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| Date | Value |
|---|---|
| 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% |