Heritage Global Inc

HGBL

1.355USD

-0.035-2.52%

Close 03/27, 16:00（ET）Quotes delayed by 15 min

Heritage Global Inc's Score

Industry at a Glance

Industry Ranking

64 / 117

Overall Ranking

213 / 4546

Industry

Investment Banking & Investment Services

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score

Previous score

Media Coverage

Last 24 hours

Coverage Level

Very Low

Very High

Neutral

Heritage Global Inc Highlights

StrengthsRisks

Heritage Global Inc. is an asset services company specializing in financial and industrial asset transactions. The Company's segments consist of the Auction and Liquidation segment, Refurbishment & Resale segment, Brokerage segment, and Specialty Lending segment. The Auction and Liquidation segment, through Heritage Global Partners, Inc., operates as a global full-service auction, appraisal and asset advisory firm, including the acquisition of turnkey manufacturing facilities and used industrial machinery and equipment. The Refurbishment & Resale segment, through Heritage ALT LLC, acquires, refurbishes and supplies specialized laboratory equipment. The Brokerage segment, through National Loan Exchange Inc., brokers charge-off receivables in the United States and Canada on behalf of financial institutions. The Specialty Lending segment, through Heritage Global Capital LLC, provides specialty financing solutions to investors in charged-off and nonperforming asset portfolios.

Growing

The company is in a growing phase, with the latest annual income totaling USD 50.98M.

Undervalued

The company’s latest PB is 0.70, at a low 3-year percentile range.

Institutional Selling

The latest institutional holdings are 13.66M shares, decreasing 17.95% quarter-over-quarter.

Held by James Simons

Star Investor James Simons holds 377.52K shares of this stock.

Analyst Rating

Based on 4 analysts

Buy

Current Rating

3.380

Target Price

+146.72%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

The current financial score of Heritage Global Inc is 6.02, ranking 93 out of 117 in the Investment Banking & Investment Services industry. Its financial status is robust, and its operating efficiency is low. Its latest quarterly revenue reached 11.86M, representing a year-over-year increase of 10.10%, while its net profit experienced a year-over-year increase of 248.28%.

Score

Industry at a Glance

Previous score

6.02

Change

0



Financials

10.00

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

Relevant data have not been disclosed by the company yet.



Quality of Earnings

4.71

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

Relevant data have not been disclosed by the company yet.

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Operational Efficiency

3.85

Key Metrics

Cash flow from operating activities

Income after tax

Relevant data have not been disclosed by the company yet.

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Growth Potential

5.22

Key Metrics

Cash flow from operating activities

Total revenue

Relevant data have not been disclosed by the company yet.

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Shareholder Returns

6.34

Key Metrics

Free cash flow

Relevant data have not been disclosed by the company yet.

The current valuation score of Heritage Global Inc is 7.82, ranking 40 out of 117 in the Investment Banking & Investment Services industry. Its current P/E ratio is 13.11, which is 73.47% below the recent high of 22.74 and 62.38% above the recent low of 4.93.

Score

Industry at a Glance

Previous score

7.82

Change

0

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 64/117

Relevant data have not been disclosed by the company yet.

The current earnings forecast score of Heritage Global Inc is 8.00, ranking 23 out of 117 in the Investment Banking & Investment Services industry. The average price target is 3.20, with a high of 4.00 and a low of 3.00.

Score

Industry at a Glance

Previous score

8.00

Change

0

Support & Resistance

Relevant data have not been disclosed by the company yet.

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

Relevant data have not been disclosed by the company yet.

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

The current price momentum score of Heritage Global Inc is 8.40, ranking 19 out of 117 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 1.47 and the support level at 1.18, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

8.52

Change

-0.12

Support & Resistance

Relevant data have not been disclosed by the company yet.

Institutional Confidence

Currency: USD Updated: 2026-03-26

The current institutional shareholding score of Heritage Global Inc is 3.00, ranking 72 out of 117 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 39.33%, representing a quarter-over-quarter increase of 0.35%. The largest institutional shareholder is The Vanguard, holding a total of 1.87M shares, representing 5.39% of shares outstanding, with 3.59% increase in holdings.

Score

Industry at a Glance

Previous score

3.00

Change

0

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name

Shares Held

Chg %

Punch & Associates Investment Management, Inc.

2.48M

+0.86%

Dove (Ross M)

2.32M

--

Mink Brook Asset Management LLC

1.88M

+0.81%

The Vanguard Group, Inc.

Star Investors

1.86M

-0.70%

Topline Capital Management, LLC

1.68M

--

Truffle Hound Capital, LLC

1.10M

+19.54%

Koshinski Asset Management, Inc

917.30K

--

Ludwig (David Van)

912.30K

+1.11%

Militia Capital Partners, LP

563.87K

-3.53%

Herr Investment Group LLC

432.90K

--

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The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Investment Banking & Investment Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of Heritage Global Inc is 3.48, ranking 97 out of 117 in the Investment Banking & Investment Services industry. The company's beta value is 0.51. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets. with an industry-leading ESG disclosure.

Heritage Global Inc

HGBL

6.61 /10

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