CaliberCos (NASDAQ:CWD) and StoneX Group (NASDAQ:SNEX) Head-To-Head Analysis

StoneX Group (NASDAQ:SNEX) and CaliberCos (NASDAQ:CWD) are both finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their risk, dividends, profitability, earnings, analyst recommendations, valuation and institutional ownership.

Insider & Institutional Ownership

75.9% of StoneX Group shares are held by institutional investors. Comparatively, 4.1% of CaliberCos shares are held by institutional investors. 11.7% of StoneX Group shares are held by insiders. Comparatively, 9.0% of CaliberCos shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Volatility and Risk

StoneX Group has a beta of 0.46, indicating that its share price is 54% less volatile than the S&P 500. Comparatively, CaliberCos has a beta of -0.24, indicating that its share price is 124% less volatile than the S&P 500.

Profitability

This table compares StoneX Group and CaliberCos’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
StoneX Group	0.23%	15.27%	0.87%
CaliberCos	-103.28%	-947.22%	-19.14%

Analyst Ratings

This is a breakdown of current ratings and recommmendations for StoneX Group and CaliberCos, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
StoneX Group	0	2	1	0	2.33
CaliberCos	1	1	0	0	1.50

Valuation & Earnings

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

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
StoneX Group	$132.38 billion	0.04	$305.90 million	$5.89	17.98
CaliberCos	$51.12 million	0.17	-$19.78 million	($19.85)	-0.07

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

Summary

StoneX Group beats CaliberCos on 12 of the 13 factors compared between the two stocks.

About StoneX Group

StoneX Group Inc. operates as a global financial services network that connects companies, organizations, traders, and investors to market ecosystem worldwide. The company operates through Commercial, Institutional, Retail, and Global Payments segments. The Commercial segment provides risk management and hedging, exchange-traded and OTC products execution and clearing, voice brokerage, market intelligence, physical trading, and commodity financing and logistics services. The Institutional segment offers equity trading services to institutional clients; clearing and execution services in futures exchanges; brokerage foreign exchange services for the financial institutions and professional traders; and OTC products, as well as originates, structures, and places debt instruments in capital markets. This segment also operates as an institutional dealer in fixed income securities to serve asset managers, commercial bank trust and investment departments, broker-dealers, and insurance companies, as well as engages in asset management business. The Retail segment provides trading services and solutions in the global financial markets, including spot foreign exchange, precious metals trading, and contracts for differences; and wealth management services, as well as offers physical gold and other precious metals in various forms and denominations through Stonexbullion.com. The Global Payments segment provides customized payment, technology, and treasury services to banks and commercial businesses, charities, and non-governmental and government organizations; and pricing and payments services. The company was formerly known as INTL FCStone Inc. and changed its name to StoneX Group Inc. in July 2020. StoneX Group Inc. was founded in 1924 and is headquartered in New York, New York.

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.