Is CaliberCos Stock a Good Investment?
CaliberCos Investment Advice | CWD |
- Examine CaliberCos' financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research CaliberCos' leadership team and their track record. Good management can help CaliberCos navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact CaliberCos' business and its evolving consumer preferences.
- Compare CaliberCos' performance and market position to its competitors. Analyze how CaliberCos is positioned in terms of product offerings, innovation, and market share.
- Check if CaliberCos pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about CaliberCos' stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in CaliberCos Class A stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if CaliberCos Class A is a good investment.
Sell | Buy |
Strong Sell
Market Performance | Very Weak | Details | |
Volatility | Extremely Dangerous | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Average | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine CaliberCos Stock
Researching CaliberCos' stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 29.0% of the company shares are held by company insiders. The book value of CaliberCos was currently reported as 0.12. The company recorded a loss per share of 0.48. CaliberCos Class A had not issued any dividends in recent years.
To determine if CaliberCos is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding CaliberCos' research are outlined below:
| CaliberCos Class A generated a negative expected return over the last 90 days | |
| CaliberCos Class A has high historical volatility and very poor performance | |
| CaliberCos Class A has some characteristics of a very speculative penny stock | |
| CaliberCos Class A has high likelihood to experience some financial distress in the next 2 years | |
| The company reported the last year's revenue of 90.94 M. Reported Net Loss for the year was (12.62 M) with loss before taxes, overhead, and interest of (5.71 M). | |
| CaliberCos generates negative cash flow from operations | |
| CaliberCos Class A has a poor financial position based on the latest SEC disclosures | |
| About 29.0% of the company shares are held by company insiders |
CaliberCos uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in CaliberCos Class A. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to CaliberCos' previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 27th of March 2024 Upcoming Quarterly Report | View | |
| 27th of June 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 27th of March 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact CaliberCos' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises CaliberCos' investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2024-11-13 | 2024-09-30 | -0.13 | -0.16 | -0.03 | 23 | ||
2024-02-28 | 2023-12-31 | -0.17 | -0.11 | 0.06 | 35 | ||
2024-08-13 | 2024-06-30 | -0.11 | -0.22 | -0.11 | 100 | ||
2024-05-09 | 2024-03-31 | -0.02 | -0.18 | -0.16 | 800 |
CaliberCos' market capitalization trends
The company currently falls under 'Micro-Cap' category with a total capitalization of 13.49 M.Market Cap |
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CaliberCos' profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | (0.04) | (0.04) | |
| Return On Capital Employed | (0.10) | (0.12) | |
| Return On Assets | (0.04) | (0.04) | |
| Return On Equity | (5.57) | (5.29) |
Determining CaliberCos' profitability involves analyzing its financial statements and using various financial metrics to determine if CaliberCos is a good buy. For example, gross profit margin measures CaliberCos' profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of CaliberCos' profitability and make more informed investment decisions.
Please note, the presentation of CaliberCos' financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, CaliberCos' management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of CaliberCos' management manipulating its earnings.
Basic technical analysis of CaliberCos Stock
As of the 31st of January, CaliberCos shows the Downside Deviation of 7.43, risk adjusted performance of 0.0127, and Mean Deviation of 4.34. CaliberCos Class A technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices. Please confirm CaliberCos Class A information ratio, as well as the relationship between the value at risk and expected short fall to decide if CaliberCos Class A is priced correctly, providing market reflects its regular price of 0.6 per share. As CaliberCos Class A is a penny stock we also strongly suggest to validate its total risk alpha numbers.CaliberCos' insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific CaliberCos insiders, such as employees or executives, is commonly permitted as long as it does not rely on CaliberCos' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases CaliberCos insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Understand CaliberCos' technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing CaliberCos' various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0127 | |||
| Market Risk Adjusted Performance | (0.19) | |||
| Mean Deviation | 4.34 | |||
| Semi Deviation | 6.03 | |||
| Downside Deviation | 7.43 | |||
| Coefficient Of Variation | 20834.55 | |||
| Standard Deviation | 6.26 | |||
| Variance | 39.18 | |||
| Information Ratio | (0.01) | |||
| Jensen Alpha | 0.0291 | |||
| Total Risk Alpha | (0.65) | |||
| Sortino Ratio | (0.01) | |||
| Treynor Ratio | (0.20) | |||
| Maximum Drawdown | 33.24 | |||
| Value At Risk | (13.04) | |||
| Potential Upside | 10.77 | |||
| Downside Variance | 55.22 | |||
| Semi Variance | 36.3 | |||
| Expected Short fall | (5.34) | |||
| Skewness | (0.35) | |||
| Kurtosis | 1.47 |
| Risk Adjusted Performance | 0.0127 | |||
| Market Risk Adjusted Performance | (0.19) | |||
| Mean Deviation | 4.34 | |||
| Semi Deviation | 6.03 | |||
| Downside Deviation | 7.43 | |||
| Coefficient Of Variation | 20834.55 | |||
| Standard Deviation | 6.26 | |||
| Variance | 39.18 | |||
| Information Ratio | (0.01) | |||
| Jensen Alpha | 0.0291 | |||
| Total Risk Alpha | (0.65) | |||
| Sortino Ratio | (0.01) | |||
| Treynor Ratio | (0.20) | |||
| Maximum Drawdown | 33.24 | |||
| Value At Risk | (13.04) | |||
| Potential Upside | 10.77 | |||
| Downside Variance | 55.22 | |||
| Semi Variance | 36.3 | |||
| Expected Short fall | (5.34) | |||
| Skewness | (0.35) | |||
| Kurtosis | 1.47 |
Consider CaliberCos' intraday indicators
CaliberCos intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of CaliberCos stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 2281.35 | |||
| Daily Balance Of Power | (0.33) | |||
| Rate Of Daily Change | 0.98 | |||
| Day Median Price | 0.61 | |||
| Day Typical Price | 0.6 | |||
| Price Action Indicator | (0.01) | |||
| Period Momentum Indicator | (0.01) |
CaliberCos Stock media impact
Far too much social signal, news, headlines, and media speculation about CaliberCos that are available to investors today. That information is available publicly through CaliberCos media outlets and privately through word of mouth or via CaliberCos internal channels. However, regardless of the origin, that massive amount of CaliberCos data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of CaliberCos news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of CaliberCos relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to CaliberCos' headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive CaliberCos alpha.
CaliberCos Corporate Management
| John Hartman | Chief Officer | Profile | |
| Howard Hill | Senior Development | Profile | |
| Ignacio Martinez | Chief Officer | Profile | |
| Roy Bade | Chief Officer | Profile | |
| Curtis Christensen | Chief Officer | Profile |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in CaliberCos Class A. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in housing. You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of CaliberCos. If investors know CaliberCos will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about CaliberCos listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share (0.48) | Revenue Per Share | Quarterly Revenue Growth (0.60) | Return On Assets | Return On Equity |
The market value of CaliberCos Class A is measured differently than its book value, which is the value of CaliberCos that is recorded on the company's balance sheet. Investors also form their own opinion of CaliberCos' value that differs from its market value or its book value, called intrinsic value, which is CaliberCos' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because CaliberCos' market value can be influenced by many factors that don't directly affect CaliberCos' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between CaliberCos' value and its price, as these two are different measures arrived at by various means. Investors typically determine if CaliberCos is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, CaliberCos' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.