CaliberCos Inc. (CWD)
Financial Services · NCM
Fundamentals
Valuation and ratings
CaliberCos Inc. trades at USD0.57, which is 59% above the USD0.23 our discounted cash flow model puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.
Our moat model scores it 5 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
CWD earnings and analyst estimates
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About CaliberCos Inc.
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.
Super investor ownership
1 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Ken Griffin, CITADEL ADVISORS LLC$24.4K · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Common questions
Is CaliberCos Inc. (CWD) undervalued?
Against our discounted cash flow estimate of USD0.23, CWD at USD0.57 is 59% above fair value. That is one model's answer, not a recommendation, and most of a DCF's output sits in a terminal value nobody can forecast.
Which funds own CWD?
1 of the institutions we track reported a position in CWD in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
When does CWD report earnings next?
CaliberCos Inc. is scheduled to report on 13 Aug 2026. Companies move earnings dates, so read it as scheduled rather than certain.
The full research page for CWD, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.