Heidelberger Beteiligungsholding AG

Heidelberger Beteiligungsholding AGverified

IPOK.DE

Price:

$128

Market Cap:

$34.34M

Heidelberger Beteiligungsholding AG is an investment company that invests its own assets primarily in listed securities. The company offers businesses and investors comprehensive assistance including planning, research and analysis, marketing, investor relations services, and placement of shares.

Industry

Asset Management

IPO Date

2020-02-18

Stock Exchange

XETRA

Ticker

IPOK.DE

The ROE as of December 2025 (TTM) for Heidelberger Beteiligungsholding AG (IPOK.DE) is 22.56%

According to Heidelberger Beteiligungsholding AG’s latest financial reports and current stock price. The company's current ROE is 22.56%. This represents a change of 422.62% compared to the average of 4.32% of the last 4 quarters.

Heidelberger Beteiligungsholding AG (IPOK.DE) Historical ROE (quarterly & annually)

How has IPOK.DE ROE performed in the past?

The mean historical ROE of Heidelberger Beteiligungsholding AG over the last ten years is 1.79%. The current 22.56% ROE has changed 1.16% with respect to the historical average. Over the past ten years (40 quarters), IPOK.DE's ROE was at its highest in in the June 2021 quarter at 22.63%. The ROE was at its lowest in in the December 2022 quarter at -26.98%.

Quarterly (TTM)
Annual

Average

1.79%

Median

9.05%

Minimum

-47.63%

Maximum

19.91%

Heidelberger Beteiligungsholding AG (IPOK.DE) ROE by Quarter and Year

Discovering the peaks and valleys of Heidelberger Beteiligungsholding AG 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 = 55.60%

Maximum Annual ROE = 19.91%

Minimum Annual Increase = -512.03%

Minimum Annual ROE = -47.63%

Quarterly (TTM)
Annual
YearROEChange
202418.85%36.32%
202313.83%-129.03%
2022-47.63%-512.03%
202111.56%-181.52%
2020-14.18%-171.22%
201919.91%-410.67%
2018-6.41%-266.68%
20173.84%-65.10%
201611.02%55.60%
20157.08%-31.22%

Heidelberger Beteiligungsholding AG (IPOK.DE) Average ROE

How has IPOK.DE ROE performed in the past?

The current ROE of Heidelberger Beteiligungsholding AG (IPOK.DE) is greater than its 3-year, greater than its 5-year, and less than than its 10-year historical averages

3-year avg

-4.98%

5-year avg

-3.51%

10-year avg

1.79%

Heidelberger Beteiligungsholding AG (IPOK.DE) ROE vs. Peers

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

Heidelberger Beteiligungsholding AG’s ROE is greater than Pyramid AG (-7.32%), greater than BIGG Digital Assets Inc. (-39.77%), greater than learnd SE (-48.80%), greater than tokentus investment AG (-12.44%), greater than Deutsche Effecten- und Wechsel-Beteiligungsgesellschaft AG (-0.01%), greater than Planet Home Investment AG (-14.15%), less than DF Deutsche Forfait AG (3.73%), less than coinIX GmbH & Co. KGaA (4.42%), less than Binect AG (1.86%), less than Finchain Capital Partners AG (6.10%),

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