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CaliberCos Inc

CWD

6.810USD

-0.780-10.28%

Close 09/19, 16:00（ET）Quotes delayed by 15 min

9.00MMarket Cap

LossP/E TTM



CaliberCos Inc

6.810

-0.780-10.28%

Overview Company Financials Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score

Currency: USD Updated: 2025-09-19

Key Insights

The company's fundamentals are relatively weak. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a . Despite a very weak stock market performance, the company shows strong technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Industry Ranking

93 / 117

Overall Ranking

464 / 4720

Industry

Investment Banking & Investment Services

Support & Resistance

No Data

Score Analysis

Current score

Previous score

Analyst Rating

Based on 0 analysts

Current Rating

38.000

Target Price

+400.66%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Company Highlights

StrengthsRisks

CaliberCos Inc. is a real estate investor, developer, and asset manager. The Company is engaged in building wealth for its clients by creating, managing, and servicing middle-market investment funds, private syndications, and direct investments. Through its funds, the Company invests primarily in real estate, private equity, and debt facilities. The Company markets and fundraises to private investors, family offices, and institutions (Direct Channel) and to registered investment advisers and independent broker-dealers (Wholesale Channel). Its asset management activities are complemented with transaction and advisory services, including development and construction management, acquisition and disposition expertise, and fund formation. The Company provides various support services to the investments it manages, including asset management services, fund set-up services, lending support, construction and development management, and real estate brokerage.

Growing

The company is in a growing phase, with the latest annual income totaling USD 51.12M.

Fairly Valued

The company’s latest PB is -0.45, at a medium 3-year percentile range.

Institutional Selling

The latest institutional holdings are 262.79K shares, decreasing 15.98% quarter-over-quarter.

Held by James Simons

Star Investor James Simons holds 0.00 shares of this stock.

Higher Market Activity

The company has more investor interest, with a 20-day turnover ratio of 20.25.

Financial Health

Currency: USD Updated: 2025-09-19

The company's current financial score is 5.31, which is lower than the Investment Banking & Investment Services industry's average of 7.44. Its financial status is weak, and its operating efficiency is low. Its latest quarterly revenue reached 5.07M, representing a year-over-year decrease of 37.98%, while its net profit experienced a year-over-year decrease of 12.72%.

Score

Industry at a Glance

Previous score

5.31

Change



Financials

3.20

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data



Quality of Earnings

6.50

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

No Data



Operational Efficiency

4.48

Key Metrics

Cash flow from operating activities

Income after tax

No Data



Growth Potential

5.26

Key Metrics

Cash flow from operating activities

Total revenue

No Data



Shareholder Returns

7.09

Key Metrics

Free cash flow

No Data

Company Valuation

Currency: USD Updated: 2025-09-19

The company’s current valuation score is 1.20, which is lower than the Investment Banking & Investment Services industry's average of 1.43. Its current P/E ratio is -0.89, which is 1418.72% below the recent high of -13.56 and -3860.25% above the recent low of -35.35.

Score

Industry at a Glance

Previous score

1.20

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 93/117

No Data

Earnings Forecast

Currency: USD Updated: 2025-09-19

There is no earnings forecast score for this company; the Investment Banking & Investment Services industry's average is 7.27. The average price target for CaliberCos Inc is 38.00, with a high of 70.00 and a low of 6.00.

Score

Industry at a Glance

Previous score

0.00

Change

Support & Resistance

No Data

No Data

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2025-09-19

The company’s current price momentum score is 6.88, which is lower than the Investment Banking & Investment Services industry's average of 7.80. Sideways: Currently, the stock price is trading between the resistance level at 36.50 and the support level at -9.82, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

6.88

Change

-0.04

Support & Resistance

No Data

Indicators



The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators

Sell(1)

Neutral(2)

Buy(2)

Indicators

Value

Direction

MACD(12,26,9)

0.451

Buy

RSI(14)

59.336

Neutral

STOCH(KDJ)(9,3,3)

7.268

Oversold

ATR(14)

4.386

High Vlolatility

CCI(14)

0.240

Neutral

Williams %R

89.543

Oversold

TRIX(12,20)

6.279

Buy

StochRSI(14)

0.000

Sell

Moving Average

Sell(3)

Neutral(0)

Buy(3)

Indicators

Value

Direction

MA5

7.172

Sell

MA10

7.218

Sell

MA20

4.874

Buy

MA50

3.536

Buy

MA100

3.649

Buy

MA200

7.446

Sell

Institutional Confidence

Currency: USD Updated: 2025-09-19

The company’s current institutional recognition score is 3.00, which is lower than the Investment Banking & Investment Services industry's average of 6.74. The latest institutional shareholding proportion is 27.65%, representing a quarter-over-quarter decrease of 25.64%. The largest institutional shareholder is James Simons, holding a total of 0.00 shares, representing 0.00% of shares outstanding, with 100.00% decrease in holdings.

Score

Industry at a Glance

Previous score

3.00

Change

Institutional Shareholding

No Data

Shareholder Activity

Name

Shares Held

Chg %

Schrader (Donnie R)

169.54K

Bade (Roy John)

28.72K

+13.42%

Schrader (Jennifer)

16.18K

+19.27%

Martinez (Ignacio)

10.68K

+17.59%

Hansen (Daniel Paul)

5.45K

+0.02%

Fortitude Family Office, LLC

2.42K

Leung (Jade)

1.43K

-92.28%

RBC Dominion Securities, Inc.

1.05K

Risk Assessment

Currency: USD Updated: 2025-09-19

The company’s current risk assessment score is 2.97, which is lower than the Investment Banking & Investment Services industry's average of 4.89. The company's beta value is 0.00. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.