Analyzing CaliberCos (CWD) & Its Rivals

CaliberCos (NASDAQ:CWD) is one of 79 publicly-traded companies in the “Real estate” industry, but how does it compare to its competitors? We will compare CaliberCos to similar businesses based on the strength of its dividends, profitability, analyst recommendations, risk, institutional ownership, valuation and earnings.

Institutional and Insider Ownership

4.1% of CaliberCos shares are held by institutional investors. Comparatively, 48.3% of shares of all “Real estate” companies are held by institutional investors. 17.0% of shares of all “Real estate” companies are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Profitability

This table compares CaliberCos and its competitors’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
CaliberCos	-14.48%	-20.11%	-4.89%
CaliberCos Competitors	-182.58%	0.12%	0.67%

Analyst Ratings

This is a breakdown of recent ratings and target prices for CaliberCos and its competitors, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
CaliberCos	0	0	0	0	N/A
CaliberCos Competitors	253	1208	1170	34	2.37

As a group, “Real estate” companies have a potential upside of 18.08%. Given CaliberCos’ competitors higher probable upside, analysts plainly believe CaliberCos has less favorable growth aspects than its competitors.

Earnings & Valuation

This table compares CaliberCos and its competitors revenue, earnings per share and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
CaliberCos	$90.94 million	$2.02 million	-1.35
CaliberCos Competitors	$1.49 billion	$5.98 million	45.73

CaliberCos’ competitors have higher revenue and earnings than CaliberCos. CaliberCos is trading at a lower price-to-earnings ratio than its competitors, indicating that it is currently more affordable than other companies in its industry.

Summary

CaliberCos competitors beat CaliberCos on 8 of the 9 factors compared.

CaliberCos Company Profile

Caliber (NASDAQ: CWD) is a vertically integrated alternative asset management firm whose purpose is to build generational wealth for investors seeking to access opportunities in middle-market assets. Caliber differentiates itself by creating, managing, and servicing proprietary products, including middle-market investment funds, private syndications, and direct investments which are managed by our in-house asset services group. Our funds include investment vehicles focused primarily on real estate, private equity, and debt facilities. Additional information can be found at Caliberco.com and CaliberFunds.co.