Compass Management
Management Kriterienprüfungen 4/4
Compass CEO ist Robert Reffkin , ernannt in Oct 2012, hat eine Amtszeit von 13.58 Jahren. Die jährliche Gesamtvergütung beträgt $10.66M , bestehend aus 8.4% Gehalt und 91.6% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 2.47% der Aktien des Unternehmens, im Wert von $170.63M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 3.3 Jahre bzw. 5 Jahre.
Wichtige Informationen
Robert Reffkin
Geschäftsführender
US$10.7m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 8.45% |
| Amtszeit als Geschäftsführer | 13.6yrs |
| Eigentum des Geschäftsführers | 2.5% |
| Durchschnittliche Amtszeit des Managements | 3.3yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 5yrs |
Jüngste Management Updates
Recent updates
Seeking Alpha • Apr 27
Compass, Inc.: Well Positioned To Emerge As A Dominant Exchange
Summary During the quarter, the Third Avenue Small-Cap Value Fund initiated a position in Compass, Inc. Compass, Inc. has been pressured by a combination of higher mortgage rates and affordability challenges, weighing on transaction volumes and commission revenue across the industry. Compass, Inc.'s recent transformational merger with Anywhere Real Estate creates the largest residential real estate platform globally and expands the company's agent and brand footprint. As transaction volumes eventually normalize, Compass, Inc. expects to achieve significant profitability given the inherent operating leverage of the company's business model. Read the full article on Seeking Alpha
Analyse-Update • Apr 23
COMP: Housing Reset And New Alliances Will Support Forward Execution
Analysts have trimmed the Compass price target slightly, with the updated fair value moving from about $13.58 to $13.25 as several firms reset expectations and assumptions around discount rates, profitability, and future P/E following recent research and earnings updates. Analyst Commentary Recent research on Compass shows a mix of optimism and caution, with multiple firms adjusting price targets and reassessing assumptions after earnings and legal developments.Analyse-Update • Apr 09
COMP: Anywhere Integration And Housing Reset Will Drive Execution And Risk Balance
Analysts have trimmed Compass's blended price target by about $0.32 to roughly $13.58. This reflects a mix of recent target cuts and raises as they factor in updated growth, profitability and valuation assumptions.
Analyse-Update • Mar 26
COMP: Anywhere Integration And Lower Rates Will Support Future Expansion Potential
Analysts have modestly lifted their blended price targets on Compass to reflect recent initiations, upgrades and post-earnings estimate updates, with moves such as Morgan Stanley's shift to $11 from $10, JPMorgan's adjustment to $14 from $15, Wells Fargo's increase to $13 from $8 and BTIG's raise to $15 from $12.50. Analyst Commentary Bullish analysts have been increasingly vocal on Compass, pointing to a mix of valuation support, integration milestones and a more constructive view on the operating backdrop.Analyse-Update • Mar 11
COMP: Anywhere Deal Integration Will Drive Future Expansion Potential
Analysts have lifted their fair value estimate for Compass to $17 from $11, reflecting updated price targets across the Street that are grounded in revised earnings estimates, the Anywhere Real Estate deal closing, and generally constructive views on the company from several firms. Analyst Commentary Street research on Compass has turned more constructive, with several bullish analysts adjusting targets and ratings following recent earnings and the Anywhere Real Estate deal closing.
Analyse-Update • Feb 25
COMP: Anywhere Integration And Regulatory Outcomes Will Shape Fairly Balanced Risk Reward
Analysts have lifted their average Compass price target by $5, reflecting updated assumptions for slightly higher revenue growth, modestly stronger profit margins, and a lower forward P/E multiple following recent research that highlighted the Anywhere Real Estate deal and shifting rate expectations. Analyst Commentary Recent Street research around Compass has been active, with several banks updating ratings and price targets following the Anywhere Real Estate transaction and shifting views on interest rates.Analyse-Update • Feb 10
COMP: Anywhere Deal Execution Will Test Recently Raised Fair Value Assumptions
The analyst price target for Compass has been raised by US$2.16 per share, as analysts factor in updated fair value, revenue growth, profit margin, and future P/E assumptions alongside recent research highlighting the Anywhere Real Estate deal and renewed coverage across major firms. Analyst Commentary Recent research on Compass reflects a mix of optimism around the Anywhere Real Estate transaction and a more cautious stance on how much of that potential is already reflected in the share price.Analyse-Update • Jan 27
COMP: Anywhere Integration And Housing Backdrop Will Shape Execution And Risk Balance
