CWD
Price
$2.08
Change
-$0.30 (-12.61%)
Updated
Sep 5 closing price
Capitalization
2.75M
59 days until earnings call
SFES
Price
$0.79
Change
-$0.04 (-4.82%)
Updated
Sep 5 closing price
Capitalization
13.16M
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CWD vs SFES

Header iconCWD vs SFES Comparison
Open Charts CWD vs SFESBanner chart's image
CaliberCos
Price$2.08
Change-$0.30 (-12.61%)
Volume$428.34K
Capitalization2.75M
Safeguard Scientifics
Price$0.79
Change-$0.04 (-4.82%)
Volume$500
Capitalization13.16M
CWD vs SFES Comparison Chart in %
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CWD
Daily Signalchanged days ago
Gain/Loss if bought
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SFES
Daily Signalchanged days ago
Gain/Loss if bought
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CWD vs. SFES commentary
Sep 08, 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 Buy and SFES is a Hold.

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COMPARISON
Comparison
Sep 08, 2025
Stock price -- (CWD: $2.08 vs. SFES: $0.79)
Brand notoriety: CWD and SFES are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: CWD: 7% vs. SFES: 3%
Market capitalization -- CWD: $2.75M vs. SFES: $13.16M
CWD [@Investment Managers] is valued at $2.75M. SFES’s [@Investment Managers] market capitalization is $13.16M. The market cap for tickers in the [@Investment Managers] industry ranges from $170.21B to $0. The average market capitalization across the [@Investment Managers] industry is $7.56B.

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 whileSFES’s FA Score has 0 green FA rating(s).

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

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 4 TA indicator(s) are bullish while SFES’s TA Score has 6 bullish TA indicator(s).

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

Price Growth

CWD (@Investment Managers) experienced а -40.06% price change this week, while SFES (@Investment Managers) price change was -5.95% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -0.32%. For the same industry, the average monthly price growth was +2.76%, and the average quarterly price growth was +38.68%.

Reported Earning Dates

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

Industries' Descriptions

@Investment Managers (-0.32% 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
SFES($13.2M) has a higher market cap than CWD($2.75M). SFES YTD gains are higher at: -8.712 vs. CWD (-85.122). SFES has less debt than CWD: SFES (1.25M) vs CWD (64.4M).
CWDSFESCWD / SFES
Capitalization2.75M13.2M21%
EBITDA-11MN/A-
Gain YTD-85.122-8.712977%
P/E RatioN/AN/A-
Revenue32.3MN/A-
Total Cash683KN/A-
Total Debt64.4M1.25M5,156%
FUNDAMENTALS RATINGS
SFES: Fundamental Ratings
SFES
OUTLOOK RATING
1..100
50
VALUATION
overvalued / fair valued / undervalued
1..100
65
Fair valued
PROFIT vs RISK RATING
1..100
100
SMR RATING
1..100
100
PRICE GROWTH RATING
1..100
60
P/E GROWTH RATING
1..100
100
SEASONALITY SCORE
1..100
50

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
CWDSFES
RSI
ODDS (%)
Bearish Trend 4 days ago
90%
Bearish Trend 4 days ago
77%
Stochastic
ODDS (%)
Bullish Trend 4 days ago
82%
Bullish Trend 4 days ago
73%
Momentum
ODDS (%)
Bullish Trend 4 days ago
80%
Bullish Trend 4 days ago
77%
MACD
ODDS (%)
Bullish Trend 4 days ago
78%
Bearish Trend 4 days ago
75%
TrendWeek
ODDS (%)
Bearish Trend 4 days ago
90%
Bearish Trend 4 days ago
79%
TrendMonth
ODDS (%)
Bearish Trend 4 days ago
90%
Bullish Trend 4 days ago
69%
Advances
ODDS (%)
Bullish Trend 22 days ago
70%
Bullish Trend 27 days ago
69%
Declines
ODDS (%)
Bearish Trend 4 days ago
90%
Bearish Trend 6 days ago
80%
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
90%
Bearish Trend 4 days ago
68%
Aroon
ODDS (%)
Bearish Trend 5 days ago
90%
Bullish Trend 4 days ago
66%
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CWD
Daily Signalchanged days ago
Gain/Loss if bought
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SFES
Daily Signalchanged days ago
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CWD and

Correlation & Price change

A.I.dvisor tells us that CWD and BRSGF have been poorly correlated (+30% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that CWD and BRSGF's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CWD
1D Price
Change %
CWD100%
-12.61%
BRSGF - CWD
30%
Poorly correlated
N/A
SFES - CWD
12%
Poorly correlated
-5.19%
KBDC - CWD
10%
Poorly correlated
+0.07%
BENF - CWD
10%
Poorly correlated
+3.76%
PSBD - CWD
9%
Poorly correlated
-0.22%
More

SFES and

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SFES
1D Price
Change %
SFES100%
-5.19%
MRCC - SFES
22%
Poorly correlated
N/A
HFAHF - SFES
22%
Poorly correlated
+24.31%
AHFCF - SFES
20%
Poorly correlated
N/A
MSIF - SFES
16%
Poorly correlated
-0.36%
CWD - SFES
12%
Poorly correlated
-12.61%
More