CaliberCos Competitors
| CWD Stock | 1.27 0.03 2.31% |
CaliberCos Correlation With Market
Pay attention - limited upside
The correlation between CaliberCos Class A and DJI is -0.73 (i.e., Pay attention - limited upside) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding CaliberCos Class A and DJI in the same portfolio, assuming nothing else is changed.
Moving against CaliberCos Stock
| 0.93 | CGL | CATLIN GROUP | PairCorr |
| 0.9 | LBS | Life Banc Split | PairCorr |
| 0.9 | LCS | Brompton Lifeco Split Split | PairCorr |
| 0.88 | SBC | Brompton Split Banc | PairCorr |
| 0.86 | CSWC | Capital Southwest | PairCorr |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of CaliberCos' price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
CaliberCos Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between CaliberCos and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of CaliberCos and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of CaliberCos Class A does not affect the price movement of the other competitor.
| 0.55 | 0.0 | 0.11 | -0.1 | 0.81 | 0.79 | PGAC | ||
| 0.55 | 0.0 | -0.02 | -0.22 | 0.64 | 0.75 | PELI | ||
| 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | AVTA | ||
| 0.11 | -0.02 | 0.0 | 0.34 | -0.07 | -0.06 | CHARR | ||
| -0.1 | -0.22 | 0.0 | 0.34 | -0.2 | -0.15 | BENF | ||
| 0.81 | 0.64 | 0.0 | -0.07 | -0.2 | 0.86 | QUMS | ||
| 0.79 | 0.75 | 0.0 | -0.06 | -0.15 | 0.86 | EURK | ||
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between CaliberCos Stock performing well and CaliberCos Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze CaliberCos' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| PGAC | 0.09 | 0.01 | (0.30) | (0.25) | 0.00 | 0.29 | 0.96 | |||
| PELI | 0.55 | 0.01 | (0.06) | 0.14 | 0.82 | 1.17 | 8.20 | |||
| AVTA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |||
| CHARR | 8.47 | 0.81 | 0.05 | 0.98 | 9.43 | 26.67 | 69.32 | |||
| BENF | 7.92 | 0.73 | 0.06 | (1.96) | 9.87 | 20.98 | 67.73 | |||
| QUMS | 0.07 | 0.01 | (0.33) | (0.15) | 0.00 | 0.10 | 0.99 | |||
| EURK | 0.19 | 0.04 | (0.08) | (0.43) | 0.20 | 0.98 | 3.97 |
Cross Equities Net Income Analysis
Compare CaliberCos Class A and related stocks such as Pantages Capital Acq, Pelican Acquisition, and Avantax Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BENF | (9 M) | (9 M) | (9 M) | (9 M) | (9 M) | (9 M) | (9 M) | (9 M) | (5 M) | (334 M) | (58 M) | (95 M) | (131 M) | (2.1 B) | 51.2 M | 46 M | 48.3 M |
| EURK | (15.98) | (15.98) | (15.98) | (15.98) | (15.98) | (15.98) | (15.98) | (15.98) | (15.98) | (15.98) | (15.98) | (15.98) | (15.98) | 255.7 K | 1.4 M | 1.6 M | 1.7 M |
CaliberCos Class A and related stocks such as Pantages Capital Acq, Pelican Acquisition, and Avantax Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in CaliberCos Class A financial statement analysis. It represents the amount of money remaining after all of CaliberCos Class A operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.CaliberCos Competitive Analysis
The better you understand CaliberCos competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, CaliberCos' competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across CaliberCos' competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
CaliberCos Competition Performance Charts
Five steps to successful analysis of CaliberCos Competition
CaliberCos' competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by CaliberCos Class A in relation to its competition. CaliberCos' competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of CaliberCos in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact CaliberCos' competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to CaliberCos Class A, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Complement your CaliberCos position
In addition to having CaliberCos in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Check out CaliberCos Correlation with its peers. You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.
Will Asset Management & Custody Banks sector continue expanding? Could CaliberCos diversify its offerings? Factors like these will boost the valuation of CaliberCos. Projected growth potential of CaliberCos fundamentally drives upward valuation adjustments. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every CaliberCos data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Earnings Share (18.69) | Revenue Per Share | Quarterly Revenue Growth (0.68) | Return On Assets | Return On Equity |
Investors evaluate CaliberCos Class A using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating CaliberCos' intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. External factors like market trends, sector rotation, and investor psychology can cause CaliberCos' market price to deviate significantly from intrinsic value.
It's important to distinguish between CaliberCos' intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding CaliberCos should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. Conversely, CaliberCos' market price signifies the transaction level at which participants voluntarily complete trades.