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Heritage Global Inc. (HGBL) Stock Fundamental Analysis & AI Rating 2026

HGBL Nasdaq Services-Business Services, NEC FL CIK: 0000849145
Updated This Month • Analysis: May 9, 2026 • SEC Data: 2026-03-31
Combined AI Rating
SELL
68% Confidence
AGREEMENT
SELL
72% Conf
HOLD
65% Conf

📊 HGBL Key Takeaways

Revenue: $12.7M
Net Margin: 5.6%
Free Cash Flow: $-3.2M
Current Ratio: 1.95x
Debt/Equity: 0.06x
EPS: $0.02
AI Rating: SELL with 72% confidence
Heritage Global Inc. (HGBL) receives a SELL rating with 68% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $12.7M, net profit margin of 5.6%, and return on equity (ROE) of 1.1%, Heritage Global Inc. demonstrates mixed fundamentals in the Services sector. Below is our complete HGBL stock analysis for 2026.

Is Heritage Global Inc. (HGBL) a Good Investment?

Claude

Heritage Global exhibits revenue growth of 12.4% YoY but faces critical operational challenges with negative operating cash flow (-$2.7M) and declining profitability metrics (flat net income, -28.6% EPS), indicating the company cannot convert revenue into sustainable cash generation. While the balance sheet is conservatively structured with minimal debt (0.06x D/E), returns on equity (1.1%) and assets (0.8%) are severely depressed, signaling fundamental business model inefficiency.

ChatGPT

Solid revenue growth and healthy operating margins are supported by a strong, underlevered balance sheet with ample liquidity. However, flat net income, negative free cash flow due to elevated capex, and a sharp decline in diluted EPS suggest weak operating leverage and potential dilution. Maintain neutral until cash conversion and earnings growth re-accelerate.

Why Buy Heritage Global Inc. Stock? HGBL Key Strengths

Claude
  • + Conservative balance sheet with minimal leverage (0.06x debt/equity ratio)
  • + Strong liquidity position (1.95x current ratio, 1.51x quick ratio) with $11.6M cash reserves
  • + Double-digit revenue growth (12.4% YoY) demonstrates market demand
ChatGPT
  • + Low leverage and high interest coverage
  • + Double-digit revenue growth
  • + Healthy operating and net margins

HGBL Stock Risks: Heritage Global Inc. Investment Risks

Claude
  • ! Negative operating cash flow (-$2.7M) and free cash flow (-$3.2M) despite revenue growth indicate severe operational efficiency and working capital management issues
  • ! Profitability deterioration: flat net income growth (0.0% YoY) with declining EPS (-28.6%) suggests margin compression and equity dilution
  • ! Extremely weak capital returns (ROE 1.1%, ROA 0.8%) indicate poor asset deployment and value destruction
ChatGPT
  • ! Negative free cash flow from high capex
  • ! Earnings stagnation despite revenue growth
  • ! EPS dilution indicating share count or margin pressure

Key Metrics to Watch

Claude
  • * Operating cash flow trend - critical turnaround indicator
  • * Net profit margin evolution - understand disconnect between revenue growth and profit stagnation
  • * Return on equity sustainability - assess whether returns improve or deteriorate further
ChatGPT
  • * Free cash flow margin
  • * Operating margin

Heritage Global Inc. (HGBL) Financial Metrics & Key Ratios

Revenue
$12.7M
Net Income
$717.0K
EPS (Diluted)
$0.02
Free Cash Flow
$-3.2M
Total Assets
$85.0M
Cash Position
$11.6M

💡 AI Analyst Insight

Heritage Global Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

HGBL Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 7.9%
Net Margin 5.6%
ROE 1.1%
ROA 0.8%
FCF Margin -25.5%

HGBL vs Services Sector: How Heritage Global Inc. Compares

How Heritage Global Inc. compares to Services sector averages

Net Margin
HGBL 5.6%
vs
Sector Avg 10.0%
HGBL Sector
ROE
HGBL 1.1%
vs
Sector Avg 16.0%
HGBL Sector
Current Ratio
HGBL 1.9x
vs
Sector Avg 1.5x
HGBL Sector
Debt/Equity
HGBL 0.1x
vs
Sector Avg 0.7x
HGBL Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Heritage Global Inc. Stock Overvalued? HGBL Valuation Analysis 2026

Based on fundamental analysis, Heritage Global Inc. has mixed fundamental signals relative to the Services sector in 2026.

