Basis: Trailing twelve months (TTM), to the latest fiscal quarter end. Source: stored company filings and market data; unavailable inputs remain N/A.
Is the return on equity (ROE) high or low?
The return on equity (ROE) of 6.77% is 66% above its 5-year average of 4.08%, near the low end of its 5-year range (-0.74%–48.49%).
As of the fiscal period ended Tuesday, June 30, 2026. 126.01% above its 12-month average of 2.99%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q4 FY2026 (2026-06-30): 6.77%.
RETURN ON EQUITY (ROE)
6.77%
RETURN ON EQUITY (ROE) AVG TTM
2.99%
RETURN ON EQUITY (ROE) AVG 3Y
3.36%
RETURN ON EQUITY (ROE) AVG 5Y
4.08%
RETURN ON EQUITY (ROE) AVG 10Y
2.32%
RETURN ON EQUITY (ROE) AVG 15Y
0.54%
RETURN ON EQUITY (ROE) AVG 20Y
2.51%
CURRENT VS TTM AVG
+126.01%
CURRENT VS 3Y AVG
+101.14%
CURRENT VS 5Y AVG
+66.07%
CURRENT VS 10Y AVG
+192.21%
CURRENT VS 15Y AVG
+1153.06%
CURRENT VS 20Y AVG
+169.24%
SECTOR MEDIAN · FINANCIAL SERVICES
9.33%
median of 481 covered companies
CURRENT VS SECTOR MEDIAN
-27.46%
vs the sector median at left
U.S. Global Investors, Inc.
Market Cap
$37.18M
Return on Equity (ROE)
6.77%
TTM Avg
2.99%
3Y Avg
3.36%
5Y Avg
4.08%
Market Cap
$36.70M
Return on Equity (ROE)
-89.37%
TTM Avg
-28.57%
3Y Avg
-2.80%
5Y Avg
35.27%
Market Cap
$39.23M
Return on Equity (ROE)
5.15%
TTM Avg
8.36%
3Y Avg
5.65%
5Y Avg
5.65%
Market Cap
$39.59M
Return on Equity (ROE)
-33.63%
TTM Avg
4.20%
3Y Avg
2.23%
5Y Avg
2.23%
Market Cap
$33.24M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$42.09M
Return on Equity (ROE)
4.75%
TTM Avg
7.19%
3Y Avg
46.83%
5Y Avg
46.83%
Market Cap
$43.10M
Return on Equity (ROE)
-53.27%
TTM Avg
-81.00%
3Y Avg
67.08%
5Y Avg
54.29%
Market Cap
$30.88M
Return on Equity (ROE)
-51.50%
TTM Avg
-7.42%
3Y Avg
-2.39%
5Y Avg
5.65%
Market Cap
$44.79M
Return on Equity (ROE)
3.73%
TTM Avg
1.91%
3Y Avg
2.14%
5Y Avg
2.91%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| U.S. Global Investors, Inc. (GROW) | $37.18M | 6.77% | 2.99% | 3.36% | 4.08% |
| Mount Logan Capital Inc. (MLCI)vs › | $36.70M | -89.37% | -28.57% | -2.80% | 35.27% |
| Aimei Health Technology Co., Ltd (AFJK)vs › | $39.23M | 5.15% | 8.36% | 5.65% | 5.65% |
| Kestrel Group Ltd (KG)vs › | $39.59M | -33.63% | 4.20% | 2.23% | 2.23% |
| FG Communities Holdings Inc. (FGC)vs › | $33.24M | N/A | N/A | N/A | N/A |
| DT Cloud Star Acquisition Corporation (DTSQ)vs › | $42.09M | 4.75% | 7.19% | 46.83% | 46.83% |
| Innventure, Inc. (INV)vs › | $43.10M | -53.27% | -81.00% | 67.08% | 54.29% |
| BayFirst Financial Corp. (BAFN)vs › | $30.88M | -51.50% | -7.42% | -2.39% | 5.65% |
