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 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.
Commentary & Analysis
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Financial Summary
| Share Statistics | CWD | Industry Median |
Percentile (All Stocks) |
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| Market Cap (Mil) | $5.0 | $3,247.6 | 4% |
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| Shares Out (Mil) | 8.8 | 88.5 | 19% |
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| Institutional Ownership | 35.4% | 78.8% | 15% |
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| Float (Mil) | 9.8 | 72.9 | 19% |
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| Beta | -0.05 | 0.95 | 5% |
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| Avg Daily Volume (000s) | 131 | 530 | 40% |
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| Price Change (52-week) |
(93.5%) | 73.1% | 3% |
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| Growth | CWD | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | (11.9%) | 8.1% | 4% |
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| Net Income (5yr) | (32.2%) | 8.4% | 13% |
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| EPS (5yr) | (3.8%) | 8.9% | 26 |
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| Dividends (5yr) | 0.0% | 1.4% | 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) | $16 | $1,066 | 11% |
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| Net Income (TTM) (Mil) | ($19) | $102 | 24% |
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| EPS (TTM) | ($3.132) | $0.900 | 11% |
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| Operating Cash Flow (TTM) (Mil) | ($14) | $61 | 17% |
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| Net Cash Flow (TTM) (Mil) | $2 | $16 | 47% |
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| Long-Term Debt (Q1) (Mil) | $105 | $219 | 45% |
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| Enterprise Value (Q1) (Mil) | $162 | $1,553 | 24% |
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| Valuation | CWD | Industry Median |
Percentile (All Stocks) |
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| P/B | na | 2.63 | na |
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| P/E | na | 19.2 | 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 | 15.3% | 73.0% | 14% |
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| Net Margin | (117.3%) | 15.5% | 7% |
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| ROA | (16.1%) | 1.4% | 22% |
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| ROE | 179.1% | 12.9% | 98% |
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| Liabilities to Assets | 80.5% | 60.3% | 75% |
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| F-Score | 4 | 5 | 33% |
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CaliberCos Inc. did not pass any screens on 9/16/2026.
