Compass Diversified (CODI) Stock Price, News & Analysis

Company Overview

Compass Diversified (NYSE:CODI) is a publicly traded investment company that provides long‐term capital solutions to privately held businesses across North America. Organized as a closed‐end management investment company, Compass Diversified targets middle-market companies in a range of industries, offering both controlling and non‐controlling equity investments. Its flexible structure allows the firm to partner with founders and management teams to pursue growth strategies, operational improvements and strategic acquisitions.

The firm’s investment portfolio spans sectors such as specialty manufacturing, consumer products, industrial services and environmental services. Compass Diversified employs a hands‐on value-creation approach, leveraging its in-house operations team and board expertise to support portfolio companies in areas including strategic planning, operational efficiency and business development. By focusing on resilient industries and differentiated market positions, the firm seeks to build diversified cash flows and sustainable competitive advantages for its portfolio.

Founded in 2006 and listed on the New York Stock Exchange in 2017, Compass Diversified has grown its asset base through a combination of new investments, follow-on capital commitments and selective divestitures. Over the years, the company has established a track record of partnering with entrepreneurial management teams to scale businesses and drive value creation. Its headquarters are located in New York City, and its portfolio companies operate predominantly throughout the United States and Canada.

Compass Diversified is led by President and Chief Executive Officer John J. Garrison III, who brings extensive private equity and operational experience to the firm. The company’s board of directors includes a majority of independent members, reflecting its commitment to strong corporate governance and alignment with shareholder interests. Through prudent capital allocation and active portfolio management, Compass Diversified aims to deliver long-term net asset value growth for its investors.

Key Stats

• Today's Range: $6.09 to $6.40
• 50-Day Range: $6.05 to $17.26
• 52-Week Range: $6.00 to $24.59
• Volume: 536,407 shs
• Average Volume: 552,853 shs
• Market Capitalization: $463.18 million
• P/E Ratio: N/A
• Dividend Yield: 16.24%
• Price Target: $26.00
• Consensus Rating: Moderate Buy

Compass Diversified Stock Analysis - MarketRank™

Compass Diversified scored higher than 73% of companies evaluated by MarketBeat, and ranked 405th out of 935 stocks in the finance sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 3.3 / 5
• Analyst Rating: Moderate Buy

Consensus Rating

Compass Diversified has received a consensus rating of Moderate Buy. The company's average rating score is 2.50, and is based on 2 buy ratings, 2 hold ratings, and no sell ratings.

Amount of Analyst Coverage

Compass Diversified has only been the subject of 2 research reports in the past 90 days.

Earnings and Valuation

• Score: 1.9 / 5
• Proj. Earnings Growth: 7.65%

Earnings Growth

Earnings for Compass Diversified are expected to grow by 7.65% in the coming year, from $1.96 to $2.11 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Compass Diversified is -4.79, which means that its earnings are negative and its P/E ratio cannot be compared to companies with positive earnings.

Price to Earnings Ratio vs. Sector

The P/E ratio of Compass Diversified is -4.79, which means that its earnings are negative and its P/E ratio cannot be compared to companies with positive earnings.

Price to Book Value per Share Ratio

Compass Diversified has a P/B Ratio of 0.41. P/B Ratios below 1 indicate that a company could be undervalued with respect to its assets and liabilities.

Short Interest

• Score: 3.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

3.90% of the float of Compass Diversified has been sold short.

Short Interest Ratio / Days to Cover

Compass Diversified has a short interest ratio ("days to cover") of 2, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Compass Diversified has recently increased by 54.84%, indicating that investor sentiment is decreasing significantly.

Dividend

• Score: 2.5 / 5
• Dividend Strength: Moderate

Dividend Leadership

Compass Diversified is a leading dividend payer. It pays a dividend yield of 15.55%, putting its dividend yield in the top 25% of dividend-paying stocks.

Dividend Growth

Compass Diversified does not have a long track record of dividend growth.

Dividend Sustainability

Based on earnings estimates, Compass Diversified will have a dividend payout ratio of 47.39% next year. This indicates that Compass Diversified will be able to sustain or increase its dividend.

Sustainability and ESG

• Score: N/A
• Environmental Score: N/A

Percentage of Shares Shorted

3.90% of the float of Compass Diversified has been sold short.

