CaliberCos (CWD) vs. The Competition Financial Survey

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

Earnings and Valuation

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

	Gross Revenue	Net Income	Price/Earnings Ratio
CaliberCos	$90.94 million	$2.02 million	-1.38
CaliberCos Competitors	$1.42 billion	-$13.80 million	47.30

CaliberCos’ peers have higher revenue, but lower 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.

Analyst Recommendations

This is a summary of current ratings and target prices for CaliberCos and its peers, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
CaliberCos	0	0	0	0	N/A
CaliberCos Competitors	251	1208	1169	33	2.37

As a group, “Real estate” companies have a potential upside of 18.20%. Given CaliberCos’ peers higher probable upside, analysts clearly believe CaliberCos has less favorable growth aspects than its peers.

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%

Institutional and Insider Ownership

4.1% of CaliberCos shares are held by institutional investors. Comparatively, 49.1% of shares of all “Real estate” companies are held by institutional investors. 17.0% of shares of all “Real estate” companies are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Summary

CaliberCos peers beat CaliberCos on 7 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.