CaliberCos Inc. CWD FINANCIAL
Company Overview
CaliberCos Inc. is a real estate investment firm specializing in Core, Core Plus, Value Add, and Opportunistic strategies. The firm targets investments in middle-market commercial real estate sectors, including multifamily, hospitality, self-storage, and medical office properties. It focuses on growth markets in the Southwest and Southeast regions of the United States, specifically targeting Arizona, Colorado, Texas, Utah, Nevada, and Idaho. The firm typically targets middle-market assets valued between $5 million and $50 million. It operates a vertically integrated model spanning acquisitions, development, construction, asset management, and disposition. It co-invests alongside its partners and utilizes investment structures including private funds, private syndications, externally managed real estate investment trusts (REITs), and tenancy-in-common (TIC) agreements. It typically targets a holding period of five to seven years for its projects. It seeks to exit investments through asset sales or refinancings to harvest gains for investors. CaliberCos Inc. was founded in 2009 and is based in Scottsdale, Arizona.
Recent Developments
- Dec 2025 Revenue of $15.20M (-27.3% YoY); net profit $-21.80M.
- Trailing 12 Months Year-on-year growth — revenue -17.3%.
- 5-Year Trend Long-term compounding — revenue CAGR -43.4%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | -43.43% |
| 1 Year: | -17.30% |
Stock Price Performance
| 1 Year: | -79.60% |
| 6 Months: | -61.44% |
| 3 Months: | -37.57% |
| 1 Month: | +0.65% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMABelow
- Price vs 200-DMABelow
- RSI (14)46.19 · Neutral
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
No notable strengths flagged.
CONS
- Revenue declined at -43.4% CAGR over 5 years.
- Trading 94.2% below its 52-week high.
- In a downtrend (50-DMA below 200-DMA).
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | CWD CaliberCos Inc. FINANCIAL | 0.52 | -0.84 | $5.40M | 0.00% | - | - | -43.43% | - |
| 2 | JPM JPMorgan Chase & Co. SPXR3KFINANCIAL | 353.51 | 15.15 | $939.70B | 1.72% | - | 17.79% | 12.50% | 14.83% |
| 3 | BRK-B Berkshire Hathaway Inc. SPXFINANCIAL | 505.83 | 12.72 | $712.23B | 0.00% | - | 12.12% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPXR3KFINANCIAL | 368.64 | 31.35 | $628.20B | 0.72% | 37.15% | 61.19% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPXR3KFINANCIAL | 570.89 | 31.44 | $496.37B | 0.62% | 60.19% | - | 12.29% | 19.21% |
| 6 | BAC Bank of America Corporation SPXR3KFINANCIAL | 62.39 | 14.41 | $436.28B | 2.04% | - | 11.20% | 3.14% | 4.27% |
| 7 | BRK-A Berkshire Hathaway Inc. FINANCIAL | 757,791.00 | 12.71 | $370.14B | 0.00% | - | 12.12% | 7.60% | 10.02% |
| 8 | HSBC HSBC Holdings plc FINANCIAL | 106.26 | 15.18 | $363.70B | 3.65% | - | 13.10% | 9.75% | 12.72% |
| 9 | MS Morgan Stanley SPXR3KFINANCIAL | 216.24 | 17.48 | $339.62B | 2.26% | - | 17.97% | 3.76% | 9.66% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | 4.70M | 4.20M | 7.40M | 3.50M | 4.10M | 3.50M | 4.10M |
| Net Income | 549.00K | -460.00K | 4.40M | -1.21M | -5.73M | -3.41M | -3.81M | -4.73M | 146.00K | -4.41M | -5.30M | -4.37M | -3.62M |
| Diluted EPS | 0.03 | -0.03 | 0.22 | -0.07 | -0.29 | -0.16 | -3.53 | -4.34 | 0.12 | -3.85 | -4.15 | -1.65 | -0.52 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| Revenue | 83.96M | 20.60M | 20.90M | 15.20M |
| Net Income | 2.02M | -12.70M | -19.78M | -21.80M |
| Diluted EPS | 0.11 | -0.63 | -17.90 | -7.70 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Total Assets | - | 278.83M | 299.43M | 105.53M | 135.40M |
| Current Assets | - | 59.24M | 67.79M | 20.84M | 25.61M |
| Cash & Equivalents | - | 7.66M | 3.81M | 2.31M | 2.86M |
| Inventory | - | 138.00K | 142.00K | 51.00K | 524.00K |
| Receivables | - | 2.29M | 2.18M | 576.00K | 118.00K |
| Total Liabilities | - | 201.65M | 233.41M | 94.28M | 109.17M |
| Current Liabilities | - | 16.45M | 22.04M | 11.51M | 10.44M |
