GROW vs SAMAU

Comparison between U.S. Global Investors Inc - Class A (GROW, Company) and Schultze Special Purpose Acquisition Corp II - Units (1 Ord Share Class A & 1/2 War) (SAMAU, Company).

GROW vs SAMAU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GROW(COMPANY)	SAMAU(COMPANY)
Market Cap	$40M	$40M
Max Drawdown	97.64%	4.77%
Sharpe Ratio	0.84	0.25
5Y Beta	0.46	N/A
Industry	Asset Management	N/A
P/E Ratio	13.53	-229.53
Forward P/E	28.82	N/A
PEG Ratio	0.10	N/A
Dividend Yield	2.87%	N/A
5Y Dividends CAGR	16.47%	N/A
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	0.13%	-3.27%
P/S Ratio	4.16	N/A
P/B Ratio	0.85	7.97

Market Cap

GROW

$40M

Winner

SAMAU

$40M

Max Drawdown

GROW

97.64%

Winner

SAMAU

4.77%

Sharpe Ratio

Winner

GROW

0.84

SAMAU

0.25

5Y Beta

GROW

0.46

SAMAU

N/A

Industry

GROW

Asset Management

SAMAU

N/A

P/E Ratio

GROW

13.53

Winner

SAMAU

-229.53

Forward P/E

GROW

28.82

SAMAU

N/A

PEG Ratio

GROW

0.10

SAMAU

N/A

Dividend Yield

GROW

2.87%

SAMAU

N/A

5Y Dividends CAGR

GROW

16.47%

SAMAU

N/A

Debt to Equity

GROW

0.00%

SAMAU

0.00%

Free Cash Flow Yield

Winner

GROW

0.13%

SAMAU

-3.27%

P/S Ratio

GROW

4.16

SAMAU

N/A

P/B Ratio

Winner

GROW

0.85

SAMAU

7.97

GROW vs SAMAU - Historical Returns

Returns include dividend reinvestment.

Period	GROW	SAMAU
1 month	+20.07%	+0.28%
3 months	+11.07%	+2.10%
6 months	+32.57%	+3.38%
1 year	+33.09%	+7.44%
5 years(CAGR)	-10.56%	N/A
10 years(CAGR)	+8.57%	N/A
Max(CAGR)	+7.17%	+3.80%

Winner

GROW

+20.07%

SAMAU

+0.28%

Winner

GROW

+11.07%

SAMAU

+2.10%

Winner

GROW

+32.57%

SAMAU

+3.38%

Winner

GROW

+33.09%

SAMAU

+7.44%

5Y(CAGR)

GROW

-10.56%

SAMAU

N/A

10Y(CAGR)

GROW

+8.57%

SAMAU

N/A

Max(CAGR)

Winner

GROW

+7.17%

SAMAU

+3.80%

GROW vs SAMAU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	GROW	SAMAU
2026	+30.15%	N/A
2025	+2.58%	N/A
2024	-8.50%	N/A
2023	+0.00%	+6.05%
2022	-37.10%	+0.20%
2021	-22.80%	+2.72%
2020	+271.77%	N/A
2019	+19.58%	N/A
2018	-78.51%	N/A
2017	+173.72%	N/A
2016	+21.45%	N/A
2015	-60.92%	N/A
2014	+23.83%	N/A
2013	-39.44%	N/A
2012	-32.23%	N/A
2011	-23.96%	N/A
2010	-30.38%	N/A
2009	+139.26%	N/A
2008	-70.62%	N/A
2007	-46.93%	N/A
2006	+428.90%	N/A
2005	+227.83%	N/A
2004	-7.66%	N/A
2003	+82.98%	N/A
2002	+133.24%	N/A
2001	+8.38%	N/A
2000	-41.37%	N/A
1999	-7.41%	N/A

GROW vs SAMAU Drawdown Comparison

The maximum drawdown for GROW was -96.75%, occurring on Mar 24, 2020. This drawdown has not yet recovered.

The maximum drawdown for SAMAU was -4.77%, occurring on Sep 27, 2023. This drawdown has not yet recovered.

The current GROW drawdown is -85.79%. The current SAMAU drawdown is -3.69%.

Rank	GROW	SAMAU
#1	-96.75% Dec 28, 2006 - Mar 24, 2020	-4.77% Sep 18, 2023 - Sep 27, 2023
#2	-65.00% Mar 1, 2000 - Jan 27, 2003	-3.27% Apr 18, 2023 - Sep 18, 2023
#3	-47.42% Apr 2, 2004 - Feb 24, 2005	-3.24% Dec 31, 2021 - Feb 14, 2023
#4	-41.09% Feb 28, 2003 - Aug 19, 2003	-1.19% Dec 17, 2021 - Dec 31, 2021
#5	-38.82% Feb 6, 2006 - Apr 28, 2006	-1.07% Mar 13, 2023 - Mar 31, 2023
#6	-32.99% May 10, 2006 - Sep 5, 2006	-0.60% Oct 13, 2021 - Oct 28, 2021
#7	-31.41% Sep 18, 2006 - Nov 9, 2006	-0.60% Dec 10, 2021 - Dec 17, 2021
#8	-26.56% Apr 5, 2005 - Sep 28, 2005	-0.58% Apr 12, 2023 - Apr 14, 2023
#9	-24.16% Jan 3, 2000 - Feb 29, 2000	-0.40% Nov 24, 2021 - Dec 9, 2021
#10	-22.84% Nov 1, 1999 - Dec 23, 1999	-0.29% Apr 5, 2023 - Apr 12, 2023
#11	-20.87% Dec 27, 2005 - Jan 26, 2006	-0.20% Nov 22, 2021 - Nov 24, 2021
#12	-20.00% Aug 19, 2003 - Sep 12, 2003	-0.19% Mar 31, 2023 - Apr 5, 2023
#13	-18.90% Jan 27, 2003 - Feb 28, 2003	-0.10% Nov 17, 2021 - Nov 22, 2021
#14	-13.92% Sep 12, 2003 - Nov 11, 2003	N/A
#15	-12.75% Dec 8, 2003 - Feb 19, 2004	N/A

Correlation

Correlation between GROW and SAMAU is -0.60 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.60

-101