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HGBL

NEUTRAL
$1.4 Live
Heritage Global Inc. · NASDAQ
Target $3.42 (+144.6%)
$1.13 52W Range $2.32
Overview AI Snowflake Price Valuation Profitability Growth Health Statements Peers Insiders

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 11, 2026
Market cap
$48.64M
P/E
14.0
ROE
5.4%
Profit margin
7.0%
Debt/Equity
0.09
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
85%
HGBL presents a classic value trap profile, characterized by a stable Piotroski F-Score of 4/9 and a current price ($1.40) trading significantly below its Graham Number ($2.08) and book value (P/B 0.73). While the balance sheet is exceptionally clean with very low debt (D/E 0.09) and strong liquidity (Current Ratio 2.16), these strengths are offset by a dismal earnings track record, missing 4 of the last 4 estimates with an average surprise of -58.34%. The divergence between the analyst target price ($3.42) and the growth-based intrinsic value ($0.70) suggests high volatility and speculative pricing. Overall, the company is financially solvent but operationally struggling to meet expectations.

Key Strengths

Trading below book value (P/B 0.73)
Very low leverage (Debt/Equity 0.09)
Strong short-term liquidity (Current Ratio 2.16)
Low P/E ratio (14.00) relative to sector averages
Positive revenue growth (10.10% YoY)

Key Risks

Consistent failure to meet earnings estimates (0/4 last 4 quarters)
Severe long-term price erosion (5Y Change: -53.3%)
Bearish insider activity with repeated sales by General Counsel
Low intrinsic value estimate ($0.70) relative to current price
Lack of positive technical momentum (Technical Trend: 0/100)
AI Fair Value Estimate
Based on comprehensive analysis
$1.39
-0.7% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
36
Weak
Value
75
Future
30
Past
20
Health
55
Dividend
0
AI Verdict
Speculative Value
Key drivers: Strong balance sheet, Poor earnings execution, Deep value metrics, Negative price trend
Confidence
90%
Value
75/100

Ref P/E 14.0, P/B 0.73, Graham Number $2.08

Positives
  • Price < Graham Number
  • P/B < 1.0
  • Low Forward P/E
Watchpoints
  • Intrinsic value based on growth is very low
Future
30/100

Ref Growth rates and Earnings Surprise

Positives
  • Modest revenue growth
Watchpoints
  • Consistent earnings misses
  • Negative Q/Q EPS growth (-50%)
Past
20/100

Ref Historical price performance

Positives
  • Maintained solvency
Watchpoints
  • 5-year price decline of 53.3%
  • 1-year price decline of 30.7%
Health
55/100

Ref Piotroski F-Score 4/9, Debt/Equity 0.09

Positives
  • Low Debt/Equity
  • Healthy Current Ratio
Watchpoints
  • Mediocre Piotroski F-Score (4/9)
Dividend
0/100

Ref Dividend Yield N/A

Positives
No standout positives identified.
Watchpoints
  • No dividend paid
  • 0% payout ratio

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$1.4
Analyst Target
$3.42
Upside/Downside
+144.6%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for HGBL and closest competitors.

Updated 2026-04-10
HGB
Heritage Global Inc.
Primary
5Y
-53.3%
3Y
-51.4%
1Y
-30.7%
6M
-8.5%
1M
+12.0%
1W
+1.4%
BCG
Binah Capital Group, Inc.
Peer
5Y
-72.8%
3Y
-72.8%
1Y
+3.3%
6M
+9.9%
1M
+9.7%
1W
+7.6%
EHT
eHealth, Inc.
Peer
5Y
-98.1%
3Y
-85.0%
1Y
-76.7%
6M
-71.3%
1M
-7.4%
1W
+7.8%
HFB
Home Federal Bancorp, Inc. of Louisiana
Peer
5Y
+35.7%
3Y
+16.1%
1Y
+42.0%
6M
+30.8%
1M
-2.4%
1W
+4.0%
AAM
Atlantic American Corporation
Peer
5Y
-31.8%
3Y
+22.1%
1Y
+100.9%
6M
-15.6%
1M
+7.8%
1W
+5.7%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
14.0
Forward P/E
8.75
PEG Ratio
N/A
P/B Ratio
0.73
P/S Ratio
0.95
EV/Revenue
0.66
EV/EBITDA
5.58
Market Cap
$48.64M

