U S Global Investors (GROW) Return on Equity [ROE] (2011 - 2026)
U S Global Investors (GROW) recorded Return on Equity [ROE] of 6.70% in fiscal Q4 2026 (quarter ended Jun 30, 2026), up 7.43 percentage points from -0.73% a year earlier but down 0.30 percentage points from the prior quarter.
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Analysis
U S Global Investors (GROW) Return on Equity [ROE] (2011 - 2026) Analysis & Trends
For FY2026 (ended Jun 30, 2026), U S Global Investors reported Return on Equity [ROE] of 6.76%, up 7.47 percentage points from FY2025.
- Annual Return on Equity [ROE] has a five-year change of -83.16 percentage points (FY2021 to FY2026).
- Across earlier fiscal years, Return on Equity [ROE] came in at -0.71% in FY2025 (-3.35 pp), 2.64% in FY2024 (-3.32 pp), 5.96% in FY2023 (-0.41 pp) and 6.37% in FY2022 (-83.55 pp).
- Quarterly Return on Equity [ROE] has ranged from -3.13% in fiscal Q2 2023 to 58.72% in fiscal Q1 2022 over the past five years.
- On a year-over-year basis, Return on Equity [ROE] rose in two of the last eight quarters, with an average year-over-year change of -0.30 percentage points.
- Peak year-over-year performance for Return on Equity [ROE] in the last five years was a gain of 54.44 percentage points in fiscal Q1 2022, against a drop of 56.65 percentage points in fiscal Q1 2023 at the low end.
- Per Business Quant, the preceding three fiscal quarters came in at 7.00% (Q3 2026), 0.22% (Q2 2026) and 1.88% (Q1 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.13 Bn | 110.49 Bn | - | 12.43% |
| 2 | Spdr Gold Trust | 133.82 Bn | -424.18 Bn | - | 16.25% |
| 3 | Blackstone | 84.08 Bn | 79.01 Bn | - | 33.23% |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn | 3.12% |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - | 7.09% |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - | 34.49% |
| 7 | Apollo Global Management | 65.67 Bn | 3.35 Bn | 10.56 Bn | 10.61% |
| 8 | Wheaton Precious Metals | 61.89 Bn | 57.32 Bn | 687.86 Mn | 21.60% |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn | 23.59% |
| 10 | U S Global Investors | 39.66 Mn | -96.08 Mn | - | 6.70% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 6.70% |
| Mar 31, 2026 | 7.00% |
| Dec 31, 2025 | 0.22% |
| Sep 30, 2025 | 1.88% |
| Jun 30, 2025 | -0.73% |
| Mar 31, 2025 | 0.35% |
| Dec 31, 2024 | 1.06% |
| Sep 30, 2024 | 3.75% |
| Jun 30, 2024 | 2.70% |
| Mar 31, 2024 | 3.28% |
| Dec 31, 2023 | 6.52% |
| Sep 30, 2023 | 5.69% |
| Jun 30, 2023 | 6.03% |
| Mar 31, 2023 | 1.58% |
| Dec 31, 2022 | -3.13% |
| Sep 30, 2022 | 2.07% |
| Jun 30, 2022 | 6.21% |
| Mar 31, 2022 | 17.01% |
| Dec 31, 2021 | 33.60% |
| Sep 30, 2021 | 58.72% |
API Access
U S Global Investors Return on Equity [ROE] 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-equity-%5Broe%5D&ticker=GROW&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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-equity-%5Broe%5D&ticker=GROW&period=max&api_key=YOUR_API_KEY");
const data = await res.json();