- Sector
- Financial Services
- Industry
- Asset Management
- IPO Date
- May 17, 2023
Highlights
- Market Cap
- $5.15M
- Enterprise Value
- $4.61M
- EPS (TTM)
- -$6.71
- Total Revenue (TTM)
- $13.27M
- Gross Profit (TTM)
- $2.07M
- EBITDA (TTM)
- -$17.26M
- Year Range
- $0.73 - $48.00
- ROA (TTM)
- -11.68%
- ROE (TTM)
- -54.19%
Share Price Chart
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Performance
CWD Performance Chart
CaliberCos Inc. Class A Common Stock (CWD) is down 40.7% since the beginning of the year. At $1 per share, CWD is trading 98.5% below its 52-week high of $48.
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Returns By Period
CaliberCos Inc. Class A Common Stock (CWD) has returned -40.68% so far this year and -78.92% over the past 12 months.
CaliberCos Inc. Class A Common Stock
- 1D
- -2.22%
- 1M
- -25.73%
- YTD
- -40.68%
- 6M
- -51.28%
- 1Y
- -78.92%
- 3Y*
- -74.27%
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
CWD Monthly Returns History
Based on dividend-adjusted daily data since May 17, 2023, CWD's average daily return is -0.07%, while the average monthly return is -8.96%.
Historically, 26% of months were positive and 74% were negative. The best month was Dec 2024 with a return of +57.1%, while the worst month was Apr 2025 at -54.7%. The longest winning streak lasted 2 consecutive months, and the longest losing streak was 9 months.
On a daily basis, CWD closed higher 41% of trading days. The best single day was Sep 9, 2025 with a return of +323.7%, while the worst single day was Apr 17, 2025 at -33.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.61% | -0.00% | -5.74% | -9.57% | -3.85% | -26.44% | -40.68% | ||||||
| 2025 | -11.30% | -3.23% | -7.68% | -54.68% | -27.69% | -2.75% | -15.96% | 16.97% | 27.95% | -34.68% | -20.69% | -46.09% | -91.13% |
| 2024 | -12.40% | 2.65% | -13.79% | -16.01% | 19.06% | -15.90% | -34.60% | 21.27% | -6.40% | 11.97% | -36.34% | 57.08% | -45.81% |
| 2023 | -33.68% | -23.81% | 9.38% | -29.52% | -8.11% | 8.09% | 0.00% | -12.24% | -66.05% |
Benchmark Metrics
CaliberCos Inc. Class A Common Stock has an annualized alpha of -31.76%, beta of 1.01, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since May 17, 2023.
- This stock participated in 316.33% of S&P 500 Index downside but only -132.28% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.00 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- -31.76%
- Beta
- 1.01
- R²
- 0.00
- Upside Capture
- -132.28%
- Downside Capture
- 316.33%
Return for Risk
Risk / Return Rank
CWD ranks 40 for risk / return — below 40% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for CaliberCos Inc. Class A Common Stock (CWD) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CWD | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.24 | ||
| Sortino ratioReturn per unit of downside risk | -0.99 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.37 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | -0.86 | 2.78 | -3.64 |
| Martin ratioReturn relative to average drawdown | -1.11 | 12.44 | -13.54 |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the CaliberCos Inc. Class A Common Stock. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the CaliberCos Inc. Class A Common Stock was 99.52%, occurring on Jun 22, 2026. The portfolio has not yet recovered.
The current CaliberCos Inc. Class A Common Stock drawdown is 99.52%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2026 bear market2026 | -99.52%Jun 2026 | 3y 1mo | — | 3y 1moMay 2023 - now |
Drawdown Indicators
| CWD | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.52% | -56.78% | -42.74% |
Max Drawdown (1Y)Largest decline over 1 year | -91.93% | -9.10% | -82.83% |
Max Drawdown (3Y)Largest decline over 3 years | -98.30% | -18.90% | -79.40% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -99.52% | -1.80% | -97.72% |
Average DrawdownAverage peak-to-trough decline | -90.37% | -10.71% | -79.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 71.37% | 2.03% | +69.34% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of CaliberCos Inc. Class A Common Stock over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how CaliberCos Inc. Class A Common Stock is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for CWD relative to other companies in the Asset Management industry. Currently, CWD has a P/S ratio of 0.2. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for CWD in comparison with other companies in the Asset Management industry. Currently, CWD has a P/B value of 0.2. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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