tiprankstipranks
Caldwell Partners (TSE:CWL)
TSX:CWL
Canadian Market
Want to see TSE:CWL full AI Analyst Report?

Caldwell (CWL) AI Stock Analysis

14 Followers

Top Page

TSE:CWL

Caldwell

(TSX:CWL)

Select Model
Select Model
Select Model
Outperform 75 (OpenAI - 5.2)
Rating:75Outperform
Price Target:
C$1.50
▲(50.00% Upside)
Action:Reiterated
Date:07/11/26
The score is driven primarily by improving financial performance—especially the strong TTM revenue rebound and significantly reduced leverage—partly offset by thin margins and historical volatility in earnings and cash flows. Technically, the stock is in an uptrend but appears overbought (RSI ~72, Stoch ~96), while valuation remains supportive with a moderate P/E and ~2.8% dividend yield.
Positive Factors
Revenue Rebound
A large TTM revenue rebound (~+76.6% YoY) indicates meaningful recovery in origination and placement activity, supporting more predictable fee income and scale benefits. Sustained top-line growth improves capacity to invest in distribution and drives longer‑term business stability versus flat volumes.
Negative Factors
Thin Profit Margins
Modest EBIT (~4.9%) and net margins (~2.5%) limit the firm's ability to absorb rising funding or credit costs and reduce reinvestment capacity. In a business exposed to interest spreads and housing cycles, sustained low margins constrain returns and make earnings more sensitive to adverse market shifts.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue Rebound
A large TTM revenue rebound (~+76.6% YoY) indicates meaningful recovery in origination and placement activity, supporting more predictable fee income and scale benefits. Sustained top-line growth improves capacity to invest in distribution and drives longer‑term business stability versus flat volumes.
Read all positive factors

Caldwell (CWL) vs. iShares MSCI Canada ETF (EWC)

Caldwell Business Overview & Revenue Model

Company Description
Operating across Canada, the United States, and the United Kingdom, The Caldwell Partners International Inc. is a comprehensive talent acquisition firm. The company excels in candidate research and sourcing, offering retained executive search serv...
How the Company Makes Money
Caldwell makes money primarily through fees and interest-related income tied to the mortgage lending process. Key revenue streams typically include (1) origination and placement fees earned when the company arranges or funds residential mortgages,...

Caldwell Financial Statement Overview

Summary
Overall improving fundamentals: strong TTM revenue rebound (~+76.6% YoY) and a materially healthier balance sheet with low leverage (debt-to-equity ~0.19). Offsetting this, profitability remains modest (EBIT margin ~4.9%, net margin ~2.5%) and results have been uneven with notable cyclicality and cash-flow volatility (including a major 2023 downturn).
Income Statement
74
Positive
Balance Sheet
82
Very Positive
Cash Flow
69
Positive
BreakdownTTMAug 2025Aug 2024Aug 2023Aug 2022Aug 2021
Income Statement
Total Revenue117.01M104.06M87.15M96.93M156.16M119.77M
Gross Profit25.68M22.21M17.69M16.22M34.65M29.12M
EBITDA8.38M5.91M9.03M-10.37M13.70M8.30M
Net Income3.65M2.56M4.19M-11.30M8.18M4.52M
Balance Sheet
Total Assets78.30M82.35M68.75M84.64M91.29M87.13M
Cash, Cash Equivalents and Short-Term Investments17.58M20.56M19.63M22.05M35.67M29.21M
Total Debt6.24M7.17M6.50M21.80M22.14M10.60M
Total Liabilities42.04M47.38M36.63M56.92M56.22M61.38M
Stockholders Equity36.26M34.97M32.13M27.72M35.06M25.75M
Cash Flow
Free Cash Flow6.31M3.24M772.00K-11.39M6.63M24.52M
Operating Cash Flow7.31M3.63M1.23M-11.22M7.10M24.88M
Investing Cash Flow-2.72M-4.83M-1.67M-3.60M-1.92M-3.92M
Financing Cash Flow-2.38M-2.07M-1.91M664.00K499.00K-5.93M

Caldwell Technical Analysis

Technical Analysis Sentiment
Positive
Last Price1.00
Price Trends
50DMA
0.97
Positive
100DMA
0.92
Positive
200DMA
0.89
Positive
Market Momentum
MACD
0.05
Positive
RSI
61.50
Neutral
STOCH
38.97
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For TSE:CWL, the sentiment is Positive. The current price of 1 is below the 20-day moving average (MA) of 1.07, above the 50-day MA of 0.97, and above the 200-day MA of 0.89, indicating a bullish trend. The MACD of 0.05 indicates Positive momentum. The RSI at 61.50 is Neutral, neither overbought nor oversold. The STOCH value of 38.97 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TSE:CWL.

Caldwell Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
75
Outperform
C$31.86M9.017.79%1.72%23.58%487.20%
68
Neutral
C$24.68M8.763.19%7.21%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
53
Neutral
C$80.18M179.920.71%4.92%10.25%
52
Neutral
C$44.42M-35.20-2.63%5.56%-4375.00%
47
Neutral
C$14.07M-16.21-2.57%-8.43%-233.47%
44
Neutral
C$58.45M-5.906908.84%-79.89%25.57%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TSE:CWL
Caldwell
1.12
0.41
58.42%
TSE:AEP
Atlas Engineered Products Ltd
0.63
-0.26
-29.21%
TSE:DYA
dynaCERT
0.12
-0.02
-14.81%
TSE:REKO
Reko International
4.40
0.90
25.71%
TSE:TLA
Titan Logix
0.53
-0.19
-27.08%
TSE:SECU
SSC Security Services
4.39
1.95
79.70%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 11, 2026