U S Global Investors (GROW) Return on Invested Capital (2022 - 2026)
U S Global Investors (GROW) reported Return on Invested Capital of 0.05% for Q1 2026, up 17.0% on a YoY basis from 0.05% in Q1 2025, and down 284.48% sequentially from 0.01% in Q4 2025.
U S Global Investors (GROW) Return on Invested Capital (2022 - 2026) Analysis & Trends
U S Global Investors (GROW) has 5 years of Return on Invested Capital data on file, last reported at 0.05% in Q1 2026.
- For the quarter ending Q1 2026, Return on Invested Capital rose 17.0% year-over-year to 0.05%; the trailing twelve-month figure through Mar 2026 stood at 0.05% (up 17.0% YoY), and the FY2025 full-year result was 1.26%, down 120.0% from the prior year.
- Return on Invested Capital declined to 0.05% in Q1 2026, from 0.01% in the prior quarter.
- In the past five years, Return on Invested Capital ranged from a high of 1.18% in Q4 2022 to a low of 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.
- Peak annual rise in Return on Invested Capital reached 45 bps in 2023, while the deepest fall reached 114 bps in 2023.
- Tracing GROW's Return on Invested Capital over 5 years: stood at 1.18% in 2022, then tumbled by 96 bps to 0.04% in 2023, then slumped by 438 bps to 0.14% in 2024, then soared by 90 bps to 0.01% in 2025, then tumbled by 284 bps to 0.05% in 2026.
- Business Quant data shows GROW's Return on Invested Capital at 0.05% in Q1 2026, 0.01% in Q4 2025, and 0.21% in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | 0.00% |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 0.00% |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | - |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | - |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | - |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | - |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | - |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 0.01% |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | - |
| 10 | U S Global Investors | 34.39 Mn | 24.19 Mn | - | -0.05% |
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% |