Brookfield Asset Management (NYSE:BAM) and CaliberCos (NASDAQ:CWD) Head to Head Survey

CaliberCos (NASDAQ:CWD) and Brookfield Asset Management (NYSE:BAM) are both finance companies, but which is the superior business? We will compare the two businesses based on the strength of their institutional ownership, earnings, risk, profitability, analyst recommendations, dividends and valuation.

Analyst Recommendations

This is a breakdown of recent ratings and target prices for CaliberCos and Brookfield Asset Management, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
CaliberCos	1	1	0	0	1.50
Brookfield Asset Management	2	8	7	1	2.39

Brookfield Asset Management has a consensus price target of $63.18, suggesting a potential upside of 46.25%. Given Brookfield Asset Management’s stronger consensus rating and higher possible upside, analysts plainly believe Brookfield Asset Management is more favorable than CaliberCos.

Profitability

This table compares CaliberCos and Brookfield Asset Management’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
CaliberCos	-108.46%	-947.22%	-26.31%
Brookfield Asset Management	51.59%	29.81%	16.67%

Institutional and Insider Ownership

4.1% of CaliberCos shares are held by institutional investors. Comparatively, 68.4% of Brookfield Asset Management shares are held by institutional investors. 9.0% of CaliberCos shares are held by company insiders. Comparatively, 11.0% of Brookfield Asset Management shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Valuation and Earnings

This table compares CaliberCos and Brookfield Asset Management”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
CaliberCos	$20.10 million	0.36	-$19.78 million	($19.85)	-0.06
Brookfield Asset Management	$4.82 billion	14.69	$2.49 billion	$1.52	28.42

Brookfield Asset Management has higher revenue and earnings than CaliberCos. CaliberCos is trading at a lower price-to-earnings ratio than Brookfield Asset Management, indicating that it is currently the more affordable of the two stocks.

Volatility & Risk

CaliberCos has a beta of -0.29, meaning that its stock price is 129% less volatile than the S&P 500. Comparatively, Brookfield Asset Management has a beta of 1.42, meaning that its stock price is 42% more volatile than the S&P 500.

Summary

Brookfield Asset Management beats CaliberCos on 15 of the 15 factors compared between the two stocks.

About CaliberCos

Caliber (NASDAQ: CWD) is a vertically integrated alternative asset management firm whose purpose is to build generational wealth for investors seeking to access opportunities in middle-market assets. Caliber differentiates itself by creating, managing, and servicing proprietary products, including middle-market investment funds, private syndications, and direct investments which are managed by our in-house asset services group. Our funds include investment vehicles focused primarily on real estate, private equity, and debt facilities. Additional information can be found at Caliberco.com and CaliberFunds.co.

About Brookfield Asset Management

Brookfield Asset Management Ltd. is a real estate investment firm specializing in alternative asset management services. Its renewable power and transition business includes the operates in the hydroelectric, wind, solar, distributed generation, and sustainable solution sector. The company's infrastructure business engages in the utilities, transport, midstream, and data infrastructure sectors. In addition, its private equity business offers industrial, infrastructure, and business services sectors; and real estate business, which includes housing, logistics, hospitality, science and innovation, office, and retail sectors. Further, it provides credit business; and insurance solution in the reinsurance, annuities, operating platform, and investment solutions sectors. Brookfield Asset Management Ltd. was incorporated in 2022 and is headquartered in Toronto, Canada.