CWD (CaliberCos) 5-Year Yield-on-Cost %: 0.00 (As of Aug. 27, 2026)

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Director of Data and Quant Analytics at GuruFocus
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CWD CaliberCos Inc CWD
20 GF Score
Price $0.54
GF Value $0.52
Valuation Fairly Valued
! 4 Warning Signs
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What is CaliberCos 5-Year Yield-on-Cost %?

CaliberCos CWD -6.68% 20 5-Year Yield-on-Cost % is 0.00 as of Aug. 27, 2026. GuruFocus rates CWD with a GF Score™ of 20/100 and a GF Value™ of $0.52 (Fairly Valued). The stock has 4 warning signs investors should review. Among 1,110 Asset Management companies, CaliberCos ranks worse than 90090% on this metric.

CaliberCos's yield on cost for the quarter that ended in Jun. 2026 was 0.00.


The historical rank and industry rank for CaliberCos's 5-Year Yield-on-Cost % or its related term are showing as below:



CWD's 5-Year Yield-on-Cost % is not ranked *
in the Asset Management industry.
Industry Median: 6.35
* Ranked among companies with meaningful 5-Year Yield-on-Cost % only.

CaliberCos  (NAS:CWD) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.


CaliberCos 5-Year Yield-on-Cost % Related Terms


CWD vs ALP, TWAV, ZSTK: 5-Year Yield-on-Cost % Comparison

For the Asset Management subindustry, CaliberCos's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, CaliberCos's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where CaliberCos's 5-Year Yield-on-Cost % falls into.


CWD
20GF Score
CaliberCos Inc CWD
5-Year Yield-on-Cost % is just one metric. See GF Score™, valuation, warning signs, and more.
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CaliberCos 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of CaliberCos is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5
Frequently Asked Questions Learn more about 5-Year Yield-on-Cost % →
What does a 5-Year Yield-on-Cost % of 0.00 mean?
CaliberCos (CWD) has a 5-Year Yield-on-Cost % of 0.00 as of Aug. 27, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on CaliberCos and its competitors. According to the industry distribution chart, CaliberCos ranks #999999 out of 1110 companies in the Asset Management industry.
Is CaliberCos' 5-Year Yield-on-Cost % too high?
CaliberCos' current 5-Year Yield-on-Cost % is 0.00. Based on the distribution chart, CaliberCos ranks #999999 out of 1110 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, CaliberCos has a GF Score™ of 20/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does CaliberCos' 5-Year Yield-on-Cost % compare to ALP and TWAV?
According to the Asset Management industry distribution chart, CaliberCos ranks #999999 out of 1110 companies for 5-Year Yield-on-Cost %. This places CaliberCos in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.35. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.35, based on 1,110 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on CaliberCos and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.35 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. CaliberCos's current 5-Year Yield-on-Cost % is 0.00. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is CaliberCos stock overvalued right now?
Based on GuruFocus' analysis, CaliberCos (CWD) is currently considered Fairly Valued. The stock's GF Value™ is $0.52, compared to a current price of $0.54 — trading 4.5% above its estimated fair value. The current 5-Year Yield-on-Cost % is 0.00. CaliberCos' overall GF Score™ is 20/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For CaliberCos (CWD), the current 5-Year Yield-on-Cost % is 0.00 as of Aug. 27, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is CaliberCos (CWD) Overvalued in 2026?

Based on GuruFocus' analysis, CaliberCos stock appears to be overvalued. The current stock price of $0.54 is trading 4.5% above its estimated GF Value™ of $0.52. GuruFocus considers CaliberCos to be Fairly Valued.

Key valuation signals for CWD:

  • 5-Year Yield-on-Cost %: 0.00
  • GF Value™: $0.52 vs. price of $0.54 (4.5% above fair value)
  • GF Score™: 20/100 with 4 warning signs

No single metric tells the full story. See the CWD stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


CaliberCos Business Description

Address 8901 E Mountain View Road, Suite 150, Scottsdale, AZ, USA, 85258
CaliberCos Inc is an asset management firm investing across real and digital assets. It sponsors and manages private real estate investment funds and maintains a digital asset treasury approach focused on blockchain infrastructure assets. The company's activities are supported by transaction and advisory services, including development and construction management, acquisition and disposition services, brokerage, and fund formation services. The company operates through one reportable segment. It generates the majority of its revenue in the form of asset management fee revenues and performance allocations.
20GF Score

Get the complete analysis for CWD

5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$0.54
Price
$0.52
GF Value