Event-Driven Stocks

U S GLOBAL INVESTORS INC

GROWNasdaq

Financials · Investment Advice · TX · SEC filings ↗ · Compare ⊕

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Signs● 3 good● 4 warning● 1 severedetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23FY22FY21FY20
Revenue$8.5M$11.0M$15.1M$24.7M$21.7M$4.5M
Operating income−$3.0M−$480,000$3.5M$11.1M$8.2M−$2.4M
Net income−$334,000$1.3M$3.1M$3.4M$32.0M−$4.7M
Total assets$48.1M$52.0M$55.7M$58.4M$62.3M$18.8M
Total liabilities$2.9M$3.0M$3.7M$4.6M$8.0M$2.1M
Equity$45.2M$49.0M$52.0M$53.6M$54.3M$16.8M
EPS (diluted)$-0.03$0.09$0.22$0.23$2.12$-0.31
Shares out.10.9M11.6M14.6M15.0M15.1M15.1M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
−35.3%
Net margin
−4.0%
Return on equity
−0.7%
Return on assets
−0.7%
Return on capital (ROCE)
−6.5%
Liabilities / assets
5.9%
Debt / equity
0.06×
Book value / share
$4.15
Revenue growth (YoY)
−23.1%
Net income growth (YoY)
−125.1%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Altman Z″ (distress)
23.72safe
Accruals / assets
1.0%clean
Piotroski F-Score
2/9weak

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
33
/ 100
Profitability 0Growth 0Catalyst 33Earnings quality 33Financial strength 100

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast. What these scores mean →

Signs

● 1 severe● 4 warning● 3 good
  • Filed a late-filing notice (Form NT) — missed an SEC deadline
  • Operating losses (negative operating margin)
  • Reported a net loss
  • Revenue declined year-over-year
  • Negative operating cash flow
  • Conservative leverage (liabilities < 50% of assets)
  • Clean earnings (low accruals)
  • Altman Z″ in the safe zone

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

Risk flags

late SEC filings

A Form NT means the company notified the SEC it would file a periodic report late — often an accounting, audit or liquidity warning sign. Also search SEC enforcement actions for this company.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Insider transactions

SEC Form 4 · most recent
12 acquisitions0 disposalsnet +7,260 shares · last 12
InsiderDateTypeSharesPrice
Callicotte LisaOfficer — CFOMay 29, 2026J359$2.64
Holmes Frank EOfficer — CEO/CIOMay 29, 2026J904$2.64
Holmes Frank EOfficer — CEO/CIOApr 30, 2026J907$2.63
Callicotte LisaOfficer — CFOApr 30, 2026J359$2.63
Holmes Frank EOfficer — CEO/CIOMar 31, 2026J963$2.48
Callicotte LisaOfficer — CFOMar 31, 2026J382$2.48
Holmes Frank EOfficer — CEO/CIOFeb 27, 2026J716$3.33
Callicotte LisaOfficer — CFOFeb 27, 2026J284$3.33
Holmes Frank EOfficer — CEO/CIOJan 30, 2026J719$3.32
Callicotte LisaOfficer — CFOJan 30, 2026J285$3.32
Holmes Frank EOfficer — CEO/CIODec 31, 2025J990$2.41
Callicotte LisaOfficer — CFODec 31, 2025J392$2.41

Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 20262,8321.0+35.5%
Apr 30, 20262,0901.0-1.8%
Apr 15, 20262,1281.0+10.2%
Mar 31, 20261,9311.0-77.2%
Mar 13, 20268,4591.0-47.8%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (1)

Spot an error in this record? Report it. Every correction is verified against the source filing before we change anything.