| Marathon Bancorp, Inc. (MBBC)vs › | $44.79M | 3.73% | 1.91% | 2.14% | 2.91% |
| Heritage Global Inc. (HGBL)vs › | $45.16M | -27.52% | 6.66% | 16.45% | 17.90% |
ROE
6.8%
ROA
6.3%
ROE = Net Income / Total Shareholders' Equity
Return on equity measures how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better capital efficiency.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON EQUITY (ROE) |
|---|---|
| 2026-06-30 | 6.77% |
| 2026-03-31 | 6.86% |
| 2025-12-31 | 0.22% |
| 2025-09-30 | 1.87% |
| 2025-06-30 | -0.74% |
| 2025-03-31 | 0.35% |
| 2024-12-31 | 1.08% |
| 2024-09-30 | 3.77% |
| 2024-06-30 | 2.72% |
| 2024-03-31 | 3.11% |
| 2023-12-31 | 6.30% |
| 2023-09-30 | 5.57% |
| 2023-06-30 | 5.87% |
| 2023-03-31 | 5.45% |
| 2022-12-31 | 0.80% |
| 2022-09-30 | 5.68% |
| 2022-06-30 | 10.22% |
| 2022-03-31 | 7.46% |
| 2021-12-31 | 23.24% |
| 2021-09-30 | 47.79% |
| 2021-06-30 | 48.49% |
| 2021-03-31 | 56.74% |
| 2020-12-31 | 52.66% |
| 2020-09-30 | 4.45% |
| 2020-06-30 | -27.94% |
| 2020-03-31 | -39.12% |
| 2019-12-31 | -21.28% |
| 2019-09-30 | -32.23% |
| 2019-06-30 | -15.60% |
| 2019-03-31 | -18.02% |
| 2018-12-31 | -27.40% |
| 2018-09-30 | -7.26% |
| 2018-06-30 | 2.53% |
| 2018-03-31 | 0.69% |
| 2017-12-31 | 3.17% |
| 2017-09-30 | 1.45% |
| 2017-06-30 | -2.15% |
| 2017-03-31 | -0.03% |
| 2016-12-31 | -1.31% |
| 2016-09-30 | -10.04% |
| 2016-06-30 | -14.98% |
| 2016-03-31 | -21.90% |
| 2015-12-31 | -24.50% |
| 2015-09-30 | -17.80% |
| 2015-06-30 | -14.10% |
| 2015-03-31 | -5.56% |
| 2014-12-31 | -2.28% |
| 2014-09-30 | -3.10% |
| 2014-06-30 | -2.76% |
| 2014-03-31 | -4.81% |
| 2013-12-31 | -4.59% |
| 2013-09-30 | -0.77% |
| 2013-06-30 | -0.53% |
| 2013-03-31 | 0.37% |
| 2012-12-31 | 1.56% |
| 2012-09-30 | 2.18% |
| 2012-06-30 | 3.95% |
| 2012-03-31 | 7.97% |
| 2011-12-31 | 13.41% |
| 2011-09-30 | 18.00% |
| 2011-06-30 | 19.08% |
| 2011-03-31 | 17.90% |
| 2010-12-31 | 15.67% |
| 2010-09-30 | 14.14% |
| 2010-06-30 | 14.78% |
| 2010-03-31 | 14.71% |
| 2009-12-31 | 11.52% |
| 2009-09-30 | 2.82% |
| 2009-06-30 | -6.46% |
| 2009-03-31 | 1.88% |
| 2008-12-31 | 7.05% |
| 2008-09-30 | 18.06% |
| 2008-06-30 | 27.62% |
| 2008-03-31 | 37.36% |
| 2007-12-31 | 39.26% |
| 2007-09-30 | 41.25% |
| 2007-06-30 | 44.25% |
| 2007-03-31 | 53.76% |
| 2006-12-31 | 51.57% |
| 2006-09-30 | 51.24% |
| 2006-06-30 | 50.80% |
| 2006-03-31 | 34.87% |
| 2005-12-31 | 25.38% |
| 2005-09-30 | 20.83% |
| 2005-06-30 | 14.61% |
| 2005-03-31 | 11.30% |
| 2004-12-31 | 9.48% |
| 2004-09-30 | 19.32% |
| 2004-06-30 | 25.53% |
| 2004-03-31 | 23.66% |
| 2003-12-31 | 22.53% |
| 2003-09-30 | 9.60% |
| 2003-06-30 | 0.75% |
