GROW
U.S. Global Investors, Inc.
There isn't enough reported data to score GROW yet.
MS
Morgan Stanley
MS's fundamentals are strong: revenue grew 16% and earnings per share grew 29%. At 15x earnings, it's trading in line with its usual 14x. Analysts expect earnings growth.
GROW Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Stable | |
| N/A | |
| N/A |
GROW's revenue is currently healthy, and its profitability is stable. Free cash flow and net leverage aren't meaningful measures for financial services companies like GROW.
MS Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| N/A | |
| N/A |
MS's revenue and profitability are currently healthy. Free cash flow and net leverage aren't meaningful measures for financial services companies like MS.
GROW PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 4x | $0.52 | -79% |
| Fair | 13x | $1.68 | -33% |
| Current | 19x | $2.52 | — |
| Expensive | 35x | $4.53 | +80% |
Historical ranges are pointers, not guarantees.
GROW's PE is 19x, but its earnings don't support one, so it isn't a reliable read right now.
MS PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 11x | $134 | -29% |
| Fair | 14x | $178 | -5.7% |
| Forward | 14x | $189 | — |
| Current | 15x | $189 | — |
| Expensive | 18x | $223 | +18% |
Historical ranges are pointers, not guarantees.
MS has the edge over GROW in the historical PE scenario, which offers more potential upside but is not a forecast.
GROW Forward outlook
There aren't enough analyst estimates for GROW to show an outlook.
MS Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for MS, with profitability improving.
GROW Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | $0.13 | +86% |
| Q2 2026 | $0.24 | +$0.27 |
| Q1 2026 | $0.25 | +$0.26 |
| Q4 2025 | $0.01 | -50% |
| Q3 2025 | $0.07 | -42% |
| Q2 2025 | -$0.03 | -133% |
| Q1 2025 | -$0.01 | -108% |
| Q4 2024 | $0.02 | -91% |
GROW's earnings per share have fallen from their peak: $0.13 over the past year, against $2.15 in late 2021.
MS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $13.39 | +6.3% |
| Q3 2026 | $12.60 | +29% |
| Q2 2026 | $12.37 | +40% |
| Q1 2026 | $11.04 | +29% |
| Q4 2025 | $10.21 | +28% |
| Q3 2025 | $9.76 | +48% |
| Q2 2025 | $8.84 | +45% |
| Q1 2025 | $8.53 | +55% |
| Q4 2024 | $7.95 | +53% |
MS has the edge over GROW on earnings, with more consistent year-over-year improvement.
GROW Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.7M | +18% |
| Q2 2026 | $2.7M | +39% |
| Q1 2026 | $2.8M | +31% |
| Q4 2025 | $2.5M | +13% |
| Q3 2025 | $2.3M | +4.4% |
| Q2 2025 | $2M | -20% |
| Q1 2025 | $2.1M | -19% |
| Q4 2024 | $2.2M | -21% |
GROW's revenue is recovering but still below its 2021 peak: $3M last quarter, up 18% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 2.1% | +25 points |
| Q2 2026 | -3.2% | +48 points |
| Q1 2026 | 3.2% | +46 points |
| Q4 2025 | -3.5% | +21 points |
| Q3 2025 | -23% | +3 points |
| Q2 2025 | -51% | -35 points |
| Q1 2025 | -42% | -24 points |
| Q4 2024 | -24% | -31 points |
GROW's operating margin was 2.1% last quarter, up 25 points from the same quarter a year ago.
MS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $20.3B | +12% |
| Q2 2026 | $21.3B | +27% |
| Q1 2026 | $20.6B | +16% |
| Q4 2025 | $17.9B | +10% |
| Q3 2025 | $18.2B | +18% |
| Q2 2025 | $16.8B | +12% |
| Q1 2025 | $17.7B | +17% |
| Q4 2024 | $16.2B | +26% |
MS has the edge over GROW on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 32% | -1.2 points |
| Q2 2026 | 34% | +6.9 points |
| Q1 2026 | 34% | +2.8 points |
| Q4 2025 | 32% | +2 points |
| Q3 2025 | 33% | +5.6 points |
| Q2 2025 | 28% | +0.4 points |
| Q1 2025 | 31% | +2.2 points |
| Q4 2024 | 30% | +14 points |
MS has the edge over GROW on profitability, with a higher operating margin.
GROW Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $483K | +$515K |
| Q2 2026 | $203K | +$218K |
| Q1 2026 | $275K | +$699K |
| Q3 2025 | -$32K | -300% |
| Q2 2025 | -$15K | -115% |
| Q1 2025 | -$424K | -$299K |
| Q4 2024 | -$406K | -$380K |
| Q3 2024 | $16K | -98% |
GROW has the stronger cash trend. Its trailing FCF is down 72% versus its history, compared with MS at down 492%.
