Reading GROW? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track GROW free→Reading GROW? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track GROW free→NASDAQFinancialsAsset ManagementSnapshot 2026-06-15
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
Recent financial performance is weak, and earnings quality is fragile, indicating that reported profits are not well supported by cash. Risk is elevated, and the sector backdrop presents a headwind, which may affect GROW's prospects. Peer multiples imply a price about 22% above where it trades (it looks cheap on this basis); the read is fair, but weakening, as it is priced roughly in line with peers, but recent financials or earnings quality are weakening. Key factors to watch include any guidance cuts from GROW and the performance of sector bellwethers like BLK, BX, and KKR. This read is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 5 valuation methods, at three horizons. Current price $2.99. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $2.99 GROW trades at 12× p/e, below its 15× p/e peer median. Our $3.84 fair value sits above the price; high confidence. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
The price implies about 22% below a flat-multiple fair value, below our forecast of about -3%. This describes what's priced in, not a forecast of the move.
Only weak execution quality, a turbulent sector regime (Heating) — not the full expensive x weak x turbulent stack.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Financials names rated weak grew net income 56% of the time over the next year (vs 59% for the rest of the cohort, n=3730).
Over the trailing year it converted 0.16x of net income into operating cash flow. Historically, Financials names rated fragile grew net income 49% of the time over the next year (vs 60% for the rest of the cohort, n=3541).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity.
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
via XLF
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 100% of the last 1 guided quarters · 200.0% avg surprise
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$152.
How much price usually moves either way.
On a bad day, this stock has moved -$331.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $3,218.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-15
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: If EPS is more than $0.21, it shows strong performance and good management. This can help investors feel confident.
Confirms:EPS reported above $0.21 in Q3.
Disproves:EPS reported below $0.21 in Q3.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for GROW yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Results of Operations and Financial Condition. On June 5, 2026, U.S. Global Investors, Inc. (the “Company”) filed an Amended Quarterly Report on Form 10-Q/A for the three and nine months ended March 31, 2026 (the Form 10-Q/A”). On the same date, the Company issued a press release reporting corrected financial results for those periods in connection with the filing of the Form 10-Q/A. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information f…
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
Looks cheaper than most peers in the same business.
Self-history needs ~20 months of data.
Trailing four: 2025-Q3, 2026-Q1, 2026-Q2, 2026-Q3
A side-by-side read on sector standing, valuation, and risk versus Asset Management & Custody Banks.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
GROW US Global Investors Inc | Typical Show detailsSector percentile: 59 of 100 | fair | elevated |
BLK BlackRock | Typical Show detailsSector percentile: 61 of 100 | expensive | moderate |
BX Blackstone Inc. | Below typical Show detailsSector percentile: 23 of 100 | expensive | elevated |
BNY BNY Mellon | Typical Show detailsSector percentile: 62 of 100 | full | low |
BK BNY Mellon | Above typical Show detailsSector percentile: 100 of 100 | inexpensive | high |
Not investment advice. As of 2026-06-15.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-15.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on improving net income through operational efficiencies and revenue growth.
Enhance earnings per share through strategic initiatives and cost management.
Drive revenue growth through market expansion and product offerings.
Why it matters: Retail sales data affects how investors feel. It also changes market conditions for firms like GROW.
Confirms one read:Retail sales increase more than 0.5% month over month.
Confirms the other:Retail sales decrease or increase less than 0.5% month over month.
Why it matters: If net income goes up, it shows the company is growing well. This can make investors feel good.
Confirms:Net income reported above $2.7 million in Q3.
Disproves:Net income reported below $2.7 million in Q3.
Why it matters: The FOMC's decision on interest rates can change market conditions. It also affects how investors act.
Confirms one read:FOMC raises interest rates or signals a hawkish stance.
Confirms the other:FOMC keeps rates unchanged or signals a dovish stance.
Why it matters: A drop below 15% could signal a slowdown in the financial sector's growth phase. This would raise concerns about the company's revenue trajectory.
Confirms:Revenue growth reported below 15% year over year in Q3.
Disproves:Revenue growth remains at or above 15% year over year in Q3.
Results of Operations and Financial Condition. On May 13, 2026, U.S. Global Investors, Inc. issued a press release reporting earnings and other financial results for its quarter ended March 31, 2026. A copy of the press release is attached and being furnished as Exhibit 99.1. The information in this current report on Form 8-K, including the accompanying Exhibit 99.1, shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934 (the "Exchange Act"), or otherwis…
Results of Operations and Financial Condition. On February 20, 2026, U.S. Global Investors, Inc. issued a press release reporting earnings and other financial results for its quarter ended December 31, 2025. A copy of the press release is attached and being furnished as Exhibit 99.1. The information in this current report on Form 8-K, including the accompanying Exhibit 99.1, shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934 (the "Exchange Act"), or…
Results of Operations and Financial Condition. On November 12, 2025, U.S. Global Investors, Inc. issued a press release reporting earnings and other financial results for its quarter ended September 30, 2025. A copy of the press release is attached and being furnished as Exhibit 99.1. The information in this current report on Form 8-K, including the accompanying Exhibit 99.1, shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934 (the "Exchange Act"), or…
Results of Operations and Financial Condition. On September 8, 2025, U.S. Global Investors, Inc. issued a press release reporting earnings and other financial results for its fiscal year ended June 30, 2025. A copy of the press release is attached and being furnished as Exhibit 99.1. The information in this current report on Form 8-K, including the accompanying Exhibit 99.1, shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934 (the "Exchange Act"), or…