CaliberCos (NASDAQ:CWD) versus State Street (NYSE:STT) Head-To-Head Analysis

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

Valuation and Earnings

This table compares CaliberCos and State Street”s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
CaliberCos	$20.10 million	0.21	-$21.80 million	($3.79)	-0.11
State Street	$22.63 billion	2.08	$2.94 billion	$12.25	13.99

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

Analyst Recommendations

This is a breakdown of current recommendations for CaliberCos and State Street, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
CaliberCos	1	0	0	0	1.00
State Street	0	6	10	0	2.62

State Street has a consensus price target of $189.74, suggesting a potential upside of 10.75%. Given State Street’s stronger consensus rating and higher probable upside, analysts plainly believe State Street is more favorable than CaliberCos.

Risk and Volatility

CaliberCos has a beta of -0.1, indicating that its stock price is 110% less volatile than the S&P 500. Comparatively, State Street has a beta of 1.41, indicating that its stock price is 41% more volatile than the S&P 500.

Institutional & Insider Ownership

4.1% of CaliberCos shares are held by institutional investors. Comparatively, 87.4% of State Street shares are held by institutional investors. 8.3% of CaliberCos shares are held by company insiders. Comparatively, 0.3% of State Street shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Profitability

This table compares CaliberCos and State Street’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
CaliberCos	-117.34%	-75.44%	-13.87%
State Street	15.81%	16.36%	1.02%

Summary

State Street beats CaliberCos on 13 of the 14 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 State Street

State Street Corporation, through its subsidiaries, provides a range of financial products and services to institutional investors worldwide. The company offers investment servicing products and services, including custody, accounting, regulatory reporting, investor, and performance and analytics; middle office products, such as IBOR, transaction management, loans, cash, derivatives and collateral, record keeping, and client reporting and investment analytics; finance leasing; foreign exchange, and brokerage and other trading services; securities finance and enhanced custody products; deposit and short-term investment facilities; investment manager and alternative investment manager operations outsourcing; performance, risk, and compliance analytics; and financial data management to support institutional investors. It also engages in the provision of portfolio management and risk analytics, as well as trading and post-trade settlement services with integrated compliance and managed data. In addition, the company offers investment management strategies and products, such as core and enhanced indexing, multi-asset strategies, active quantitative and fundamental active capabilities, and alternative investment strategies. Further, it provides services and solutions, including environmental, social, and governance investing; defined benefit and defined contribution; and global fiduciary solutions, as well as exchange-traded funds under the SPDR ETF brand. The company provides its products and services to mutual funds, collective investment funds, UCITS, hedge funds and other investment pools, corporate and public retirement plans, insurance companies, foundations, endowments, and investment managers. State Street Corporation was founded in 1792 and is headquartered in Boston, Massachusetts.