Heritage Global (HGBL) Return on Capital Employed (2014 - 2026)

Heritage Global (HGBL) reported Return on Capital Employed of 0.54% for Q1 2026, down 2597.0% on a YoY basis from 0.02% in Q1 2025, and down 51.12% quarter-over-quarter from 1.11% in Q4 2025.

Heritage Global (HGBL) Return on Capital Employed (2014 - 2026) Analysis & Trends

Heritage Global has reported Return on Capital Employed for 13 years, with the latest figure at 0.54% in Q1 2026.

  • For the quarter ending Q1 2026, Return on Capital Employed fell 2597.0% year-over-year to 0.54%; the trailing twelve-month figure through Mar 2026 stood at 0.54% (down 2597.0% YoY), and the FY2025 full-year result was 1.15%, down 1225.0% from the prior year.
  • Return on Capital Employed for Q1 2026 stood at 0.54%, down from 1.11% in the prior quarter.
  • The five-year high for Return on Capital Employed was 33.47% in Q4 2024, with the low at 3771.35% in Q2 2024.
  • Historically, Return on Capital Employed has averaged 209.55% across 5 years, with a median of 20.73% in 2023.
  • Annual changes were most pronounced in 2024 — Return on Capital Employed plunged 379380 bps — and 2025, when it soared 379189 bps.
  • Heritage Global's Return on Capital Employed stood at 24.68% in 2022, then retreated by 16 bps to 20.73% in 2023, then jumped by 61 bps to 33.47% in 2024, then plunged by 97 bps to 1.11% in 2025, then slumped by 51 bps to 0.54% in 2026.
  • The last three Return on Capital Employed figures came in at 0.54% (Q1 2026), 1.11% (Q4 2025), and 8.77% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROCE (Qtr)
1 SOL Strategies 100,773.79 Bn 100,773.79 Bn - -
2 Morgan Stanley 331.35 Bn 197.82 Bn - -
3 Goldman Sachs 317.73 Bn -619.82 Bn - -
4 Schwab Charles 153.74 Bn 108.77 Bn - -
5 Robinhood Markets 75.98 Bn 71.34 Bn 960.00 Mn 27.74%
6 Interactive Brokers 38.91 Bn 49.50 Bn - -
7 LPL Financial Holdings 22.76 Bn 21.73 Bn - -
8 Tradeweb Markets 20.90 Bn 19.65 Bn - -
9 Circle Internet 20.00 Bn 18.49 Bn 35.01 Mn -5.62%
10 Heritage Global 45.32 Mn 33.76 Mn 11.67 Mn 0.54%

Historic Data

Download Data
DateValue
Mar 31, 2026 0.54%
Dec 31, 2025 1.11%
Sep 30, 2025 8.77%
Jun 30, 2025 20.54%
Mar 31, 2025 26.52%
Dec 31, 2024 33.47%
Sep 30, 2024 -77.77%
Jun 30, 2024 -3,771.35%
Mar 31, 2024 31.48%
Dec 31, 2023 20.73%
Sep 30, 2023 20.80%
Jun 30, 2023 22.45%
Mar 31, 2023 28.27%
Dec 31, 2022 24.68%
Sep 30, 2022 22.89%
Jun 30, 2022 16.69%
Mar 31, 2022 7.92%
Dec 31, 2021 8.95%
Sep 30, 2021 14.59%
Jun 30, 2021 19.20%