NASDAQ:GROW

U.S. Global Investors Competitors

$8.12
-0.41 (-4.81 %)
(As of 04/16/2021 04:00 PM ET)
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Today's Range
$8.10
Now: $8.12
$8.90
50-Day Range
$6.36
MA: $7.80
$11.84
52-Week Range
$1.20
Now: $8.12
$12.89
Volume441,437 shs
Average Volume468,236 shs
Market Capitalization$122.34 million
P/E RatioN/A
Dividend Yield0.63%
Beta2.9

Competitors

U.S. Global Investors (NASDAQ:GROW) Vs. FDUS, VALU, SAR, PUYI, MRCC, and SAMG

Should you be buying GROW stock or one of its competitors? Companies in the industry of "investment advice" are considered alternatives and competitors to U.S. Global Investors, including Fidus Investment (FDUS), Value Line (VALU), Saratoga Investment (SAR), Puyi (PUYI), Monroe Capital (MRCC), and Silvercrest Asset Management Group (SAMG).

Fidus Investment (NASDAQ:FDUS) and U.S. Global Investors (NASDAQ:GROW) are both small-cap finance companies, but which is the better business? We will compare the two businesses based on the strength of their risk, analyst recommendations, dividends, institutional ownership, profitability, valuation and earnings.

Volatility and Risk

Fidus Investment has a beta of 1.89, meaning that its share price is 89% more volatile than the S&P 500. Comparatively, U.S. Global Investors has a beta of 2.9, meaning that its share price is 190% more volatile than the S&P 500.

Dividends

Fidus Investment pays an annual dividend of $1.24 per share and has a dividend yield of 7.4%. U.S. Global Investors pays an annual dividend of $0.06 per share and has a dividend yield of 0.7%. Fidus Investment pays out 86.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Fidus Investment has raised its dividend for 1 consecutive years and U.S. Global Investors has raised its dividend for 1 consecutive years.

Profitability

This table compares Fidus Investment and U.S. Global Investors' net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Fidus Investment26.80%9.15%4.66%
U.S. Global Investors11.96%6.06%5.48%

Earnings and Valuation

This table compares Fidus Investment and U.S. Global Investors' revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fidus Investment$77.11 million5.28$48.47 million$1.4411.57
U.S. Global Investors$4.48 million27.31$-4,680,000.00N/AN/A

Fidus Investment has higher revenue and earnings than U.S. Global Investors.

Institutional and Insider Ownership

22.9% of Fidus Investment shares are held by institutional investors. Comparatively, 34.3% of U.S. Global Investors shares are held by institutional investors. 1.4% of Fidus Investment shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Analyst Ratings

This is a breakdown of recent recommendations and price targets for Fidus Investment and U.S. Global Investors, as reported by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Fidus Investment00603.00
U.S. Global Investors0000N/A

Fidus Investment presently has a consensus price target of $15.40, suggesting a potential downside of 7.56%. Given Fidus Investment's higher probable upside, analysts clearly believe Fidus Investment is more favorable than U.S. Global Investors.

Summary

Fidus Investment beats U.S. Global Investors on 8 of the 13 factors compared between the two stocks.

U.S. Global Investors (NASDAQ:GROW) and Value Line (NASDAQ:VALU) are both small-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their profitability, dividends, valuation, analyst recommendations, earnings, risk and institutional ownership.

Risk and Volatility

U.S. Global Investors has a beta of 2.9, indicating that its stock price is 190% more volatile than the S&P 500. Comparatively, Value Line has a beta of -0.1, indicating that its stock price is 110% less volatile than the S&P 500.

Dividends

U.S. Global Investors pays an annual dividend of $0.06 per share and has a dividend yield of 0.7%. Value Line pays an annual dividend of $0.84 per share and has a dividend yield of 2.7%. U.S. Global Investors has raised its dividend for 1 consecutive years and Value Line has raised its dividend for 6 consecutive years. Value Line is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Profitability

This table compares U.S. Global Investors and Value Line's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
U.S. Global Investors11.96%6.06%5.48%
Value Line43.60%32.05%16.41%

Earnings and Valuation

This table compares U.S. Global Investors and Value Line's revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
U.S. Global Investors$4.48 million27.31$-4,680,000.00N/AN/A
Value Line$40.30 million7.26$15.66 millionN/AN/A

Value Line has higher revenue and earnings than U.S. Global Investors.

Insider & Institutional Ownership

34.3% of U.S. Global Investors shares are owned by institutional investors. Comparatively, 7.4% of Value Line shares are owned by institutional investors. 0.0% of Value Line shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Analyst Recommendations

This is a breakdown of current ratings and target prices for U.S. Global Investors and Value Line, as provided by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
U.S. Global Investors0000N/A
Value Line0000N/A

Summary

Value Line beats U.S. Global Investors on 8 of the 11 factors compared between the two stocks.

U.S. Global Investors (NASDAQ:GROW) and Saratoga Investment (NYSE:SAR) are both small-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their profitability, dividends, valuation, analyst recommendations, earnings, risk and institutional ownership.

