COMPASS Pathways plc

Informe acción NasdaqGS:CMPS

Capitalización de mercado: US$1.9b

COMPASS Pathways Resultados de beneficios anteriores

Pasado controles de criterios 0/6

Los beneficios de COMPASS Pathways han disminuido a una tasa media anual de -30.7%, mientras que en la industria Biotechs los beneficios crecieron en un 34.1% anualmente.

Información clave

-30.71%

Tasa de crecimiento de los beneficios

-6.89%

Tasa de crecimiento del BPA

Crecimiento de la industria Biotechs 17.04%
Tasa de crecimiento de los ingresosn/a
Rentabilidad financiera-466.31%
Margen neton/a
Última actualización de beneficios30 Jun 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Actualización de narrativa Aug 06

CMPS: Phase 3 Durability And FDA Openness Balance Competitive And Execution Risks

Analysts now set the primary fair value estimate for COMPASS Pathways at $13, down from $17. This change reflects updated views on COMP360's commercial headroom compared with existing therapies, a somewhat higher discount rate, and tempered expectations for future P/E multiples, despite supportive Phase 3 data and a generally constructive regulatory backdrop for psychedelics.
Seeking Alpha Jul 28

Compass Pathways: The Psilocybin Biotech Leader With Strong Momentum

Summary CMPS leads regulated psilocybin with two successful Phase 3 trials and a rolling FDA submission, giving COMP360 a valuable head start in treatment-resistant depression. The core case rests on vast unmet need in depression, while encouraging PTSD data and other possible uses provide meaningful long-term upside beyond the first indication. Lilly’s move for Atai validates the field and raises the competitive bar, but CMPS retains its clinical lead and cash runway; a 2% pro-forma position keeps risk proportionate. Read the full article on Seeking Alpha
Actualización de narrativa Jul 23

CMPS: Phase 3 Durability And Favorable FDA Stance Will Drive Upside

Analysts have raised the fair value estimate for Compass Pathways stock to $17.00 from $8.00, citing stronger confidence in COMP360's durable efficacy profile, supportive recent Phase 3 data, and a regulatory backdrop that they view as increasingly receptive to psychedelic treatments. Analyst Commentary Recent Street research on Compass Pathways highlights a mix of enthusiasm around COMP360's Phase 3 data and a more cautious undercurrent that focuses on execution, valuation, and regulatory timing.
Actualización de narrativa Jul 08

CMPS: Phase 3 Durability Data Will Underpin Potential 2027 Launch Upside

The analyst price target for Compass Pathways has been raised to $24.47 from $21.92. Analysts point to supportive 26-week COMP360 durability data, a consistent safety profile, and a clearer path toward a potential 2027 approval and commercial launch as key reasons for the updated view.
Nueva narrativa Apr 02

Phase III Progress And PTSD Expansion Will Reshape Long Term Psychedelic Mental Health Treatment

Catalysts About COMPASS Pathways COMPASS Pathways is a mental health company developing COMP360 psilocybin treatment for conditions such as treatment resistant depression and PTSD. What are the underlying business or industry changes driving this perspective?
Nueva narrativa Mar 19

Phase III Completion And PTSD Expansion Will Support A Durable Mental Health Franchise

Catalysts About COMPASS Pathways COMPASS Pathways is a mental health company developing COMP360 psilocybin treatment for conditions such as treatment resistant depression and PTSD. What are the underlying business or industry changes driving this perspective?
Nueva narrativa Mar 04

Phase III Trial Dependence Will Dominate Near Term While Long Term Potential Remains

Catalysts About COMPASS Pathways COMPASS Pathways is a mental health company developing COMP360, a psilocybin-based treatment for conditions such as treatment resistant depression and PTSD. What are the underlying business or industry changes driving this perspective?
Artículo de análisis Dec 08

Is COMPASS Pathways (NASDAQ:CMPS) Weighed On By Its Debt Load?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Aug 07

Is COMPASS Pathways (NASDAQ:CMPS) Using Debt Sensibly?

