← Back to Screener
US Stock Screener
HomeScreensNewsWatchlist
...

CaliberCos Inc. (CWD) 10-Year Financial Performance & Capital Metrics

CWD • • Banking & Credit
Financial ServicesAsset ManagementSpecialized & Niche Asset ManagersReal Estate & REIT Specialists
AboutCaliberCos 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.Show more
  • Net Interest Income -$5M -16.0%
  • Total Revenue $51M -43.8%
  • Net Income -$20M -55.7%
  • Return on Equity -51.19% -188.5%
  • Net Interest Margin -4.8% -229.0%
  • Efficiency Ratio 74.2% +73.7%
  • ROA -9.77% -122.3%
  • Equity / Assets 10.66% -51.6%
  • Book Value per Share 0.51 -84.4%
  • Tangible BV/Share 0.51 -84.4%
  • Debt/Equity 7.27 +128.8%
Technical Analysis

Key Insights

Based on financial data analysis

✓Strengths

  • ✓Well capitalized: 10.7% equity/assets
  • ✓Diversified revenue: 99.3% from non-interest income

✗Weaknesses

  • ✗High debt to equity ratio of 7.3x
  • ✗Weak NIM of -4.8%
  • ✗Weak momentum: RS Rating 2 (bottom 2%)
  • ✗Trading more than 30% below 52-week high

* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.

Price & Volume

Loading chart...

Growth Metrics

Revenue CAGR

10Y-
5Y-1.92%
3Y-3.01%
TTM-

Profit (Net Income) CAGR

10Y-
5Y-
3Y-
TTM-94.58%

EPS CAGR

10Y-
5Y-
3Y-
TTM-841.78%

ROCE

10Y Avg-11.58%
5Y Avg-16.89%
3Y Avg-7.07%
Latest-7.18%

Peer Comparison

Real Estate & REIT Specialists
Select Columns
Size & Scale
Valuation
Per Share
Growth
Profitability
Quality & Returns
Safety & Leverage
TTM Growth
Famous Investor Metrics
Dividends
Latest Quarter
Momentum & Returns
Total Return (DRIP)
Technical
Volume & Trading
Shares & Dilution
Sector-Specific
NameMarket CapCurrent PriceP/E RatioRevenue Growth 1YNet MarginROEFCF YieldDebt/Equity
CNSCohen & Steers, Inc.3.55B69.6323.445.67%29.23%29.89%2.39%0.25
EARNEllington Credit Company204.76M5.4522.71-8.45%13%-2.3%4.45%2.91
CWDCaliberCos Inc.8.69M1.33-1.48-43.79%-38.69%-225.23%6.39%7.27

Profit & Loss

Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024
Net Interest Income+0-10.72M679K-711K-877K-4.37M-5.06M
NII Growth %--1.06%-2.05%-0.23%-3.98%-0.16%
Net Interest Margin %-------
Interest Income027.23K679K1K178K350K360K
Interest Expense010.75M0712K1.05M4.72M5.42M
Loan Loss Provision41.26M30.06M44.72M55.29M59.61M75.95M21.08M
Non-Interest Income+51.05M56.3M37.2M56.03M83.78M90.59M50.76M
Non-Interest Income %-------
Total Revenue+51.05M56.33M37.88M56.03M83.96M90.94M51.12M
Revenue Growth %-0.1%-0.33%0.48%0.5%0.08%-0.44%
Non-Interest Expense-12.99M10.42M19.47M22.14M31.74M38.84M37.93M
Efficiency Ratio-------
Operating Income+7.03M5.1M-26.31M-22.11M-8.45M-28.58M-13.31M
Operating Margin %-------
Operating Income Growth %--0.27%-6.16%0.16%0.62%-2.38%0.53%
Pretax Income+6.95M5.94M-25.55M-21.17M13.95M-27.59M-21.47M
Pretax Margin %-------
Income Tax+-81.75K000000
Effective Tax Rate %-------
Net Income+-13.07M6.47M-5.45M-698K2.02M-12.7M-19.78M
Net Margin %-------
Net Income Growth %-1.49%-1.84%0.87%3.89%-7.29%-0.56%
Net Income (Continuing)-13.07M5.94M-25.55M-21.17M13.95M-27.59M-21.47M
EPS (Diluted)+-0.620.31-0.26-0.030.10-0.63-0.90
EPS Growth %-1.5%-1.84%0.87%3.89%-7.56%-0.43%
EPS (Basic)-0.620.31-0.26-0.030.10-0.63-0.90
Diluted Shares Outstanding21.02M21.02M21.02M21.02M21.02M20.09M21.99M

