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Upturn AI SWOT - About
Heritage Global Inc (HGBL)
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Upturn Advisory Summary
08/14/2025: HGBL (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
3 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $3.83
1 Year Target Price $3.83
| 2 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -16.79% | Avg. Invested days 34 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 66.36M USD | Price to earnings Ratio 19.1 | 1Y Target Price 3.83 |
Price to earnings Ratio 19.1 | 1Y Target Price 3.83 | ||
Volume (30-day avg) 3 | Beta 1.03 | 52 Weeks Range 1.52 - 2.39 | Updated Date 08/15/2025 |
52 Weeks Range 1.52 - 2.39 | Updated Date 08/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.1 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-08-07 | When - | Estimate 0.05 | Actual 0.05 |
Profitability
Profit Margin 7.33% | Operating Margin (TTM) 15.05% |
Management Effectiveness
Return on Assets (TTM) 4.44% | Return on Equity (TTM) 5.46% |
Valuation
Trailing PE 19.1 | Forward PE - | Enterprise Value 53072781 | Price to Sales(TTM) 1.36 |
Enterprise Value 53072781 | Price to Sales(TTM) 1.36 | ||
Enterprise Value to Revenue 1.08 | Enterprise Value to EBITDA 5.2 | Shares Outstanding 34741600 | Shares Floating 28232376 |
Shares Outstanding 34741600 | Shares Floating 28232376 | ||
Percent Insiders 11.88 | Percent Institutions 38.72 |
Upturn AI SWOT
Heritage Global Inc
Company Overview
History and Background
Heritage Global Inc. (HGBL) was founded in 1987. Initially focused on asset disposition services, it has evolved into a diversified financial services company, providing asset valuation, auction, and advisory services.
Core Business Areas
- Industrial Assets: Provides auction, liquidation, and valuation services for industrial machinery and equipment.
- Financial Assets: Offers loan portfolio acquisitions, servicing, and recovery solutions.
- Real Estate: Provides auction and brokerage services for commercial real estate.
Leadership and Structure
Ross Dove serves as the CEO. The company is structured with specialized teams for each core business area.
Top Products and Market Share
Key Offerings
- Auction and Liquidation Services: Provides auction and liquidation services for various asset classes. Revenue is tied to transaction volume. Competitors include Liquidity Services, Inc. (LQDT) and Ritchie Bros. Auctioneers (RBA).
- Loan Portfolio Acquisitions: Acquires and manages distressed loan portfolios. Revenue is generated through loan recovery. Competitors include Encore Capital Group (ECPG) and PRA Group (PRAA).
Market Dynamics
Industry Overview
The asset disposition and financial services industries are influenced by economic cycles, technological advancements, and regulatory changes. Demand for asset disposition services increases during economic downturns.
Positioning
Heritage Global Inc. operates as a niche player, focusing on specific asset classes and industries. Its competitive advantage lies in its expertise and network of buyers and sellers.
Total Addressable Market (TAM)
The total addressable market for asset disposition and financial services is estimated to be in the billions of dollars annually. Heritage Global Inc. captures a small percentage of this TAM, leaving room for growth.
Upturn SWOT Analysis
Strengths
- Diversified business model
- Experienced management team
- Established network of buyers and sellers
- Strong brand reputation
Weaknesses
- Small market capitalization
- Dependence on economic cycles
- Limited financial resources
- Thinly traded stock
Opportunities
- Expansion into new markets
- Strategic acquisitions
- Increased demand for asset disposition services during economic downturns
- Technological innovation
Threats
- Economic downturns
- Increased competition
- Regulatory changes
- Disruptive technologies
Competitors and Market Share
Key Competitors
- LQDT
- RBA
- ECPG
- PRAA
Competitive Landscape
Heritage Global Inc. competes with larger, more established players. Its competitive advantage lies in its specialization and customer service.
Major Acquisitions
National Loan Exchange
- Year: 2019
- Acquisition Price (USD millions): 7.5
- Strategic Rationale: Expanded Heritage Global's financial asset recovery capabilities.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been volatile, influenced by economic cycles and strategic initiatives.
Future Projections: Future growth is expected to be driven by expansion into new markets and strategic acquisitions.
Recent Initiatives: Recent initiatives include investments in technology and expansion of the financial assets business.
Summary
Heritage Global Inc. is a niche player in the asset disposition and financial services industries. Its diversified business model and experienced management team are strengths. However, its small market capitalization and dependence on economic cycles are weaknesses. The company has opportunities for growth through expansion and strategic acquisitions, but it faces threats from economic downturns and increased competition.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings, press releases, industry reports
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Heritage Global Inc
Exchange NASDAQ | Headquaters San Diego, CA, United States | ||
IPO Launch date 1993-03-23 | President, CEO & Director Mr. Ross M. Dove | ||
Sector Financial Services | Industry Capital Markets | Full time employees 86 | Website https://hginc.com |
Full time employees 86 | Website https://hginc.com | ||
Heritage Global Inc., together with its subsidiaries, operates as an asset services company with focus on financial and industrial asset transactions in the United States. It operates through three segments: Auction and Liquidation, Refurbishment and Resale, and Brokerage. The company offers a suite of market making, acquisitions, refurbishment, dispositions, valuations, and secured lending services. It also involved in the identifying, valuing, acquiring, and monetizing underlying tangible assets. In addition, the company acts as an adviser, as well as a principal, acquiring, or brokering manufacturing facilities; surplus industrial machinery and equipment; industrial inventories; and charged-off receivable portfolios. The company was formerly known as Counsel RB Capital Inc. and changed its name to Heritage Global, Inc. in August 2013. Heritage Global, Inc. was founded in 1937 and is headquartered in San Diego, California.
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