Growth Metrics

CaliberCos (CWD) Invested Capital (2022 - 2026)

CaliberCos' quarterly Invested Capital came in at $38.7 million in Q1 2026, up 426.16% year-on-year from $7.4 million in Q1 2025, and up 2804.35% quarter-over-quarter from $1.3 million in Q4 2025.

CaliberCos has reported Invested Capital for 5 years, with the latest figure at $38.7 million in Q1 2026.

  • For the quarter ending Q1 2026, Invested Capital rose 426.16% year-over-year to $38.7 million; the trailing twelve-month figure through Mar 2026 stood at $38.7 million (up 426.16% YoY), and the FY2025 full-year result was $1.3 million, down 88.15% from the prior year.
  • Invested Capital for Q1 2026 stood at $38.7 million, up from $1.3 million in the prior quarter.
  • The five-year high for Invested Capital was $95.2 million in Q2 2024, with the low at -$17.6 million in Q2 2025.
  • Average Invested Capital over 5 years is $51.6 million, with a median of $66.0 million recorded in 2023.
  • Year-over-year, Invested Capital sank 118.49% in 2025 and surged 426.16% in 2026.
  • Tracing CWD's Invested Capital over 5 years: stood at $77.2 million in 2022, then retreated by 14.47% to $66.0 million in 2023, then sank by 82.95% to $11.3 million in 2024, then slumped by 88.15% to $1.3 million in 2025, then soared by 2804.35% to $38.7 million in 2026.
  • The last three Invested Capital figures came in at $38.7 million (Q1 2026), $1.3 million (Q4 2025), and $4.2 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 69.22 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 8.37 Bn
3 Kkr 84.94 Bn 132.45 Bn - 30.50 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 8.59 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 53.75 Bn
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 8.75 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - 12.99 Bn
9 Ares Management 28.85 Bn 32.22 Bn - 12.75 Bn
10 CaliberCos 6.48 Mn 43.94 Mn 4.10 Mn 38.72 Mn

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 38.72 Mn
Dec 31, 2025 26.23 Mn
Sep 30, 2025 4.18 Mn
Jun 30, 2025 -17.60 Mn
Mar 31, 2025 7.36 Mn
Dec 31, 2024 -12.59 Mn
Sep 30, 2024 63.28 Mn
Jun 30, 2024 95.20 Mn
Mar 31, 2024 86.49 Mn
Dec 31, 2023 66.02 Mn
Sep 30, 2023 74.76 Mn
Jun 30, 2023 82.61 Mn
Mar 31, 2023 72.50 Mn
Dec 31, 2022 77.19 Mn
Sep 30, 2022 77.60 Mn
Jun 30, 2022 72.97 Mn
Mar 31, 2022 63.60 Mn