The analyst fair value estimate for Compass has moved from US$10.67 to US$13.90 as analysts factor in higher modeled revenue growth, modestly stronger profit margins, and updated P/E assumptions following recent price target hikes and positive views on the Anywhere Real Estate deal. Analyst Commentary Recent Street research on Compass clusters around the Anywhere Real Estate acquisition, updated P/E frameworks, and differing views on how much upside is already reflected in the share price.Analyseartikel • Jan 23
A Piece Of The Puzzle Missing From Compass, Inc.'s (NYSE:COMP) 25% Share Price Climb
Compass, Inc. ( NYSE:COMP ) shares have continued their recent momentum with a 25% gain in the last month alone. The...Analyse-Update • Jan 05
COMP: Higher Fair Value Will Expose Margin Risks At Upcoming Merger Vote
Analysts have raised their fair value estimate for Compass from US$7.00 to US$8.00, citing updated assumptions on the discount rate, revenue growth, profit margin and future P/E, following fresh Street research, including new coverage with a positive stance on the stock. Analyst Commentary Recent Street research has introduced fresh coverage on Compass with a positive stance and a fair value framework now centered around US$8.00, but not all commentary skews optimistic.Analyse-Update • Dec 20
COMP: Pending Anywhere Deal Will Create Largest Agent Network And Cost Synergy Upside
Analysts have modestly raised their price target on Compass, increasing fair value to about $10.67 per share from roughly $10.22. They cite improving profitability assumptions, a slightly lower discount rate, and supportive Street research around the Anywhere Real Estate acquisition and its anticipated cost synergies and scale benefits.Analyse-Update • Dec 06
COMP: Merger Will Create Largest Agent Network And Deliver $225 Million Cost Synergies
Narrative Update on Analyst Price Target The analyst price target for Compass has been raised modestly, with fair value edging up to roughly $10.22 from about $10.06 as analysts factor in the accretive economics, scale advantages, and anticipated cost synergies from the Anywhere Real Estate acquisition. Analyst Commentary Recent Street research around Compass and its planned acquisition of Anywhere Real Estate highlights both upside potential and key execution risks as investors recalibrate valuation expectations.Analyseartikel • Nov 28
Compass, Inc.'s (NYSE:COMP) Shares Leap 37% Yet They're Still Not Telling The Full Story
Compass, Inc. ( NYSE:COMP ) shareholders would be excited to see that the share price has had a great month, posting a...Analyse-Update • Nov 22
COMP: Merger Will Create Largest Agent Network and Unlock $225 Million In Cost Savings
Compass’s fair value estimate has been increased from $9.69 to $10.06 per share. Analysts are factoring in positive impacts from the announced acquisition of Anywhere Real Estate and potential cost synergies from the deal.Analyseartikel • Nov 08
Analyst Estimates: Here's What Brokers Think Of Compass, Inc. (NYSE:COMP) After Its Third-Quarter Report
A week ago, Compass, Inc. ( NYSE:COMP ) came out with a strong set of quarterly numbers that could potentially lead to...Analyse-Update • Nov 06
COMP: Merger Will Combine 320,000 Agents and Deliver Significant Cost Efficiencies
The analyst price target for Compass has increased from $9.33 to $9.69, reflecting improved profit margin estimates and expected benefits from the Anywhere Real Estate acquisition, according to analysts. Analyst Commentary Analysts have provided in-depth assessments of Compass's pending acquisition of Anywhere Real Estate, offering a range of viewpoints about the deal's long-term prospects and execution risk.Analyseartikel • Oct 14
Positive Sentiment Still Eludes Compass, Inc. (NYSE:COMP) Following 26% Share Price Slump
Compass, Inc. ( NYSE:COMP ) shares have retraced a considerable 26% in the last month, reversing a fair amount of their...Analyse-Update • Sep 23
AI Integration And Evolving Demographics Will Expand Real Estate Horizons
Analysts have raised Compass's price target to $9.33, citing the anticipated value creation and cost synergies from its pending acquisition of Anywhere Real Estate, despite near-term leverage and regulatory risks. Analyst Commentary Bullish analysts have updated price targets to account for Compass's pending acquisition of Anywhere Real Estate, factoring in anticipated deal closure and associated structural changes.Analyse-Update • Aug 28
AI Integration And Evolving Demographics Will Expand Real Estate Horizons
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).Analyseartikel • Aug 01
The Market Lifts Compass, Inc. (NYSE:COMP) Shares 25% But It Can Do More
Those holding Compass, Inc. ( NYSE:COMP ) shares would be relieved that the share price has rebounded 25% in the last...Analyseartikel • Jul 08
Is Compass (NYSE:COMP) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analyseartikel • May 16
Shareholders Will Most Likely Find Compass, Inc.'s (NYSE:COMP) CEO Compensation Acceptable
Key Insights Compass to hold its Annual General Meeting on 22nd of May Total pay for CEO Robert Reffkin includes...
