Head to Head Analysis: Broad Street Realty (OTCMKTS:BRST) and CaliberCos (NASDAQ:CWD)

Profitability

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

	Net Margins	Return on Equity	Return on Assets
CaliberCos	-16.19%	-13.83%	-5.03%
Broad Street Realty	-49.69%	-373.96%	-5.72%

Institutional & Insider Ownership

4.1% of CaliberCos shares are held by institutional investors. 42.3% of CaliberCos shares are held by insiders. Comparatively, 26.6% of Broad Street Realty shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Volatility and Risk

CaliberCos has a beta of 0.07, suggesting that its stock price is 93% less volatile than the S&P 500. Comparatively, Broad Street Realty has a beta of 2.3, suggesting that its stock price is 130% more volatile than the S&P 500.

Valuation & Earnings

This table compares CaliberCos and Broad Street Realty”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
CaliberCos	$90.94 million	0.18	-$12.70 million	($0.50)	-1.44
Broad Street Realty	$42.17 million	0.08	-$3.09 million	($0.84)	-0.12

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

Summary

CaliberCos beats Broad Street Realty on 8 of the 10 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 Broad Street Realty

Broad Street Realty, Inc. owns, operates, develops, and redevelops grocery-anchored shopping centers, street retail-based properties, and mixed-use assets in the Mid-Atlantic, Southeast, and Colorado. The company provides commercial real estate brokerage services for owned and third-party offices, and industrial and retail operators and tenants, as well as leases its properties. It also offers oversight of day-to-day operations, coordination, tenant improvements, and building services; and real estate management and engineering services to property owners, as well as provides tenant representation, property and asset management, construction-related services, real estate sales and acquisition, and other financing services. Broad Street Realty, Inc. is based in Reston, Virginia.