Growth Metrics

U S Global Investors (GROW) Equity Ratio (2011 - 2026)

U S Global Investors 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-over-year from 0.95 in Q1 2025.

U S Global Investors' Equity Ratio history runs 16 years deep, the most recent figure standing at 0.94 for Q1 2026.

  • In Q1 2026, Equity Ratio changed 0.45% year-over-year to 0.94; the TTM figure through Mar 2026 stood at 0.94 (changed 0.45% YoY), while the FY2025 annual figure was 0.94, changed 0.27% from the prior year.
  • Equity Ratio came in at 0.94 for Q1 2026 at U S Global Investors, up from 0.94 in the prior quarter.
  • In the past five years, Equity Ratio ranged from a high of 0.95 in Q4 2023 to a low of 0.0 in Q3 2025.
  • A 5-year average of 0.83 and a median of 0.94 in 2025 frame the typical range for Equity Ratio.
  • Across the five-year window, Equity Ratio grew 10.9% in 2022 and slumped 99.27% in 2024, its largest moves.
  • U S Global Investors' 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.
  • According to Business Quant data, Equity Ratio over the past three periods registered 0.94, 0.94, and 0.0 for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Ratio (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 0.33
2 Blackstone 92.68 Bn 91.63 Bn - 0.17
3 Kkr 84.94 Bn 132.45 Bn - 0.07
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 0.48
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 0.08
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 0.03
8 Northern Trust 31.21 Bn 31.21 Bn - 0.07
9 Ares Management 28.85 Bn 32.22 Bn - 0.29
10 U S Global Investors 32.09 Mn 30.09 Mn - 0.94

Historic Data

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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
Mar 31, 2021 0.82
Dec 31, 2020 0.83
Sep 30, 2020 0.89
Jun 30, 2020 0.89
Mar 31, 2020 0.92
Dec 31, 2019 0.92
Sep 30, 2019 0.92
Jun 30, 2019 0.93
Mar 31, 2019 0.93
Dec 31, 2018 0.93
Sep 30, 2018 0.93
Jun 30, 2018 0.90
Mar 31, 2018 0.91
Dec 31, 2017 0.88
Sep 30, 2017 0.97
Jun 30, 2017 0.95
Mar 31, 2017 0.94
Dec 31, 2016 0.96
Sep 30, 2016 0.94
Jun 30, 2016 0.95
Mar 31, 2016 0.94
Dec 31, 2015 0.94
Sep 30, 2015 0.93
Jun 30, 2015 0.95
Mar 31, 2015 0.95
Dec 31, 2014 0.95
Sep 30, 2014 0.95
Jun 30, 2014 0.94
Mar 31, 2014 0.96
Dec 31, 2013 0.94
Sep 30, 2013 0.95
Jun 30, 2013 0.95
Mar 31, 2013 0.93
Dec 31, 2012 0.94
Sep 30, 2012 0.93
Jun 30, 2012 0.93
Mar 31, 2012 0.93
Dec 31, 2011 0.91
Sep 30, 2011 0.90
Jun 30, 2011 0.89