U S Global Investors (GROW) Return on Assets [ROA] (2011 - 2026)
U S Global Investors (GROW) reported Return on Assets [ROA] of 6.30% for fiscal Q4 2026 (quarter ended Jun 30, 2026), up 6.99 percentage points from -0.69% a year earlier but down 0.27 percentage points from the prior quarter.
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Analysis
U S Global Investors (GROW) Return on Assets [ROA] (2011 - 2026) Analysis & Trends
For FY2026 (ended Jun 30, 2026), U S Global Investors posted Return on Assets [ROA] of 6.36%, up 7.03 percentage points from FY2025.
- Return on Assets [ROA] has a five-year change of -72.47 percentage points (FY2021 to FY2026).
- By fiscal year, Return on Assets [ROA] came in at -0.67% in FY2025 (-3.14 pp), 2.48% in FY2024 (-3.05 pp), 5.52% in FY2023 (-0.18 pp) and 5.70% in FY2022 (-73.12 pp).
- Five-year quarterly Return on Assets [ROA] spans a low of -2.93% in fiscal Q2 2023 and a high of 52.19% in fiscal Q1 2022.
- Year over year, Return on Assets [ROA] gained in two of the last eight quarters, with an average year-over-year change of -0.28 percentage points.
- The high point for year-over-year Return on Assets [ROA] in five years was fiscal Q1 2022 (a gain of 48.36 percentage points); the low point was fiscal Q1 2023 (a drop of 50.28 percentage points).
- Per Business Quant data, the three fiscal quarters before Q4 2026 came in at 6.57% (Q3 2026), 0.20% (Q2 2026) and 1.77% (Q1 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.13 Bn | 110.49 Bn | - | 4.12% |
| 2 | Spdr Gold Trust | 133.82 Bn | -424.18 Bn | - | 16.25% |
| 3 | Blackstone | 84.08 Bn | 79.01 Bn | - | 13.90% |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn | 1.02% |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - | 1.33% |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - | 16.12% |
| 7 | Apollo Global Management | 65.67 Bn | 3.35 Bn | 10.56 Bn | 0.89% |
| 8 | Wheaton Precious Metals | 61.89 Bn | 57.32 Bn | 687.86 Mn | 18.58% |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn | 21.76% |
| 10 | U S Global Investors | 39.66 Mn | -96.08 Mn | - | 6.30% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 6.30% |
| Mar 31, 2026 | 6.57% |
| Dec 31, 2025 | 0.20% |
| Sep 30, 2025 | 1.77% |
| Jun 30, 2025 | -0.69% |
| Mar 31, 2025 | 0.33% |
| Dec 31, 2024 | 1.01% |
| Sep 30, 2024 | 3.54% |
| Jun 30, 2024 | 2.55% |
| Mar 31, 2024 | 3.10% |
| Dec 31, 2023 | 6.13% |
| Sep 30, 2023 | 5.32% |
| Jun 30, 2023 | 5.65% |
| Mar 31, 2023 | 1.49% |
| Dec 31, 2022 | -2.93% |
| Sep 30, 2022 | 1.91% |
| Jun 30, 2022 | 5.69% |
| Mar 31, 2022 | 15.60% |
| Dec 31, 2021 | 30.67% |
| Sep 30, 2021 | 52.19% |
API Access
U S Global Investors Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=GROW&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "GROW", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=GROW&period=max&api_key=YOUR_API_KEY");
const data = await res.json();