CoverageForm 410-K10-Q8-K13D13G13F

GROW · U S Global Investors Inc - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · GROW

Income Statement

Line itemQ3 '26Q2 '26Q1 '26Q2 '25Q3 '25Q1 '25Q2 '24Q3 '24Q1 '24Q2 '23
Revenue----------
Cost of Revenue----------
Gross Profit----------
R&D----------
SG&A$1.41M$1.19M$1.41M$1.39M$1.45M$1.50M$1.49M$1.73M$1.50M$1.51M
Total Operating Expenses$2.67M$2.60M$2.77M$2.77M$3.00M$2.72M$2.63M$3.08M$2.92M$2.82M
D&A$10.0K$11.0K$11.0K$16.0K$11.0K$22.0K$62.0K$41.0K$61.0K$61.0K
Operating Income$88.0K($88.0K)($515.0K)($539.0K)($893.0K)($559.0K)$192.0K($488.0K)$215.0K$908.0K
Interest Expense------$0$1.0K$1.0K$1.0K
Income Tax($844.0K)$1.38M$337.0K($30.0K)$137.0K$121.0K$436.0K$75.0K($65.0K)$217.0K
Net Income$2.68M($846.0K)$1.51M($86.0K)($382.0K)$315.0K$1.23M($35.0K)($176.0K)$869.0K
EPS - Basic$0.23($0.07)$0.12($0.01)($0.03)$0.02$0.09$0.00($0.01)$0.06
EPS - Diluted$0.23($0.07)$0.12($0.01)($0.03)$0.02$0.09$0.00($0.01)$0.06

Balance Sheet

Line itemQ3 '26Q2 '26Q1 '26Q2 '25Q3 '25Q1 '25Q2 '24Q3 '24Q1 '24Q2 '23
Cash & Equivalents$24.57M$25.23M$24.59M$24.55M$26.26M$27.34M$27.40M$27.46M$26.85M$25.40M
Accounts Receivable----------
Inventory----------
Accounts Payable$6.0K$18.0K$20.0K$10.0K$1.0K$4.0K$14.0K$58.0K$0$143.0K
Current Assets$38.05M$38.66M$39.10M$39.12M$39.30M$40.14M$40.32M$40.94M$40.51M$40.37M
Total Assets$48.92M$47.22M$48.93M$48.06M$48.76M$51.08M$51.96M$52.77M$54.09M$55.67M
Current Liabilities$1.82M$1.99M$1.91M$1.87M$1.81M$1.92M$2.16M$2.34M$2.83M$2.94M
Long-term Debt----------
Total Liabilities$2.87M$3.05M$2.94M$2.86M$2.66M$2.72M$2.96M$2.93M$3.39M$3.48M
Stockholders' Equity$46.05M$44.17M$45.99M$45.21M$46.10M$48.37M$49.01M$49.85M$50.70M$52.20M
Retained Earnings$38.42M$36.02M$37.16M$35.94M$36.41M$37.47M$37.46M$37.63M$37.07M$37.75M

Cash Flow

Line itemQ3 '26Q2 '26Q1 '26Q2 '25Q3 '25Q1 '25Q2 '24Q3 '24Q1 '24Q2 '23
Operating Cash Flow--($32.0K)--$16.0K--$884.0K-
Investing Cash Flow--$738.0K--$750.0K--$1.49M-
Financing Cash Flow--($672.0K)--($829.0K)--($927.0K)-
CapEx-----$0--$59.0K-
Free Cash Flow-----$16.0K--$825.0K-

Ratios

MetricQ3 '26Q2 '26Q1 '26Q2 '25Q3 '25Q1 '25Q2 '24Q3 '24Q1 '24Q2 '23
Profitability
Gross margin----------
Operating margin----------
EBITDA margin----------
Net margin----------
Free cash flow margin----------
FCF / Net income-----0.05---4.69-
R&D / Revenue----------
SG&A / Revenue----------
Effective tax rate-46.0%258.1%18.3%--27.8%26.2%187.5%-20.0%
Return on assets5.5%-1.8%3.1%-0.2%-0.8%0.6%2.4%-0.1%-0.3%1.6%
Return on equity5.8%-1.9%3.3%-0.2%-0.8%0.7%2.5%-0.1%-0.3%1.7%
Return on invested capital----------
Liquidity
Current ratio20.9119.4220.5120.8721.6920.9618.6317.4914.3213.74
Quick ratio20.9119.4220.5120.8721.6920.9618.6317.4914.3213.74
Cash ratio13.5012.6712.9013.1014.4914.2712.6611.739.498.64
Leverage
Debt / Equity----------
Debt / Assets----------
Debt / EBITDA----------
Interest coverage--------488.0x215.0x908.0x
Equity multiplier1.061.071.061.061.061.061.061.061.071.07
Liabilities / Assets0.060.060.060.060.050.050.060.060.060.06
Efficiency
Asset turnover----------
Inventory turnover----------
Days sales outstanding----------
Days inventory outstanding----------
Days payable outstanding----------
Cash conversion cycle----------
Valuation
P / E----------
P / B----------
P / S----------
EV / EBITDA----------
Growth
Revenue growth (YoY)----------
Revenue CAGR (3y)----------
Revenue CAGR (5y)----------
Gross profit growth (YoY)----------
Operating income growth (YoY)-83.7%7.9%--83.0%--78.9%--86.4%-69.1%
Net income growth (YoY)--883.7%378.4%--991.4%-41.4%---75.8%
EPS growth (YoY)--600.0%500.0%---50.0%---75.0%
EPS CAGR (3y)27.9%-128.9%---50.0%-56.6%---
EPS CAGR (5y)-24.5%--1.6%------3.7%
FCF growth (YoY)------98.1%---28.9%-
FCF CAGR (5y)----------
Book value growth (YoY)-0.1%-2.3%-4.9%-7.8%-7.5%-4.6%-6.1%-5.8%-8.9%-7.6%

Peer comparison

Same SIC group: Investment Advice

CompanyRevenue (last FY)Net marginROE
TROW$7.31B28.5%19.2%
CNS--27.3%
MORN$2.45B15.1%30.3%
MC--45.7%
APO$32.05B10.9%15.0%

Comparing U S GLOBAL INVESTORS INC against the 5 most active filers in the same SIC group.

Dividends

$0.10/share trailing 12 months · 0.0% YoY

Ex-datePer share
May 11, 2026$0.0080
Apr 13, 2026$0.0080
Mar 16, 2026$0.0080
Feb 9, 2026$0.0080
Jan 12, 2026$0.0080
Dec 15, 2025$0.0080
Nov 10, 2025$0.0080
Oct 14, 2025$0.0080
Sep 15, 2025$0.0080
Aug 11, 2025$0.0080
Jul 14, 2025$0.0080
Jun 16, 2025$0.0080
May 12, 2025$0.0080
Apr 14, 2025$0.0080
Mar 17, 2025$0.0080
Feb 10, 2025$0.0080
Jan 13, 2025$0.0080
Dec 16, 2024$0.0080
Nov 8, 2024$0.0080
Oct 11, 2024$0.0080
Sep 16, 2024$0.0080
Aug 12, 2024$0.0080
Jul 15, 2024$0.0080
Jun 10, 2024$0.0080