Profitability

Profit margins and return metrics

Profit Margin 7.04%
Operating Margin 7.29%
Gross Margin 60.87%
ROE 5.43%
ROA 4.12%

Growth

Revenue and earnings growth rates

Revenue Growth +10.1%
Earnings Growth N/A
Q/Q Revenue Growth +10.1%
Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.09
Low debt
Current Ratio
2.16
Strong
Quick Ratio
1.44
Good
Cash/Share
$0.59

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.0B
Gross Margin
-6.8%
Op. Margin
7.3%
Net Margin
2.5%
Total Assets
$0.1B
Liabilities
$0.0B
Equity
$0.1B
Debt/Equity
0.32x
Operating CF
$0.0B
CapEx
$-0.0B
Free Cash Flow
$0.0B
FCF Yield
61%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-07
$N/A
2026-03-12
$0.01
-66.7% surprise
2025-11-06
$0.02
-50.0% surprise
2025-08-07
$0.05

Financial Services Sector Comparison

Comparing HGBL against 341 companies in the Financial Services sector (60 bullish, 147 neutral, 134 bearish)
P/E Ratio
14.0
This Stock
vs
54.09
Sector Avg
-74.1% (Discount)
Return on Equity (ROE)
5.43%
This Stock
vs
-0.66%
Sector Avg
-920.6% (Below Avg)
Profit Margin
7.04%
This Stock
vs
63.27%
Sector Avg
-88.9% (Weaker)
Debt to Equity
0.09
This Stock
vs
1.36
Sector Avg
-93.7% (Less Debt)
Revenue Growth
10.1%
This Stock
vs
44.9%
Sector Avg
-77.5% (Slower)
Current Ratio
2.16
This Stock
vs
3.26
Sector Avg
-33.8% (Weaker)

Similar Companies

Peer comparison within the same industry

HGBL Heritage Global Inc.
NEUTRAL
Mkt Cap
$49M
P/E
14.0
ROE
5.4%
Price
$1.4
BCG Binah Capital...
BEARISH
Mkt Cap
$43M
P/E
64.6
ROE
5.9%
Price
$2.58
 Compare with HGBL
EHTH eHealth, Inc.
BEARISH
Mkt Cap
$43M
P/E
-
ROE
4.2%
Price
$1.38
 Compare with HGBL
HFBL Home Federal...
BULLISH
Mkt Cap
$56M
P/E
10.8
ROE
9.3%
Price
$18.2
 Compare with HGBL
AAME Atlantic...
NEUTRAL
Mkt Cap
$57M
P/E
12.0
ROE
4.7%
Price
$2.77
 Compare with HGBL

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

SKLAR JAMES EDWARD
General Counsel
Sell
2026-04-01
3,734 shares · $5,041
SHIMER SAMUEL LOUIS
Director
Stock Award
2026-03-05
20,000 shares
HEXNER MICHAEL
Director
Stock Award
2026-03-05
20,000 shares
SHARPE KELLY S
Director
Stock Award
2026-03-05
20,000 shares
SINSLEY BARBARA A
Director
Stock Award
2026-03-05
20,000 shares
BURNHAM WILLIAM L
Director
Stock Award
2026-03-05
20,000 shares
SKLAR JAMES EDWARD
General Counsel
Sell
2026-03-02
3,734 shares · $4,854
SKLAR JAMES EDWARD
General Counsel
Sell
2026-02-02
3,734 shares · $5,116
SKLAR JAMES EDWARD
General Counsel
Sell
2026-01-02
3,734 shares · $4,593
SKLAR JAMES EDWARD
General Counsel
Sell
2025-12-01
3,734 shares · $4,892
SKLAR JAMES EDWARD
General Counsel
Sell
2025-11-03
3,734 shares · $5,340
Insider transactions can signal confidence or concerns about company prospects

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
NONE
4 analysts
Freedom Broker
2026-01-29
Maintains
Buy Buy
Freedom Broker
2025-11-13
Maintains
Buy Buy

Past News Coverage

Recent headlines mentioning HGBL from our newsroom.

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