5 Undervalued Investment Management & Fund Operators Stocks for Tuesday, April 09
Discover the top 5 undervalued Investment Management & Fund Operators stocks for Tuesday, April 09 based on AAII’s Stock Grades.Jenna Brashear
A+ Stock Grade Summary:
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COMPANY SUMMARY
CaliberCos Inc. is a real estate investment, and an asset management firm specializes in middle-market assets. It serves its investor clients by creating, managing, and servicing proprietary products, including middle-market investment funds, private syndications, and direct investments, which are managed by the firm’s in-house asset services group. It invests primarily in commercial real estate, qualified opportunity zones (QOZ), private equity, and debt facilities. It delivers a full suite of alternative investments to high net worth, accredited and qualified investors, as well as family offices and smaller institutions. CaliberCos Inc. was founded in 2009 and is headquartered in Scottsdale, Arizona.
Commentary & Analysis
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Is CaliberCos Inc (CWD) Stock a Good Investment?
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Financial Summary
| Share Statistics | CWD | Industry Median |
Percentile (All Stocks) |
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| Market Cap (Mil) | $4.6 | $3,012.5 | 3% |
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| Shares Out (Mil) | 7.0 | 79.0 | 16% |
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| Institutional Ownership | 35.4% | 77.5% | 15% |
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| Float (Mil) | 8.3 | 74.0 | 17% |
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| Beta | -0.05 | 0.94 | 5% |
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| Avg Daily Volume (000s) | 375 | 425 | 53% |
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| Price Change (52-week) |
(70.0%) | 75.5% | 9% |
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| Growth | CWD | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | (11.9%) | 8.4% | 4% |
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| Net Income (5yr) | (32.2%) | 8.9% | 13% |
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| EPS (5yr) | (3.8%) | 9.3% | 26 |
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| Dividends (5yr) | 0.0% | 1.1% | 0% |
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| Cash Flow (5yr) | 15.5% | 0.5% | 74% |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | na | na | na | |
| Current EPS | na | na | na | |
| Month Ago EPS | na | na | na | |
| # Rev Up | na | na | na | |
| # Rev Down | na | na | na | |
| Three Months Ago EPS | na | na | na | |
| Year/Year Chg | na | na | na | |
| Financials | CWD | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $17 | $873 | 12% |
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| Net Income (TTM) (Mil) | ($21) | $102 | 23% |
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| EPS (TTM) | ($4.898) | $0.900 | 8% |
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| Operating Cash Flow (TTM) (Mil) | ($13) | $72 | 18% |
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| Net Cash Flow (TTM) (Mil) | $0 | $15 | 44% |
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| Long-Term Debt (Q1) (Mil) | $105 | $163 | 45% |
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| Enterprise Value (Q1) (Mil) | $163 | $1,406 | 25% |
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| Valuation | CWD | Industry Median |
Percentile (All Stocks) |
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| P/B | 3.73 | 2.71 | 70% |
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| P/E | na | 19.7 | na |
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| Dividend Yield | 0.0% | 0.9% | 0% |
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| PEG (5yr hist) | na | 1.4 | na |
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| Ratios | CWD | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | 17.3% | 74.7% | 17% |
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| Net Margin | (122.7%) | 15.8% | 7% |
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| ROA | (14.8%) | 1.8% | 22% |
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| ROE | 288.7% | 13.0% | 99% |
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| Liabilities to Assets | 78.4% | 59.0% | 73% |
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| F-Score | 3 | 5 | 18% |
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CaliberCos Inc. did not pass any screens on 8/21/2026.
