Heritage Global (HGBL) Invested Capital (2010 - 2026)

Heritage Global (HGBL) posted Invested Capital of $67.8 million for Q1 2026, up 1.17% quarter-over-quarter from $67.0 million in Q4 2025, and down 2.9% year-on-year from $69.8 million in Q1 2025.

Heritage Global (HGBL) Invested Capital (2010 - 2026) Analysis & Trends

Heritage Global (HGBL) has reported Invested Capital for 17 consecutive years, with $67.8 million the latest figure, recorded in Q1 2026.

  • Invested Capital for Q1 2026 came in at $67.8 million, down 2.9% year-over-year; the trailing twelve-month figure through Mar 2026 was $67.8 million (down 2.9% YoY), and the FY2025 annual result was $67.0 million, up 2.11% from the prior year.
  • Invested Capital was $67.8 million for Q1 2026 at Heritage Global, up from $67.0 million in the prior quarter.
  • Over five years, Invested Capital peaked at $69.8 million in Q1 2025 and troughed at $35.3 million in Q1 2022.
  • Average Invested Capital over 5 years is $59.1 million, with a median of $65.6 million recorded in 2024.
  • Year-over-year, Invested Capital jumped 57.77% in 2023 and dropped 3.97% in 2024.
  • Over 5 years, Invested Capital stood at $51.7 million in 2022, then jumped by 32.1% to $68.3 million in 2023, then fell by 3.97% to $65.6 million in 2024, then gained by 2.11% to $67.0 million in 2025, then grew by 1.17% to $67.8 million in 2026.
  • Per Business Quant data, the three most recent Invested Capital figures were $67.8 million in Q1 2026, $67.0 million in Q4 2025, and $66.5 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn - 486.95 Bn
2 Goldman Sachs 309.79 Bn -627.76 Bn - 122.78 Bn
3 Schwab Charles 167.21 Bn 122.24 Bn - 49.23 Bn
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn 6.75 Bn
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn 9.69 Bn
6 LPL Financial Holdings 23.49 Bn 22.47 Bn - 12.87 Bn
7 Tradeweb Markets 21.59 Bn 20.34 Bn - 7.31 Bn
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn 3.43 Bn
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn 2.94 Bn
10 Heritage Global 448,630.02 -11.12 Mn 11.67 Mn 67.77 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 67.77 Mn
Dec 31, 2025 66.98 Mn
Sep 30, 2025 66.50 Mn
Jun 30, 2025 65.84 Mn
Mar 31, 2025 69.79 Mn
Dec 31, 2024 65.60 Mn
Sep 30, 2024 66.65 Mn
Jun 30, 2024 67.61 Mn
Mar 31, 2024 64.80 Mn
Dec 31, 2023 68.31 Mn
Sep 30, 2023 59.70 Mn
Jun 30, 2023 55.93 Mn
Mar 31, 2023 55.76 Mn
Dec 31, 2022 51.71 Mn
Sep 30, 2022 38.80 Mn
Jun 30, 2022 37.95 Mn
Mar 31, 2022 35.35 Mn
Dec 31, 2021 35.12 Mn
Sep 30, 2021 32.12 Mn
Jun 30, 2021 30.98 Mn