Reading CWD? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track CWD free→Reading CWD? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track CWD free→NASDAQFinancialsAsset ManagementSnapshot 2026-06-16
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
CWD shows weak recent financial performance. Earnings quality cannot be assessed since it was unprofitable over the past year. Management's track record is volatile, and it has a capital-unfriendly stance. Risk is high, and the sector backdrop is a headwind. Compared with sector peers, CWD is below typical. This read is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 0 valuation methods, at three horizons. Current price $0.77. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Not enough valuation methods to set a 12-month read yet.
TTM earnings are negative, so the read leans on sales- and cash-flow-based methods rather than P/E. This is a data condition, not a forward call.
Looks cheaper than most peers in the same business.
Self-history needs ~20 months of data.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Financials names rated weak grew net income 56% of the time over the next year (vs 59% for the rest of the cohort, n=3730).
Over the trailing year it converted 0.62x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, Fed net liquidity, long-term interest rates, real (inflation-adjusted) rates.
18 material management or governance events in the past 24 months, led by M&A activity. Historically, Financials names rated volatile grew net income 54% of the time over the next year (vs 57% for the rest of the cohort, n=3774).
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
via XLF
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$389.
How much price usually moves either way.
On a bad day, this stock has moved -$1,240.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $9,167.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-16
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
No named catalysts to watch right now. Check back after the next earnings report.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
Advances: Manage executive transitions
CFO transition aligns with managing executive transitions objective.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Chief Financial Officer — Mr. Jade Leung: Resigned for personal reasons with a separation agreement.
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
A side-by-side read on sector standing, valuation, and risk versus peers.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
CWD CALIBERCOS INC | Below typical Show detailsSector percentile: 21 of 100 | — | high |
Not investment advice. As of 2026-06-16.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-16.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Initiate a program allowing note holders to convert promissory notes into common or preferred stock.
Oversee transitions in key executive roles, including CFO resignation.
Amend the rights of security holders, including Series A Convertible Preferred Stock.
Results of Operations and Financial Condition. On May 13, 2026, CaliberCos Inc. (the “Company”) issued a press release and earnings supplemental reporting first quarter financial results. The Company also released supplemental financial results for its asset management “Platform” business. A copy of the press release, earnings supplemental, and Platform supplemental financial results are attached hereto as Exhibit 99.1, Exhibit 99.2, and Exhibit 99.3 and the information therein is incorporate…
Entry into a Material Definitive Agreement. In March 2026, CaliberCos Inc. (the “Company”) launched a note conversion program (the “Program”) pursuant to which holders (the “Note Holders”) of certain of the Company’s unsecured, outstanding promissory notes (the “Notes”) may elect to convert all or part of their Notes into (i) shares of the Company’s Class A common stock, par value $0.001 (“Common Stock”) pursuant to a common stock subscription agreement, or (ii) shares of Series AAA Convertib…
Unregistered Sales of Equity Securities. The information in
Material Modification to Rights of Security Holders. On April 9, 2026, the Company filed a Certificate of Amendment (the “Series A Amendment”) to the Certificate of Designation for the Company’s Series A Convertible Preferred Stock (the “Series A Certificate of Designation”) with the Delaware Secretary of State’s Office. Pursuant to the Series A Amendment, the Series A Convertible Preferred Stock (the “Series A Preferred Stock”) will rank pari passu with the Series AAA Preferred Stock and the…