U S Global Investors vs Westwood
GROW and WHG side by side, both in services allied with the exchange of securities. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How GROW and WHG compare
Westwood is the larger company, worth 5.5 times as much as U S Global Investors ($179M against $32.8M).
On earnings, U S Global Investors is cheaper: it trades at 20.5× trailing earnings, against 23.7× for Westwood.
U S Global Investors grew revenue faster over the last twelve months (35.3% versus 3.2% for Westwood).
U S Global Investors keeps more of each dollar of sales as profit, with a net margin of 11.6% compared with 7.2% at Westwood.
Both pay dividends: U S Global Investors yields 3.1% and Westwood 3.2%.
Westwood scores higher on the StockData Score (12 against 10 for U S Global Investors), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | GROW | WHG |
|---|---|---|
| Size and price | ||
| Market cap | $32.8M | $179M |
| Share price | $2.67 | $18.76 |
| Change, 1 year | 13.1% | 15.6% |
| Change, 5 years | −56.0% | 13.1% |
| Beta (5Y) | 0.70 | 0.60 |
| Employees | 21 | 148 |
| StockData Score | ||
| Total score | 10 | 12 (better) |
| Valuation score | 2 | 2 |
| Growth score | 2 (better) | 1 |
| Performance score | 0 | 1 (better) |
| Health score | 4 | 5 (better) |
| Dividend score | 2 | 3 (better) |
| Valuation | ||
| P/E | 20.5× (better) | 23.7× |
| P/S | 2.2× | 1.8× (better) |
| P/B | 0.7× (better) | 1.4× |
| EV/EBITDA | −17.1× | 26.4× (better) |
| P/FCF | 27.4× | 9.5× (better) |
| PEG | 6.98 | – |
| FCF yield | 3.6% | 10.5% (better) |
| Fair value | $2.47 | $16.68 |
| Margin of safety | −8.0% (better) | −12.5% |
| Growth | ||
| Revenue growth (TTM) | 35.3% (better) | 3.2% |
| Revenue growth, 5Y average | −7.8% | 8.5% (better) |
| Net income growth (TTM) | 100% | 220% (better) |
| EPS growth (TTM) | 85.7% | 204% (better) |
| EPS growth, 5Y average | −35.3% | – |
| Profitability | ||
| Operating margin | −0.22% | 5.1% (better) |
| Net margin | 11.6% (better) | 7.2% |
| FCF margin | 8.1% | 19.3% (better) |
| Return on equity | 3.8% | 5.6% (better) |
| Return on invested capital | −0.21% | 4.6% (better) |
| Financial health | ||
| Debt / equity | 0.00 (better) | 0.00 |
| Net debt / EBITDA | −3665.56 | – |
| Current ratio | 23.07 | – |
| Altman Z-score | 9.95 (better) | 4.09 |
| Piotroski F-score | 6 | 6 |
| Dividends and buybacks | ||
| Dividend yield | 3.1% | 3.2% (better) |
| Payout ratio | 65.5% | 75.8% |
| Years of dividend growth | 0 | – |
| Buyback yield | 5.6% (better) | 0.00% |
| Shareholder yield | 8.7% (better) | 3.2% |
| Ownership | ||
| Held by institutions | 34.1% | 57.1% |
| Held by insiders | 4.9% | 30.6% |
| Insider net buying, 12 months | $427K (better) | −$2.6M |
| Short interest, % of float | 0.04% | 1.2% |
Go deeper
- GROW stock overview
- GROW income statement
- GROW valuation and score
- WHG stock overview
- WHG income statement
- WHG valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.