CaliberCos Inc.
CWD
NASDAQ·Financial Services·Asset Management·Mkt cap $4.3M
$0.51
▼ -0.41%
P/E
—
Mkt Cap
$4.3M
52-Wk Range
$0.43–$48.00
52-Week Range
$0.43 - $48.00
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 76.4% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Specialized focus on underserved middle-market assets with less competition than larger markets
- In-house asset services group providing vertically integrated management and servicing capabilities
- Established network of high net worth and institutional investor relationships built since 2009
- Diversified investment platform across real estate, private equity, and debt creating multiple revenue streams
Bear Case
1 risk
- Low volatility (beta 0.0).
Growth
Strong growth ahead
Increasing investor demand for alternative investments and portfolio diversification
Value
Deep value opportunity - significant discount to Asset Management peers
Momentum
Falling
-39.5% over 3m
Quality
Loss-making
Below average quality
Dividend
None
No dividend
Smart-money signal
Who's buying CWD right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 12, 2026
AUG 13, 2026
Reported EPS of -$0.39 vs -$0.18 consensus (-116.7% surprise). Revenue of $4.2M vs $4.7M expected (-11.3%).
EPS surprise · last 4Q
0 of 1 beats
Estimate
Actual
Q3 26
-116.7%
Revenue trend · last 8Q
—
—
—
-51%
-77%
-96%
-49%
-17%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$10.0M
$7.2M
$5.7M
$3.3M
$2.3M
$266.0K
$2.9M
$4.2M
Margins · last 8Q
Gross
0.0%
Operating
0.0%
Profit
-80.1%
Wall Street consensus
Analyst coverage
Live ratings and price targets aggregated across covering analysts.
vs Industry
How CWD stacks vs Asset Management
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
Related