US Global Financials
| GROW Stock | USD 2.32 0.05 2.20% |
GROW |
Understanding current and past US Global Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of US Global's financial statements are interrelated, with each one affecting the others. For example, an increase in US Global's assets may result in an increase in income on the income statement.
Please note, the imprecision that can be found in US Global's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of US Global Investors. Check US Global's Beneish M Score to see the likelihood of US Global's management manipulating its earnings.
US Global Stock Summary
US Global competes with Gladstone Investment, PennantPark Floating, Horizon Technology, Stellus Capital, and Prospect Capital. Global Investors, Inc. is a publicly owned investment manager. Global Investors, Inc. was founded in 1968 and is based in San Antonio, Texas. U S operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. It employs 20 people.Specialization | Financial Services, Financial Services |
| Instrument | USA Stock View All |
| Exchange | NASDAQ Exchange |
| ISIN | US9029521005 |
| CUSIP | 902952100 |
| Location | Texas; U.S.A |
| Business Address | 7900 Callaghan Road, |
| Sector | Capital Markets |
| Industry | Financials |
| Benchmark | Dow Jones Industrial |
| Website | www.usfunds.com |
| Phone | 210 308 1234 |
| Currency | USD - US Dollar |
US Global Key Financial Ratios
GROW Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining US Global's current stock value. Our valuation model uses many indicators to compare US Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across US Global competition to find correlations between indicators driving US Global's intrinsic value. More Info.US Global Investors is rated below average in return on equity category among its peers. It is rated below average in return on asset category among its peers . Comparative valuation analysis is a catch-all technique that is used if you cannot value US Global by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.US Global Investors Systematic Risk
US Global's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. US Global volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was five with a total number of output elements of fifty-six. The Beta measures systematic risk based on how returns on US Global Investors correlated with the market. If Beta is less than 0 US Global generally moves in the opposite direction as compared to the market. If US Global Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one US Global Investors is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of US Global is generally in the same direction as the market. If Beta > 1 US Global moves generally in the same direction as, but more than the movement of the benchmark.
Steps to analyze company Financials for Investing
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines you should consider when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase yearly due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt-to-equity ratio because this number will tell you how much risk it has. If a company such as US Global is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to determine if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that the net revenue of GROW has grown by more than 25% over the last five years, then there is a good chance that it will continue growing by at least 20% or more each year. On the other hand, if you see that net revenue has only increased by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it. In summary, you can determine if US Global's financials are consistent with your investment objective using the following steps:- Review US Global's balance sheet accounts, such as liabilities and equity, to understand its overall financial position.
- Analyze the income statement and examine the company's revenue, expenses, and profits over time to determine its financial performance.
- Study the cash flow inflows and outflows to understand US Global's liquidity and solvency.
- Look at the growth rates in revenue, earnings, and cash flow over time to determine its potential for future growth.
- Compare US Global's financials to those of its peers to see how it stacks up and identify any potential red flags.
- Use valuation ratios to evaluate the company's financials using commonly used ratios such as the price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and enterprise value-to-earnings before interest, taxes, depreciation, and amortization (EV/EBITDA) ratio to determine if US Global's stock is overvalued or undervalued.
US Global Thematic Clasifications
US Global Investors is part of several thematic ideas from Investing to Blockchain. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic IdeasUS Global March 22, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of US Global help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of US Global Investors. We use our internally-developed statistical techniques to arrive at the intrinsic value of US Global Investors based on widely used predictive technical indicators. In general, we focus on analyzing GROW Stock price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build US Global's daily price indicators and compare them against related drivers.
| Information Ratio | 0.0057 | |||
| Maximum Drawdown | 4.61 | |||
| Value At Risk | (1.33) | |||
| Potential Upside | 1.23 |
Additional Tools for GROW Stock Analysis
When running US Global's price analysis, check to measure US Global's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy US Global is operating at the current time. Most of US Global's value examination focuses on studying past and present price action to predict the probability of US Global's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move US Global's price. Additionally, you may evaluate how the addition of US Global to your portfolios can decrease your overall portfolio volatility.