Update shared on28 Aug 2025
Fair value Increased 2.23%The modest increase in Compass’s consensus analyst price target to $9.15 reflects a slightly higher future P/E multiple, indicating more optimistic forward earnings expectations.
What's in the News
- Compass has filed a lawsuit against Zillow Group, alleging anticompetitive practices and a conspiracy to block competitors through exclusionary policies, specifically criticizing Zillow’s Listing Access Standards as efforts to protect its market dominance (Periodical).
- CFO Kalani Reelitz will resign effective August 22, 2025, with Chief Accounting Officer Scott Wahlers appointed as his successor; Wahlers brings extensive experience in finance, accounting, and public company operations including key involvement in Compass’s IPO and restructuring programs (Key Developments).
- Compass provided third quarter 2025 revenue guidance in the range of $1.725 billion to $1.850 billion (Key Developments).
- Compass has entered a strategic alliance with Chapter, enabling Compass agents in key markets (NY, FL, CT, NJ) to offer complimentary renovation consultations, estimates, and design services to clients, leveraging an AI-driven renovation platform for streamlined, enhanced home sales processes (Key Developments).
- The Chapter collaboration also provides Compass clients with a 5% discount on renovation work and equips agents with additional tools for negotiation and value delivery, marking an integration of renovation planning into the residential sales process (Key Developments).
Valuation Changes
Summary of Valuation Changes for Compass
- The Consensus Analyst Price Target has risen slightly from $8.95 to $9.15.
- The Future P/E for Compass has risen slightly from 23.83x to 24.50x.
- The Discount Rate for Compass remained effectively unchanged, moving only marginally from 8.60% to 8.61%.
Disclaimer
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