Us Global Investors Stock Buy Hold or Sell Recommendation

GROW Stock  USD 2.24  0.01  0.45%   
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding US Global Investors is 'Strong Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell US Global Investors given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for US Global Investors, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out US Global Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
Note, we conduct extensive research on individual companies such as GROW and provide practical buy, sell, or hold advice based on investors' constraints. US Global Investors. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in persons.

Execute US Global Buy or Sell Advice

The GROW recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on US Global Investors. Macroaxis does not own or have any residual interests in US Global Investors or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute US Global's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell US GlobalBuy US Global
Strong Hold

Market Performance

Very WeakDetails

Volatility

Somewhat reliableDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Slowly supersedes the marketDetails

Investor Sentiment

ImpartialDetails

Analyst Consensus

Strong SellDetails

Financial Strenth (F Score)

StrongDetails

Financial Leverage

Not RatedDetails

Reporting Quality (M-Score)

Unlikely ManipulatorDetails
For the selected time horizon US Global Investors has a Risk Adjusted Performance of (0.13), Jensen Alpha of (0.10), Total Risk Alpha of (0.03) and Treynor Ratio of (0.47)
We provide trade recommendation to complement the latest expert consensus on US Global Investors. Our dynamic recommendation engine harnesses a multidimensional algorithm to analyze the firm's potential to grow using all technical and fundamental data available at this time. To make sure US Global Investors is not overpriced, please validate all US Global Investors fundamentals, including its total debt, working capital, and the relationship between the revenue and earnings per share . Please also confirm US Global price to earning to double-check your buy or sell decision is consistent with all fundamental data available and that the company can sustain itself in the coming quarters.

US Global Trading Alerts and Improvement Suggestions

US Global Investors generated a negative expected return over the last 90 days
US Global Investors has a strong financial position based on the latest SEC filings
On 24th of February 2025 US Global paid $ 0.0075 per share dividend to its current shareholders
Latest headline from thelincolnianonline.com: StockNews.com Initiates Coverage on U.S. Global Investors

US Global Returns Distribution Density

The distribution of US Global's historical returns is an attempt to chart the uncertainty of US Global's future price movements. The chart of the probability distribution of US Global daily returns describes the distribution of returns around its average expected value. We use US Global Investors price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of US Global returns is essential to provide solid investment advice for US Global.
Mean Return
-0.13
Value At Risk
-1.65
Potential Upside
0.83
Standard Deviation
0.83
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of US Global historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

GROW Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument, such as US Global, soars without any apparent reason? This usually happens because many institutional investors are aggressively trading US Global Investors back and forth among themselves.
Shares
State Street Corp2024-12-31
56.9 K
Tidal Investments Llc.2024-12-31
49.9 K
Catalyst Capital Advisors Llc2024-12-31
49.5 K
Susquehanna International Group, Llp2024-12-31
44.5 K
Vima Llc2024-09-30
41.3 K
Empowered Funds, Llc2024-12-31
34.6 K
Kestra Private Wealth Services, Llc2024-12-31
22.8 K
Northern Trust Corp2024-12-31
22.5 K
Morgan Stanley - Brokerage Accounts2024-12-31
17.7 K
Vanguard Group Inc2024-12-31
617.9 K
Perritt Capital Management Inc.2024-12-31
557.2 K
Note, although US Global's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

US Global Cash Flow Accounts

202020212022202320242025 (projected)
Change In Cash12.5M7.9M3.1M2.0M2.3M2.4M
Free Cash Flow4.7M10.3M2.9M777K893.6K848.9K
Depreciation196K(419K)(246K)(139K)(125.1K)(118.8K)
Other Non Cash Items(28.2M)5.9M529K159K143.1K150.3K
Dividends Paid640K1.2M1.3M1.3M1.2M1.1M
Net Income32.0M5.5M3.1M1.3M1.5M1.5M
End Period Cash Flow15.4M23.3M26.4M28.4M32.7M34.3M
Investments8.7M(1.0M)2.7M4.4M5.1M5.3M
Change To Netincome2.2M4.6M(27.1M)4.2M3.8M4.0M

US Global Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to US Global or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that US Global's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a GROW stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over Dow Jones
-0.1
β
Beta against Dow Jones0.29
σ
Overall volatility
0.79
Ir
Information ratio -0.03

US Global Volatility Alert

US Global Investors exhibits very low volatility with skewness of -1.24 and kurtosis of 2.72. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure US Global's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact US Global's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

US Global Fundamentals Vs Peers

Comparing US Global's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze US Global's direct or indirect competition across all of the common fundamentals between US Global and the related equities. This way, we can detect undervalued stocks with similar characteristics as US Global or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of US Global's fundamental indicators could also be used in its relative valuation, which is a method of valuing US Global by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare US Global to competition
FundamentalsUS GlobalPeer Average
Return On Equity0.0102-0.31
Return On Asset-0.0239-0.14
Profit Margin0.05 %(1.27) %
Operating Margin(0.24) %(5.51) %
Current Valuation(5.84 M)16.62 B
Shares Outstanding11.28 M571.82 M
Shares Owned By Insiders5.83 %10.09 %
Shares Owned By Institutions31.56 %39.21 %
Number Of Shares Shorted32.21 K4.71 M
Price To Earning2.34 X28.72 X
Price To Book0.63 X9.51 X
Price To Sales3.17 X11.42 X
Revenue10.98 M9.43 B
Gross Profit4.55 M27.38 B
EBITDA2.11 M3.9 B
Net Income1.33 M570.98 M
Cash And Equivalents34.45 M2.7 B
Cash Per Share2.47 X5.01 X
Total Debt39 K5.32 B
Debt To Equity0 %48.70 %
Current Ratio9.20 X2.16 X
Book Value Per Share3.53 X1.93 K
Cash Flow From Operations990 K971.22 M
Short Ratio1.64 X4.00 X
Earnings Per Share0.04 X3.12 X
Number Of Employees2318.84 K
Beta1.8-0.15
Market Capitalization29.84 M19.03 B
Total Asset51.96 M29.47 B
Retained Earnings37.46 M9.33 B
Working Capital38.15 M1.48 B
Current Asset18.17 M9.34 B
Current Liabilities1.3 M7.9 B
Note: Acquisition by Callicotte Lisa of 336 shares of US Global at 2.82 subject to Rule 16b-3 [view details]

US Global Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as GROW . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About US Global Buy or Sell Advice

When is the right time to buy or sell US Global Investors? Buying financial instruments such as GROW Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having US Global in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Convertibles Funds Thematic Idea Now

Convertibles Funds
Convertibles Funds Theme
Funds or Etfs that invest in debt that is expected to be converted into a predetermined amount of the company equity at some future date. The Convertibles Funds theme has 17 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Convertibles Funds Theme or any other thematic opportunities.
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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.