U.S. Global Investors (NASDAQ:GROW – Get Free Report) and Blue Owl Technology Finance (NYSE:OTF – Get Free Report) are both finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their risk, valuation, institutional ownership, analyst recommendations, profitability, dividends and earnings.
Earnings and Valuation
This table compares U.S. Global Investors and Blue Owl Technology Finance”s top-line revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| U.S. Global Investors | $10.25 million | 3.50 | $3.06 million | $0.25 | 11.66 |
| Blue Owl Technology Finance | $1.15 billion | 3.77 | $720.37 million | $0.80 | 11.77 |
Insider & Institutional Ownership
23.6% of U.S. Global Investors shares are owned by institutional investors. 19.2% of U.S. Global Investors shares are owned by insiders. Comparatively, 0.1% of Blue Owl Technology Finance shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.
Volatility & Risk
U.S. Global Investors has a beta of 0.67, suggesting that its share price is 33% less volatile than the S&P 500. Comparatively, Blue Owl Technology Finance has a beta of -0.58, suggesting that its share price is 158% less volatile than the S&P 500.
Dividends
U.S. Global Investors pays an annual dividend of $0.09 per share and has a dividend yield of 3.1%. Blue Owl Technology Finance pays an annual dividend of $1.40 per share and has a dividend yield of 14.9%. U.S. Global Investors pays out 36.0% of its earnings in the form of a dividend. Blue Owl Technology Finance pays out 175.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.
Analyst Recommendations
This is a summary of current ratings and recommmendations for U.S. Global Investors and Blue Owl Technology Finance, as provided by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| U.S. Global Investors | 0 | 1 | 0 | 0 | 2.00 |
| Blue Owl Technology Finance | 0 | 3 | 4 | 0 | 2.57 |
Blue Owl Technology Finance has a consensus target price of $13.60, suggesting a potential upside of 44.45%. Given Blue Owl Technology Finance’s stronger consensus rating and higher probable upside, analysts plainly believe Blue Owl Technology Finance is more favorable than U.S. Global Investors.
Profitability
This table compares U.S. Global Investors and Blue Owl Technology Finance’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| U.S. Global Investors | 29.81% | 6.70% | 6.30% |
| Blue Owl Technology Finance | 28.69% | 7.17% | 3.86% |
Summary
Blue Owl Technology Finance beats U.S. Global Investors on 10 of the 16 factors compared between the two stocks.
About U.S. Global Investors
U.S. Global Investors, Inc. is a publicly owned investment manager. It primarily provides its services to investment companies. The firm is a large advisory firm, an investment adviser to an investment company which provides portfolio management for investment companies. The firm manages and launches equity/balanced funds, fixed income funds and other funds. It also manages hedge funds. The firm primarily invests in no-load mutual funds and exchange traded funds (ETFs). U.S. Global Investors, Inc. is based in San Antonio, Texas.
About Blue Owl Technology Finance
Blue Owl Technology Finance Corp. is a specialty finance company focused on making debt and equity investments to U.S. technology-related companies, with a strategic focus on software. Blue Owl Technology Finance Corp. is based in NEW YORK.
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