Compass Minerals International, Inc.

Informe acción NYSE:CMP

Capitalización de mercado: US$1.3b

Compass Minerals International Resultados de beneficios anteriores

Pasado controles de criterios 1/6

Los beneficios de Compass Minerals International han disminuido a una tasa media anual de -42.9%, mientras que en la industria Metals and Mining los beneficios disminuyeron en un 8.4% anualmente. Los ingresos han ido disminuyendo a una tasa media de 1.4% al año. La rentabilidad financiera de Compass Minerals International es de 2.6%, y sus márgenes netos son de 0.5%.

Información clave

-42.93%

Tasa de crecimiento de los beneficios

-42.08%

Tasa de crecimiento del BPA

Crecimiento de la industria Metals and Mining 26.40%
Tasa de crecimiento de los ingresos-1.39%
Rentabilidad financiera2.59%
Margen neto0.55%
Última actualización de beneficios31 Mar 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Seeking Alpha Apr 22

Compass Minerals: Pittsburgh's Ice Reveals The Value Chain

Summary Compass Minerals holds structural advantages in salt production, with irreplaceable assets and geographic reach supporting a premium market position. Loss of the SHACOG contract impacts only about 1% of CMP’s total volumes, with the company prioritizing value over volume in its strategic outlook. Industry dynamics have shifted favorably for CMP after Cargill’s exit, depleted inventories, and early bid season price increases, supporting higher EBITDA potential. Recent results show strong recovery: Q1 sales are up 29% YoY, adjusted EBITDA is up 103%, and net income is positive, justifying CMP’s forward EV/EBITDA premium despite debt. Read the full article on Seeking Alpha
Actualización de narrativa Apr 21

CMP: Fair Outlook Will Rely On Steady Margins And Discount Rate

Analysts have kept their price target for Compass Minerals International steady at $25.75, citing largely unchanged assumptions around revenue trends, profit margins, and future P/E expectations. Valuation Changes Fair Value: $25.75 remains unchanged, indicating no adjustment to the central value estimate.
Actualización de narrativa Apr 06

CMP: Stable Assumptions Will Support Upside As Discount Rate Shifts

Analysts have left their $25.75 price target on Compass Minerals International unchanged, citing largely steady fair value estimates, discount rate assumptions, revenue outlook, profit margin expectations, and future P/E inputs. Valuation Changes Fair Value: $25.75 fair value estimate remains unchanged, indicating no shift in the central valuation point used in the model.
Actualización de narrativa Mar 22

CMP: Stable Assumptions Will Support Upside As Discount Rate Shifts

Analysts have maintained their price target for Compass Minerals International at $25.75, citing unchanged fair value estimates supported by very small adjustments to the discount rate, revenue growth, profit margin, and forward P/E assumptions. Valuation Changes Fair Value: Remains unchanged at $25.75 per share, indicating no revision to the central valuation estimate.
Actualización de narrativa Mar 06

CMP: 2026 Segment Guidance Will Support Measured Outlook With Balanced Risk Reward

Analysts have raised their price target for Compass Minerals International to $25.75 from $23. This change reflects updated assumptions around discount rates, a slightly less steep revenue contraction, modestly lower profit margins, and a higher future P/E multiple.
Actualización de narrativa Feb 20

CMP: 2026 Guidance Will Support Balanced Outlook With Modest Upside Potential

The analyst price target for Compass Minerals International has increased slightly from $22.50 to $23.00, as analysts factor in updated assumptions around a modest change in revenue expectations, a small improvement in profit margin, and a higher future P/E multiple. What's in the News Company issued earnings guidance for Fiscal Full-Year 2026, giving investors a clearer view of expected performance across its main operating segments (Key Developments).
Actualización de narrativa Feb 05

CMP: 2026 Segment Guidance Will Support Limited Upside And Bearish Outlook

Analysts are maintaining their fair value estimate for Compass Minerals International at US$22.50 per share, with only minor technical adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions guiding this unchanged price target. What's in the News The company issued earnings guidance for Fiscal Full-Year 2026 that includes Salt segment total revenue in a range of US$955 million to US$1.035 billion.
Actualización de narrativa Jan 21

CMP: 2026 Segment Guidance And Assumptions Will Support Measured Profit Outlook

Analysts now set their price target for Compass Minerals International at US$22.50, up from US$20.75, reflecting updated assumptions for fair value, discount rate, long term revenue growth, profit margins and future P/E multiples. What's in the News Issued earnings guidance for Fiscal Full-Year 2026 with Salt segment total revenue expected between US$955 million and US$1.035 billion.
Actualización de narrativa Jan 06

