Urbana Corporation is an investment fund focused on public equity markets in the United States, managed by Caldwell Investment Management Ltd. The company boasts impressive financial metrics, including a gross margin of 99% and an EBITDA margin of 85.5%, indicating strong profitability. However, its return on equity (ROE) of 5.3% suggests limited efficiency in generating profits from shareholder equity. Additionally, while the low debt-to-equity ratio of 0.06 reflects strong liquidity, the high margins coupled with a market cap of $374.87M may indicate potential undervaluation.
Loading financial metrics...
Company has $1.9M in cash but burned $3.6M last quarter. At this burn rate, only 0.5 quarters of runway remain without additional financing.
Gross profit margin declined from 98.5% to 76.9% year-over-year, suggesting pricing pressure or rising input costs are squeezing profitability.
Debt of $36.5M is 18.9x the company's cash position of $1.9M.
Exceptional revenue growth of 56.9% YoY demonstrates strong market demand and competitive positioning.
Exceptional gross margin of 76.9% indicates strong pricing power and competitive moat.
Operating margin of 83.1% demonstrates excellent operational efficiency.
Low debt-to-revenue ratio of 24.7% indicates conservative financial management.
Valuation, risk assessment, competitive positioning, and key insights — all in one report.
Other Asset Management companies of a similar size
Fiera Capital Corporation
Mkt cap $320.32M
Olympia Financial Group Inc.
Mkt cap $255.22M
Stack Capital Group Inc.
Mkt cap $249.65M
Sprott Physical Platinum and Palladium Trust
Mkt cap $597.43M
Aimia Inc.
Mkt cap $227.37M
Helios Fairfax Partners Corporation
Mkt cap $226.09M
Based on 2026-Q2 (June 30, 2026)