Heritage Global (HGBL) Return on Capital Employed (2014 - 2026)
Heritage Global (HGBL) posted Return on Capital Employed of 0.54% for Q1 2026, down 51.12% quarter-over-quarter from 1.11% in Q4 2025, and down 2597.0% year-on-year from 0.02% in Q1 2025.
Heritage Global (HGBL) Return on Capital Employed (2014 - 2026) Analysis & Trends
Heritage Global (HGBL) has reported Return on Capital Employed for 13 consecutive years, with 0.54% the latest figure, recorded in Q1 2026.
- Return on Capital Employed for Q1 2026 came in at 0.54%, down 2597.0% year-over-year; the trailing twelve-month figure through Mar 2026 was 0.54% (down 2597.0% YoY), and the FY2025 annual result was 1.15%, down 1225.0% from the prior year.
- Return on Capital Employed was 0.54% for Q1 2026 at Heritage Global, down from 1.11% in the prior quarter.
- Over five years, Return on Capital Employed peaked at 33.47% in Q4 2024 and troughed at 3771.35% in Q2 2024.
- Average Return on Capital Employed over 5 years is 209.55%, with a median of 20.73% recorded in 2023.
- Year-over-year, Return on Capital Employed slumped 379380 bps in 2024 and surged 379189 bps in 2025.
- Over 5 years, Return on Capital Employed stood at 24.68% in 2022, then dropped by 16 bps to 20.73% in 2023, then jumped by 61 bps to 33.47% in 2024, then tumbled by 97 bps to 1.11% in 2025, then sank by 51 bps to 0.54% in 2026.
- Per Business Quant data, the three most recent Return on Capital Employed figures were 0.54% in Q1 2026, 1.11% in Q4 2025, and 8.77% in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROCE (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | - |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | - |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | - |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn | 29.16% |
| 5 | Robinhood Markets | 97.69 Bn | 93.05 Bn | 960.00 Mn | 27.74% |
| 6 | LPL Financial Holdings | 23.49 Bn | 22.47 Bn | - | - |
| 7 | Tradeweb Markets | 21.59 Bn | 20.34 Bn | - | - |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn | -5.62% |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn | -6.29% |
| 10 | Heritage Global | 448,630.02 | -11.12 Mn | 11.67 Mn | 0.54% |
Historic Data
Download Data| Date | Value |
|---|---|
| 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% |