Balance Sheet

Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024
Cash & Short Term Investments+1000K1000K1000K1000K1000K1000K1000K
Cash & Due from Banks10.83M16.69M6.53M8.38M7.66M3.81M2.31M
Short Term Investments0000000
Total Investments+001.54M2.38M3.16M3.34M15.64M
Investments Growth %---0.54%0.32%0.06%3.69%
Long-Term Investments001.54M2.38M3.16M3.34M15.64M
Accounts Receivables00770K1000K1000K1000K576K
Goodwill & Intangibles+-------
Goodwill0000000
Intangible Assets00000184K0
PP&E (Net)142.91M144.55M0010.18M10.51M147K
Other Assets-315.04M-166.35M196.06M186.14M205.9M217.61M68.95M
Total Current Assets184.49M029.48M57.13M59.24M67.79M20.8M
Total Non-Current Assets315.04M154.08M197.86M188.52M219.59M231.64M84.74M
Total Assets+133.38M175.89M227.34M245.65M278.83M299.43M105.53M
Asset Growth %-0.32%0.29%0.08%0.14%0.07%-0.65%
Return on Assets (ROA)-0.1%0.04%-0.03%-0%0.01%-0.04%-0.1%
Accounts Payable0010.45M15.09M15.63M20.62M10.74M
Total Debt+16.87M131.3M151.08M166.31M177.63M209.61M81.76M
Net Debt6.04M114.61M144.54M157.93M169.98M205.81M79.45M
Long-Term Debt0131.3M148.54M160.22M156.25M123.81M81.67M
Short-Term Debt133.38M131.3M2.31M6.02M7.34M73.1M0
Other Liabilities-12.36M-21.8M14.16M14.14M14.9M74.33M1.01M
Total Current Liabilities298.06M293.16M11.28M17.04M16.45M22.57M11.51M
Total Non-Current Liabilities152.32M161.86M167.62M178.92M185.19M210.85M82.78M
Total Liabilities27.97K161.86M178.9M195.96M201.65M233.41M94.28M
Total Equity+294.69M14.03M48.44M49.69M77.19M66.02M11.25M
Equity Growth %--0.95%2.45%0.03%0.55%-0.14%-0.83%
Equity / Assets (Capital Ratio)-------
Return on Equity (ROE)-0.04%0.04%-0.17%-0.01%0.03%-0.18%-0.51%
Book Value per Share14.020.672.302.363.673.290.51
Tangible BV per Share-------
Common Stock028.09K17K17K18K21K22K
Additional Paid-in Capital14.17M14.86M22.05M29.25M33.11M39.43M44M
Retained Earnings-20.25M-19.09M-24.78M-24.73M-22.71M-36.83M-56.61M
Accumulated OCI7.46M14.03M00000
Treasury Stock-13.63M-13.63M-13.63M-13.63M-13.63M00
Preferred Stock03.84M00000

