BENF
Price
$0.52
Change
-$0.03 (-5.45%)
Updated
Oct 17 closing price
Capitalization
5.05M
Intraday Buy/Sell Signals
CWD
Price
$3.35
Change
-$0.29 (-7.97%)
Updated
Oct 17 closing price
Capitalization
16.65M
19 days until earnings call
Intraday Buy/Sell Signals
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BENF vs CWD

Header iconBENF vs CWD Comparison
Open Charts BENF vs CWDBanner chart's image
Beneficient
Price$0.52
Change-$0.03 (-5.45%)
Volume$193.26K
Capitalization5.05M
CaliberCos
Price$3.35
Change-$0.29 (-7.97%)
Volume$125.78K
Capitalization16.65M
BENF vs CWD Comparison Chart in %
BENF
Daily Signalchanged days ago
Gain/Loss if bought
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CWD
Daily Signalchanged days ago
Gain/Loss if bought
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BENF vs. CWD commentary
Oct 19, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BENF is a Hold and CWD is a Hold.

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COMPARISON
Comparison
Oct 19, 2025
Stock price -- (BENF: $0.52 vs. CWD: $3.35)
Brand notoriety: BENF and CWD are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: BENF: 1% vs. CWD: 1%
Market capitalization -- BENF: $5.05M vs. CWD: $16.65M
BENF [@Investment Managers] is valued at $5.05M. CWD’s [@Investment Managers] market capitalization is $16.65M. The market cap for tickers in the [@Investment Managers] industry ranges from $180.1B to $0. The average market capitalization across the [@Investment Managers] industry is $7.19B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

BENF’s FA Score shows that 0 FA rating(s) are green whileCWD’s FA Score has 1 green FA rating(s).

  • BENF’s FA Score: 0 green, 5 red.
  • CWD’s FA Score: 1 green, 4 red.
According to our system of comparison, both BENF and CWD are a bad buy in the long-term.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

BENF’s TA Score shows that 4 TA indicator(s) are bullish while CWD’s TA Score has 3 bullish TA indicator(s).

  • BENF’s TA Score: 4 bullish, 5 bearish.
  • CWD’s TA Score: 3 bullish, 6 bearish.
According to our system of comparison, BENF is a better buy in the short-term than CWD.

Price Growth

BENF (@Investment Managers) experienced а +9.45% price change this week, while CWD (@Investment Managers) price change was -17.28% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.22%. For the same industry, the average monthly price growth was -2.04%, and the average quarterly price growth was +18.78%.

Reported Earning Dates

CWD is expected to report earnings on Nov 06, 2025.

Industries' Descriptions

@Investment Managers (+0.22% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
CWD($16.6M) has a higher market cap than BENF($5.05M). BENF YTD gains are higher at: -30.154 vs. CWD (-76.037). CWD has higher annual earnings (EBITDA): -11M vs. BENF (-132.46M). BENF has more cash in the bank: 307M vs. CWD (683K). CWD has less debt than BENF: CWD (64.4M) vs BENF (123M). CWD has higher revenues than BENF: CWD (32.3M) vs BENF (-20.08M).
BENFCWDBENF / CWD
Capitalization5.05M16.6M30%
EBITDA-132.46M-11M1,204%
Gain YTD-30.154-76.03740%
P/E Ratio0.06N/A-
Revenue-20.08M32.3M-62%
Total Cash307M683K44,949%
Total Debt123M64.4M191%
TECHNICAL ANALYSIS
Technical Analysis
BENFCWD
RSI
ODDS (%)
Bearish Trend 2 days ago
90%
Bullish Trend 2 days ago
90%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
90%
N/A
Momentum
ODDS (%)
Bearish Trend 2 days ago
90%
Bearish Trend 2 days ago
90%
MACD
ODDS (%)
Bearish Trend 2 days ago
82%
Bearish Trend 2 days ago
90%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
86%
Bearish Trend 2 days ago
90%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
81%
Bearish Trend 2 days ago
89%
Advances
ODDS (%)
Bullish Trend 4 days ago
86%
Bullish Trend 4 days ago
71%
Declines
ODDS (%)
Bearish Trend 2 days ago
90%
Bearish Trend 2 days ago
90%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
86%
Bullish Trend 2 days ago
90%
Aroon
ODDS (%)
Bullish Trend 2 days ago
90%
Bearish Trend 2 days ago
87%
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BENF
Daily Signalchanged days ago
Gain/Loss if bought
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CWD
Daily Signalchanged days ago
Gain/Loss if bought
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BENF and

Correlation & Price change

A.I.dvisor tells us that BENF and BBXIA have been poorly correlated (+24% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that BENF and BBXIA's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BENF
1D Price
Change %
BENF100%
-4.73%
BBXIA - BENF
24%
Poorly correlated
N/A
BRSGF - BENF
21%
Poorly correlated
N/A
IVZ - BENF
20%
Poorly correlated
-0.04%
SLFPY - BENF
20%
Poorly correlated
N/A
BCG - BENF
20%
Poorly correlated
+8.11%
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