Heliad Equity Partners GmbH & Co. KGaA

Heliad Equity Partners GmbH & Co. KGaAverified

HPBK.DE

Price:

$4.48

Market Cap:

$50.85M

Heliad Equity Partners GmbH & Co. KGaA is an evergreen fund and specializes in investments in buyouts, growth phase, and special situations. The fund typically invests in healthcare, financial services, business services, logistics, entertainment and the entire service sector. It prefers to invest in medium-sized companies based in the German speaking region. The fund seeks to invest in companies having revenues between €10 million ($12.3 million) and €150 million ($184.74 million). It prefers to take majority and controlling minority stakes in publicly-listed and unlisted companies.

Industry

Asset Management

IPO Date

2004-11-12

Stock Exchange

XETRA

Ticker

HPBK.DE

The ROE as of November 2025 (TTM) for Heliad Equity Partners GmbH & Co. KGaA (HPBK.DE) is 14.23%

According to Heliad Equity Partners GmbH & Co. KGaA’s latest financial reports and current stock price. The company's current ROE is 14.23%. This represents a change of 234.77% compared to the average of 4.25% of the last 4 quarters.

Heliad Equity Partners GmbH & Co. KGaA (HPBK.DE) Historical ROE (quarterly & annually)

How has HPBK.DE ROE performed in the past?

The mean historical ROE of Heliad Equity Partners GmbH & Co. KGaA over the last ten years is -6.35%. The current 14.23% ROE has changed -324.20% with respect to the historical average. Over the past ten years (40 quarters), HPBK.DE's ROE was at its highest in in the June 2021 quarter at 17.25%. The ROE was at its lowest in in the June 2022 quarter at -34.66%.

Quarterly (TTM)
Annual

Average

-6.35%

Median

14.24%

Minimum

-97.90%

Maximum

44.08%

Heliad Equity Partners GmbH & Co. KGaA (HPBK.DE) ROE by Quarter and Year

Discovering the peaks and valleys of Heliad Equity Partners GmbH & Co. KGaA ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 182.18%

Maximum Annual ROE = 44.08%

Minimum Annual Increase = -1011.94%

Minimum Annual ROE = -97.90%

Quarterly (TTM)
Annual
YearROEChange
202416.34%27.00%
202312.87%-113.15%
2022-97.90%-1011.94%
202110.74%-75.65%
202044.08%182.18%
201915.62%-116.90%
2018-92.46%-383.15%
201732.65%-218.58%
2016-27.54%-224.47%
201522.12%-0.78%

Heliad Equity Partners GmbH & Co. KGaA (HPBK.DE) Average ROE

How has HPBK.DE ROE performed in the past?

The current ROE of Heliad Equity Partners GmbH & Co. KGaA (HPBK.DE) is greater than its 3-year, greater than its 5-year, and greater than its 10-year historical averages

3-year avg

-22.90%

5-year avg

-2.77%

10-year avg

-6.35%

Heliad Equity Partners GmbH & Co. KGaA (HPBK.DE) ROE vs. Peers

How is HPBK.DE’s ROE compared to its peers?

Heliad Equity Partners GmbH & Co. KGaA’s ROE is less than capsensixx AG (17.19%), greater than SGT German Private Equity GmbH & Co. KGaA (-29.20%), less than SGT German Private Equity GmbH & Co. KGaA (9.68%), greater than Voyager Digital Ltd. (-55.10%), less than aifinyo AG (0.66%), greater than Linus Digital Finance AG (-40.45%), greater than Linus Digital Finance AG (-40.45%), less than Varengold Bank AG (15.00%), less than mwb fairtrade Wertpapierhandelsbank AG (5.66%), greater than creditshelf AG (-45.95%),

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