Vinci Compass Investments (NASDAQ:VINP – Get Free Report) and CaliberCos (NASDAQ:CWD – Get Free Report) are both small-cap finance companies, but which is the better investment? We will compare the two businesses based on the strength of their valuation, risk, analyst recommendations, profitability, institutional ownership, dividends and earnings.
Institutional and Insider Ownership
34.1% of Vinci Compass Investments shares are owned by institutional investors. Comparatively, 4.1% of CaliberCos shares are owned by institutional investors. 49.3% of Vinci Compass Investments shares are owned by company insiders. Comparatively, 42.5% of CaliberCos shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.
Profitability
This table compares Vinci Compass Investments and CaliberCos’ net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Vinci Compass Investments | 18.18% | 13.83% | 7.55% |
| CaliberCos | -103.28% | -947.22% | -19.14% |
Valuation and Earnings
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Vinci Compass Investments | $111.41 million | 7.60 | $21.92 million | $0.47 | 28.13 |
| CaliberCos | $51.12 million | 0.17 | -$19.78 million | ($19.85) | -0.07 |
Vinci Compass Investments has higher revenue and earnings than CaliberCos. CaliberCos is trading at a lower price-to-earnings ratio than Vinci Compass Investments, indicating that it is currently the more affordable of the two stocks.
Analyst Recommendations
This is a summary of current ratings for Vinci Compass Investments and CaliberCos, as reported by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Vinci Compass Investments | 0 | 0 | 3 | 0 | 3.00 |
| CaliberCos | 1 | 1 | 0 | 0 | 1.50 |
Vinci Compass Investments presently has a consensus target price of $13.50, suggesting a potential upside of 2.12%. Given Vinci Compass Investments’ stronger consensus rating and higher possible upside, analysts clearly believe Vinci Compass Investments is more favorable than CaliberCos.
Volatility and Risk
Vinci Compass Investments has a beta of 0.11, meaning that its share price is 89% less volatile than the S&P 500. Comparatively, CaliberCos has a beta of -0.24, meaning that its share price is 124% less volatile than the S&P 500.
Summary
Vinci Compass Investments beats CaliberCos on 14 of the 14 factors compared between the two stocks.
About Vinci Compass Investments
Vinci Partners Investments Ltd. operates as an asset management firm in Brazil. The company focuses on private markets, liquid strategies, investment products and solutions, and retirement services. It offers private equity, infrastructure, real estate, credit, special situations, equities, hedge funds, and investment products and solutions comprising portfolio and management services. In addition, the company financial and strategic advisory services, focusing on IPO advisory and mergers and acquisition transactions to entrepreneurs, corporate senior management teams, and boards of directors. Vinci Partners Investments Ltd. was founded in 2009 and is based in Rio de Janeiro, Brazil.
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.
Receive News & Ratings for Vinci Compass Investments Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Vinci Compass Investments and related companies with MarketBeat.com's FREE daily email newsletter.