Profitability

This table compares U.S. Global Investors and Saratoga Investment's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
U.S. Global Investors11.96%6.06%5.48%
Saratoga Investment54.72%7.97%4.27%

Risk and Volatility

U.S. Global Investors has a beta of 2.9, indicating that its stock price is 190% more volatile than the S&P 500. Comparatively, Saratoga Investment has a beta of 1.68, indicating that its stock price is 68% more volatile than the S&P 500.

Insider & Institutional Ownership

34.3% of U.S. Global Investors shares are owned by institutional investors. Comparatively, 21.6% of Saratoga Investment shares are owned by institutional investors. 15.7% of Saratoga Investment shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Dividends

U.S. Global Investors pays an annual dividend of $0.06 per share and has a dividend yield of 0.7%. Saratoga Investment pays an annual dividend of $1.72 per share and has a dividend yield of 7.0%. Saratoga Investment pays out 69.1% of its earnings in the form of a dividend. U.S. Global Investors has raised its dividend for 1 consecutive years.

Analyst Recommendations

This is a breakdown of current ratings and target prices for U.S. Global Investors and Saratoga Investment, as provided by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
U.S. Global Investors0000N/A
Saratoga Investment00703.00

Saratoga Investment has a consensus target price of $23.75, suggesting a potential downside of 3.77%. Given Saratoga Investment's higher probable upside, analysts plainly believe Saratoga Investment is more favorable than U.S. Global Investors.

Earnings and Valuation

This table compares U.S. Global Investors and Saratoga Investment's revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
U.S. Global Investors$4.48 million27.31$-4,680,000.00N/AN/A
Saratoga Investment$58.45 million4.72$55.74 million$2.499.91

Saratoga Investment has higher revenue and earnings than U.S. Global Investors.

Summary

Saratoga Investment beats U.S. Global Investors on 8 of the 14 factors compared between the two stocks.

Puyi (NASDAQ:PUYI) and U.S. Global Investors (NASDAQ:GROW) are both small-cap finance companies, but which is the better stock? We will contrast the two companies based on the strength of their analyst recommendations, profitability, institutional ownership, risk, dividends, valuation and earnings.

Profitability

This table compares Puyi and U.S. Global Investors' net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
PuyiN/AN/AN/A
U.S. Global Investors11.96%6.06%5.48%

Volatility and Risk

Puyi has a beta of 1.08, indicating that its stock price is 8% more volatile than the S&P 500. Comparatively, U.S. Global Investors has a beta of 2.9, indicating that its stock price is 190% more volatile than the S&P 500.

Institutional and Insider Ownership

34.3% of U.S. Global Investors shares are held by institutional investors. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Analyst Ratings

This is a breakdown of recent ratings and recommmendations for Puyi and U.S. Global Investors, as reported by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Puyi0000N/A
U.S. Global Investors0000N/A

Valuation & Earnings

This table compares Puyi and U.S. Global Investors' revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Puyi$18.33 million13.98$-4,660,000.00N/AN/A
U.S. Global Investors$4.48 million27.31$-4,680,000.00N/AN/A

Puyi has higher revenue and earnings than U.S. Global Investors.

Summary

U.S. Global Investors beats Puyi on 6 of the 8 factors compared between the two stocks.

U.S. Global Investors (NASDAQ:GROW) and Monroe Capital (NASDAQ:MRCC) are both small-cap finance companies, but which is the better stock? We will contrast the two businesses based on the strength of their analyst recommendations, valuation, risk, profitability, institutional ownership, earnings and dividends.

Dividends

U.S. Global Investors pays an annual dividend of $0.06 per share and has a dividend yield of 0.7%. Monroe Capital pays an annual dividend of $1.00 per share and has a dividend yield of 9.3%. Monroe Capital pays out 70.4% of its earnings in the form of a dividend. U.S. Global Investors has raised its dividend for 1 consecutive years and Monroe Capital has raised its dividend for 1 consecutive years.

Volatility and Risk

U.S. Global Investors has a beta of 2.9, suggesting that its stock price is 190% more volatile than the S&P 500. Comparatively, Monroe Capital has a beta of 1.43, suggesting that its stock price is 43% more volatile than the S&P 500.

Valuation & Earnings

This table compares U.S. Global Investors and Monroe Capital's gross revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
U.S. Global Investors$4.48 million27.31$-4,680,000.00N/AN/A
Monroe Capital$68.19 million3.37$19.21 million$1.427.59

Monroe Capital has higher revenue and earnings than U.S. Global Investors.

Institutional & Insider Ownership

34.3% of U.S. Global Investors shares are owned by institutional investors. Comparatively, 19.6% of Monroe Capital shares are owned by institutional investors. 3.1% of Monroe Capital shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Profitability

This table compares U.S. Global Investors and Monroe Capital's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
U.S. Global Investors11.96%6.06%5.48%
Monroe Capital-4.93%14.44%5.41%

Analyst Recommendations

This is a summary of recent recommendations for U.S. Global Investors and Monroe Capital, as reported by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
U.S. Global Investors0000N/A
Monroe Capital01002.00

Summary

U.S. Global Investors beats Monroe Capital on 6 of the 11 factors compared between the two stocks.

