Asset Management
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Side-by-side financial analysisStock Comparison
AAMI vs GROW
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
AAMI vs GROW — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Asset Management | Asset Management |
| Market Cap | $2.81B | $38M |
| Revenue (TTM) | $594M | $11M |
| Net Income (TTM) | $80M | $3M |
| Gross Margin | 92.9% | 64.9% |
| Operating Margin | 27.4% | -1.4% |
| Forward P/E | 16.4x | — |
| Total Debt | $323M | $83K |
| Cash & Equiv. | $101M | $25M |
AAMI vs GROW — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jun 20 | Jun 26 | Return |
|---|---|---|---|
| Acadian Asset Manag… (AAMI) | 100 | 630.3 | +530.3% |
| U.S. Global Investo… (GROW) | 100 | 155.8 | +55.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: AAMI vs GROW
Each card shows where this stock fits in a portfolio — not just who wins on paper.
AAMI carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 17.5%, EPS growth -0.5%
- 471.7% 10Y total return vs GROW's 89.2%
- 17.5% NII/revenue growth vs GROW's -23.1%
GROW is the clearest fit if your priority is income & stability and sleep-well-at-night.
- Dividend streak 0 yrs, beta 0.77, yield 3.1%
- Lower volatility, beta 0.77, Low D/E 0.2%, current ratio 20.87x
- Beta 0.77, yield 3.1%, current ratio 20.87x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 17.5% NII/revenue growth vs GROW's -23.1% | |
| Value | Better valuation composite | |
| Quality / Margins | Efficiency ratio 0.7% vs GROW's 0.8% (lower = leaner) | |
| Stability / Safety | Beta 0.77 vs AAMI's 1.52, lower leverage | |
| Dividends | 3.1% yield, vs AAMI's 0.1% | |
| Momentum (1Y) | +148.2% vs GROW's +28.2% | |
| Efficiency (ROA) | Efficiency ratio 0.7% vs GROW's 0.8% |
AAMI vs GROW — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
AAMI vs GROW — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
GROW leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
AAMI is the larger business by revenue, generating $594M annually — 54.9x GROW's $11M. GROW is the more profitable business, keeping 29.1% of every revenue dollar as net income compared to AAMI's 13.5%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $594M | $11M |
| EBITDAEarnings before interest/tax | $179M | -$111,000 |
| Net IncomeAfter-tax profit | $80M | $3M |
| Free Cash FlowCash after capex | -$14M | $464,000 |
| Gross MarginGross profit ÷ Revenue | +92.9% | +64.9% |
| Operating MarginEBIT ÷ Revenue | +27.4% | -1.4% |
| Net MarginNet income ÷ Revenue | +13.5% | +29.1% |
| FCF MarginFCF ÷ Revenue | -2.3% | +4.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -14.2% | +8.8% |
Valuation Metrics
GROW leads this category, winning 3 of 3 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $2.8B | $38M |
| Enterprise ValueMkt cap + debt − cash | $3.0B | $13M |
| Trailing P/EPrice ÷ TTM EPS | 35.54x | -118.40x |
| Forward P/EPrice ÷ next-FY EPS est. | 16.38x | — |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 16.88x | — |
| Price / SalesMarket cap ÷ Revenue | 4.72x | 4.44x |
| Price / BookPrice ÷ Book value/share | 33.85x | 0.87x |
| Price / FCFMarket cap ÷ FCF | 15.53x | — |
Profitability & Efficiency
AAMI leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
AAMI delivers a 85.4% return on equity — every $100 of shareholder capital generates $85 in annual profit, vs $7 for GROW. GROW carries lower financial leverage with a 0.00x debt-to-equity ratio, signaling a more conservative balance sheet compared to AAMI's 3.84x. On the Piotroski fundamental quality scale (0–9), AAMI scores 8/9 vs GROW's 2/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +85.4% | +7.0% |
| ROA (TTM)Return on assets | +11.5% | +6.5% |
| ROICReturn on invested capital | +29.2% | -4.7% |
| ROCEReturn on capital employed | +31.9% | -6.2% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 2 |
| Debt / EquityFinancial leverage | 3.84x | 0.00x |
| Net DebtTotal debt minus cash | $222M | -$24M |
| Cash & Equiv.Liquid assets | $101M | $25M |
| Total DebtShort + long-term debt | $323M | $83,000 |
| Interest CoverageEBIT ÷ Interest expense | 7.60x | 776.00x |
Total Returns (Dividends Reinvested)
AAMI leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in AAMI five years ago would be worth $35,390 today (with dividends reinvested), compared to $5,280 for GROW. Over the past 12 months, AAMI leads with a +148.2% total return vs GROW's +28.2%. The 3-year compound annual growth rate (CAGR) favors AAMI at 52.2% vs GROW's 5.0% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +66.2% | +21.8% |
| 1-Year ReturnPast 12 months | +148.2% | +28.2% |
| 3-Year ReturnCumulative with dividends | +252.6% | +15.9% |
| 5-Year ReturnCumulative with dividends | +253.9% | -47.2% |
| 10-Year ReturnCumulative with dividends | +471.7% | +89.2% |
| CAGR (3Y)Annualised 3-year return | +52.2% | +5.0% |
Risk & Volatility
Evenly matched — AAMI and GROW each lead in 1 of 2 comparable metrics.