NasdaqGS:CMPS 1 Year Share Price vs Fair Value Explore COMPASS Pathways's Fair Values from the Community and select...
Seeking Alpha Feb 28

Compass Pathways: Betting On The Future Of Psilocybin Therapy

Summary Compass Pathways is positioned to leverage regulatory tailwinds and compelling clinical data, despite broader skepticism and high cash burn in the psychedelic biotech sector. The company has a financial cushion with cash reserves of $165.1 million, providing 4-6 quarters of runway before needing additional capital. COMP360 shows promise in treating treatment-resistant depression and PTSD, with significant clinical trial results and potential long-term economic benefits. Regulatory hurdles and scientific doubts remain, but if Compass achieves FDA approval, its current market valuation could be deeply discounted relative to its long-term potential. Read the full article on Seeking Alpha
Artículo de análisis Jan 04

Does COMPASS Pathways (NASDAQ:CMPS) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Nov 01

Compass Pathways: Minor Delay Of COMP360 Data Brings About Buy Opportunity

Summary Compass Pathways plc obtained positive results from phase 2b study using COMP360 for treatment resistant depression patients; Primary endpoint met with statistically significant p-value of p<0.001. Top-line results from the phase 3 COMP005 study, using COMP360 for treatment-resistant depression patients, expected in Q2 of 2025. The global treatment-resistant depression treatment market size is projected to grow to $4 billion by 2033. Other indications being explored using COMP360 as a synthetic psilocybin are anorexia nervosa and post-traumatic stress disorder. Read the full article on Seeking Alpha
Seeking Alpha Aug 19

Compass Pathways: Sector-Wide Reality Check Needed Post FDA Lykos MDMA Decision

Summary The psychedelics sector has suffered a big blow, with the US FDA knocking back a New Drug Application for MDMA-assisted therapy. The potential for a negative FDA decision had been well-flagged by an advisory committee report in June, so the market may have already priced in the downside. Arguments that the negative FDA decision on MDMA may actually be good news for Compass Pathways plc and peers are not persuasive. The FDA decision is not the end of the road for the psychedelics sector, but Compass Pathways and peers face serious challenges regarding regulatory approval, access to capital and commercialization. The group took action to strengthen its balance sheet in 2023, but my cash burn analysis indicates that further capital injections will be needed before the end of 2025. Read the full article on Seeking Alpha
Seeking Alpha Jul 08

Compass Pathways: Buy It For Its Promising Psychedelic Mental Health Therapies

Summary COMPASS Pathways' lead drug, COMP360, is a synthetic psilocybin in Phase 3 trials for TRD and Phase 2 for PTSD and AN. The company addresses unmet mental health needs through psychedelic therapies. COMP360 showed promising results in Phase 2 trials for PTSD, with significant improvements in depression symptoms. Industry-wide regulatory uncertainties persist, highlighted by the FDA's recent decision against MDMA for PTSD. I believe CMPS is undervalued. Its substantial aggregate TAM and strategic collaborations bode well for potential FDA approval and commercialization. Read the full article on Seeking Alpha
Seeking Alpha May 23

Psychedelics Closer To Commercialization; Compass Far And Away The Leader

Summary Regulatory risk in the psychedelic industry is decreasing, which is a positive sign for investors. Institutional investors are becoming more willing to invest in leading psychedelic companies through private placements. Analyst Alex Carchidi discusses Compass, Cybin, Atai, and MindMed seeing improvements in their balance sheets and clinical trial data. Read the full article on Seeking Alpha
Seeking Alpha Apr 25

COMPASS Pathways: Will MDMA-Assisted Therapy Pave The Way Or Slam The Door Shut?

