Heritage Financial Statements From 2010 to 2025

HGBL Stock  USD 2.03  0.04  1.93%   
Heritage Global financial statements provide useful quarterly and yearly information to potential Heritage Global investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Heritage Global financial statements helps investors assess Heritage Global's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Heritage Global's valuation are summarized below:
Heritage Global does not presently have any fundamental trends for analysis.
Check Heritage Global financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Heritage Global's main balance sheet or income statement drivers, such as , as well as many indicators such as . Heritage financial statements analysis is a perfect complement when working with Heritage Global Valuation or Volatility modules.
  
Check out the analysis of Heritage Global Correlation against competitors.
For more information on how to buy Heritage Stock please use our How to buy in Heritage Stock guide.

Heritage Global Company Profit Margin Analysis

Heritage Global's Profit Margin measures overall efficiency of a company and shows its ability to withstand competition as well as defend against adverse conditions such as rising costs, falling prices, decline in sales or management distress. Profit margin tells investors how well the company executes on its overall pricing strategies as well as how effective the company in controlling its costs.

Profit Margin

 = 

Net Income

Revenue

X

100

More About Profit Margin | All Equity Analysis

Current Heritage Global Profit Margin

    
  0.21 %  
Most of Heritage Global's fundamental indicators, such as Profit Margin, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Heritage Global is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
In a nutshell, Profit Margin indicator shows the amount of money the company makes from total sales or revenue. It can provide a good insight into companies in the same sector, as well as help to identify trends of a company from year to year.
Competition

Based on the latest financial disclosure, Heritage Global has a Profit Margin of 0.206%. This is 98.23% lower than that of the Capital Markets sector and 112.87% lower than that of the Financials industry. The profit margin for all United States stocks is 116.22% lower than that of the firm.

Heritage Global Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Heritage Global's current stock value. Our valuation model uses many indicators to compare Heritage Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Heritage Global competition to find correlations between indicators driving Heritage Global's intrinsic value. More Info.
Heritage Global is one of the top stocks in return on equity category among its peers. It also is one of the top stocks in return on asset category among its peers reporting about  0.39  of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Heritage Global is roughly  2.54 . Comparative valuation analysis is a catch-all technique that is used if you cannot value Heritage Global by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.

About Heritage Global Financial Statements

Heritage Global investors utilize fundamental indicators, such as revenue or net income, to predict how Heritage Stock might perform in the future. Analyzing these trends over time helps investors make informed market timing decisions. For further insights, please visit our fundamental analysis page.
Heritage Global, Inc., together with its subsidiaries, operates as an asset services company with focus on financial and industrial asset transactions. Heritage Global, Inc. was incorporated in 1983 and is headquartered in San Diego, California. Heritage Global operates under Capital Markets classification in the United States and is traded on NASDAQ Exchange. It employs 63 people.

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.

Try AI Portfolio Architect
When determining whether Heritage Global is a strong investment it is important to analyze Heritage Global's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Heritage Global's future performance. For an informed investment choice regarding Heritage Stock, refer to the following important reports:
Check out the analysis of Heritage Global Correlation against competitors.
For more information on how to buy Heritage Stock please use our How to buy in Heritage Stock guide.
You can also try the Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Heritage Global. If investors know Heritage will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Heritage Global listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Heritage Global is measured differently than its book value, which is the value of Heritage that is recorded on the company's balance sheet. Investors also form their own opinion of Heritage Global's value that differs from its market value or its book value, called intrinsic value, which is Heritage Global's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Heritage Global's market value can be influenced by many factors that don't directly affect Heritage Global's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Heritage Global's value and its price as these two are different measures arrived at by different means. Investors typically determine if Heritage Global is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Heritage Global's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.