Compass (COMP) Stock Analysis
This is a peer-relative look at Compass (COMP): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Real Estate Management & Development peers, so every number reads in context rather than in isolation.
Company Profile
| Profile Item | COMP |
|---|---|
| Name | Compass Inc. |
| Country/Region | United States |
| GICS Sector | Real Estate |
| GICS Industry Group | Real Estate Management & Development |
| GICS Industry | Real Estate Management & Development |
| GICS Sub-Industry | Real Estate Services |
| Market Capitalization | 8.53 billion USD |
| Currency | USD |
| Exchange | NYSE |
| Listing Date | April 1, 2021 |
| Security Type | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | Current stock: COMP | Industry group median |
|---|---|---|
| Total Return (1Y) | 64.32% | 0.01% |
| Total Return (3Y, Annualized) | 47.07% | 2.79% |
| Total Return (5Y, Annualized) | -3.78% | -3.54% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | Current stock: COMP | Industry group median |
|---|---|---|
| Volatility (1Y, Annualized) | 66.26% | 36.15% |
| Beta (5Y) | 2.36 | 1.24 |
| Max Drawdown (5Y) | -89.25% | -54.38% |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | Current stock: COMP | Industry group median |
|---|---|---|
| Sharpe Ratio (1Y) | 0.91 | -0.13 |
| Sortino Ratio (1Y) | 1.49 | -0.18 |
Profitability
ROE (TTM)
Compass (COMP) posts ROE of 0.83%, roughly around the peer group’s normal range. Shareholders’ equity is producing a return that looks broadly typical for the industry.
COMP
Real Estate Management & Development industry group
0.83%
Group distribution
- Max
- 22.48%
- Q3
- 11.19%
- Median
- 3.78%
- COMP
- 0.83%
- Q1
- 0.25%
- Min
- -13.61%
Largest peers
- CBRE
- 15.60%
- JLL
- 12.43%
- BEKE
- 5.08%
- Z
- 1.33%
- ZG
- 1.33%
- COMP
- 0.83%
- CSGP
- 0.30%
Net Margin (TTM)
Compass (COMP) keeps 0.17% of revenue as net profit, roughly in line with the peer group’s normal net margin range. Its full cost stack is taking a typical share of sales for the industry.
COMP
Real Estate Management & Development industry group
0.17%
Group distribution
- Max
- 21.64%
- Q3
- 9.49%
- Median
- 2.92%
- COMP
- 0.17%
- Q1
- 0.17%
- Min
- -0.35%
Largest peers
- BEKE
- 3.77%
- JLL
- 3.35%
- CBRE
- 3.11%
- Z
- 2.27%
- ZG
- 2.27%
- CSGP
- 0.73%
- COMP
- 0.17%
Operating Margin (TTM)
Compass (COMP) has negative operating margin of -5.70%. Core operations were loss-making before interest and taxes over the trailing period.
COMP
Real Estate Management & Development industry group
-5.70%
Group distribution
- Max
- 18.35%
- Q3
- 5.09%
- Median
- 2.65%
- COMP
- -5.70%
- Q1
- -5.70%
- Min
- -21.67%
Largest peers
- BEKE
- 6.74%
- Z
- 5.09%
- ZG
- 5.09%
- JLL
- 3.29%
- CBRE
- 2.65%
- CSGP
- 0.33%
- COMP
- -5.70%
Profitability Metrics
| Metric | Current stock: COMP | Industry group median |
|---|---|---|
| ROE (TTM) | 0.83% | 3.78% |
| ROA (TTM) | -1.77% | 1.50% |
| Net Margin (TTM) | 0.17% | 2.92% |
| Operating Margin (TTM) | -5.70% | 2.65% |
| Gross Margin (TTM) | 12.86% | 40.80% |
Growth
Revenue Growth
Compass (COMP) grew revenue 23.67%, in the upper peer quartile. The top line is expanding faster than at most industry peers, which points to share gains or stronger pricing.
EPS Growth
No usable EPS growth is available for Compass (COMP) this period, so the earnings-momentum read is skipped.
Growth Metrics
| Metric | Current stock: COMP | Industry group median |
|---|---|---|
| Revenue Growth (YoY) | 23.67% | 10.79% |
| Revenue Growth (3Y CAGR) | 4.97% | 6.78% |
| EPS Growth (YoY) | -- | -8.88% |
| EPS Growth (3Y CAGR) | -- | -3.54% |
Financial Strength
Current Ratio (MRQ)
Compass (COMP) has current ratio of 0.84, in the tighter-liquidity quartile for its industry. The short-term cushion is thinner than most peers carry, even if the absolute comfort level still depends on the business model.
