Analyzing CaliberCos (CWD) and Its Competitors

CaliberCos (NASDAQ:CWD) is one of 80 publicly-traded companies in the “Real estate” industry, but how does it compare to its rivals? We will compare CaliberCos to similar companies based on the strength of its dividends, profitability, earnings, valuation, analyst recommendations, risk and institutional ownership.

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	-13.97%	-17.17%	-3.96%
CaliberCos Competitors	-140.75%	0.10%	1.04%

Insider and Institutional Ownership

4.1% of CaliberCos shares are held by institutional investors. Comparatively, 48.4% of shares of all “Real estate” companies are held by institutional investors. 17.1% of shares of all “Real estate” companies are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Valuation and Earnings

This table compares CaliberCos and its rivals top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
CaliberCos	$90.94 million	-$12.70 million	-1.29
CaliberCos Competitors	$1.38 billion	$2.36 million	46.30

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.

Analyst Recommendations

This is a summary of current ratings 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	252	1178	1028	26	2.33

As a group, “Real estate” companies have a potential upside of 13.53%. Given CaliberCos’ rivals higher probable upside, analysts clearly believe CaliberCos has less favorable growth aspects than its rivals.

Summary

CaliberCos rivals 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.