| Long Term Debt | - | 156.25M | 195.54M | 81.67M | 82.28M |
| Total Debt | - | 170.29M | 209.61M | 81.81M | 93.13M |
| Total Equity | - | -3.21M | 2.62M | -12.59M | 1.33M |
| Shares Outstanding | - | 1.03M | 1.06M | 1.13M | 6.91M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| Operating Cash Flow | -7.43M | -18.72M | 555.00K | -12.06M |
| Investing Cash Flow | -31.75M | -5.36M | -19.63M | -23.72M |
| Financing Cash Flow | 38.58M | 25.79M | 6.33M | 36.91M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| Gross Margin % | - | - | - | - |
| Operating Margin % | - | - | - | - |
| Net Margin % | 2.4% | -61.7% | -94.6% | -143.4% |
| ROE % | -62.9% | -484.3% | 157.1% | -1,635.3% |
| ROCE % | - | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP | 0.54% | 56.49K | $27.42K |
| 2 | Geode Capital Management, LLC | 0.53% | 55.39K | $26.89K |
| 3 | Vanguard Capital Management LLC | 0.35% | 36.50K | $17.71K |
| 4 | Vanguard Fiduciary Trust Co | 0.34% | 35.76K | $17.36K |
| 5 | Xtx Topco Ltd | 0.28% | 28.77K | $13.96K |
| 6 | HRT Financial LP | 0.27% | 28.22K | $13.70K |
| 7 | Northern Trust Corporation | 0.20% | 20.60K | $10.00K |
| 8 | Virtu Financial LLC | 0.19% | 19.31K | $9.37K |
| 9 | UBS Group AG | 0.15% | 15.87K | $7.70K |
| 10 | Tower Research Capital LLC (TRC) | 0.04% | 4.61K | $2.24K |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for CWD
Earnings To Watch: CaliberCos Inc (CWD) Q2 2026 -- GF Value Sees 17% Upside - finance.yahoo.com
<a href="https://news.google.com/rss/articles/CBMinwFBVV95cUxQVy1sLTJJWEliV0I1cUMtWWd6eHJFbXJacVJDSGhXZ2RBNEtPU3RyeTVacnBoRndVeG83WHVkUm5Fa1lOMzZiVm9OaVliUDJhbTJHS3kzY3htdGlsdkNHY0tOVGNTX0V4UzdVbHZGTWxOdkFsVlR3eXN1ZFdpcGh3eTkyR1p4OFcwVDFsYW…
Caliber management will discuss second-quarter results Aug. 13 - Stock Titan
<a href="https://news.google.com/rss/articles/CBMiuAFBVV95cUxNMlBIckw2YVloN3dqc0RFUzE0SkVJYXRPa3k2NzA1WVVDY0JGZTQ2ckM5WUxjS3VDNFBwYkYwakdDcVVZMHNMQU5rNFNYUWlCTHVrU2UtQWNTZjk3NEZiLW96cnhuaENtMXhQaDRxZkR0T2dsRDhWRGF6dGhILV9IZDIyTW1MQnVyMDVZa3…
CaliberCos (CWD) Stock Is Trending Overnight — Here's Why it Fell Over 25% in After-Hours Session - Benzinga
<a href="https://news.google.com/rss/articles/CBMi4gFBVV95cUxOTzdNRV83OGV5aVNZODZKdkUtTC10OXF4MThVdHpNTFJ1RWk1WlYxcENwSWt4ekpMT29BcEh4cTdnbGlQNXMtcGhxQmYwQnoyOUtsV3dBbUVMcEZibHVVM2pzTG9CUnl5U19uUGNTMWNCSUtUNkhNWDdwS3pCbkJqdXR6dlVRdkpRSDlSOU…
CALIBERCOS ($CWD) Releases Q4 2025 Earnings, Stock Rises - Quiver Quantitative
<a href="https://news.google.com/rss/articles/CBMikwFBVV95cUxPZ1JSVVNhak5jMFJQa0RXT2pKaUpOQU1NLU01QXlobHlCUXhjVzVBSG04Q2kzbkF3cVhnTXltUFZoZmVnaUlLNUhScWhTeHdPb0pkcmN2QUc5TngxSGV3T0FKYzJtaFRhVmVKZWZhTkhvZjZ2U1ZJY1hSMUM5LXdUeGRydkxwYXFiZlZnaU…
Caliber Reports Second Quarter 2026 Financial Results - GlobeNewswire
<a href="https://news.google.com/rss/articles/CBMiwwFBVV95cUxNZUNDaUk0VDJzNnJTZ0J4RjNFOFpPNFN4dEdhWXZSaWpKcW9ZRUNpRlVHZ0xjVnpKbjA0OFU5S1dQM0IxbzBXOEhNemtLWnloLUlwUnd2R2FiUENHbXNUR1Y5ZTJKTXcycnE0RFcxeTV5YzZ2ajRPRjVqZ1pINkJKZmJqbURvX3NfeWQ3S3…
CWD Stock Jumps Over 110% — Caliber Expands Chainlink-Powered Tokenization Push - Stocktwits
<a href="https://news.google.com/rss/articles/CBMi4gFBVV95cUxPQjNZX1ZacDRzWUdQV2JOX1lNYWFtREh0VmNjc01RSWFsSmV5X2VMNlRSNWRtRE91Ynl1MHA2ZEtKSHBwWndPNm1OaTZTLUNIbExIaFF3WVhsWHJFVEZQU1IzNE91YkhKeExsQXdMSllQcXE5dVBCdGhXcHg1RDllU3V4c0p2QTY5UWpBVG…
CWD — Frequently Asked Questions
What is the current share price of CaliberCos Inc. (CWD)?
As of 2026-09-19 21:16 PDT, CaliberCos Inc. (CWD) trades at $0.52 on NasdaqCM. Its 52-week range is $0.44 to $9.11.
What is the market capitalisation of CWD?
CaliberCos Inc. (CWD) has a market capitalisation of $5.40M on NasdaqCM.
What is the P/E ratio of CWD?
CWD trades at a trailing price-to-earnings (P/E) ratio of -0.84. The industry average P/E is 12.89. Its price-to-book (P/B) ratio is -3.14.
Is CWD a good stock to buy?
This page provides a data-driven analysis of CaliberCos Inc. (CWD), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.