U.S. Global Investors

GROW

Asset Management · Financial Services

Exchange

NASDAQ Capital Market

Winston Score

Winston is curious

Mixed quality — meaningful strengths and weaknesses.

Data as of Aug 23, 2026 · filings through Mar 31, 2026

How the score breaks down

Quality

Good

Growth

Good

Cash Flow

Weak

Stability

Good

Valuation

Good

Dividends

Mixed

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Winston Score History

The full picture

U.S. Global Investors is a small investment management firm based in San Antonio, Texas. It runs mutual funds and exchange-traded funds (ETFs) focused on niche areas like gold and precious metals, natural resources, and airline and transportation stocks. Individual investors and financial advisors are its main customers.

The company makes money by charging management fees based on the assets it holds on behalf of investors — the more money in its funds, the more it earns. It operates primarily in the United States but has some international exposure through its fund holdings. Its niche focus on commodities and travel sectors gives it a distinct identity, but that same narrow focus is also its biggest risk: when gold prices fall or air travel slows down, assets under management can drop quickly, squeezing revenue. With a negative operating margin, the company currently spends more than it earns from operations, making asset growth the critical challenge ahead.

Growth Profile

For growth stock investors

When traditional metrics don't capture the full picture, these are the signals growth stock investors use instead.

Revenue Growth

+95.5% YoY

YoY Growth Rate

Revenue accelerating

EPS Growth

+885.0% YoY

YoY Growth Rate

EPS growth accelerating

Insider Activity

5.9%ownership

Insiders own a meaningful stake in the company

Cash Position

Cash flow positive

$43M cash & investments

Quarterly Free Cash Flow

→ Burn rate stable

Company generates more cash than it spends — no dilution risk from fundraising

Revenue accelerating

U.S. Global Investors grew revenue 95% year-over-year and the growth rate is speeding up. That's the kind of momentum growth investors look for — the question is whether margins can follow.

The Winston Score above measures business quality today. Growth stocks often score lower because they invest in the future rather than maximising current profits. These metrics show what matters most for evaluating that future.

Score breakdown

Every number that matters to educated investors.

Each metric is explained in plain language so you know exactly what you're looking at. Start your free trial now.

Quality

Profit per sale

Gross Margin

99.5%

Premium pricing power — 99.5% gross margin

Profit after running costs

Operating Margin

35.1%

Excellent — 35.1% operating margin

Return on the money invested

ROCE

-0.3%

Weak — -0.3% return on capital

Negative ROIC means the business is losing money on every dollar invested in it.

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Growth

Sales growth

Sales YoY

+21.3%

Fast-growing sales (+21.3% YoY)

Profit growth

EPS YoY

>+1,000%

Earnings growing fast (>+1,000% YoY)

Earnings growing 25%+ a year. The compounder zone.

How steady the profit is

EPS Consistency

3/8 quarters

Earnings rarely grow — volatile business

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Cash Flow

Profit that turns into cash

Cash Conversion

16%

Weak — only 16% of profit becomes cash

Spare cash per sale

FCF Margin

4.3%

Thin free cash flow (4.3%)

FCF margin between 0% and 10%. Some cash from sales, but not a lot.

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Stability

What it owes vs what it owns

Debt / Equity

0.00

Conservative — low debt load (0.00)

Covers its interest

Interest Cover

N/A

Data not available

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Valuation

Price vs profit

P/E Ratio (TTM)

12.1x

no trend

Attractive valuation — P/E 12.1

P/E in the normal range. Price is roughly $15 for every $1 of yearly profit.

Cheaper or dearer next year

P/E vs Forward

N/A

not available

Data not available

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Dividends

Dividend

Dividend Yield

3.02%

no trend

Moderate income — 3.02% yield

Standard yield zone for stable dividend payers. A meaningful piece of total return.

Dividend record

Dividend Growth

+0.0%

no trend

Dividend flat

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