Heritage Global, Inc.

How big is Heritage Global, Inc.?

As of Jun 18, Heritage Global, Inc. has a market capitalization of 73.73 million, with net sales of 46.66 million and net profit of 4.45 million over the latest four quarters. As of Dec 24, shareholder's funds are 65.20 million and total assets are 84.82 million.

As of Jun 18, Heritage Global, Inc. has a market capitalization of 73.73 million, categorizing it as a Micro Cap company.<BR><BR>As of Jun 18, the sum of Net Sales for the latest four quarters is 46.66 million, while the sum of Net Profit for the same period is 4.45 million.<BR><BR>As of Dec 24, the reporting period shows Shareholder's Funds at 65.20 million and Total Assets at 84.82 million.

What does Heritage Global, Inc. do?

Heritage Global, Inc. specializes in asset liquidation, valuations, and advisory services in the Capital Markets industry. As of March 2025, it reported net sales of $13 million and a net profit of $1 million, with a market cap of $73.73 million.

Overview:<BR>Heritage Global, Inc. is engaged in asset liquidation transactions, valuations, and advisory within the Capital Markets industry, operating as a micro-cap company.<BR><BR>Financial Snapshot:<BR>- Most recent Net Sales: 13 Million (Quarterly Results - Mar 2025)<BR>- Most recent Net Profit: 1 Million (Quarterly Results - Mar 2025)<BR>- Market-cap: USD 73.73 Million (Micro Cap)<BR><BR>Key Metrics:<BR>- P/E: 16.00<BR>- Dividend Yield: 0.00%<BR>- Debt Equity: -999,999.00<BR>- Return on Equity: 6.80%<BR>- Price to Book: 1.13<BR><BR>Contact Details:<BR>- Address: 12625 High Bluff Dr Ste 305, SAN DIEGO CA: 92130-2054<BR>- Tel: ['1 416 8663005', '1 858 8470656']<BR>- Fax: 1 416 8663061<BR>- Website: http://www.heritageglobalinc.com/

Should I buy, sell or hold Heritage Global, Inc.?

Who are in the management team of Heritage Global, Inc.?

As of March 2022, the management team of Heritage Global, Inc. includes Mr. Samuel Shimer (Independent Chairman), Mr. Ross Dove (President and CEO), Ms. Kelly Sharpe, and Independent Directors Mr. Emmett DeMoss, Mr. Michael Hexner, and Mr. J. Brendan Ryan. They oversee the company's strategic direction and operations.

As of March 2022, the management team of Heritage Global, Inc. includes the following individuals:<BR><BR>- Mr. Samuel Shimer, Independent Chairman of the Board<BR>- Mr. Ross Dove, President, Chief Executive Officer, and Director<BR>- Ms. Kelly Sharpe, Director<BR>- Mr. Emmett DeMoss, Independent Director<BR>- Mr. Michael Hexner, Independent Director<BR>- Mr. J. Brendan Ryan, Independent Director<BR><BR>This team is responsible for guiding the company's strategic direction and overseeing its operations.

Is Heritage Global, Inc. technically bullish or bearish?

As of August 25, 2025, Heritage Global, Inc. has shifted to a bearish trend, indicated by negative signals from key technical indicators and underperformance compared to the S&P 500, with a year-to-date return of -3.24% versus the S&P's 12.22%.

As of 25 August 2025, the technical trend for Heritage Global, Inc. has changed from mildly bullish to sideways. The current stance is bearish, driven by bearish signals from the MACD and Bollinger Bands on both weekly and monthly time frames, along with daily moving averages also indicating bearishness. The Dow Theory reflects a mildly bearish outlook on both weekly and monthly scales. The KST shows a contrasting mildly bullish signal on the monthly, but overall, the indicators suggest weakness.<BR><BR>In terms of performance, Heritage Global has underperformed the S&P 500 across multiple periods, with a year-to-date return of -3.24% compared to the S&P 500's 12.22%, and a 5-year return of -28.69% versus the S&P 500's 96.61%.

Is Heritage Global, Inc. overvalued or undervalued?

As of October 17, 2025, Heritage Global, Inc. is fairly valued with a P/E ratio of 16, but has underperformed the S&P 500 with a year-to-date return of -17.84% compared to the index's 13.30%.

As of 17 October 2025, the valuation grade for Heritage Global, Inc. has moved from attractive to fair, indicating a shift in its perceived value. The company appears to be fairly valued based on its current metrics, with a P/E ratio of 16, a Price to Book Value of 1.10, and an EV to EBITDA ratio of 8.71. In comparison, peers such as A-Mark Precious Metals, Inc. are considered very expensive with a P/E of 605.28, while B. Riley Financial, Inc. is classified as risky with a negative P/E ratio.<BR><BR>Despite the fair valuation, Heritage Global, Inc. has underperformed relative to the S&P 500 across multiple time frames, with a year-to-date return of -17.84% compared to the S&P 500's 13.30%. This trend continues over longer periods, with a 5-year return of -21.24% versus the S&P 500's 91.29%, suggesting that while the stock may be fairly valued, its performance has not met market expectations.