Heritage Global (HGBL) Return on Invested Capital (2011 - 2026)

Heritage Global's (HGBL) quarterly Return on Invested Capital came in at 0.01% in Q1 2026, down 1.0% YoY from 0.01% in Q1 2025, and up 10.5% on a QoQ basis from 0.01% in Q4 2025.

Heritage Global (HGBL) Return on Invested Capital (2011 - 2026) Analysis & Trends

Heritage Global (HGBL) has 16 years of Return on Invested Capital data on file, last reported at 0.01% in Q1 2026.

  • Quarterly Return on Invested Capital fell 1.0% year-over-year to 0.01% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 0.01% (down 1.0% YoY) and the FY2024 annual result came in at 0.08%, up 3.0% from the prior year.
  • Return on Invested Capital advanced to 0.01% in Q1 2026, from 0.01% in the prior quarter.
  • In the past five years, Return on Invested Capital ranged from a high of 0.07% in Q3 2025 to a low of 0.01% in Q1 2022.
  • A 5-year average of 0.02% and a median of 0.01% in 2023 frame the typical range for Return on Invested Capital.
  • Annual changes were most pronounced in 2022 — Return on Invested Capital slipped 21 bps — and 2025, when it rose 6 bps.
  • Tracing HGBL's Return on Invested Capital over 5 years: stood at 0.01% in 2022, then declined by 23 bps to 0.01% in 2023, then soared by 48 bps to 0.02% in 2024, then slumped by 53 bps to 0.01% in 2025, then rose by 10 bps to 0.01% in 2026.
  • The last three Return on Invested Capital figures came in at 0.01% (Q1 2026), 0.01% (Q4 2025), and 0.07% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROIC (Qtr)
1 Morgan Stanley 338.83 Bn 205.30 Bn - 0.00%
2 Goldman Sachs 316.34 Bn -660.01 Bn - 0.00%
3 Schwab Charles 220.55 Bn 135.80 Bn - 0.11%
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn 0.32%
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn 0.00%
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn -0.01%
7 ATIF Holdings 45.42 Bn 45.42 Bn - -
8 Interactive Brokers 39.54 Bn -3.28 Bn - 0.00%
9 LPL Financial Holdings 28.27 Bn 25.57 Bn - -
10 Heritage Global 38.49 Mn 26.93 Mn 9.35 Mn 0.01%

Historic Data

Download Data
DateValue
Mar 31, 2026 0.01%
Dec 31, 2025 0.01%
Sep 30, 2025 0.07%
Jun 30, 2025 0.03%
Mar 31, 2025 0.02%
Dec 31, 2024 0.02%
Sep 30, 2024 0.02%
Jun 30, 2024 0.01%
Mar 31, 2024 0.01%
Dec 31, 2023 0.01%
Sep 30, 2023 0.01%
Jun 30, 2023 0.01%
Mar 31, 2023 0.01%
Dec 31, 2022 0.01%
Sep 30, 2022 0.01%
Jun 30, 2022 0.01%
Mar 31, 2022 0.01%
Dec 31, 2021 0.02%
Sep 30, 2021 0.15%
Jun 30, 2021 0.22%