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

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

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

Heritage Global has reported Invested Capital for 17 years, with the latest figure at $67.8 million in Q1 2026.

  • For the quarter ending Q1 2026, Invested Capital fell 2.9% year-over-year to $67.8 million; the trailing twelve-month figure through Mar 2026 stood at $67.8 million (down 2.9% YoY), and the FY2025 full-year result was $67.0 million, up 2.11% from the prior year.
  • Invested Capital for Q1 2026 stood at $67.8 million, up from $67.0 million in the prior quarter.
  • The five-year high for Invested Capital was $69.8 million in Q1 2025, with the low at $35.3 million in Q1 2022.
  • Historically, Invested Capital has averaged $59.1 million across 5 years, with a median of $65.6 million in 2024.
  • Annual changes were most pronounced in 2023 — Invested Capital surged 57.77% — and 2024, when it decreased 3.97%.
  • Heritage Global's Invested Capital stood at $51.7 million in 2022, then jumped by 32.1% to $68.3 million in 2023, then slipped by 3.97% to $65.6 million in 2024, then grew by 2.11% to $67.0 million in 2025, then gained by 1.17% to $67.8 million in 2026.
  • The last three Invested Capital figures came in at $67.8 million (Q1 2026), $67.0 million (Q4 2025), and $66.5 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 SOL Strategies 100,773.79 Bn 100,773.79 Bn - 1,166.73 Bn
2 Morgan Stanley 331.35 Bn 197.82 Bn - 486.95 Bn
3 Goldman Sachs 317.73 Bn -619.82 Bn - 122.78 Bn
4 Schwab Charles 153.74 Bn 108.77 Bn - 49.23 Bn
5 Robinhood Markets 75.98 Bn 71.34 Bn 960.00 Mn 9.69 Bn
6 Interactive Brokers 38.91 Bn 49.50 Bn - 5.59 Bn
7 LPL Financial Holdings 22.76 Bn 21.73 Bn - 12.87 Bn
8 Tradeweb Markets 20.90 Bn 19.65 Bn - 7.31 Bn
9 Circle Internet 20.00 Bn 18.49 Bn 35.01 Mn 3.43 Bn
10 Heritage Global 45.32 Mn 33.76 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