HGBL vs MKTW

Comparison between Heritage Global Inc (HGBL, Company) and Marketwise Inc - Class A (MKTW, Company).

Both HGBL and MKTW are from the Financial Services sector.

5-Year PerformanceHGBL has outperformed MKTW, delivering a return of -14.7% compared to -34.9%

HGBL vs MKTW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HGBL(COMPANY)	MKTW(COMPANY)
Market Cap	$43M	$43M
Max Drawdown	74.19%	96.94%
Sharpe Ratio	-1.40	0.22
5Y Beta	0.47	0.75
Industry	Capital Markets	Financial Data & Stock Exchanges
P/E Ratio	13.30	12.66
Forward P/E	18.02	10.50
PEG Ratio	3.60	N/A
Dividend Yield	N/A	4.94%
5Y EPS CAGR	-21.56%	N/A
Debt to Equity	6.05%	0.00%
Free Cash Flow Yield	-1.82%	96.47%
P/S Ratio	0.86	0.14
P/B Ratio	0.64	7.00

Market Cap

Winner

HGBL

$43M

MKTW

$43M

Max Drawdown

Winner

HGBL

74.19%

MKTW

96.94%

Sharpe Ratio

HGBL

-1.40

Winner

MKTW

0.22

5Y Beta

Winner

HGBL

0.47

MKTW

0.75

Industry

HGBL

Capital Markets

MKTW

Financial Data & Stock Exchanges

P/E Ratio

HGBL

13.30

Winner

MKTW

12.66

Forward P/E

HGBL

18.02

Winner

MKTW

10.50

PEG Ratio

HGBL

3.60

MKTW

N/A

Dividend Yield

HGBL

N/A

MKTW

4.94%

5Y EPS CAGR

HGBL

-21.56%

MKTW

N/A

Debt to Equity

HGBL

6.05%

Winner

MKTW

0.00%

Free Cash Flow Yield

HGBL

-1.82%

Winner

MKTW

96.47%

P/S Ratio

HGBL

0.86

Winner

MKTW

0.14

P/B Ratio

Winner

HGBL

0.64

MKTW

7.00

HGBL vs MKTW - Historical Returns

Returns include dividend reinvestment.

Period	HGBL	MKTW
1 month	+3.31%	-1.07%
3 months	-10.07%	-1.37%
6 months	+1.63%	+27.28%
1 year	-44.69%	-0.98%
5 years(CAGR)	-14.71%	-34.93%
10 years(CAGR)	+18.97%	N/A
Max(CAGR)	+19.13%	-30.96%

Winner

HGBL

+3.31%

MKTW

-1.07%

HGBL

-10.07%

Winner

MKTW

-1.37%

HGBL

+1.63%

Winner

MKTW

+27.28%

HGBL

-44.69%

Winner

MKTW

-0.98%

5Y(CAGR)

Winner

HGBL

-14.71%

MKTW

-34.93%

10Y(CAGR)

HGBL

+18.97%

MKTW

N/A

Max(CAGR)

Winner

HGBL

+19.13%

MKTW

-30.96%

HGBL vs MKTW - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	HGBL	MKTW
2026	+1.63%	+20.09%
2025	-33.69%	+54.01%
2024	-32.73%	-78.40%
2023	+15.35%	+74.30%
2022	+32.02%	-76.34%
2021	-34.84%	-27.22%
2020	+180.00%	+3.96%
2019	+117.78%	N/A
2018	+1.00%	N/A
2017	-34.12%	N/A
2016	+135.00%	N/A

HGBL vs MKTW Drawdown Comparison

The maximum drawdown for HGBL was -74.19%, occurring on May 12, 2022. Recovery took 698 trading sessions.

The maximum drawdown for MKTW was -96.43%, occurring on Nov 11, 2024. This drawdown has not yet recovered.

The current HGBL drawdown is -68.98%. The current MKTW drawdown is -92.29%.

Rank	HGBL	MKTW
#1	-74.19% Aug 26, 2020 - Jun 6, 2023	-96.43% Aug 2, 2021 - Nov 11, 2024
#2	-70.97% Jul 17, 2023 - Mar 13, 2026	-20.71% Feb 19, 2021 - Jul 26, 2021
#3	-65.33% Jan 25, 2017 - Nov 5, 2018	-5.42% Jul 26, 2021 - Jul 29, 2021
#4	-62.57% Feb 5, 2016 - Aug 24, 2016	-3.86% Sep 16, 2020 - Dec 16, 2020
#5	-52.63% Nov 5, 2018 - Sep 23, 2019	-3.29% Jan 14, 2021 - Feb 4, 2021
#6	-44.23% Sep 2, 2016 - Jan 3, 2017	-2.57% Dec 24, 2020 - Jan 12, 2021
#7	-36.00% Oct 1, 2019 - May 5, 2020	-1.00% Feb 12, 2021 - Feb 19, 2021
#8	-19.54% Jan 19, 2016 - Feb 5, 2016	-0.57% Jan 12, 2021 - Jan 14, 2021
#9	-14.50% Jul 2, 2020 - Jul 24, 2020	-0.27% Feb 8, 2021 - Feb 12, 2021
#10	-12.82% May 5, 2020 - May 22, 2020	-0.25% Dec 17, 2020 - Dec 21, 2020
#11	-12.78% Jun 12, 2020 - Jun 19, 2020	-0.19% Feb 4, 2021 - Feb 8, 2021
#12	-12.50% Jun 6, 2023 - Jul 17, 2023	-0.10% Dec 22, 2020 - Dec 24, 2020
#13	-11.56% Jun 30, 2020 - Jul 2, 2020	N/A
#14	-9.77% Jan 13, 2017 - Jan 23, 2017	N/A
#15	-8.05% Aug 3, 2020 - Aug 5, 2020	N/A