Return on Equity
1.1%
Sector avg: 16%
Net Profit Margin
5.6%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.06x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Heritage Global Inc. Balance Sheet: HGBL Debt, Cash & Liquidity

Current Ratio
1.95x
Quick Ratio
1.51x
Debt/Equity
0.06x
Debt/Assets
20.3%
Interest Coverage
67.20x
Long-term Debt
$4.1M

HGBL Revenue & Earnings Growth: 5-Year Financial Trend

HGBL 5-year financial data: Year 2021: Revenue $26.2M, Net Income $9.7M, EPS $0.30. Year 2022: Revenue $46.9M, Net Income $3.1M, EPS $0.08. Year 2023: Revenue $60.5M, Net Income $15.5M, EPS $0.42. Year 2024: Revenue $60.5M, Net Income $12.5M, EPS $0.33. Year 2025: Revenue $51.0M, Net Income $5.2M, EPS $0.14.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Heritage Global Inc.'s revenue has grown significantly by 95% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.14 reflects profitable operations.

HGBL Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-25.5%
Free cash flow / Revenue

HGBL Quarterly Earnings & Performance

Quarterly financial performance data for Heritage Global Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $12.7M $717.0K $0.02
Q3 2025 $10.4M $585.0K $0.02
Q2 2025 $12.0M $1.1M $0.05
Q1 2025 $12.2M $1.1M $0.03
Q3 2024 $10.4M $1.1M $0.03
Q2 2024 $12.0M $1.8M $0.07
Q1 2024 $12.2M $1.8M $0.05
Q3 2023 $12.7M $645.0K $0.05

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Heritage Global Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$2.7M
Cash generated from operations
Stock Buybacks
$141.0K
Shares repurchased (TTM)
Capital Expenditures
$562.0K
Investment in assets
Dividends
None
No dividend program

HGBL SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Heritage Global Inc. (CIK: 0000849145)

📋 Recent SEC Filings

Date Form Document Action
May 18, 2026 4 xslF345X06/ownership.xml View →
May 8, 2026 4 xslF345X06/ownership.xml View →
May 7, 2026 10-Q hgbl-20260331.htm View →
Apr 21, 2026 DEF 14A hgbl-20260416.htm View →
Apr 2, 2026 4 xslF345X06/ownership.xml View →

Frequently Asked Questions about HGBL

What is the AI rating for HGBL?

Heritage Global Inc. (HGBL) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (HOLD) with 68% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are HGBL's key strengths?

Claude: Conservative balance sheet with minimal leverage (0.06x debt/equity ratio). Strong liquidity position (1.95x current ratio, 1.51x quick ratio) with $11.6M cash reserves. ChatGPT: Low leverage and high interest coverage. Double-digit revenue growth.

What are the risks of investing in HGBL?

Claude: Negative operating cash flow (-$2.7M) and free cash flow (-$3.2M) despite revenue growth indicate severe operational efficiency and working capital management issues. Profitability deterioration: flat net income growth (0.0% YoY) with declining EPS (-28.6%) suggests margin compression and equity dilution. ChatGPT: Negative free cash flow from high capex. Earnings stagnation despite revenue growth.

What is HGBL's revenue and growth?

Heritage Global Inc. reported revenue of $12.7M.

Does HGBL pay dividends?

Heritage Global Inc. does not currently pay dividends.

Where can I find HGBL SEC filings?

Official SEC filings for Heritage Global Inc. (CIK: 0000849145) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is HGBL's EPS?

Heritage Global Inc. has a diluted EPS of $0.02.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is HGBL a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Heritage Global Inc. has a SELL rating with 68% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is HGBL stock overvalued or undervalued?

Valuation metrics for HGBL: ROE of 1.1% (sector avg: 16%), net margin of 5.6% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy HGBL stock in 2026?

Our dual AI analysis gives Heritage Global Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is HGBL's free cash flow?

Heritage Global Inc.'s operating cash flow is $-2.7M, with capital expenditures of $562.0K. FCF margin is -25.5%.

How does HGBL compare to other Services stocks?

Vs Services sector averages: Net margin 5.6% (avg: 10%), ROE 1.1% (avg: 16%), current ratio 1.95 (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 9, 2026 | Data as of: 2026-03-31 | Powered by Claude AI