HGBL vs WHLRD

Comparison between Heritage Global Inc (HGBL, Company) and Wheeler Real Estate Investment Trust Inc (WHLRD, Company).

HGBL is from the Financial Services sector, while WHLRD is from the Real Estate sector.

5-Year PerformanceWHLRD has outperformed HGBL, delivering a return of +15.6% compared to -10.3%

HGBL vs WHLRD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HGBL(COMPANY)	WHLRD(COMPANY)
Market Cap	$37M	$37M
Max Drawdown	74.69%	81.70%
Sharpe Ratio	-1.06	0.05
5Y Beta	0.46	0.08
Industry	Capital Markets	Reit - Retail
P/E Ratio	11.47	N/A
Forward P/E	18.02	N/A
PEG Ratio	3.60	0.00
5Y EPS CAGR	-21.56%	N/A
Debt to Equity	6.05%	N/A
Free Cash Flow Yield	-2.11%	N/A
P/S Ratio	0.74	0.36
P/B Ratio	0.54	N/A

Market Cap

HGBL

$37M

Winner

WHLRD

$37M

Max Drawdown

Winner

HGBL

74.69%

WHLRD

81.70%

Sharpe Ratio

HGBL

-1.06

Winner

WHLRD

0.05

5Y Beta

HGBL

0.46

Winner

WHLRD

0.08

Industry

HGBL

Capital Markets

WHLRD

Reit - Retail

P/E Ratio

HGBL

11.47

WHLRD

N/A

Forward P/E

HGBL

18.02

WHLRD

N/A

PEG Ratio

HGBL

3.60

Winner

WHLRD

0.00

5Y EPS CAGR

HGBL

-21.56%

WHLRD

N/A

Debt to Equity

HGBL

6.05%

WHLRD

N/A

Free Cash Flow Yield

HGBL

-2.11%

WHLRD

N/A

P/S Ratio

HGBL

0.74

Winner

WHLRD

0.36

P/B Ratio

HGBL

0.54

WHLRD

N/A

HGBL vs WHLRD - Historical Returns

Returns include dividend reinvestment.

Period	HGBL	WHLRD
1 month	-0.83%	-2.61%
3 months	-1.65%	-8.94%
6 months	-5.93%	-10.19%
1 year	-39.59%	-0.54%
5 years(CAGR)	-10.31%	+15.58%
10 years(CAGR)	+12.39%	+5.69%
Max(CAGR)	+18.25%	+5.69%

Winner

HGBL

-0.83%

WHLRD

-2.61%

Winner

HGBL

-1.65%

WHLRD

-8.94%

Winner

HGBL

-5.93%

WHLRD

-10.19%

HGBL

-39.59%

Winner

WHLRD

-0.54%

5Y(CAGR)

HGBL

-10.31%

Winner

WHLRD

+15.58%

10Y(CAGR)

Winner

HGBL

+12.39%

WHLRD

+5.69%

Max(CAGR)

Winner

HGBL

+18.25%

WHLRD

+5.69%

HGBL vs WHLRD - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	HGBL	WHLRD
2026	-3.25%	-8.94%
2025	-33.69%	+41.77%
2024	-32.73%	+108.77%
2023	+15.35%	-0.91%
2022	+32.02%	-15.38%
2021	-34.84%	-14.82%
2020	+180.00%	+20.12%
2019	+117.78%	+44.09%
2018	+1.00%	-46.05%
2017	-34.12%	-6.73%
2016	+135.00%	-3.61%

HGBL vs WHLRD Drawdown Comparison

The maximum drawdown for HGBL was -74.69%, occurring on Aug 4, 2026. This drawdown has not yet recovered.

The maximum drawdown for WHLRD was -78.41%, occurring on Mar 18, 2020. Recovery took 1887 trading sessions.

The current HGBL drawdown is -70.47%. The current WHLRD drawdown is -16.52%.

Rank	HGBL	WHLRD
#1	-74.69% Jul 17, 2023 - Aug 4, 2026	-78.41% Mar 31, 2017 - Oct 2, 2024
#2	-74.19% Aug 26, 2020 - Jun 6, 2023	-18.36% Dec 5, 2025 - Aug 20, 2026
#3	-65.33% Jan 25, 2017 - Nov 5, 2018	-11.44% Jan 24, 2025 - Apr 23, 2025
#4	-62.57% Feb 5, 2016 - Aug 24, 2016	-10.59% Nov 7, 2024 - Dec 31, 2024
#5	-52.63% Nov 5, 2018 - Sep 23, 2019	-9.36% Apr 30, 2025 - Sep 3, 2025
#6	-44.23% Sep 2, 2016 - Jan 3, 2017	-9.29% Sep 12, 2025 - Dec 5, 2025
#7	-36.00% Oct 1, 2019 - May 5, 2020	-8.98% Sep 30, 2016 - Feb 3, 2017
#8	-19.54% Jan 19, 2016 - Feb 5, 2016	-5.29% Oct 2, 2024 - Oct 8, 2024
#9	-14.50% Jul 2, 2020 - Jul 24, 2020	-4.84% Jan 8, 2025 - Jan 16, 2025
#10	-12.82% May 5, 2020 - May 22, 2020	-4.20% Dec 31, 2024 - Jan 7, 2025
#11	-12.78% Jun 12, 2020 - Jun 19, 2020	-2.71% Jan 17, 2025 - Jan 23, 2025
#12	-12.50% Jun 6, 2023 - Jul 17, 2023	-1.37% Apr 25, 2025 - Apr 30, 2025
#13	-11.56% Jun 30, 2020 - Jul 2, 2020	-1.27% Oct 21, 2024 - Oct 30, 2024
#14	-9.77% Jan 13, 2017 - Jan 23, 2017	-1.18% Feb 24, 2017 - Mar 24, 2017
#15	-8.05% Aug 3, 2020 - Aug 5, 2020	-0.92% Sep 3, 2025 - Sep 9, 2025