U S Global Investors (GROW) Return on Capital Employed (2011 - 2026)
U S Global Investors (GROW) posted Return on Capital Employed of 3.21% for Q1 2026, up 40.61% sequentially from 5.41% in Q4 2025, and up 140.0% YoY from 1.34% in Q1 2025.
U S Global Investors (GROW) Return on Capital Employed (2011 - 2026) Analysis & Trends
U S Global Investors has reported Return on Capital Employed for 16 years, with the latest figure at 3.21% in Q1 2026.
- Quarterly Return on Capital Employed rose 140.0% year-over-year to 3.21% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 3.21% (up 140.0% YoY) and the FY2025 annual result came in at 6.2%, down 566.0% from the prior year.
- Return on Capital Employed advanced to 3.21% in Q1 2026 per GROW's latest filing, from 5.41% in the prior quarter.
- Over five years, Return on Capital Employed peaked at 44.47% in Q1 2022 and troughed at 284.66% in Q2 2022.
- A 5-year average of 11.33% and a median of 0.56% in 2024 frame the typical range for Return on Capital Employed.
- The widest YoY moves for Return on Capital Employed: up 29144 bps in 2023, down 3508 bps in 2023.
- Over 5 years, Return on Capital Employed stood at 14.59% in 2022, then plunged by 80 bps to 2.85% in 2023, then sank by 229 bps to 3.66% in 2024, then sank by 48 bps to 5.41% in 2025, then soared by 41 bps to 3.21% in 2026.
- According to Business Quant data, Return on Capital Employed over the past three periods registered 3.21%, 5.41%, and 6.32% for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROCE (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.31 Bn | 165.44 Bn | - | - |
| 2 | Blackstone | 114.68 Bn | 112.17 Bn | - | - |
| 3 | Kkr | 96.91 Bn | -180.16 Bn | - | - |
| 4 | Brookfield | 93.15 Bn | 45.74 Bn | - | - |
| 5 | Brookfield Asset Management | 83.31 Bn | 81.81 Bn | - | - |
| 6 | Apollo Global Management | 78.30 Bn | 52.92 Bn | 10.54 Bn | - |
| 7 | State Street | 51.59 Bn | 51.59 Bn | - | - |
| 8 | Ameriprise Financial | 51.13 Bn | 40.08 Bn | 4.72 Bn | - |
| 9 | Raymond James Financial | 34.07 Bn | 20.81 Bn | - | - |
| 10 | U S Global Investors | 38.78 Mn | 5.01 Mn | - | -3.24% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -3.21% |
| Dec 31, 2025 | -5.41% |
| Sep 30, 2025 | -6.32% |
| Jun 30, 2025 | -6.33% |
| Mar 31, 2025 | -4.61% |
| Dec 31, 2024 | -3.66% |
| Sep 30, 2024 | -2.08% |
| Jun 30, 2024 | -0.56% |
| Mar 31, 2024 | 0.43% |
| Dec 31, 2023 | 2.85% |
| Sep 30, 2023 | 4.23% |
| Jun 30, 2023 | 6.79% |
| Mar 31, 2023 | 11.62% |
| Dec 31, 2022 | 14.59% |
| Sep 30, 2022 | 39.31% |
| Jun 30, 2022 | -284.66% |
| Mar 31, 2022 | 44.47% |
| Dec 31, 2021 | 21.73% |
| Mar 31, 2021 | 8.33% |
| Dec 31, 2020 | -0.83% |