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
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%