Heliad Equity Partners GmbH & Co. KGaA - ROE
HPBK.DE
Price:
$4.48
Market Cap:
$50.85M
Heliad Equity Partners GmbH & Co. KGaA functions as an evergreen investment vehicle, concentrating its capital on strategic buyouts, companies in their growth phases, and special corporate situations. The fund primarily targets mid-sized businesses located within the German-speaking region, seeking enterprises that generate annual revenues typically ranging from €10 million to €150 million. Its investment scope encompasses diverse sectors such as healthcare, financial services, business services, logistics, entertainment, and the broader service industry. Heliad aims to secure either majority or influential controlling minority stakes in both publicly traded and privately held companies.
Industry
Asset Management
IPO Date
2004-11-12
Stock Exchange
XETRA
Ticker
HPBK.DE
PE Ratio
[-5.14]
ROE
[31.82%]
Current Ratio
[0.15]
Dividend Yield
[0%]
Enterprise Value
[71.01M]
Dividend History
The ROE as of October 2026 (TTM) for Heliad Equity Partners GmbH & Co. KGaA (HPBK.DE) is 31.82%
According to Heliad Equity Partners GmbH & Co. KGaA’s latest financial reports and current stock price. The company's current ROE is 31.82%. This represents a change of 215.14% compared to the average of 10.10% 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 -4.92%. The current 31.82% ROE has changed -746.17% with respect to the historical average. Over the past ten years (40 quarters), HPBK.DE's ROE was at its highest in in the March 2021 quarter at 17.25%. The ROE was at its lowest in in the March 2022 quarter at -34.66%.
Average
-4.92%
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%
| Year | ROE | Change |
|---|---|---|
| 2025 | 36.35% | 122.44% |
| 2024 | 16.34% | 27.00% |
| 2023 | 12.87% | -113.15% |
| 2022 | -97.90% | -1011.94% |
| 2021 | 10.74% | -75.65% |
| 2020 | 44.08% | 182.18% |
| 2019 | 15.62% | -116.90% |
| 2018 | -92.46% | -383.15% |
| 2017 | 32.65% | -218.58% |
| 2016 | -27.54% | -224.47% |
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 less than than its 3-year, greater than its 5-year, and greater than its 10-year historical averages
3-year avg
21.86%
5-year avg
-4.32%
10-year avg
-4.92%
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%), less than SGT German Private Equity GmbH & Co. KGaA (9.68%), greater than SGT German Private Equity GmbH & Co. KGaA (-15.43%), greater than Voyager Digital Ltd. (-55.10%), greater than aifinyo AG (-11.50%), greater than Linus Digital Finance AG (-40.45%), greater than Linus Digital Finance AG (-40.45%), less than Varengold Bank AG (2.92%), less than mwb fairtrade Wertpapierhandelsbank AG (59.11%), greater than creditshelf AG (-45.95%),
| Company | ROE | Market cap |
|---|---|---|
| 17.19% | $51.29M | |
| 9.68% | $39.13M | |
| -15.43% | $29.17M | |
| -55.10% | $23.84M | |
| -11.50% | $41.30M | |
| -40.45% | $11.65M | |
| -40.45% | $11.58M | |
| 2.92% | $25.11M | |
| 59.11% | $25.33M | |
| -45.95% | $3.21M |
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