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
DateValue
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