Audited annual filings, TTM ratios and consensus forward estimates
Wall Street price targets and rating actions
Revenue disaggregation per 10-K filing
Annual filings (FY) with consensus forward estimates (hatched)
Current price $10.41
Latest analyst grade actions
| Date | Firm | Action | Previous | New grade |
|---|---|---|---|---|
| Aug 11, 26 |
| TD Cowen |
| maintain |
| Buy |
| Buy |
| Aug 11, 26 | B. Riley Securities | upgrade | Neutral | Buy |
| Apr 7, 26 | B. Riley Securities | maintain | Neutral | Neutral |
| Mar 3, 26 | B. Riley Securities | maintain | Neutral | Neutral |
| Jan 21, 26 | B. Riley Securities | maintain | Neutral | Neutral |
| May 8, 25 | B. Riley Securities | downgrade | Buy | Neutral |
| Mar 7, 24 | B of A Securities | maintain | Buy | Buy |
| Mar 5, 24 | Oppenheimer | maintain | Perform | Perform |
| Apr 8, 22 | B. Riley Securities | maintain | Buy | Buy |
1255 daily bars · split adjusted
Daily · Wilder smoothing
Classic floor pivots from 2026-10-23
Computed from daily OHLCV bars
| Indicator | Value | Type | Action |
|---|---|---|---|
| RSI (14) | 41.26 | Oscillator | Neutral |
| Stochastic %K (14, 3, 3) | 32.35 | Oscillator | Neutral |
| Williams %R (14) | -63.31 | Oscillator | Neutral |
| MACD (12, 26, 9) | -0.23 (Hist -0.04) | Oscillator | Strong Sell |
| Average Directional Index (14) | 16.00 (+DI 16.8 / -DI 21.4) | Trend | Neutral |
TTM vs. 5-year historical average (annual ratios)
| Metric | CODI | Historical (5Y) / ref | Status |
|---|---|---|---|
| P/E ratio (TTM) | -5.0x | -10.6x · sector 18.4x | Discount |
| Forward P/E (FY26E) | 223.1x | EPS est. 0.05 | Discount |
| Price / Book | 1.7x | 1.6x | In line |
| Price / Sales | 0.4x | 0.8x | Discount |
| EV / EBITDA | 11.7x | -18.0x | Discount |
| Return on equity | -21.0% | — | Weak |
| Gross margin | 44.6% | 39.1% | In line |
| Debt / Equity | 3.70 | 3.26 | Levered |
| Piotroski / Altman Z | 5/9 | Z 0.49 | Distress |
Discounted cash flow model
| EMA 20 | 10.65 | MA | Sell |
| SMA 20 | 10.72 | MA | Sell |
| EMA 50 | 10.87 | MA | Strong Sell |
| SMA 50 | 11.15 | MA | Strong Sell |
| SMA 200 | 9.65 | MA | Strong Buy |
FY2025 · 10-K disclosure
FY2025 · 10-K disclosure
Free float vs. closely held shares
13F institutional holdings are not available in the current data plan.
SEC Form 4 filings
| Date | Insider | Role | Type | Shares @ price | Value |
|---|---|---|---|---|---|
| Aug 26, 26 | Kim Eugene L. | other: See Remarks (a) | P-Purchase | 20,000 @ $11.47 | $229.4K |
| Aug 13, 26 | Sawtelle Zachary T. | other: See Remark (a) | P-Purchase | 17,000 @ $12.42 | $211.1K |
| Aug 14, 26 | Richter Glenn R | other: See Remarks (a) | P-Purchase | 38,051 @ $13.14 | $500.0K |
| Aug 13, 26 | Enterline Larry L | other: See Remark (a) | P-Purchase | 67,114 @ $12.42 | $833.4K |
| Aug 12, 26 | Shaffer Teri | other: See Remark (a) | P-Purchase | 11,881 @ $12.25 | $145.6K |
| Aug 12, 26 | Keller Stephen | other: See Remark (a) | P-Purchase | 10,000 @ $12.01 | $120.1K |
| Aug 13, 26 | Sawtelle Zachary T. | other: See Remark (a) | P-Purchase | 7,000 @ $12.45 | $87.15K |
| Aug 12, 26 | Sawtelle Zachary T. | other: See Remark (a) | P-Purchase | 25,000 @ $11.99 | $299.7K |
Stock news · updated daily
WESTPORT, Conn., Oct. 22, 2026 (GLOBE NEWSWIRE) -- Compass Diversified (NYSE: CODI) (“CODI” or the “Company”), an owner of leading middle-market branded consumer and industrial businesses, announced today that it plans to report financial results for the third quarter ended September 30, 2026 on Wednesday, November 4, 2026 after market close. The Company has scheduled a conference call at 5:00 p.m. ET on November 4, 2026 to review its third quarter financial results and provide an update on its 2026 business outlook.
