showing the working

← Financial services

GROW

U S Global Investors

Financial services · fiscal year ending 2025-06-30

Through the investors’ lenses

0 of 3 cleared1 of 6 criteria

Each of these investors has said in public what they look at before buying. Click a name to see how this company measures up — a tick where it passes one of their tests, a cross where it does not.

Warren Buffett 0/3
MeasureGROWChecked against
Owner earnings$-280.00kpositive
Return on equity-0.7%US median 2.8%
Debt to equityUS median 0.57x
Operating margin-35.3%US median 3.1%

Passes 0 of 3. These are the measures Warren Buffett published, applied to U S Global Investors’s own figures — their criteria, not their view of this company. What he looks at, and why →

Benjamin Graham 1/2
MeasureGROWChecked against
Current ratio20.87x2.00x published
Long-term debt to working capital1.00x published
Positive earnings, ten years running0 yrs10 published

Passes 1 of 2. These are the measures Benjamin Graham published, applied to U S Global Investors’s own figures — their criteria, not their view of this company. What he looks at, and why →

Peter Lynch 0/1
MeasureGROWChecked against
Debt to equityUS median 0.57x
Net margin-4.0%US median 2.0%

Passes 0 of 1. These are the measures Peter Lynch published, applied to U S Global Investors’s own figures — their criteria, not their view of this company. What he looks at, and why →

BasisPayoutWhy
GAAP earningsnegative
why
Lost $0.0300 per share — no earnings to pay from.
Operating cash flownegative
why
Operations consumed $822k of cash rather than producing any, so no ratio exists.
Free cash flownegative
why
Operating cash flow was $829k short of capital spending, so no ratio exists. The dividend was not funded from free cash flow this year.
Nothing is marked as applying, deliberately — no basis produces a ratio. Earnings, operating cash flow and free cash flow are all negative, so there is no denominator to divide the dividend by. That is not a gap in the data; it is the answer. The dividend was funded from something other than the money the business made this year — borrowing, cash on hand, or asset sales — and the filing will say which.

Coverage rating 3 / 100 — Not covered. ? Peer standing 3/50Direction 0/30Stability 0/20

Against its own history: 164.5% this year vs 19.0% median over the prior 5. A gap this size is usually a one-off — acquisition, settlement, cyclical trough — not a dividend that stopped being funded. The rating reads the latest year; the table shows the trend.

Free cash flow payout, last 6 years

Fiscal yearPayout
2024-06-30164.5%
2023-06-3046.0%
2022-06-3012.0%
2021-06-3013.6%
2017-06-3066.1%
2016-06-3019.0%
Coverage worsened sharply this year, 46.0% to 164.5%, after no clear trend before it. One year is not a trend, but it is worth knowing which direction the last one moved.

5% of the 39 financial services here pay out more — at the demanding end.

The arithmetic

Where the figures came from

Every one is public at sec.gov and free to check. That is the point — you should not have to take our word for any of it.

Caveats on this company


Computed by an open pipeline reading SEC XBRL directly. If any number here looks wrong to you, tell us — that is more useful to us than agreement.

Also on: rated not covered · when it files.

Who else looks like this

Every figure above is computed from U S Global Investors’s own filing, and every company here is measured the same way. Screen all of them on any of these twelve measures, or on the rules four investors published — free, and nothing you screen leaves your browser.

Screen every company →

A subscription screens every company on this site at once, and turns a whole portfolio into one documentwhat that adds.