COMP
Real Estate Management & Development industry group
0.84
Group distribution
- Max
- 5.67
- Q3
- 3.15
- Median
- 1.91
- Q1
- 1.38
- COMP
- 0.84
- Min
- 0.61
Largest peers
- Z
- 2.29
- ZG
- 2.29
- CSGP
- 2.20
- BEKE
- 1.63
- JLL
- 1.12
- CBRE
- 1.08
- COMP
- 0.84
Debt / Equity (MRQ)
Compass (COMP) has debt-to-equity ratio of 1.44, in the higher-leverage quartile for its industry. The heavier reliance on borrowing can make earnings, rates, or refinancing conditions matter more.
COMP
Real Estate Management & Development industry group
1.44
Group distribution
- Max
- 1.60
- COMP
- 1.44
- Q3
- 0.89
- Median
- 0.43
- Q1
- 0.20
- Min
- 0.10
Largest peers
- COMP
- 1.44
- CBRE
- 1.14
- JLL
- 0.54
- BEKE
- 0.25
- CSGP
- 0.14
- Z
- 0.10
- ZG
- 0.10
Financial Strength Metrics
| Metric | Current stock: COMP | Industry group median |
|---|---|---|
| Current Ratio (MRQ) | 0.84 | 1.91 |
| Debt / Equity (MRQ) | 1.44 | 0.43 |
| Net Debt / EBITDA | 35.51 | 3.56 |
Dividends
Dividend Yield (TTM)
Compass (COMP) pays no dividend, leaving dividend yield at 0.00% this period. Shareholders may still receive value through reinvestment or buybacks, but there is no dividend income to compare here.
COMP
Real Estate Management & Development industry group
0.00%
Group distribution
- Max
- 1.62%
- Q3
- 0.77%
- COMP
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- BEKE
- 11.38%
- COMP
- 0.00%
- CBRE
- 0.00%
- JLL
- 0.00%
- CSGP
- 0.00%
- Z
- 0.00%
- ZG
- 0.00%
Dividend Payout Ratio (TTM)
Compass (COMP) paid no earnings out as dividends this period, leaving payout ratio at 0.00%. There is no dividend payout to size against earnings.
COMP
Real Estate Management & Development industry group
0.00%
Group distribution
- Max
- 43.71%
- Q3
- 31.09%
- COMP
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- BEKE
- 88.12%
- COMP
- 0.00%
- CBRE
- 0.00%
- JLL
- 0.00%
- CSGP
- 0.00%
- Z
- 0.00%
- ZG
- 0.00%
Dividend Metrics
| Metric | Current stock: COMP | Industry group median |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
Compass (COMP) trades at P/E ratio of 571.00, above the peer range for its industry. The market is paying unusually heavily for TTM earnings relative to comparable companies.
COMP
Real Estate Management & Development industry group
571.00
Group distribution
- COMP
- 571.00
- Max
- 298.83
- Q3
- 132.60
- Median
- 39.78
- Q1
- 18.37
- Min
- 4.76
Largest peers
- COMP
- 571.00
- CSGP
- 407.14
- Z
- 132.71
- ZG
- 132.50
- BEKE
- 38.53
- CBRE
- 31.64
- JLL
- 17.55
P/S Ratio (TTM)
Compass (COMP) trades at 1.03 on P/S ratio, roughly in the peer group’s normal range. The market is not making a strong cheap-or-rich statement about its revenue base.
COMP
Real Estate Management & Development industry group
1.03
Group distribution
- Max
- 13.40
- Q3
- 6.71
- Median
- 1.59
- COMP
- 1.03
- Q1
- 0.87
- Min
- 0.00
Largest peers
- CSGP
- 3.41
- Z
- 2.71
- ZG
- 2.70
- COMP
- 1.03
- CBRE
- 0.96
- JLL
- 0.56
- BEKE
- 0.20
P/B Ratio (MRQ)
Compass (COMP) trades at 3.02 on P/B ratio, roughly in line with the industry’s normal price-to-book range. Its balance sheet is not being priced at a clear discount or premium versus peers.
COMP
Real Estate Management & Development industry group
3.02
Group distribution
- Max
- 6.49
- Q3
- 3.31
- COMP
- 3.02
- Median
- 1.65
- Q1
- 1.02
- Min
- 0.43
Largest peers
- CBRE
- 4.75
- COMP
- 3.02
- JLL
- 2.06
- BEKE
- 1.96
- ZG
- 1.65
- Z
- 1.57
- CSGP
- 1.47
Valuation Metrics
| Metric | Current stock: COMP | Industry group median |
|---|---|---|
| P/E Ratio (TTM) | 571.00 | 39.78 |
| P/S Ratio (TTM) | 1.03 | 1.59 |
| P/B Ratio (MRQ) | 3.02 | 1.65 |
| Free Cash Flow Yield (TTM) | 6.70% | 3.70% |