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Upturn AI SWOT - About
Heritage Global Inc (HGBL)
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Upturn Advisory Summary
05/27/2025: HGBL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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
Limited analyst coverage, niche firm, research info may be scarce.
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 -5.98% | Avg. Invested days 33 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 05/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 78.31M USD | Price to earnings Ratio 18.5 | 1Y Target Price 3.83 |
Price to earnings Ratio 18.5 | 1Y Target Price 3.83 | ||
Volume (30-day avg) 3 | Beta 1.1 | 52 Weeks Range 1.52 - 2.74 | Updated Date 06/30/2025 |
52 Weeks Range 1.52 - 2.74 | Updated Date 06/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.12 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 9.53% | Operating Margin (TTM) 10.1% |
Management Effectiveness
Return on Assets (TTM) 4.38% | Return on Equity (TTM) 6.92% |
Valuation
Trailing PE 18.5 | Forward PE - | Enterprise Value 66749456 | Price to Sales(TTM) 1.68 |
Enterprise Value 66749456 | Price to Sales(TTM) 1.68 | ||
Enterprise Value to Revenue 1.43 | Enterprise Value to EBITDA 6.76 | Shares Outstanding 35275200 | Shares Floating 28765871 |
Shares Outstanding 35275200 | Shares Floating 28765871 | ||
Percent Insiders 11.7 | Percent Institutions 40.42 |
Analyst Ratings
Rating 2 | Target Price 3.83 | Buy 1 | Strong Buy 2 |
Buy 1 | Strong Buy 2 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Heritage Global Inc
Company Overview
History and Background
Heritage Global Inc. (HGBL) was founded in 1987 as a small auction company and has evolved into a global asset advisory and auction services firm. It has grown through acquisitions and expanding its service offerings.
Core Business Areas
- Auction & Liquidation Services: Provides auction and liquidation services for surplus and distressed assets across various industries.
- Valuation Services: Offers valuation and appraisal services for machinery, equipment, and other assets.
- Real Estate Brokerage: Provides brokerage services for commercial and industrial real estate properties.
Leadership and Structure
Ross Dove is the Chief Executive Officer. The company has a board of directors and operates with a functional organizational structure.
Top Products and Market Share
Key Offerings
- Market Share (%): 8
- Online Auctions: Online auctions of surplus and distressed assets. Revenue is derived from commissions and fees. Competitors include Liquidity Services (LQDT) and BPI Auctions.
- Asset Valuation Services: Valuation services for machinery, equipment, and real estate. Competitors include American Appraisal Associates and Duff & Phelps.
- Market Share (%): 5
Market Dynamics
Industry Overview
The asset liquidation and valuation industry is driven by economic cycles, corporate restructuring, and technological advancements. There is growing demand for online auction platforms.
Positioning
Heritage Global Inc. is positioned as a provider of comprehensive asset solutions, focusing on a range of industries and asset types.
Total Addressable Market (TAM)
The total addressable market for asset liquidation and valuation is estimated to be in the billions of dollars annually. Heritage Global Inc. aims to capture a larger share through strategic acquisitions and expanded service offerings. TAM ~$5 Billion
Upturn SWOT Analysis
Strengths
- Diversified service offerings
- Experienced management team
- Global reach
- Strong online auction platform
Weaknesses
- Relatively small market capitalization
- Dependence on economic cycles
- Limited brand recognition compared to larger competitors
Opportunities
- Acquisition of smaller competitors
- Expansion into new markets
- Increased demand for asset liquidation due to economic downturns
- Growing adoption of online auction platforms
Threats
- Economic recession
- Increased competition
- Changes in regulations
- Technological disruption
Competitors and Market Share
Key Competitors
- LQDT
- BID
- RGLD
Competitive Landscape
Heritage Global Inc. competes with larger, more established companies in the asset liquidation and valuation industry. Its competitive advantages include its specialized expertise and global reach.
Growth Trajectory and Initiatives
Historical Growth: Heritage Global Inc. has grown through strategic acquisitions and organic growth in its core business segments.
Future Projections: Future growth projections are dependent on economic conditions and the company's ability to execute its strategic plan.
Recent Initiatives: Recent initiatives include expanding its online auction platform and acquiring complementary businesses.
Summary
Heritage Global Inc. is a player in the asset liquidation and valuation industry, offering diversified services and global reach. While its small market capitalization and dependence on economic cycles pose challenges, strategic acquisitions and expanding online presence present growth opportunities. Competition from larger players and potential economic downturns are key risks to monitor. The company needs to ensure its online platform stays competative.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Market research reports
- Industry publications
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not 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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