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

Heritage Global's (HGBL) quarterly Return on Capital Employed came in at 0.54% in Q1 2026, down 2055.0% YoY from 0.03% in Q1 2025, and down 51.12% on a QoQ basis from 1.11% in Q4 2025.

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

Heritage Global (HGBL) has 13 years of Return on Capital Employed data on file, last reported at 0.54% in Q1 2026.

  • Quarterly Return on Capital Employed fell 2055.0% year-over-year to 0.54% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 0.54% (down 2055.0% YoY) and the FY2025 annual result came in at 1.15%, down 1225.0% from the prior year.
  • Return on Capital Employed fell to 0.54% in Q1 2026, from 1.11% in the prior quarter.
  • In the past five years, Return on Capital Employed ranged from a high of 127.4% in Q3 2024 to a low of 684.3% in Q2 2024.
  • A 5-year average of 16.46% and a median of 20.8% in 2023 frame the typical range for Return on Capital Employed.
  • Annual changes were most pronounced in 2024 — Return on Capital Employed sank 70676 bps — and 2025, when it jumped 70088 bps.
  • Tracing HGBL's Return on Capital Employed over 5 years: stood at 24.68% in 2022, then retreated by 16 bps to 20.73% in 2023, then grew by 3 bps to 21.29% in 2024, then plunged by 95 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 Morgan Stanley 338.83 Bn 205.30 Bn - -
2 Goldman Sachs 316.34 Bn -660.01 Bn - -
3 Schwab Charles 220.55 Bn 135.80 Bn - -
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn 29.16%
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn 28.96%
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn -6.29%
7 ATIF Holdings 45.42 Bn 45.42 Bn - -
8 Interactive Brokers 39.54 Bn -3.28 Bn - -
9 LPL Financial Holdings 28.27 Bn 25.57 Bn - -
10 Heritage Global 38.49 Mn 26.93 Mn 9.35 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 16.58%
Mar 31, 2025 21.09%
Dec 31, 2024 21.29%
Sep 30, 2024 127.40%
Jun 30, 2024 -684.30%
Mar 31, 2024 43.26%
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%