CWD
Price
$0.59
Change
+$0.05 (+9.26%)
Updated
Apr 4, 02:32 PM (EDT)
Capitalization
21.92M
76 days until earnings call
HPH
Price
$0.11
Change
-$0.00 (-0.00%)
Updated
Apr 4, 12:39 PM (EDT)
Capitalization
2.28B
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CWD vs HPH

Header iconCWD vs HPH Comparison
Open Charts CWD vs HPHBanner chart's image
CaliberCos
Price$0.59
Change+$0.05 (+9.26%)
Volume$1K
Capitalization21.92M
Highest Performances Holdings
Price$0.11
Change-$0.00 (-0.00%)
Volume$797
Capitalization2.28B
CWD vs HPH Comparison Chart
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CWD
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
HPH
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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VS
CWD vs. HPH commentary
Apr 04, 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 CWD is a Hold and HPH is a StrongBuy.

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COMPARISON
Comparison
Apr 04, 2025
Stock price -- (CWD: $0.54 vs. HPH: $0.11)
Brand notoriety: CWD and HPH are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: CWD: 24% vs. HPH: 50%
Market capitalization -- CWD: $21.92M vs. HPH: $2.28B
CWD [@Investment Managers] is valued at $21.92M. HPH’s [@Investment Managers] market capitalization is $2.28B. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $5.99B.

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).

CWD’s FA Score shows that 1 FA rating(s) are green whileHPH’s FA Score has 0 green FA rating(s).

  • CWD’s FA Score: 1 green, 4 red.
  • HPH’s FA Score: 0 green, 5 red.
According to our system of comparison, CWD is a better buy in the long-term than HPH.

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.

CWD’s TA Score shows that 2 TA indicator(s) are bullish while HPH’s TA Score has 4 bullish TA indicator(s).

  • CWD’s TA Score: 2 bullish, 6 bearish.
  • HPH’s TA Score: 4 bullish, 4 bearish.
According to our system of comparison, HPH is a better buy in the short-term than CWD.

Price Growth

CWD (@Investment Managers) experienced а -13.61% price change this week, while HPH (@Investment Managers) price change was -29.57% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -4.02%. For the same industry, the average monthly price growth was -4.69%, and the average quarterly price growth was -4.10%.

Reported Earning Dates

CWD is expected to report earnings on Jun 19, 2025.

Industries' Descriptions

@Investment Managers (-4.02% 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
HPH($2.28B) has a higher market cap than CWD($21.9M). CWD YTD gains are higher at: -23.376 vs. HPH (-67.582).
CWDHPHCWD / HPH
Capitalization21.9M2.28B1%
EBITDA-14.01MN/A-
Gain YTD-23.376-67.58235%
P/E Ratio192.31N/A-
Revenue88.5MN/A-
Total Cash5.53MN/A-
Total Debt227MN/A-
FUNDAMENTALS RATINGS
HPH: Fundamental Ratings
HPH
OUTLOOK RATING
1..100
50
VALUATION
overvalued / fair valued / undervalued
1..100
52
Fair valued
PROFIT vs RISK RATING
1..100
100
SMR RATING
1..100
100
PRICE GROWTH RATING
1..100
96
P/E GROWTH RATING
1..100
100
SEASONALITY SCORE
1..100
7

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

TECHNICAL ANALYSIS
Technical Analysis
CWDHPH
RSI
ODDS (%)
N/A
Bullish Trend 2 days ago
83%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
68%
Bullish Trend 2 days ago
81%
Momentum
ODDS (%)
Bearish Trend 2 days ago
90%
Bearish Trend 2 days ago
85%
MACD
ODDS (%)
Bearish Trend 2 days ago
90%
Bearish Trend 2 days ago
85%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
90%
Bearish Trend 2 days ago
86%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
88%
Bearish Trend 2 days ago
89%
Advances
ODDS (%)
Bullish Trend 10 days ago
66%
Bullish Trend 24 days ago
77%
Declines
ODDS (%)
Bearish Trend 4 days ago
90%
Bearish Trend 2 days ago
87%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
90%
Bullish Trend 2 days ago
67%
Aroon
ODDS (%)
N/A
Bearish Trend 2 days ago
89%
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CWD
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
HPH
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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CWD and

Correlation & Price change

A.I.dvisor tells us that CWD and HPH have been poorly correlated (+14% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that CWD and HPH's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CWD
1D Price
Change %
CWD100%
-1.36%
HPH - CWD
14%
Poorly correlated
-20.38%
ALTI - CWD
13%
Poorly correlated
-4.93%
RMCO - CWD
10%
Poorly correlated
-0.93%
CRBG - CWD
9%
Poorly correlated
-10.25%
PSBD - CWD
7%
Poorly correlated
-0.15%
More

HPH and

Correlation & Price change

A.I.dvisor tells us that HPH and PTMN have been poorly correlated (+22% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that HPH and PTMN's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HPH
1D Price
Change %
HPH100%
-20.38%
PTMN - HPH
22%
Poorly correlated
-3.05%
DHIL - HPH
22%
Poorly correlated
-5.16%
CRBG - HPH
22%
Poorly correlated
-10.25%
GAIN - HPH
21%
Poorly correlated
-1.70%
APO - HPH
21%
Poorly correlated
-12.77%
More