SAMAU vs GROW

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

SAMAU vs GROW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

SAMAU

$40M

GROW

$40M

Max Drawdown

Winner

SAMAU

4.77%

GROW

97.64%

Sharpe Ratio

SAMAU

0.25

Winner

GROW

0.84

5Y Beta

SAMAU

N/A

GROW

0.46

Industry

SAMAU

N/A

GROW

Asset Management

P/E Ratio

Winner

SAMAU

-229.53

GROW

13.53

Forward P/E

SAMAU

N/A

GROW

28.82

PEG Ratio

SAMAU

N/A

GROW

0.10

Dividend Yield

SAMAU

N/A

GROW

2.87%

5Y Dividends CAGR

SAMAU

N/A

GROW

16.47%

Debt to Equity

SAMAU

0.00%

GROW

0.00%

Free Cash Flow Yield

SAMAU

-3.27%

Winner

GROW

0.13%

P/S Ratio

SAMAU

N/A

GROW

4.16

P/B Ratio

SAMAU

7.97

Winner

GROW

0.85

SAMAU vs GROW - Historical Returns

Returns include dividend reinvestment.

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

SAMAU

+0.28%

Winner

GROW

+20.07%

SAMAU

+2.10%

Winner

GROW

+11.07%

SAMAU

+3.38%

Winner

GROW

+32.57%

SAMAU

+7.44%

Winner

GROW

+33.09%

5Y(CAGR)

SAMAU

N/A

GROW

-10.56%

10Y(CAGR)

SAMAU

N/A

GROW

+8.57%

Max(CAGR)

SAMAU

+3.80%

Winner

GROW

+7.17%

SAMAU vs GROW - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

SAMAU vs GROW Drawdown Comparison

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

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

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

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

Correlation

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

-0.60

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