Risk & Volatility
GROW is the less volatile stock with a 0.77 beta — it tends to amplify market swings less than AAMI's 1.52 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. AAMI currently trades 99.2% from its 52-week high vs GROW's 81.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.52x | 0.77x |
| 52-Week HighHighest price in past year | $79.15 | $3.65 |
| 52-Week LowLowest price in past year | $30.98 | $2.23 |
| % of 52W HighCurrent price vs 52-week peak | +99.2% | +81.1% |
| RSI (14)Momentum oscillator 0–100 | 64.4 | 67.1 |
| Avg Volume (50D)Average daily shares traded | 327K | 25K |
Analyst Outlook
GROW leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
GROW is the only dividend payer here at 3.06% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | — |
| Price TargetConsensus 12-month target | $68.67 | — |
| # AnalystsCovering analysts | 3 | — |
| Dividend YieldAnnual dividend ÷ price | +0.1% | +3.1% |
| Dividend StreakConsecutive years of raises | 0 | 0 |
| Dividend / ShareAnnual DPS | $0.04 | $0.09 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.7% | +5.2% |
GROW leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). AAMI leads in 2 (Profitability & Efficiency, Total Returns). 1 tied.
AAMI vs GROW: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is AAMI or GROW a better buy right now?
For growth investors, Acadian Asset Management (AAMI) is the stronger pick with 17.
5% revenue growth year-over-year, versus -23. 1% for U. S. Global Investors, Inc. (GROW). Acadian Asset Management (AAMI) offers the better valuation at 35. 5x trailing P/E (16. 4x forward), making it the more compelling value choice. Analysts rate Acadian Asset Management (AAMI) a "Hold" — based on 3 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — AAMI or GROW?
Over the past 5 years, Acadian Asset Management (AAMI) delivered a total return of +253.
9%, compared to -47. 2% for U. S. Global Investors, Inc. (GROW). Over 10 years, the gap is even starker: AAMI returned +471. 7% versus GROW's +89. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — AAMI or GROW?
By beta (market sensitivity over 5 years), U.
S. Global Investors, Inc. (GROW) is the lower-risk stock at 0. 77β versus Acadian Asset Management's 1. 52β — meaning AAMI is approximately 98% more volatile than GROW relative to the S&P 500. On balance sheet safety, U. S. Global Investors, Inc. (GROW) carries a lower debt/equity ratio of 0% versus 4% for Acadian Asset Management — giving it more financial flexibility in a downturn.
04Which is growing faster — AAMI or GROW?
By revenue growth (latest reported year), Acadian Asset Management (AAMI) is pulling ahead at 17.
5% versus -23. 1% for U. S. Global Investors, Inc. (GROW). On earnings-per-share growth, the picture is similar: Acadian Asset Management grew EPS -0. 5% year-over-year, compared to -126. 6% for U. S. Global Investors, Inc.. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
05Which has better profit margins — AAMI or GROW?
Acadian Asset Management (AAMI) is the more profitable company, earning 13.
5% net margin versus -4. 0% for U. S. Global Investors, Inc. — meaning it keeps 13. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AAMI leads at 27. 4% versus -35. 3% for GROW. At the gross margin level — before operating expenses — AAMI leads at 92. 9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Which pays a better dividend — AAMI or GROW?
In this comparison, GROW (3.
1% yield) pays a dividend. AAMI does not pay a meaningful dividend and should not be held primarily for income.
07Is AAMI or GROW better for a retirement portfolio?
For long-horizon retirement investors, U.
S. Global Investors, Inc. (GROW) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 77), 3. 1% yield). Acadian Asset Management (AAMI) carries a higher beta of 1. 52 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (GROW: +89. 2%, AAMI: +471. 7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
08What are the main differences between AAMI and GROW?
Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: AAMI is a small-cap high-growth stock; GROW is a small-cap income-oriented stock. GROW pays a dividend while AAMI does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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