U.S. Global Investors (GROW) Competitors

$2.68
+0.01 (+0.37%)
(As of 05/17/2024 08:53 PM ET)

GROW vs. HNNA, GECC, WHG, BANX, ERES, HUIZ, AAME, JFU, HFBL, and MSVB

Should you be buying U.S. Global Investors stock or one of its competitors? The main competitors of U.S. Global Investors include Hennessy Advisors (HNNA), Great Elm Capital (GECC), Westwood Holdings Group (WHG), ArrowMark Financial (BANX), East Resources Acquisition (ERES), Huize (HUIZ), Atlantic American (AAME), 9F (JFU), Home Federal Bancorp, Inc. of Louisiana (HFBL), and Mid-Southern Bancorp (MSVB). These companies are all part of the "finance" sector.

U.S. Global Investors vs.

U.S. Global Investors (NASDAQ:GROW) and Hennessy Advisors (NASDAQ:HNNA) are both small-cap finance companies, but which is the better investment? We will compare the two companies based on the strength of their earnings, valuation, community ranking, media sentiment, institutional ownership, risk, profitability, analyst recommendations and dividends.

Hennessy Advisors has a net margin of 20.75% compared to U.S. Global Investors' net margin of 13.08%. Hennessy Advisors' return on equity of 5.90% beat U.S. Global Investors' return on equity.

Company Net Margins Return on Equity Return on Assets
U.S. Global Investors13.08% 3.05% 2.87%
Hennessy Advisors 20.75%5.90%3.57%

U.S. Global Investors received 29 more outperform votes than Hennessy Advisors when rated by MarketBeat users. However, 69.72% of users gave Hennessy Advisors an outperform vote while only 42.95% of users gave U.S. Global Investors an outperform vote.

CompanyUnderperformOutperform
U.S. Global InvestorsOutperform Votes
128
42.95%
Underperform Votes
170
57.05%
Hennessy AdvisorsOutperform Votes
99
69.72%
Underperform Votes
43
30.28%

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
U.S. Global Investors
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Hennessy Advisors
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

Hennessy Advisors has higher revenue and earnings than U.S. Global Investors. Hennessy Advisors is trading at a lower price-to-earnings ratio than U.S. Global Investors, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
U.S. Global Investors$15.07M2.51$3.15M$0.1222.33
Hennessy Advisors$25.04M2.22$4.77M$0.6810.65

U.S. Global Investors has a beta of 1.96, meaning that its share price is 96% more volatile than the S&P 500. Comparatively, Hennessy Advisors has a beta of 0.78, meaning that its share price is 22% less volatile than the S&P 500.

In the previous week, U.S. Global Investors had 4 more articles in the media than Hennessy Advisors. MarketBeat recorded 4 mentions for U.S. Global Investors and 0 mentions for Hennessy Advisors. U.S. Global Investors' average media sentiment score of 0.28 beat Hennessy Advisors' score of 0.00 indicating that U.S. Global Investors is being referred to more favorably in the media.

Company Overall Sentiment
U.S. Global Investors Neutral
Hennessy Advisors Neutral

U.S. Global Investors pays an annual dividend of $0.09 per share and has a dividend yield of 3.4%. Hennessy Advisors pays an annual dividend of $0.55 per share and has a dividend yield of 7.6%. U.S. Global Investors pays out 75.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Hennessy Advisors pays out 80.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

23.6% of U.S. Global Investors shares are owned by institutional investors. Comparatively, 10.3% of Hennessy Advisors shares are owned by institutional investors. 19.2% of U.S. Global Investors shares are owned by company insiders. Comparatively, 37.8% of Hennessy Advisors shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Summary

Hennessy Advisors beats U.S. Global Investors on 9 of the 17 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding GROW and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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GROW vs. The Competition

MetricU.S. Global InvestorsInvestment advice IndustryFinance SectorNASDAQ Exchange
Market Cap$37.86M$9.74B$10.19B$7.98B
Dividend Yield3.36%24.11%5.85%3.91%
P/E Ratio22.3345.0437.0418.77
Price / Sales2.517.33142.3085.85
Price / Cash13.7616.2716.0631.98
Price / Book0.763.543.164.64
Net Income$3.15M$306.25M$1.01B$217.28M
7 Day Performance1.52%1.42%1.73%2.90%
1 Month Performance-0.37%3.76%4.64%6.66%
1 Year Performance-3.94%24.60%19.77%9.89%

U.S. Global Investors Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HNNA
Hennessy Advisors
0 of 5 stars
$7.25
-2.0%
N/A+4.9%$55.67M$25.04M10.6616
GECC
Great Elm Capital
3.1445 of 5 stars
$10.27
-1.2%
N/A+29.0%$97.06M$21.59M4.67N/APositive News
WHG
Westwood Holdings Group
0 of 5 stars
$12.05
-0.3%
N/A+0.2%$112.19M$89.78M8.86N/APositive News
BANX
ArrowMark Financial
0 of 5 stars
$18.12
-0.4%
N/A+11.8%$129.01M$17.36M0.00N/AHigh Trading Volume
ERES
East Resources Acquisition
0 of 5 stars
$11.68
-2.3%
N/A+11.5%$134.10MN/A0.006High Trading Volume
HUIZ
Huize
0 of 5 stars
$0.78
+5.4%
N/A-15.6%$36.80M$1.20B3.901,113Upcoming Earnings
AAME
Atlantic American
0.2187 of 5 stars
$1.79
+5.3%
N/A-23.3%$36.41M$186.79M-59.48154Analyst Forecast
JFU
9F
0 of 5 stars
$3.00
flat
N/A-36.5%$35.25M$81.43M0.00331Upcoming Earnings
HFBL
Home Federal Bancorp, Inc. of Louisiana
0 of 5 stars
$10.91
-4.3%
N/A-31.8%$34.30M$21.45M8.0274Gap Up
High Trading Volume
MSVB
Mid-Southern Bancorp
0 of 5 stars
$14.14
flat
N/A+55.9%$40.72M$11.71M26.1940

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This page (NASDAQ:GROW) was last updated on 5/20/2024 by MarketBeat.com Staff

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