U.S. Global Investors (NASDAQ:GROW) vs. Barings Corporate Investors (NYSE:MCI) Head to Head Review
by Doug Wharley · The Cerbat GemU.S. Global Investors (NASDAQ:GROW – Get Free Report) and Barings Corporate Investors (NYSE:MCI – Get Free Report) are both small-cap finance companies, but which is the superior business? We will compare the two businesses based on the strength of their valuation, institutional ownership, dividends, risk, earnings, analyst recommendations and profitability.
Risk and Volatility
U.S. Global Investors has a beta of 0.63, meaning that its stock price is 37% less volatile than the S&P 500. Comparatively, Barings Corporate Investors has a beta of 0.28, meaning that its stock price is 72% less volatile than the S&P 500.
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, 1.1% of Barings Corporate Investors shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.
Valuation & Earnings
This table compares U.S. Global Investors and Barings Corporate Investors”s revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| U.S. Global Investors | $8.45 million | 4.46 | -$330,000.00 | $0.06 | 48.48 |
| Barings Corporate Investors | $34.34 million | 12.29 | N/A | N/A | N/A |
Barings Corporate Investors has higher revenue and earnings than U.S. Global Investors.
Analyst Ratings
This is a summary of recent ratings for U.S. Global Investors and Barings Corporate Investors, as reported by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| U.S. Global Investors | 0 | 1 | 0 | 0 | 2.00 |
| Barings Corporate Investors | 0 | 0 | 0 | 0 | 0.00 |
Profitability
This table compares U.S. Global Investors and Barings Corporate Investors’ net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| U.S. Global Investors | 10.04% | 1.86% | 1.75% |
| Barings Corporate Investors | N/A | N/A | N/A |
Dividends
U.S. Global Investors pays an annual dividend of $0.09 per share and has a dividend yield of 3.1%. Barings Corporate Investors pays an annual dividend of $1.60 per share and has a dividend yield of 7.7%. U.S. Global Investors pays out 150.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.
Summary
U.S. Global Investors beats Barings Corporate Investors on 7 of the 11 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 Barings Corporate Investors
Babson Capital Corporate Investors trust is a closed ended fixed income mutual fund launched and managed by Barings LLC. It invests in fixed income markets of the United States. The fund seeks to invest in securities of companies operating across diversified sectors. It primarily invests in a portfolio of privately placed, below-investment grade, long term corporate debt obligations. The fund also invests in marketable investment grade debt securities, other marketable debt securities, and marketable common stocks. It was formerly known as Babson Capital Corporate Investors. Babson Capital Corporate Investors trust was formed in 1971 and is domiciled in the United States.