Summary The US FDA is due to make a decision regarding MDMA-assisted therapy in August 2024 – this will be a critical event for the future of COMPASS Pathways. COMPASS Pathways’ share price has exhibited extreme volatility over the last year, highlighting the speculative nature of investing in the psychedelics sector. COMPASS Pathways has experienced delays with its COMP 005 clinical trial, but is confident that its COMP360 New Drug Application timeline remains unchanged. The departure of the company’s co-founders came as a surprise, and follows on from the sudden exit of the group’s CFO in late 2023. Read the full article on Seeking Alpha
Seeking Alpha Feb 08

Compass Pathways: Psilocybin Developer A Potentially Intriguing, Contrarian Play

Summary Compass Pathways plc, a biotech company based in London, is developing a psilocybin-based therapy for CNS disorders. The company's shares declined by over 80% in 2022 due to safety concerns and regulatory hurdles. Psilocybin is classified as a Schedule I substance in the U.S., posing challenges for commercial marketing in the country. Compass' COMP-360 therapy involves sessions with therapists and digital support, and has met efficacy endpoints in a Phase 2 study. There are multiple reasons to doubt the therapy can be approved, and Compass has a high cash burn, but Phase 3 data due this year may support an approval push, if positive. An interesting contrarian play, for those with a higher appetite for risk. Read the full article on Seeking Alpha
Artículo de análisis Dec 06

Companies Like COMPASS Pathways (NASDAQ:CMPS) Are In A Position To Invest In Growth

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Seeking Alpha Oct 19

Booker again pushes for easier access to psychedelics for terminally ill patients

Sen. Cory Booker (D-N.J.) is again pushing for easier access to psychedelic drugs, including psilocybin, the active psychedelic compound in "magic mushrooms," and MDMA, for terminally ill patients. In July, Booker and Sen. Rand Paul (R-Ky.) introduced legislation to clarify that the Right to Try Act allows for access to some psychedelics and cannabis. Companion legislation was also filed in the House. In a video posted to Twitter, Booker said that psilocybin and MDMA particularly "are showing incredible results for helping people with PTSD, with trauma, even with anxiety and depression." Several companies are examining psychedelics for mental health disorders, including COMPASS Pathways (NASDAQ:CMPS), Cybin (NYSE:CYBN), atai Life Sciences (NASDAQ:ATAI), and MindMed (NASDAQ:MNMD). Check out why Seeking Alpha contributor Stephen Tobin is bullish on atai Life Sciences (ATAI).

Desglose de ingresos y gastos

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


Historial de beneficios e ingresos

NasdaqGS:CMPS Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
30 Jun 260-39469117
31 Mar 260-17958116
31 Dec 250-28861115
30 Sep 250-2376194
30 Jun 250-1386399
31 Mar 250-1386499
31 Dec 240-1555998
30 Sep 240-14454100
30 Jun 240-1395290
31 Mar 240-1295082
31 Dec 230-1184975
30 Sep 230-1175166
30 Jun 230-1025058
31 Mar 230-954853
31 Dec 220-924551
30 Sep 220-864846
30 Jun 220-844645
31 Mar 220-804341
31 Dec 210-723934
30 Sep 210-653127
30 Jun 210-662823
31 Mar 210-643120
31 Dec 200-602819
30 Sep 200-492419
30 Jun 200-382016
31 Mar 200-251113
31 Dec 190-20910

Ingresos de calidad: CMPS actualmente no es rentable.

Margen de beneficios creciente: CMPS actualmente no es rentable.


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: CMPS no es rentable, y las pérdidas han aumentado en los últimos 5 años a un ritmo de 30.7% al año.

Acelerando crecimiento: No se puede comparar el crecimiento de los beneficios de CMPS en el último año con su promedio de 5 años, ya que actualmente no es rentable.

Beneficios vs. Industria: CMPS no es rentable, por lo que resulta difícil comparar el crecimiento de sus beneficios en el último año con el de la industria Biotechs (64.6%).


Rentabilidad financiera

Alta ROE: CMPS tiene una rentabilidad financiera negativa (-466.31%), ya que actualmente no es rentable.


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 empresa2026/08/19 15:52
Precio de las acciones al final del día2026/08/19 00:00
Beneficios2026/06/30
Ingresos anuales2025/12/31

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 Pathways plc está cubierta por 22 analistas. 15 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
Madison Wynne El-SaadiB. Riley Securities, Inc.
Thomas ShraderBTIG
Sumant Satchidanand KulkarniCanaccord Genuity