CMP: 2026 Segment Guidance And Assumptions Will Support Measured Profit Outlook

Analysts have adjusted their price target for Compass Minerals International slightly higher from US$20.25 to US$20.75, reflecting updated assumptions around discount rate, profit margin and future P/E estimates. What's in the News The company issued earnings guidance for Fiscal Full-Year 2026, outlining expectations for both the Salt and Plant Nutrition segments (Key Developments).
Actualización de narrativa Dec 17

CMP: Guidance For 2026 Will Support Modest Profitability Improvement

Analysts have nudged their price target on Compass Minerals International slightly higher, from approximately $20.00 to $20.25 per share, citing expectations for improved profitability despite modestly slower projected revenue growth and a somewhat lower anticipated valuation multiple. What's in the News Issued new fiscal full year 2026 guidance, projecting Salt segment revenue between $955 million and $1,035 million (company guidance).
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Nueva narrativa May 28

Rising Demand And Improved Efficiency Will Drive Long-Term Value

Operational efficiencies and strategic focus on core businesses are expected to reduce costs and strengthen profitability across key segments.
Seeking Alpha Apr 16

Compass Minerals: A Money Sink Despite Stable Prices For Its Main Salt Product

Summary Compass Minerals is the main investment vehicle for gaining exposure to the salt market, thanks to its ownership of the largest underground salt mine in the world. However, that is the only positive investment case for this company, as it is unprofitable, has a weak balance sheet, and its share price is down 88% in the past decade. While its competitors have also underperformed, their profitability metrics are much stronger and are therefore a much better investment for exposure to agricultural salts. Read the full article on Seeking Alpha
Seeking Alpha Feb 12

Compass Minerals: Risky, But Still Worth Considering

Summary Compass Minerals International's Q1 2025 results disappointed, with earnings per share and adjusted earnings per share falling short of expectations despite higher-than-anticipated revenue. The company's Salt segment saw significant revenue decline due to lower tonnage sold, while the Plant Nutrition segment showed strong growth in sales volumes. Elevated leverage and operational underperformance make CMP stock a risky investment, but shares remain attractively priced for those willing to take on higher risk. Management aims to improve operations and refinance debt, but high interest rates and sticky expenses pose ongoing challenges. Read the full article on Seeking Alpha
Seeking Alpha Sep 18

Compass Minerals: A Risky But Interesting Prospect As Shares Surge

Summary Compass Minerals International's stock surged 21.1% after preliminary Q3 results showed higher-than-expected revenue despite lower adjusted earnings per share. The company’s Salt segment showed strength, but the Plant Nutrition segment saw declines in both sales volume and average price per ton. Management's updated guidance for 2024 indicates potential profitability, though past financial misstatements and project failures present significant risks. Despite being a cheap prospect with potential upside, Compass Minerals International remains a risky investment due to management missteps and ongoing uncertainties. Read the full article on Seeking Alpha
Seeking Alpha Apr 17

Compass Minerals: How Did We End Up Here?

Summary Compass Minerals has been a horrible investment in the last few years and the company once again had to report a quarterly loss. The company still has a moat in its salt business, but failing projects and a horrible stock and business performance overshadow the economic moat. The stock could be undervalued at this point and maybe supported from a technical point of view, but I still won't invest in the business. Read the full article on Seeking Alpha
Artículo de análisis Feb 19

Compass Minerals International (NYSE:CMP) Has Affirmed Its Dividend Of $0.15

The board of Compass Minerals International, Inc. ( NYSE:CMP ) has announced that it will pay a dividend of $0.15 per...
Artículo de análisis Feb 11

Compass Minerals International, Inc. Reported A Surprise Loss, And Analysts Have Updated Their Forecasts

It's been a sad week for Compass Minerals International, Inc. ( NYSE:CMP ), who've watched their investment drop 10% to...
Artículo de análisis Jan 23

Compass Minerals International (NYSE:CMP) May Have Issues Allocating Its Capital

What underlying fundamental trends can indicate that a company might be in decline? A business that's potentially in...
Seeking Alpha Jan 08

Compass Minerals: Core Salt Business Can't Carry The Valuation

Summary Compass Minerals has great cash flows from their core salt business, but that segment alone cannot support the valuation and ROIC for the business as a whole has been falling. Free cash flows are low with expected yields around 3.0% with spending still trailing off from the now halted lithium project with a scheduled $20-30M still expected next year. More sustainable CAPEX could bring FCF yields back up to 6.0% but given the debt load the valuation is hard to justify even at a 7% discount rate. Waiting to see if a growth initiative in fire retardant business shows promising results, while much uncertainty surrounds the stalled lithium project. Read the full article on Seeking Alpha
Artículo de análisis Nov 09

