Growth Metrics

U S Global Investors (GROW) Return on Capital Employed (2011 - 2026)

U S Global Investors 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-over-year from 0.34% in Q1 2025.

U S Global Investors' Return on Capital Employed history runs 16 years deep, the most recent figure standing at 3.07% for Q1 2026.

  • In Q1 2026, Return on Capital Employed rose 809.0% year-over-year to 3.07%; the TTM figure through Mar 2026 stood at 3.07% (up 809.0% YoY), while the FY2025 annual figure was 0.11%, up 82.0% from the prior year.
  • Return on Capital Employed came in at 3.07% for Q1 2026 at U S Global Investors, up from 0.95% in the prior quarter.
  • In the past five years, Return on Capital Employed ranged from a high of 20.3% in Q1 2022 to a low of 7.72% in Q1 2023.
  • A 5-year average of 0.32% and a median of 0.95% in 2024 frame the typical range for Return on Capital Employed.
  • Across the five-year window, Return on Capital Employed soared 903 bps in 2022 and slumped 2802 bps in 2023, its largest moves.
  • U S Global Investors' Return on Capital Employed stood at 4.25% in 2022, then surged by 44 bps to 2.38% in 2023, then sank by 72 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.
  • According to Business Quant data, Return on Capital Employed over the past three periods registered 3.07%, 0.95%, and 0.03% for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROCE (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - -
2 Blackstone 92.68 Bn 91.63 Bn - -
3 Kkr 84.94 Bn 132.45 Bn - -
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - -
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn -
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn -
8 Northern Trust 31.21 Bn 31.21 Bn - -
9 Ares Management 28.85 Bn 32.22 Bn - -
10 U S Global Investors 32.09 Mn 30.09 Mn - 3.07%

Historic Data

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DateValue
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 -4.81%
Dec 31, 2023 -2.38%
Sep 30, 2023 -0.99%
Jun 30, 2023 1.62%
Mar 31, 2023 -7.72%
Dec 31, 2022 -4.25%
Sep 30, 2022 -0.44%
Jun 30, 2022 1.85%
Mar 31, 2022 20.30%
Dec 31, 2021 21.23%
Sep 30, 2021 16.89%
Jun 30, 2021 13.24%
Mar 31, 2021 11.26%
Dec 31, 2020 4.79%
Sep 30, 2020 3.57%
Jun 30, 2020 -6.18%
Mar 31, 2020 -17.91%
Dec 31, 2019 -14.65%
Sep 30, 2019 -14.50%
Jun 30, 2019 -13.36%
Mar 31, 2019 -3.35%
Dec 31, 2018 -2.85%
Sep 30, 2018 0.15%
Jun 30, 2018 0.82%
Mar 31, 2018 -2.64%
Dec 31, 2017 -1.55%
Sep 30, 2017 -2.33%
Jun 30, 2017 -0.73%
Mar 31, 2017 -2.85%
Dec 31, 2016 -4.17%
Sep 30, 2016 -10.79%
Jun 30, 2016 -16.56%
Mar 31, 2016 -19.44%
Dec 31, 2015 -21.45%
Sep 30, 2015 -16.15%
Jun 30, 2015 -11.54%
Mar 31, 2015 -8.22%
Dec 31, 2014 -5.57%
Sep 30, 2014 -7.09%
Jun 30, 2014 -9.35%
Mar 31, 2014 -9.86%
Dec 31, 2013 -8.00%
Sep 30, 2013 -3.34%
Jun 30, 2013 -0.51%
Mar 31, 2013 0.57%
Dec 31, 2012 2.08%
Sep 30, 2012 3.37%
Jun 30, 2012 6.34%
Mar 31, 2012 12.33%
Dec 31, 2011 20.31%
Sep 30, 2011 27.35%