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CaliberCos Inc. (CWD)

Nasdaq: CWD · Real Estate · Scottsdale, AZ · filing with the SEC since 2014
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Grade1.4
◀ Past 1.2● Present 0.8▶ Future 2.4
1 est.
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The grade of CaliberCos Inc.

Nine metrics read from its own filings, by tense
Headline grade
1.4/10
◀ Past1.225% of the headline
● Present0.845% of the headline
▶ Future2.430% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 8 read as filed from the record and 1 is an SI estimate, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

1.2/1025% of the headline grade · 2 of 3 filed, 1 estimated

Surviving crises

as filed
1.1/10

Has it survived what it has been through?

8 warning events since 2017; the latest 2026-08-26.

weight 45% of this tense · 11th percentile among 32 sector filers · read for itself

From the record

CaliberCos Inc.'s filings since 2017 show 8 warning events of 3 kinds: a notice about its exchange listing (8-K item 3.01, 6 times, the latest 2026-08-26); an auditor change (8-K item 4.01, the latest 2025-09-26); a late-report notice (Form NT 10-K or NT 10-Q, the latest 2024-03-29) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
1.2/10

What has it actually done, year after year?

-37.9% a year over 4 filed years; profitable in 1 of 4.

weight 33% of this tense · 12th percentile among 29 sector filers · read for its customers

From the record

CaliberCos Inc.'s 4 filed years say what it did: revenue went from $84 million in fiscal 2022 to $20 million in fiscal 2025, down 37.9% a year; it rose in 1 of 3 years; the deepest fall was 78% from fiscal 2023 to fiscal 2025; net income was positive in 1 of 4 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span-37.9%bottom 2% of its family
  • the share of years revenue rosebottom 7% of its family
  • the share of filed years with a profitbottom 22% of its family
  • the deepest fall from a revenue peak77.9%bottom 16% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

SI estimate
1.6/10

How has it treated the people who own it?

SI estimate 1.6/10, confidence 35 of 100 (one part).

weight 22% of this tense · 16th percentile among 31 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
Read from one part only, the share count over the years, which ranks in the bottom 16% of 31 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
What the record cannot read
Fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
How it was reasoned
one part: the share count over the years, the one part on file, ranked among 31 in its family.
Confidence
35 of 100
What would change it
A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: CaliberCos Inc.'s shareholder treatment is put at 1.6 of 10 with a confidence of 35 of 100, because read from one part only, the share count over the years, which ranks in the bottom 16% of 31 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income. A filing that carries the missing parts replaces this estimate with the filed reading.

● Present

What are they doing right now?

0.8/1045% of the headline grade · 3 of 3 filed

Financial health

as filed
0.7/10

Is it financially healthy right now?

ROE -83%: lost 83¢ per shareholder dollar. Leverage 81%: owes 81¢ per asset dollar.

weight 45% of this tense · 7th percentile among 31 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, CaliberCos Inc. lost about 83 cents for every dollar of shareholders' money. Leverage: it owed about 81 cents per dollar of assets, and net share issuance: its share count grew 157.3% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 8% of its family
  • return on equitybottom 5% of its family
  • the share count against the year beforebottom 9% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
1.2/10

How strong is its position in its industry?

bottom 12% of 30 in its family; net margin -108.5%.

weight 33% of this tense · 12th percentile among 30 sector filers · read for its customers

From the record

CaliberCos Inc.'s standing among 30 graded names in its industry family: revenue of $20 million in fiscal 2025 ranks in the bottom 16% by size; a net margin of -108.5% ranks in the bottom 15%; revenue growth of -37.9% a year over the last 3 filed years ranks in the bottom 5% (its annual reports).

What it rests on

  • revenue against the family$20.1Mbottom 16% of its family
  • net margin-108.5%bottom 15% of its family
  • three-year revenue growth-37.9%bottom 5% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
0.5/10

What are the people in charge doing?

bottom 5% of 20 in its family for leadership.

weight 22% of this tense · 5th percentile among 20 sector filers · read for its shareholders

From the record

CaliberCos Inc.'s leadership, from its insiders' filings and its current reports: no one files under a chief executive's title, so that part is not read; the 4 officers and directors filing in the last fifteen months have been on the record a median of 1.8 years (bottom 3%); 6 officer or director changes were reported on Form 8-K since 2023-11-13, against the 4 people in charge now (bottom 6%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge6 in three years among 4 peoplebottom 6% of its family
  • the median years the people in charge have filed1.8 yearsbottom 3% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

2.4/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
4.4/10

How much room does it have to grow?

bottom 44% of 29 in its family for room to expand.

weight 22% of this tense · 44th percentile among 29 sector filers · read for itself

From the record

CaliberCos Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $3 million against no long-term debt tagged leaves 2.1% of its assets as net cash, top 27% of its family; cash from operations less capital spending is -60% of revenue (bottom 16%) (its annual report).

What it rests on

  • cash less debt against assets2.1%top 27% of its family
  • cash from operations less capital spending against revenue-60.0%bottom 16% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
2.9/10

What could actually drive growth from here?

bottom 29% of 29 in its family for growth drivers.

weight 33% of this tense · 29th percentile among 29 sector filers · read for its customers

From the record

CaliberCos Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew -37.9% a year over the last three filed years against -37.9% over all 4, speeding up (top 47% of its family); the newest year grew -60.7% (bottom 5%) (its annual reports). CaliberCos Inc. tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

What it rests on

  • three-year growth against the whole span+0.0 points a yeartop 47% of its family
  • the newest year's revenue growth-60.7%bottom 5% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
1.0/10

Did its newest year beat what its own record pointed to?

bottom 10% of 29 in its family for expectations against reality.

weight 45% of this tense · 10th percentile among 29 sector filers · read for its shareholders

From the record

CaliberCos Inc.'s newest year against its own record: revenue of $20 million in fiscal 2025 came in 49.6% below the $40 million its prior three years' pace pointed to (bottom 9% of its family); net income of $22 million against a prior three-year average of $10 million (bottom 12%); a net margin of a loss larger than its revenue against -16.8% before (bottom 9%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace-49.6%bottom 9% of its family
  • net income against the prior three years' average-115%bottom 12% of its family
  • net margin against its prior average-91.7 pointsbottom 9% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton CWD · research, not advice