Is Compass Minerals International (NYSE:CMP) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis Oct 12

Returns At Compass Minerals International (NYSE:CMP) Appear To Be Weighed Down

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
Seeking Alpha Sep 20

Compass Minerals: Dividend Doesn't Offset Lack Of Economic Value, Rate Hold

Summary Compass Minerals International, Inc.'s equity stock is at a 2-year low, indicating no relief for shareholders. The company's low-margin, low capital turnover business model is not appealing during times of inflationary pressure. Full-year guidance has been narrowed in given tighter volumes of mineral in both salt and plant nutrition lines. Net-net, rate Compass Minerals International, Inc. hold. Read the full article on Seeking Alpha
Artículo de análisis Jul 11

Is Compass Minerals International (NYSE:CMP) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis May 27

Compass Minerals International (NYSE:CMP) Will Pay A Dividend Of $0.15

The board of Compass Minerals International, Inc. ( NYSE:CMP ) has announced that it will pay a dividend of $0.15 per...
Seeking Alpha May 26

Compass Minerals: I Don't See Investors Getting Any Value Here

Summary Compass Minerals International Inc might have increased its operating margins by 140% YoY, but still has a negative bottom line. I think the demand will be steady for CMP over the coming years, but warmer winters seem to present a challenge for the company's salt segment. Shares have been diluted over the years and I find the valuation to present way too much risk here to make an investment, CMP is a hold for me. Read the full article on Seeking Alpha
Artículo de análisis Mar 30

Here's Why Compass Minerals International (NYSE:CMP) Has A Meaningful Debt Burden

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Mar 01

Compass Minerals International (NYSE:CMP) Is Due To Pay A Dividend Of $0.15

Compass Minerals International, Inc.'s ( NYSE:CMP ) investors are due to receive a payment of $0.15 per share on 20th...
Seeking Alpha Feb 07

Compass Minerals GAAP EPS of -$0.01 misses by $0.59, revenue of $352.4M misses by $26.35M

Compass Minerals press release (NYSE:CMP): FQ1 GAAP EPS of -$0.01 misses by $0.59. Revenue of $352.4M (+6.3% Y/Y) misses by $26.35M.

Desglose de ingresos y gastos

Cómo gana y gasta dinero Compass Minerals International. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NYSE:CMP Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 261,29171040
31 Dec 251,333-381070
30 Sep 251,244-801130
30 Jun 251,225-1211180
31 Mar 251,214-1471220
31 Dec 241,083-1541250
30 Sep 241,117-2061380
30 Jun 241,142-1621480
31 Mar 241,147-821530
31 Dec 231,194-651540
30 Sep 231,205101500
30 Jun 231,222131420
31 Mar 231,229-341470
31 Dec 221,265-461520
30 Sep 221,245-331500
30 Jun 221,206-371480
31 Mar 221,191-421400
31 Dec 211,168281320
30 Sep 211,146341230
30 Jun 211,477511740
31 Mar 211,453601740
31 Dec 201,005421170
30 Sep 201,304861420
30 Jun 201,363981470
31 Mar 201,433941590
31 Dec 191,085391130
30 Sep 191,477571690
30 Jun 191,458591610
31 Mar 191,459631590
31 Dec 181,494681640
30 Sep 181,465131610
30 Jun 181,433321650
31 Mar 181,415331640
31 Dec 171,364421670
30 Sep 171,3501441620
30 Jun 171,2391211450
31 Mar 171,1801341320
31 Dec 161,1381621200
30 Sep 169841231060
30 Jun 161,0371411080
31 Mar 161,0511471090
31 Dec 151,0991581090
30 Sep 151,243180390
30 Jun 151,251241390

Ingresos de calidad: CMP tiene una única gran pérdida de $24.7M que afecta a sus resultados financieros de los últimos 12 meses de 31st March, 2026.

Margen de beneficios creciente: CMP pasó a ser rentable.


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de CMP han disminuido en un 42.9% al año en los últimos 5 años.

Acelerando crecimiento: CMP ha pasado a ser rentable en el último año, lo que dificulta la comparación de la tasa de crecimiento de los beneficios con su promedio de 5 años.

Beneficios vs. Industria: CMP ha pasado a ser rentable en el último año, lo que es difícil comparar el crecimiento de sus beneficios en el último año con el de la industria Metals and Mining (77.8%).


Rentabilidad financiera

Alta ROE: La rentabilidad financiera de CMP (2.6%) se considera baja.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/26 14:17
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/09/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Compass Minerals International, Inc. está cubierta por 10 analistas. 4 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Joel JacksonBMO Capital Markets Equity Research
David BegleiterDeutsche Bank
David SilverFreedom Capital Markets