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Update shared on04 Sep 2025

AnalystConsensusTarget's Fair Value
US$19.00
2.6% undervalued intrinsic discount
04 Sep
US$18.50
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1Y
56.9%
7D
-3.2%

With both the discount rate (8.15%) and consensus revenue growth (33.9% per annum) unchanged, analysts maintained their price target for CompoSecure at $19.00.


What's in the News


  • CompoSecure is showcasing its Arculus direct onchain tap-to-pay capability, enabling direct crypto payments at traditional POS terminals without requiring new hardware for providers.
  • The Arculus solution supports both blockchain and traditional payments on a single physical card, enhancing convenience and unlocking new adoption opportunities for merchants, wallet providers, and consumers.
  • No shares were repurchased during the most recent tranche, and the company has completed no share buybacks under the previously announced program.
  • CFO Timothy Fitzsimmons will retire once a successor is named, anticipated by the second half of 2025, and will serve as a consultant through January 1, 2027, to ensure a smooth transition.

Valuation Changes


Summary of Valuation Changes for CompoSecure

  • The Consensus Analyst Price Target remained effectively unchanged, at $19.00.
  • The Discount Rate for CompoSecure remained effectively unchanged, at 8.15%.
  • The Consensus Revenue Growth forecasts for CompoSecure remained effectively unchanged, at 33.9% per annum.

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.