Neue Analyse • Apr 30
Christie's International Real Estate Acquisition Will Spark Service Expansion
Strategic acquisitions and service expansion are expected to boost margins and earnings, enhancing revenue and EBITDA long-term.Seeking Alpha • Feb 19
Compass: Still One Step Ahead Of The Competition
Summary Shares of Compass soared ~10% after reporting Q4 results, showcasing acceleration in growth, 65bps of y/y market share expansion, and significant margin gains. Compass continues to outperform the real estate market, expanding into new regions and acquiring Christie's real estate division, boosting its market share and growth potential. The company's Q4 revenue surged 26% y/y to $1.38 billion, with organic growth contributing 21% y/y, far outpacing the broader industry (where transaction growth was just shy of 7% y/y). The company's swing to positive FCF this year helps to finance the Christie's deal and future targets. Read the full article on Seeking AlphaAnalyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$15m |
| Dec 31 2025 | US$11m | US$900k | -US$58m |
| Sep 30 2025 | n/a | n/a | -US$56m |
| Jun 30 2025 | n/a | n/a | -US$53m |
| Mar 31 2025 | n/a | n/a | -US$72m |
| Dec 31 2024 | US$15m | US$900k | -US$154m |
| Sep 30 2024 | n/a | n/a | -US$198m |
| Jun 30 2024 | n/a | n/a | -US$235m |
| Mar 31 2024 | n/a | n/a | -US$304m |
| Dec 31 2023 | US$8m | US$500k | -US$321m |
| Sep 30 2023 | n/a | n/a | -US$396m |
| Jun 30 2023 | n/a | n/a | -US$510m |
| Mar 31 2023 | n/a | n/a | -US$564m |
| Dec 31 2022 | US$400k | US$400k | -US$601m |
| Sep 30 2022 | n/a | n/a | -US$618m |
| Jun 30 2022 | n/a | n/a | -US$564m |
| Mar 31 2022 | n/a | n/a | -US$470m |
| Dec 31 2021 | US$90m | US$400k | -US$494m |
| Sep 30 2021 | n/a | n/a | -US$359m |
| Jun 30 2021 | n/a | n/a | -US$273m |
| Mar 31 2021 | n/a | n/a | -US$350m |
| Dec 31 2020 | US$69m | US$126k | -US$270m |
Vergütung im Vergleich zum Markt: RobertDie Gesamtvergütung ($USD10.66M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt US ($USD8.44M).
Entschädigung vs. Einkommen: RobertDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Robert Reffkin (45 yo)
13.6yrs
Amtszeit
US$10,656,460
Vergütung
Mr. Robert L. Reffkin founded Compass, Inc. and has been its Chief Executive Officer and Director since 2012. He is Chairman at Compass, Inc. since February 2021. He served in various capacities at the Go...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Founder | 13.6yrs | US$10.66m | 2.47% $ 170.6m | |
| CFO & Principal Financial Officer | no data | US$8.65m | 0.040% $ 2.7m | |
| Co-Founder & Chief Strategist | 14.3yrs | keine Daten | keine Daten | |
| Chief Accounting Officer & Principal Accounting Officer | less than a year | keine Daten | 0.0037% $ 252.3k | |
| Head of Investor Relations | 1.6yrs | keine Daten | keine Daten | |
| Corporate Secretary & Chief Legal Officer | less than a year | keine Daten | 0.013% $ 930.1k | |
| Managing Director of Missouri & Kansas | 4.9yrs | keine Daten | keine Daten |
3.3yrs
Durchschnittliche Betriebszugehörigkeit
52yo
Durchschnittliches Alter
Erfahrenes Management: COMPDas Führungsteam des Unternehmens gilt als erfahren (3.3 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Founder | 13.6yrs | US$10.66m | 2.47% $ 170.6m | |
| Independent Director | 5.5yrs | US$271.79k | 0.028% $ 2.0m | |
| Independent Director | 6.3yrs | US$271.79k | 0.020% $ 1.4m | |
| Independent Director | 4.1yrs | US$261.79k | 0.024% $ 1.7m | |
| Lead Independent Director | 5.8yrs | US$326.79k | 0.027% $ 1.9m | |
| Independent Director | 4.5yrs | US$284.29k | 0.029% $ 2.0m | |
| Independent Director | 4yrs | US$264.29k | 0.020% $ 1.4m | |
| Independent Director | 3.8yrs | US$266.79k | 0.022% $ 1.5m |
5.0yrs
Durchschnittliche Betriebszugehörigkeit
57yo
Durchschnittliches Alter
Erfahrener Vorstand: COMPDie Vorstandsmitglieder gelten als erfahren (5 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/07 18:40 |
| Aktienkurs zum Tagesende | 2026/05/07 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Compass, Inc. wird von 20 Analysten beobachtet. 9 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Matthew Bouley | Barclays |
| Michael Rindos | Benchmark Company |
| Justin Ages | Berenberg |