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HGBL NASDAQ US

Heritage Global Inc. - Common Stock

Financial Services · Financial Services Website · IPO Apr 2014
$1.38
▲ +$0.02 (+1.47%)
Vol 34K
12
Quality Score
ok
Deep Check
2/5 ok
Mkt Cap
$43.1M
P/E
14.0
ROE
4.7%
Margin
6.2%
D/E
6.17
Beta
0.52
52W
$1–$2

Wall Street Consensus

10 analysts · Apr 2026
2
Strong Buy
7
Buy
1
Hold
0
Sell
0
Strong Sell
90.0%
Buy Rating

Price Chart

Earnings

Beat rate: 25.0%
Quarter EPS Est EPS Act Surprise
Dec 2025 $0.03 $0.00 $-0.03
Sep 2025 $0.04 $0.02 $-0.02
Jun 2025 $0.04 $0.05 +$0.01
Mar 2025 $0.04 $0.03 $-0.01

Quarterly Revenue & Earnings

Quarter 2024-0… 2024-1… 2025-0… 2025-0… 2025-0… 2025-1…
Revenue $10.8M $13.5M $14.3M $11.4M $11.9M
Net Income -$203K $1.1M $1.6M $585K $301K

Fundamentals Trend

Metric 2025-06-30 2025-09-02 2025-10-02 2025-11-03 2025-12-03 2026-01-02
ROE (TTM) 5.5% 5.5% 5.5% 5.5% 4.7% 4.7%
P/E (TTM) 21.83 18.26 15.84 14.24 14.42 13.97
Net Margin 11.4% 7.3% 7.3% 7.3% 6.2% 6.2%
Gross Margin 58.8% 63.5% 63.5% 63.5% 62.5% 62.5%
D/E Ratio 6.44 6.44 6.44 6.44 6.17 6.17
Current Ratio 2.05 2.05 2.05 2.05 2.29 2.29

Key Ratios

ROA (TTM)
3.6%
P/S (TTM)
0.86
P/B
1.1
EPS (TTM)
$0.09
CF/Share
$0.48
Rev Growth 3Y
+20.7%
52W High
$2.39
52W Low
$1.21
$1.21 52-Week Range $2.39

Financial Health

Free Cash Flow
$971K
Net Debt
-$14.8M
Cash
$20.5M
Total Debt
$5.7M
As of Dec 31, 2025

How does HGBL compare to Financial Services peers?

Peer group: Micro-cap Financial Services (All) · 234 companies

HGBL ACT ACTG AFRM AGMH

HGBL valuation vs Financial Services peers

P/E ratio
14.0
20% above peers (11.6)
vs Peers
vs Industry
Pricier
P/S ratio
0.9
71% below peers (3.0)
vs Peers
vs Industry
Undervalued
P/B ratio
1.1
19% below peers (1.3)
vs Peers
vs Industry
Pricier
Div yield
0% below peers (6.0%)
vs Peers
vs Industry
In line

HGBL profitability vs Financial Services peers

ROE
4.7%
44% below peers (8.4%)
vs Peers
vs Industry
Weak
Net margin
6.2%
31% below peers (9.0%)
vs Peers
vs Industry
Below avg
Gross margin
62.5%
14% above peers (54.9%)
vs Peers
vs Industry
In line
ROA
3.6%
71% above peers (2.1%)
vs Peers
vs Industry
Below avg

HGBL financial health vs Financial Services peers

D/E ratio
6.2
93% below peers (86.3)
vs Peers
vs Industry
Low debt
Current ratio
2.3
88% above peers (1.2)
vs Peers
vs Industry
Below avg
Beta
0.5
39% below peers (0.9)
vs Peers
vs Industry
More volatile

HGBL fundamentals radar

HGBL Peer median Industry

HGBL profitability vs leverage

Bubble size = market cap · X = net margin · Y = D/E ratio

HGBL vs peers: key metrics

Insider Activity

Neutral
Buys
0
Sells
0
SHIMER SAMUEL LOUIS
Director · Mar 05
20000 shs
HEXNER MICHAEL
Director · Mar 05
20000 shs
SHARPE KELLY S
Director · Mar 05
20000 shs
SINSLEY BARBARA A
Director · Mar 05
20000 shs
BURNHAM WILLIAM L
Director · Mar 05
20000 shs
SKLAR JAMES EDWARD
General Counsel · Mar 02
3734 shs
SKLAR JAMES EDWARD
General Counsel · Feb 02
3734 shs
Last 90 days

Top Holders

Top 5: 31.38%
Punch & Associates Investme…
8.10%
$3.2M
Mink Brook Asset Management…
6.89%
$2.7M
Vanguard Group Inc
6.36%
$2.5M
Topline Capital Management,…
6.29%
$2.5M
Truffle Hound Capital, LLC …
3.74%
$1.5M
As of Dec 31, 2025

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