CWD (CaliberCos) Risk Assessment

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What is CaliberCos Risk Assessment?

Risk Assessment represents the investment risk of a stock derived from our exclusive method. It suggests how risky the investment opportunity is based on the valuation and the fundamental performance of the stock. It is derived from following key aspects:

1. GuruFocus internally developed valuations of the stock, such as GF valuation.
2. Quality Rank, a business quality indicator developed by GuruFocus.
3. Fundamental performance: Piotroski F-Score, Altman Z-Score, Beneish M-Score, etc.
4. Growth opportunities: 5-year revenue growth rate, 5-Year EPS without NRI Growth Rate, etc.

Value investors are always willing to find undervalued stocks. However, not all the undervalued stocks are good deals, we should also be careful of how risky the investment opportunity is. We believe that if the company's financial strength and profitability are strong, and the stock price is within a reasonable range of the GF valuation, or stock has a high return with its price being undervalued, then it might be a good investment opportunity with low risk.

Based on those aspects listed above, GuruFocus believes the risk assessment of CaliberCos is: No Data: Cannot be evaluated.

Competitive Comparison of CaliberCos's Risk Assessment

For the Asset Management subindustry, CaliberCos's Risk Assessment, along with its competitors' market caps and Risk Assessment data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

CaliberCos's Risk Assessment Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, CaliberCos's Risk Assessment distribution charts can be found below:

* The bar in red indicates where CaliberCos's Risk Assessment falls into.

CaliberCos (NAS:CWD) Risk Assessment Explanation

Based on the four aspects listed above, GuruFocus provides the following 7 evaluations:

All-in-One Screener Examples (1)
Low Risk: Strong fundamentals, worth long-term holding
Moderate Risk: Sensitive, better choose undervalued stock
High Risk: High uncertainty with risk-return tradeoff
High Risk: Good fundamentals, beware of shrinking business
High Risk: Sensitive to economic or industry trends
High Risk: High uncertainty
No Data: Cannot be evaluated

(1) These are some simple examples. You can access our Risk Assessment filter under All-in-One Screener’s Fundamental tab and set your own criteria.

CaliberCos Risk Assessment Related Terms

Thank you for viewing the detailed overview of CaliberCos's Risk Assessment provided by GuruFocus.com. Please click on the following links to see related term pages.

CaliberCos Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » CaliberCos Inc (NAS:CWD) » Definitions » Risk Assessment

Comparable Companies

Traded in Other Exchanges

N/A

Address

8901 E. Mountain View Road, Suite 150, Scottsdale, AZ, USA, 85258

Website

https://www.caliberco.com

CaliberCos Inc is an asset management firm, whose primary goal is to enhance the wealth of investors seeking to make investments in middle-market assets. The company's funds include investment vehicles focused on real estate, private equity, and debt facilities. The company earns asset management fees calculated as a percentage of managed capital in Funds and Offerings. The company markets services through direct sales to private investors, wholesaling to investment advisers, direct sales to family offices and institutions and through in-house client services. The company operates into three reportable segments: Fund Management, Development, and Brokerage. Majority of revenue is derived from Asset management fees segment.

Executives

Loeffler John C Ii	director, 10 percent owner, officer: CEO	8901 E MOUNTAIN BOULEVARD, SUITE 150, SCOTTSDALE AZ 85258
Daniel Paul Hansen	director	8901 E MOUNTAIN VIEW ROAD, SUITE 150, SCOTTSDALE AZ 85258
Taylor Lawrence X. Iii	director	2727 N 3RD STREET, SUITE 201, PHOENIX AZ 85004
Michael Trzupek	director	2800 NORTHUP WAY, SUITE 220, BELLEVUE WA 98004
Roy John Bade	officer: Ch. Development Officer	8901 E MOUNTAIN ROAD, SUITE 150, SCOTTSDALE AZ 85258
Donnie R Schrader	10 percent owner	8901 E MOUNTAIN ROAD, SUITE 250, SCOTTSDALE AZ 85258
William J Gerber	director	8901 E MOUNTAIN VIEW ROAD, SUITE 150, SCOTTSDALE AZ 85258
C Lo 2021 Irrevocable Trust	10 percent owner	8901 E MOUNTAIN VIEW ROAD, SUITE 150, SCOTTSDALE AZ 85258
Jennifer Schrader	director, 10 percent owner, officer: Pres., COO	8901 E MOUNTAIN ROAD, SUITE 150, SCOTTSDALE AZ 85258
Jade Leung	officer: CFO	8901 E MOUNTAIN VIEW ROAD, SUITE 150, SCOTTSDALE AZ 85258
John Edward Hartman	officer: Ch. Investment Officer	8901 E MOUNTAIN ROAD, SUITE 150, SCOTTSDALE AZ 85258