CaliberCos (CWD) and The Competition Financial Review

CaliberCos (NASDAQ:CWD) is one of 81 public companies in the “Real estate” industry, but how does it contrast to its rivals? We will compare CaliberCos to related companies based on the strength of its earnings, risk, valuation, institutional ownership, dividends, profitability and analyst recommendations.

Insider & Institutional Ownership

4.1% of CaliberCos shares are owned by institutional investors. Comparatively, 49.1% 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 large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Analyst Recommendations

This is a breakdown of recent ratings and recommmendations for CaliberCos and its rivals, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
CaliberCos	0	0	0	0	N/A
CaliberCos Competitors	255	1216	1174	34	2.37

As a group, “Real estate” companies have a potential upside of 16.95%. Given CaliberCos’ rivals higher probable upside, analysts clearly believe CaliberCos has less favorable growth aspects than its rivals.

Earnings & Valuation

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

	Gross Revenue	Net Income	Price/Earnings Ratio
CaliberCos	$90.94 million	-$12.70 million	-1.29
CaliberCos Competitors	$1.43 billion	$3.34 million	47.18

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.

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	-137.97%	0.66%	1.07%

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.