U S Global Investors (GROW) Equity Ratio (2011 - 2026)
U S Global Investors (GROW) recorded quarterly Equity Ratio of 0.94 in Q1 2026, up 0.63% quarter-over-quarter from 0.94 in Q4 2025, and little changed year-on-year from 0.95 in Q1 2025.
U S Global Investors (GROW) Equity Ratio (2011 - 2026) Analysis & Trends
U S Global Investors has disclosed Equity Ratio across 16 years of filings, most recently posting 0.94 for Q1 2026.
- For the quarter ending Q1 2026, Equity Ratio changed 0.45% year-over-year to 0.94; the trailing twelve-month figure through Mar 2026 stood at 0.94 (changed 0.45% YoY), and the FY2025 full-year result was 0.94, changed 0.27% from the prior year.
- Equity Ratio was 0.94 for Q1 2026 at U S Global Investors, up from 0.94 in the prior quarter.
- Over five years, Equity Ratio peaked at 0.95 in Q4 2023 and troughed at 0.0 in Q3 2025.
- The 5-year median for Equity Ratio is 0.94 (2025), against an average of 0.83.
- The sharpest annual moves came in 2022 and 2024: Equity Ratio advanced 10.9% in 2022, then tumbled 99.07% in 2024.
- Year by year, Equity Ratio stood at 0.94 in 2022, then rose by 0.07% to 0.95 in 2023, then dropped by 0.21% to 0.94 in 2024, then declined by 0.87% to 0.94 in 2025, then climbed by 0.63% to 0.94 in 2026.
- Per Business Quant data, the three most recent Equity Ratio figures were 0.94 in Q1 2026, 0.94 in Q4 2025, and 0.0 in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Ratio (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 0.33 |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 0.17 |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 0.07 |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 0.08 |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 0.03 |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 0.07 |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 0.14 |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 0.29 |
| 10 | U S Global Investors | 38.31 Mn | 36.31 Mn | - | 0.94 |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 0.94 |
| Dec 31, 2025 | 0.94 |
| Sep 30, 2025 | 0.00 |
| Jun 30, 2025 | 0.94 |
| Mar 31, 2025 | 0.95 |
| Dec 31, 2024 | 0.94 |
| Sep 30, 2024 | 0.01 |
| Jun 30, 2024 | 0.94 |
| Mar 31, 2024 | 0.94 |
| Dec 31, 2023 | 0.95 |
| Sep 30, 2023 | 0.93 |
| Jun 30, 2023 | 0.93 |
| Mar 31, 2023 | 0.94 |
| Dec 31, 2022 | 0.94 |
| Sep 30, 2022 | 0.93 |
| Jun 30, 2022 | 0.92 |
| Mar 31, 2022 | 0.91 |
| Dec 31, 2021 | 0.92 |
| Sep 30, 2021 | 0.91 |
| Jun 30, 2021 | 0.87 |