CaliberCos (CWD) Return on Assets [ROA] (2023 - 2026)
CaliberCos (CWD) posted Return on Assets [ROA] of -13.56% for Q2 2026, up 12.40 percentage points from -25.96% a year earlier and up 1.94 percentage points from the prior quarter.
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Analysis
CaliberCos (CWD) Return on Assets [ROA] (2023 - 2026) Analysis & Trends
For FY2025, CaliberCos' Return on Assets [ROA] came in at -19.12%, down 8.51 percentage points from FY2024.
- In prior years, CaliberCos' Return on Assets [ROA] was -10.60% in FY2024 (-1.06 pp) and -9.54% in FY2023.
- The Q2 2026 figure stands as the highest quarterly Return on Assets [ROA] since Q3 2024.
- On a year-over-year basis, Return on Assets [ROA] increased in three of the last eight quarters, with an average year-over-year change of -5.28 percentage points.
- The strongest year-over-year quarter for Return on Assets [ROA] in the past five years was Q2 2026, with a gain of 12.40 percentage points; the weakest was Q3 2025, with a drop of 28.18 percentage points.
- According to Business Quant data, Return on Assets [ROA] for the three prior quarters was -15.50% (Q1 2026), -21.13% (Q4 2025) and -36.47% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 188.98 Bn | 145.51 Bn | - | 4.25% |
| 2 | Spdr Gold Trust | 130.03 Bn | -427.97 Bn | - | 16.25% |
| 3 | Brookfield | 104.97 Bn | -79.04 Bn | - | 0.71% |
| 4 | Blackstone | 93.15 Bn | 87.36 Bn | - | 13.79% |
| 5 | Kkr | 90.40 Bn | 57.10 Bn | 1.76 Bn | 1.18% |
| 6 | Brookfield Asset Management | 85.45 Bn | 80.34 Bn | - | 22.62% |
| 7 | Apollo Global Management | 72.50 Bn | 89.29 Bn | 4.14 Bn | 0.14% |
| 8 | Wheaton Precious Metals | 62.02 Bn | 62.02 Bn | 538.50 Mn | 20.09% |
| 9 | Ares Management | 50.21 Bn | 48.79 Bn | 376.28 Mn | 3.24% |
| 10 | CaliberCos | 4.15 Mn | 24.90 Mn | 4.19 Mn | -13.56% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -13.56% |
| Mar 31, 2026 | -15.50% |
| Dec 31, 2025 | -21.13% |
| Sep 30, 2025 | -36.47% |
| Jun 30, 2025 | -25.96% |
| Mar 31, 2025 | -19.85% |
| Dec 31, 2024 | -16.26% |
| Sep 30, 2024 | -8.29% |
| Jun 30, 2024 | -13.56% |
| Mar 31, 2024 | -13.24% |
| Dec 31, 2023 | -8.84% |
| Sep 30, 2023 | -8.75% |
| Jun 30, 2023 | -5.17% |
| Mar 31, 2023 | -2.44% |
API Access
CaliberCos Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=CWD&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "CWD", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=CWD&period=max&api_key=YOUR_API_KEY");
const data = await res.json();