U.S. Global Investors (NASDAQ:GROW) and Silvercrest Asset Management Group (NASDAQ:SAMG) are both small-cap finance companies, but which is the superior stock? We will compare the two companies based on the strength of their dividends, analyst recommendations, risk, profitability, institutional ownership, valuation and earnings.

Dividends

U.S. Global Investors pays an annual dividend of $0.06 per share and has a dividend yield of 0.7%. Silvercrest Asset Management Group pays an annual dividend of $0.64 per share and has a dividend yield of 4.2%. Silvercrest Asset Management Group pays out 54.7% of its earnings in the form of a dividend. U.S. Global Investors has raised its dividend for 1 consecutive years and Silvercrest Asset Management Group has raised its dividend for 1 consecutive years.

Risk & Volatility

U.S. Global Investors has a beta of 2.9, indicating that its share price is 190% more volatile than the S&P 500. Comparatively, Silvercrest Asset Management Group has a beta of 0.87, indicating that its share price is 13% less volatile than the S&P 500.

Earnings & Valuation

This table compares U.S. Global Investors and Silvercrest Asset Management Group's revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
U.S. Global Investors$4.48 million27.31$-4,680,000.00N/AN/A
Silvercrest Asset Management Group$102.15 million2.15$8.65 million$1.1712.99

Silvercrest Asset Management Group has higher revenue and earnings than U.S. Global Investors.

Institutional & Insider Ownership

34.3% of U.S. Global Investors shares are owned by institutional investors. Comparatively, 43.2% of Silvercrest Asset Management Group shares are owned by institutional investors. 11.1% of Silvercrest Asset Management Group shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Profitability

This table compares U.S. Global Investors and Silvercrest Asset Management Group's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
U.S. Global Investors11.96%6.06%5.48%
Silvercrest Asset Management Group9.78%18.47%9.33%

Analyst Ratings

This is a summary of recent ratings for U.S. Global Investors and Silvercrest Asset Management Group, as reported by MarketBeat.com.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
U.S. Global Investors0000N/A
Silvercrest Asset Management Group00203.00

Silvercrest Asset Management Group has a consensus target price of $16.75, indicating a potential upside of 10.20%. Given Silvercrest Asset Management Group's higher probable upside, analysts plainly believe Silvercrest Asset Management Group is more favorable than U.S. Global Investors.

Summary

Silvercrest Asset Management Group beats U.S. Global Investors on 9 of the 13 factors compared between the two stocks.


U.S. Global Investors Competitors List

Competitor NameCompetitor BTM RankCompetitor PriceCompetitor Price ChangeCompetitor Market CapCompetitor RevenueCompetitor P/E RatioCompetitor Indicator(s)
Fidus Investment logo
FDUS
Fidus Investment
1.6$16.66-0.2%$407.12 million$77.11 million18.51
Value Line logo
VALU
Value Line
1.1$30.57-1.5%$292.68 million$40.30 million16.44Decrease in Short Interest
Saratoga Investment logo
SAR
Saratoga Investment
1.6$24.68-0.3%$275.68 million$58.45 million8.54Increase in Short Interest
PUYI
Puyi
0.5$4.25-1.2%$256.34 million$18.33 million0.00Increase in Short Interest
Monroe Capital logo
MRCC
Monroe Capital
1.1$10.78-0.0%$229.66 million$68.19 million-53.90Increase in Short Interest
News Coverage
Silvercrest Asset Management Group logo
SAMG
Silvercrest Asset Management Group
2.3$15.20-0.9%$219.34 million$102.15 million13.57Analyst Revision
News Coverage
WHG
Westwood Holdings Group
1.0$16.75-1.4%$141.22 million$84.08 million72.83
StoneCastle Financial logo
BANX
StoneCastle Financial
1.5$19.80-0.2%$129.93 million$16.35 million63.87
Manning & Napier logo
MN
Manning & Napier
0.5$7.55-3.4%$129.42 million$136 million41.94High Trading Volume
Decrease in Short Interest
News Coverage
Gap Down
Great Elm Capital logo
GECC
Great Elm Capital
1.7$3.34-0.9%$78.52 million$27.04 million-1.37Analyst Report
Increase in Short Interest
HNNA
Hennessy Advisors
1.4$9.05-0.6%$66.61 million$33.39 million8.54
PHCF
Puhui Wealth Investment Management
0.4$4.14-3.9%$47.64 million$2.18 million0.00Increase in Short Interest
News Coverage
Gap Down
Medley Management logo
MDLY
Medley Management
0.5$6.90-17.5%$4.62 million$48.84 million-0.86News Coverage
Gap Down
This page was last updated on 4/17/2021 by MarketBeat.com Staff
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