Cash Flow

Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024
Cash from Operations+3.07M5.09M-15.77M-15.02M-7.43M-18.72M555K
Operating CF Growth %-0.66%-4.1%0.05%0.51%-1.52%1.03%
Net Income-2.99M6.47M-25.55M-21.17M13.95M-27.59M-21.47M
Depreciation & Amortization7.03M8.37M8.03M10.48M9.34M10.88M6.17M
Deferred Taxes00-1.06M0-26.59M00
Other Non-Cash Items8.92M-9.39M1.02M-3.04M377K-3.62M9.36M
Working Capital Changes4.68M-350K1.9M-1.31M-5.05M-2.12M4.12M
Cash from Investing+-26.99M5.96M-9.67M-14.31M-31.75M10.69M-19.63M
Purchase of Investments-8.06M-19.96M-13.34M0-58.08M-46.83M0
Sale/Maturity of Investments01000K1000K01000K1000K0
Net Investment Activity-------
Acquisitions025.77M-171K-457K-16.62M-207K-18.55M
Other Investing1.13M-1.9M-9.5M-13.86M-15.14M-7.38M-1.08M
Cash from Financing+21.98M-5.19M19.56M35.05M38.58M9.74M6.33M
Dividends Paid-398.11K-439.88K-244K0000
Share Repurchases-73.6K-266.57K-291K-317K-313K-183K0
Stock Issued2.52M65.94K35K013K2.6M6K
Net Stock Activity-------
Debt Issuance (Net)1000K-1000K1000K1000K1000K1000K-1000K
Other Financing-2.09M539.08K7.54M13.32M19.43M-10.01M8.31M
Net Change in Cash+-1.94M5.86M-5.88M5.72M-598K1.71M-12.74M
Exchange Rate Effect0000000
Cash at Beginning12.76M10.83M16.69M10.81M16.53M15.93M17.64M
Cash at End10.83M16.69M10.81M16.53M15.93M17.64M4.9M
Interest Paid0000000
Income Taxes Paid0000000
Free Cash Flow+-16.98M622.11K-16.56M-15.02M-8.11M-18.72M555K
FCF Growth %-1.04%-27.62%0.09%0.46%-1.31%1.03%

Banking Ratios

Metric2018201920202021202220232024
Return on Equity (ROE)-4.44%4.19%-17.44%-1.42%3.18%-17.74%-51.19%
Return on Assets (ROA)-9.8%4.18%-2.7%-0.3%0.77%-4.39%-9.77%
Net Interest Margin0%-6.1%0.3%-0.29%-0.31%-1.46%-4.8%
Efficiency Ratio-25.45%18.5%51.4%39.52%37.8%42.72%74.2%
Equity / Assets220.93%7.98%21.31%20.23%27.68%22.05%10.66%
Book Value / Share14.020.672.32.363.673.290.51
NII Growth--106.33%-204.71%-23.35%-397.95%-15.96%
Dividend Payout-6.8%-----

Revenue by Segment

20232024
Hotel68.91M26.48M
Hotel Growth--61.58%
Asset Management10.57M16.88M
Asset Management Growth-59.67%
Product and Service, Other-7.41M
Product and Service, Other Growth--
Investment Performance3.64M358K
Investment Performance Growth--90.16%

Frequently Asked Questions

Growth & Financials

CaliberCos Inc. (CWD) saw revenue decline by 43.8% over the past year.

CaliberCos Inc. (CWD) reported a net loss of $20.9M for fiscal year 2024.

Dividend & Returns

CaliberCos Inc. (CWD) has a return on equity (ROE) of -51.2%. Negative ROE indicates the company is unprofitable.

Industry Metrics

CaliberCos Inc. (CWD) has a net interest margin (NIM) of -4.8%. NIM has been under pressure due to interest rate environment.

CaliberCos Inc. (CWD) has an efficiency ratio of 74.2%. This is higher than peers, suggesting room for cost optimization.

VCP Scanner

Find stocks. Verify deeply. Act with conviction.

Patterns find ideas. Fundamentals build conviction.

Data updated daily

Quick Links

  • Home
  • Screens
  • Valuation
  • Compare
  • Total Return
  • News
  • Insights
  • Methodology
  • How It Works
  • Profile

Popular Screens

  • VCP Hot
  • VCP Warm
  • Value Screens
  • Growth Screens
  • Momentum Screens
  • Technical Screens
  • Quality Screens

Community

  • Twitter
  • Get Early Access
© 2026 VCP Scanner. All rights reserved.
Made with ❤️ for investors
Not financial advice. Do your own research.