MS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$46B | -$42.7B |
| Q2 2026 | -$2.7B | -123% |
| Q1 2026 | -$7.1B | +$16.9B |
| Q4 2025 | -$2.4B | -120% |
| Q3 2025 | -$3.3B | +$14B |
| Q2 2025 | $11.8B | +368% |
| Q1 2025 | -$24B | -650% |
| Q4 2024 | $11.8B | +$29.6B |
MS's free cash flow was −$58.3B over the past year, against −$3.7B the year before. Free cash flow isn't a meaningful measure for financial services companies like MS.
GROW Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -2.8% | -360K shares |
| 1 year | -5% | -648K shares |
| 3 years | -15% | -2.1M shares |
| 5 years | -18% | -2.7M shares |
| Available history | -19% | -2.8M shares |
GROW has the edge over MS on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $320,000 |
| Q2 2026 | $364,000 |
| Q1 2026 | $552,000 |
| Q4 2025 | $666,000 |
| Q3 2025 | $390,000 |
| Q2 2025 | $395,000 |
| Q1 2025 | $453,000 |
| Q4 2024 | $591,000 |
GROW spent $2M buying back its own shares over the past year, up 4% from the year before.
MS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -3M shares |
| 1 year | -1.5% | -24M shares |
| 3 years | -4.7% | -77M shares |
| 5 years | -14% | -246M shares |
| Available history | -4.5% | -74M shares |
MS has 1.6B diluted shares, down 1.5% from a year ago.
GROW Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -2,691.6x | Net Cash |
| Q1 2024 | -61.7x | Net Cash |
| Q4 2023 | -16.3x | Net Cash |
| Q3 2023 | -11.2x | Net Cash |
| Q2 2023 | -6.7x | Net Cash |
| Q1 2023 | -4.0x | Net Cash |
| Q4 2022 | -2.9x | Net Cash |
| Q3 2022 | -2.3x | Net Cash |
GROW has the edge over MS on leverage, with a lower net debt burden relative to earnings.
MS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 7.8x | High |
| Q2 2026 | 7.3x | High |
| Q1 2026 | 8.2x | High |
| Q4 2025 | 8.6x | High |
| Q3 2025 | 8.4x | High |
| Q2 2025 | 8.7x | High |
| Q1 2025 | 8.7x | High |
| Q4 2024 | 7.9x | High |
MS's net debt is about 7.8 years of its operating earnings (EBITDA), down from 8.4 years a year ago. Net leverage isn't a meaningful measure for financial services companies like MS.
GROW Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 38.3 | Neutral |
| Stochastic | 6.4 | Oversold |
GROW's weekly RSI is 38 (neutral) and its Stochastic is 6 (oversold).
MS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 45.0 | Neutral |
| Stochastic | 18.7 | Oversold |
MS's weekly RSI is 45 (neutral) and its Stochastic is 19 (oversold).
GROW PE vs Financial Services Sector
| Metric | GROW | Sector median | Relative |
|---|---|---|---|
| PE | 19x | 13x | 49% above |
| PE % | 60 | 63 | 3 pts below |
GROW is trading at 19x earnings, a 49% premium to the Financial Services sector's median of 13x, though its earnings don't support one.
MS PE vs Financial Services Sector
| Metric | MS | Sector median | Relative |
|---|---|---|---|
| PE | 15x | 13x | 15% above |
| PE % | 59 | 63 | 4 pts below |
MS has the edge over GROW on valuation relative to its sector.
GROW Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $2.72 | 7.4% below |
| 20 week MA | $2.92 | 14% below |
| 50 week MA | $2.84 | 11% below |
| 100 week MA | $2.62 | 3.8% below |
| 200 week MA | $2.68 | 6% below |
GROW is in a downtrend: it's below all five of its weekly moving averages, and 6% below its 200-week average.
MS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $186.5 | 1.5% above |
| 20 week MA | $203.3 | 6.9% below |
| 50 week MA | $191.9 | 1.4% below |
| 100 week MA | $164.9 | 15% above |
| 200 week MA | $129.3 | 46% above |
MS has the edge over GROW on trend strength, trading above more of its moving averages.
GROW Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $1.33 | $4.62 | +247% |
| 2021 | $4.62 | $4.55 | -1.5% |
| 2022 | $4.55 | $2.65 | -42% |
| 2023 | $2.65 | $2.82 | +6.4% |
| 2024 | $2.82 | $2.45 | -13% |
| 2025 | $2.45 | $2.47 | +0.8% |
| 2026 YTD | $2.47 | $2.52 | +2% |
GROW's yearly returns have swung widely, from +247% in 2020 to −42% in 2022. It's up 2% so far in 2026.
MS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $51.1 | $68.1 | +33% |
| 2021 | $68.1 | $99.3 | +46% |
| 2022 | $99.3 | $86.1 | -13% |
| 2023 | $86.1 | $93.3 | +8.3% |
| 2024 | $93.3 | $126.8 | +36% |
| 2025 | $126.8 | $181.9 | +43% |
| 2026 YTD | $181.9 | $189.2 | +4% |
MS has the edge over GROW on returns for 2026, with the stronger performance.