U S Global Investors (GROW) Return on Capital Employed (2011 - 2026)
U S Global Investors (GROW) recorded quarterly Return on Capital Employed of 3.07% in Q1 2026, up 222.3% quarter-over-quarter from 0.95% in Q4 2025, and up 809.0% year-on-year from 0.34% in Q1 2025.
U S Global Investors (GROW) Return on Capital Employed (2011 - 2026) Analysis & Trends
U S Global Investors has disclosed Return on Capital Employed across 16 years of filings, most recently posting 3.07% for Q1 2026.
- For the quarter ending Q1 2026, Return on Capital Employed rose 809.0% year-over-year to 3.07%; the trailing twelve-month figure through Mar 2026 stood at 3.07% (up 809.0% YoY), and the FY2025 full-year result was 0.11%, up 82.0% from the prior year.
- Return on Capital Employed was 3.07% for Q1 2026 at U S Global Investors, up from 0.95% in the prior quarter.
- Over five years, Return on Capital Employed peaked at 20.3% in Q1 2022 and troughed at 5.02% in Q1 2025.
- The 5-year median for Return on Capital Employed is 2.78% (2023), against an average of 5.27%.
- The sharpest annual moves came in 2022 and 2023: Return on Capital Employed surged 1196 bps in 2022, then sank 1404 bps in 2023.
- Year by year, Return on Capital Employed stood at 14.59% in 2022, then tumbled by 81 bps to 2.78% in 2023, then sank by 247 bps to 4.08% in 2024, then surged by 123 bps to 0.95% in 2025, then soared by 222 bps to 3.07% in 2026.
- Per Business Quant data, the three most recent Return on Capital Employed figures were 3.07% in Q1 2026, 0.95% in Q4 2025, and 0.03% in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROCE (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | - |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | - |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | - |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | - |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | - |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | - |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | - |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | - |
| 10 | U S Global Investors | 38.31 Mn | 36.31 Mn | - | 3.07% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 3.07% |
| Dec 31, 2025 | 0.95% |
| Sep 30, 2025 | -0.03% |
| Jun 30, 2025 | -0.12% |
| Mar 31, 2025 | -5.02% |
| Dec 31, 2024 | -4.08% |
| Sep 30, 2024 | -2.53% |
| Jun 30, 2024 | -0.95% |
| Mar 31, 2024 | 0.43% |
| Dec 31, 2023 | 2.78% |
| Sep 30, 2023 | 4.14% |
| Jun 30, 2023 | 6.68% |
| Mar 31, 2023 | 11.44% |
| Dec 31, 2022 | 14.59% |
| Sep 30, 2022 | 18.18% |
| Jun 30, 2022 | 19.74% |
| Mar 31, 2022 | 20.30% |
| Dec 31, 2021 | 21.23% |
| Sep 30, 2021 | 16.89% |
| Jun 30, 2021 | 13.24% |