Short Interest Ratio / Days to Cover

Compass Diversified has a short interest ratio ("days to cover") of 2, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Compass Diversified has recently increased by 54.84%, indicating that investor sentiment is decreasing significantly.

News and Social Media

• Score: 1.7 / 5
• News Sentiment: 0.04

News Sentiment

Compass Diversified has a news sentiment score of 0.04. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a lower news sentiment than the 0.94 average news sentiment score of Finance companies.

News Coverage This Week

MarketBeat has tracked 2 news articles for Compass Diversified this week, compared to 12 articles on an average week.

Search Interest

Only 4 people have searched for CODI on MarketBeat in the last 30 days. This is a decrease of -67% compared to the previous 30 days.

MarketBeat Follows

5 people have added Compass Diversified to their MarketBeat watchlist in the last 30 days. This is an increase of 25% compared to the previous 30 days.

Company Ownership

• Score: 1.7 / 5
• Insider Trading: N/A

Insider Buying vs. Insider Selling

In the past three months, Compass Diversified insiders have not sold or bought any company stock.

Percentage Held by Insiders

Only 1.76% of the stock of Compass Diversified is held by insiders.

Percentage Held by Institutions

72.73% of the stock of Compass Diversified is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

CODI Stock Analysis - Frequently Asked Questions

How have CODI shares performed this year?

Compass Diversified's stock was trading at $23.08 at the start of the year. Since then, CODI stock has decreased by 73.5% and is now trading at $6.1250.

How were Compass Diversified's earnings last quarter?

Compass Diversified Holdings (NYSE:CODI) announced its quarterly earnings data on Wednesday, October, 30th. The financial services provider reported $0.64 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.54 by $0.10. The business's quarterly revenue was up 11.8% compared to the same quarter last year.
Read the conference call transcript.

Who are Compass Diversified's major shareholders?

Top institutional investors of Compass Diversified include Wealth Enhancement Advisory Services LLC (0.04%). Insiders that own company stock include Cgi Magyar Holdings Llc, Elias Sabo, Patrick A Maciariello, Anholt Investments Ltd, James Bottiglieri, Ryan J Faulkingham and Larry L Enterline.
View institutional ownership trends.

How do I buy shares of Compass Diversified?

Shares of CODI stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of Compass Diversified own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Compass Diversified investors own include NVIDIA (NVDA), Meta Platforms (META), Advanced Micro Devices (AMD), Pfizer (PFE), AT&T (T), Intel (INTC) and JPMorgan Chase & Co. (JPM).

Company Calendar

• Last Earnings: 10/30/2024
• Record date for 4/24 Dividend: 4/17/2025
• Ex-Dividend for 4/24 Dividend: 4/17/2025
• Dividend Payable: 4/24/2025
• Today: 7/15/2025
• Next Earnings (Estimated): 7/30/2025
• Fiscal Year End: 12/31/2025

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Finance
• Industry: FIN - INVEST FUND
• Sub-Industry: Consumer Goods
• Current Symbol: NYSE:CODI
• CIK: 1345126
• Web: www.compassequity.com
• Phone: (203) 221-1703
• Fax: 203-221-8253
• Employees: 3,753
• Year Founded: N/A

Price Target and Rating

• Average Price Target for Compass Diversified: $26.00
• High Price Target: $34.00
• Low Price Target: $18.00
• Potential Upside/Downside: +315.6%
• Consensus Rating: Moderate Buy
• Rating Score (0-4): 2.50
• Research Coverage: 4 Analysts

Profitability

• EPS (Trailing Twelve Months): ($1.28)
• Trailing P/E Ratio: N/A
• Forward P/E Ratio: 3.19
• P/E Growth: N/A
• Net Income: $12.81 million
• Net Margins: 0.56%
• Pretax Margin: 4.15%
• Return on Equity: 13.43%
• Return on Assets: 3.98%

Debt

• Debt-to-Equity Ratio: 1.54
• Current Ratio: 4.07
• Quick Ratio: 1.57

Sales & Book Value

• Annual Sales: $2.20 billion
• Price / Sales: 0.21
• Cash Flow: $4.04 per share
• Price / Cash Flow: 1.55
• Book Value: $15.12 per share
• Price / Book: 0.41

Miscellaneous

• Outstanding Shares: 75,240,000
• Free Float: 73,912,000
• Market Cap: $470.70 million
• Optionable: Optionable
• Beta: 1.02