U S Global Investors GROW
NASDAQ GROW
$3.27 +0.07 (+2.17%)
As of: Aug 21, 2026 · 1:20 PM EDT

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
DateValue
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%