Financial Contrast: CaliberCos (CWD) vs. Its Competitors

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

Institutional and 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 hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Profitability

This table compares CaliberCos and its peers’ 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 current recommendations and price targets for CaliberCos and its peers, as reported by MarketBeat.com.

	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’ peers higher probable upside, analysts plainly believe CaliberCos has less favorable growth aspects than its peers.

Valuation and Earnings

This table compares CaliberCos and its peers revenue, earnings per share (EPS) 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’ peers have higher revenue and earnings than CaliberCos. CaliberCos is trading at a lower price-to-earnings ratio than its peers, indicating that it is currently more affordable than other companies in its industry.

Summary

CaliberCos peers 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.