Compass Diversified (CODI) Stock Price, News & Analysis

Company Overview

Compass Diversified Holdings (NYSE:CODI) is a publicly traded private equity company headquartered in Bethesda, Maryland. The firm specializes in acquiring and managing middle-market businesses across a variety of industries, with a focus on driving operational performance and sustainable growth. As an externally managed entity, Compass Diversified leverages a disciplined investment approach to build a portfolio of market-leading companies that benefit from strategic oversight, capital support and shared best practices.

Compass Diversified’s investment activities span five core sectors: branded consumer, consumer services, differentiated industrial products, value-added distribution and business services. The company seeks established businesses with strong market positions and predictable cash flows, partnering with management teams to accelerate growth through new product development, geographic expansion and operational improvements. Each portfolio company retains its own management structure while accessing resources and expertise provided by Compass Diversified’s investment professionals.

Founded in 1999, Compass Diversified has completed numerous platform acquisitions and follow-on investments, building a diverse portfolio of operating companies primarily serving the North American market. By combining private equity discipline with the transparency and liquidity of a publicly traded vehicle, CODI offers investors exposure to a broad range of small to mid-sized businesses alongside the potential for income and long-term capital appreciation. The company’s executive leadership is supported by a team of experienced investment and operating specialists dedicated to enhancing value across all holdings.

Key Stats

• Today's Range: $7.14 to $7.57
• 50-Day Range: $6.06 to $7.69
• 52-Week Range: $5.98 to $24.32
• Volume: 699,395 shs
• Average Volume: 688,851 shs
• Market Capitalization: $545.87 million
• P/E Ratio: N/A
• Dividend Yield: 13.78%
• Price Target: $26.00
• Consensus Rating: Moderate Buy

Compass Diversified Stock Analysis - MarketRank™

Compass Diversified scored higher than 69% of companies evaluated by MarketBeat, and ranked 465th out of 925 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.

Upside Potential

Compass Diversified has a consensus price target of $26.00, representing about 258.4% upside from its current price of $7.26.

Amount of Analyst Coverage

Compass Diversified has received no research coverage 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 -5.67, 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 -5.67, 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 0.48. 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

3.93% of the outstanding shares of Compass Diversified have been sold short.

Short Interest Ratio / Days to Cover

Compass Diversified has a short interest ratio ("days to cover") of 2.3, 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 10.45%, 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 13.72%, 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

3.93% of the outstanding shares of Compass Diversified have been sold short.

Short Interest Ratio / Days to Cover

Compass Diversified has a short interest ratio ("days to cover") of 2.3, 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 10.45%, indicating that investor sentiment is decreasing significantly.

News and Social Media

• Score: 1.8 / 5
• News Sentiment: 0.28

News Sentiment

Compass Diversified has a news sentiment score of 0.28. 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 0.96 average news sentiment score of Finance companies.

News Coverage This Week

MarketBeat has tracked 3 news articles for Compass Diversified this week, compared to 21 articles on an average week.

Search Interest

Only 6 people have searched for CODI on MarketBeat in the last 30 days. This is a decrease of 0% compared to the previous 30 days.

MarketBeat Follows

3 people have added Compass Diversified to their MarketBeat watchlist in the last 30 days. This is an increase of 50% 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 1.80% 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 shares have decreased by 68.6% and is now trading at $7.2550.

How were Compass Diversified's earnings last quarter?

Compass Diversified Holdings (NYSE:CODI) announced its earnings results 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 firm's quarterly revenue was up 11.8% on a year-over-year basis.
Read the conference call transcript.

Who are Compass Diversified's major shareholders?

Top institutional shareholders of Compass Diversified include American Century Companies Inc. (7.12%), Allspring Global Investments Holdings LLC (6.53%), Essex Financial Services Inc. (1.69%) and Geode Capital Management LLC (1.15%). 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
• Today: 9/06/2025
• Next Earnings (Estimated): 9/10/2025
• 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: 2005

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: +258.4%
• 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: 3.70
• 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: 0.25
• Cash Flow: $4.15 per share
• Price / Cash Flow: 1.75
• Book Value: $15.12 per share
• Price / Book: 0.48

Miscellaneous

• Outstanding Shares: 75,240,000
• Free Float: 73,882,000
• Market Cap: $545.87 million
• Optionable: Optionable
• Beta: 1.04