U S Global Investors (GROW) Return on Invested Capital (2022 - 2026)
U S Global Investors (GROW) posted Return on Invested Capital of 0.05% for Q1 2026, down 284.48% sequentially from 0.01% in Q4 2025, and up 17.0% YoY from 0.05% in Q1 2025.
U S Global Investors (GROW) Return on Invested Capital (2022 - 2026) Analysis & Trends
U S Global Investors has reported Return on Invested Capital for 5 years, with the latest figure at 0.05% in Q1 2026.
- Quarterly Return on Invested Capital rose 17.0% year-over-year to 0.05% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 0.05% (up 17.0% YoY) and the FY2025 annual result came in at 1.26%, down 120.0% from the prior year.
- Return on Invested Capital declined to 0.05% in Q1 2026 per GROW's latest filing, from 0.01% in the prior quarter.
- Over five years, Return on Invested Capital peaked at 1.18% in Q4 2022 and troughed at 0.39% in Q3 2022.
- A 5-year average of 0.01% and a median of 0.05% in 2024 frame the typical range for Return on Invested Capital.
- The widest YoY moves for Return on Invested Capital: up 45 bps in 2023, down 114 bps in 2023.
- Over 5 years, Return on Invested Capital stood at 1.18% in 2022, then slumped by 96 bps to 0.04% in 2023, then sank by 438 bps to 0.14% in 2024, then soared by 90 bps to 0.01% in 2025, then slumped by 284 bps to 0.05% in 2026.
- According to Business Quant data, Return on Invested Capital over the past three periods registered 0.05%, 0.01%, and 0.21% for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 0.00% |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | - |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | 0.16% |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | - |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | - |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | - |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | - |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | - |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 0.01% |
| 10 | U S Global Investors | 38.42 Mn | 4.65 Mn | - | -0.07% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -0.05% |
| Dec 31, 2025 | -0.01% |
| Sep 30, 2025 | -0.21% |
| Jun 30, 2025 | -0.29% |
| Mar 31, 2025 | -0.22% |
| Dec 31, 2024 | -0.14% |
| Sep 30, 2024 | -0.05% |
| Jun 30, 2024 | -0.01% |
| Mar 31, 2024 | 0.01% |
| Dec 31, 2023 | 0.04% |
| Sep 30, 2023 | 0.06% |
| Jun 30, 2023 | 0.09% |
| Mar 31, 2023 | -0.17% |
| Dec 31, 2022 | 1.18% |
| Sep 30, 2022 | -0.39% |