.00 as of Jun. 2025, which is 62% above its 10-year median of 67.27. GuruFocus rates GROW with a GF Score™ of 63/100 and a GF Value™ of $2.28 (Modestly Overvalued). The stock has 1 warning sign investors should review. Among 652 Asset Management companies, US Global Investors ranks better than 90.8% on this metric.
3-Year Return on Invested Incremental Capital (3-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 3-year.
US Global Investors's 3-Year ROIIC % for the quarter that ended in Jun. 2025 was 109.00%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for US Global Investors's 3-Year ROIIC % or its related term are showing as below:
GROW's 3-Year ROIIC % is ranked better than 90.8% of 652
companies
in the Asset Management industry
Industry Median: 2.15
vs GROW: 109.00
US Global Investors (NAS:GROW) 3-Year ROIIC % Explanation
Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.
High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
Be Aware
It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.
US Global Investors 3-Year ROIIC % Related Terms
US Global Investors 3-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for US Global Investors's 3-Year ROIIC % 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.
For the Asset Management subindustry, US Global Investors's 3-Year ROIIC %, along with its competitors' market caps and 3-Year ROIIC % 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 3-Year ROIIC % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, US Global Investors's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where US Global Investors's 3-Year ROIIC % falls into.
US Global Investors's 3-Year ROIIC % for the quarter that ended in Jun. 2025 is calculated as:
3-Year ROIIC %
=
3-Year Incremental Net Operating Profit After Taxes (NOPAT)**
/
3-Year Incremental Invested Capital**
=
( -2.985 (Jun. 2025) - 7.6946412 (Jun. 2022) )
/
( 12.423 (Jun. 2025) - 22.221 (Jun. 2022) )
=
-10.6796412
/
-9.798
=
109.00%***
* 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.
** Annual data of NOPAT and Invested Capital was used to calculate 3-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.
US Global Investors (GROW) has a 3-Year ROIIC % of 109.00 as of Jun. 2025. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on US Global Investors and its competitors. This is 62% above median its historical median of 67.27. According to the industry distribution chart, US Global Investors ranks #60 out of 652 companies in the Asset Management industry, placing it in the top 9.2%.
Is US Global Investors' 3-Year ROIIC % too high?
US Global Investors' current 3-Year ROIIC % of 109.00 is 62% above median its 10-year median of 67.27. The Asset Management industry median 3-Year ROIIC % is 2.15. US Global Investors' value of 109.00 is 4969.8% above this industry median. Based on the distribution chart, US Global Investors ranks #60 out of 652 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 Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does US Global Investors' 3-Year ROIIC % compare to GRF and FCO?
According to the Asset Management industry distribution chart, US Global Investors ranks #60 out of 652 companies for 3-Year ROIIC %. This places US Global Investors in the top 9% of its industry — outperforming the majority of peers. The industry median 3-Year ROIIC % is 2.15. US Global Investors' value of 109.00 is 4969.8% above this benchmark. While the company's 10-year median is 67.27 vs. the industry median of 2.15, 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 3-Year ROIIC % for an Asset Management company?
The median 3-Year ROIIC % among Asset Management companies is 2.15, based on 652 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. US Global Investors's current 3-Year ROIIC % of 109.00 is 4969.8% 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 3-Year ROIIC % mean?
A high 3-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on US Global Investors and its competitors. For the Asset Management industry, the median 3-Year ROIIC % is 2.15 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. US Global Investors's current 3-Year ROIIC % is 109.00, which is 62% above median its own 10-year median of 67.27. 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 Modestly Overvalued. The stock's GF Value™ is $2.28, compared to a current price of $2.98 — trading 30.5% above its estimated fair value. The current 3-Year ROIIC % is 109.00, which is 62% above median its 10-year median of 67.27 and 4969.8% above the Asset Management industry median of 2.15. US Global Investors' overall GF Score™ is 63/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year ROIIC % calculated?
3-Year ROIIC % is calculated from a company's financial statements. For US Global Investors (GROW), the current 3-Year ROIIC % is 109.00 as of Jun. 2025. 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 $2.98 is trading 30.5% above its estimated GF Value™ of $2.28.
GuruFocus considers US Global Investors to be Modestly Overvalued.
Key valuation signals for GROW:
3-Year ROIIC %: 109.00 (62% above median its 10-year median of 67.27)
GF Value™: $2.28 vs. price of $2.98 (30.5% above fair value)
Industry Position: 4969.8% above the Asset Management median (#60 of 652)
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 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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