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AI Integration And Evolving Demographics Will Expand Real Estate Horizons

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COMP
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AnalystConsensusTarget
AnalystConsensusTarget
Not Invested
Published 30 Apr 2025

Update shared on01 Aug 2025

Fair value Increased 5.92%
AnalystConsensusTarget's Fair Value
US$8.95
8.9% undervalued intrinsic discount
08 Aug
US$8.15
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1Y
91.3%
7D
4.2%

The upward revision in Compass's price target reflects improved profitability, with net profit margin rising and future P/E falling, supporting an increased fair value estimate from $8.45 to $8.95.


What's in the News


  • Compass filed an antitrust lawsuit against Zillow in the Southern District of New York, alleging that Zillow uses exclusionary policies and colludes with competitors to suppress innovation and competition in the real estate search market. (Periodical)
  • The company provided Q3 2025 earnings guidance, projecting revenues between $1.725 billion and $1.850 billion. (Key Developments)
  • Q2 2025 earnings guidance forecasts revenue between $2.0 billion and $2.15 billion. (Key Developments)
  • Chapter announced an alliance with Compass to integrate premium renovation planning directly into the home sales process, offering value-added services to buyers and sellers in key U.S. markets via Chapter's AI-powered renovation platform. (Key Developments)
  • CFO Kalani Reelitz will resign effective August 22, 2025, with Chief Accounting Officer Scott Wahlers appointed as his successor; Wahlers brings substantial finance and operational experience from Compass and previous roles. (Key Developments)

Valuation Changes


Summary of Valuation Changes for Compass

  • The Consensus Analyst Price Target has risen from $8.45 to $8.95.
  • The Net Profit Margin for Compass has significantly risen from 2.00% to 3.02%.
  • The Future P/E for Compass has significantly fallen from 35.11x to 28.16x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.