Bonk (NASDAQ: BNKK - Get Free Report) and Compass Diversified (NYSE: CODI - Get Free Report) are both small-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their earnings, dividends, profitability, institutional ownership, analyst recommendations, risk and valuation. Analyst Recommendations This is a breakdown of current
Compass Diversified Holdings (NYSE: CODI - Get Free Report) has been assigned an average rating of "Hold" from the seven analysts that are currently covering the firm, Marketbeat reports. One equities research analyst has rated the stock with a sell recommendation, two have given a hold recommendation and four have given a buy recommendation to the
WESTPORT, Conn., Oct. 01, 2026 (GLOBE NEWSWIRE) -- Compass Diversified (NYSE: CODI) (“CODI” or the “Company”), an owner of leading middle market businesses, announced today that its Board of Directors (the “Board”) has declared a quarterly cash distribution for each of its three preferred share series.
Remitly Global (NASDAQ: RELY - Get Free Report) and Compass Diversified (NYSE: CODI - Get Free Report) are both finance companies, but which is the superior business? We will contrast the two companies based on the strength of their earnings, risk, analyst recommendations, dividends, institutional ownership, valuation and profitability. Profitability This table compares Remitly Global and Compass
Global Payments (NYSE: GPN - Get Free Report) and Compass Diversified (NYSE: CODI - Get Free Report) are both finance companies, but which is the superior business? We will contrast the two companies based on the strength of their risk, dividends, profitability, analyst recommendations, valuation, institutional ownership and earnings. Profitability This table compares Global Payments and Compass
Public Employees Retirement System of Ohio acquired a new stake in Compass Diversified Holdings (NYSE: CODI) in the undefined quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 133,628 shares of the financial services provider's stock, valued at approximately $1,424,000. Public Employees Retirement
California State Teachers Retirement System decreased its position in Compass Diversified Holdings (NYSE: CODI) by 94.2% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,638 shares of the financial services provider's stock after selling 59,094 shares during the period. California
Reported EPS vs. consensus estimate
| Report date | EPS est. | EPS actual | Surprise | Revenue |
|---|---|---|---|---|
| Aug 10, 2026 | 0.09 | -0.09 | Miss -197.8% | $424.0M |
| May 6, 2026 | -0.06 | 0.12 | Beat 308.7% | $426.9M |
| Feb 26, 2026 | 0.07 | 0.60 | Beat 757.1% | $468.6M |
| Jan 14, 2026 | 0.61 | -0.98 | Miss -260.3% | $472.6M |
| Dec 10, 2025 | 0.61 | -0.88 | Miss -244.3% | $478.7M |
| Aug 27, 2025 | 0.54 | -0.59 | Miss -209.3% | $453.8M |
| SC 13G/A | Aug 14, 2026 | 2026-08-14 16:33:20 | View |
| 4 | Aug 14, 2026 | 2026-08-14 16:15:06 | View |
| 4 | Aug 14, 2026 | 2026-08-14 16:15:05 | View |
| SC 13G | Aug 14, 2026 | 2026-08-14 14:00:04 | View |
| SC 13G/A | Aug 14, 2026 | 2026-08-14 08:29:14 | View |
| 4 | Aug 13, 2026 | 2026-08-13 18:32:55 | View |
Proxy statement (DEF 14A) disclosures