U S Global Investors GROW
NASDAQ GROW
$3.29 +0.09 (+2.81%)
At close: Aug 21, 2026 · 4:00 PM EDT

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
DateValue
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%