Financial Analysis: CaliberCos (CWD) versus Its Competitors

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

Profitability

This table compares CaliberCos and its rivals’ 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 Recommendations

This is a breakdown of current recommendations and price targets for CaliberCos and its rivals, 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’ rivals higher probable upside, analysts plainly believe CaliberCos has less favorable growth aspects than its rivals.

Earnings and Valuation

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

Institutional & Insider Ownership

4.1% of CaliberCos shares are owned by institutional investors. Comparatively, 48.3% of shares of all “Real estate” companies are owned by institutional investors. 17.0% of shares of all “Real estate” companies are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Summary

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

About CaliberCos

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.