Compass (COMP) Resumen de Acciones
Compass, Inc. ofrece una plataforma tecnológica integral para el sector inmobiliario residencial en Estados Unidos. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 3/6 |
| Crecimiento futuro | 3/6 |
| Rendimiento pasado | 2/6 |
| Salud financiera | 1/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
COMP Community Fair Values
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Analyst Price Targets
Competidores de Compass, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$10.36 |
| Máximo en las últimas 52 semanas | US$13.96 |
| Mínimo de 52 semanas | US$6.37 |
| Beta | 2.33 |
| Cambio en 1 mes | -20.43% |
| Variación en 3 meses | 10.21% |
| Cambio de 1 año | 11.88% |
| Variación en 3 años | 225.79% |
| Variación en 5 años | -23.94% |
| Variación desde la OPV | -48.59% |
Noticias y actualizaciones recientes
Actualización de narrativa • Sep 07
COMP: Luxury Exposure And Merger Synergies Will Support Forward Execution
Compass' fair value estimate has risen from $13.92 to $15.42 as analysts lift price targets into a $13 to $18 range, citing solid execution, resilience in the luxury market and higher expected merger synergies. Analyst Commentary Research coverage on Compass is mixed but tilts positive, with most recent reports focused on higher price targets, improved merger synergy expectations and a resilient luxury exposure, while one downgrade highlights valuation stretch after the rally.
Actualización de narrativa • Aug 24
COMP: Luxury Focus And Merger Synergies Will Drive Future Rebound Potential
Compass' analyst fair value estimate has shifted to $18.00 from $17.00 as analysts factor in higher expected merger synergies, a stronger luxury and affluent focus, and recent upside to revenue and margin assumptions reflected across multiple raised price targets, even as one firm moved to a Neutral stance on near term upside. Analyst Commentary Recent research on Compass shows a mix of caution and optimism, with several bullish analysts lifting their price targets after the latest quarterly update and merger progress.Seeking Alpha • Aug 18
Compass: Beating The Industry At Every Turn
Summary Compass remains a high-conviction buy as it outperforms the real estate industry despite a weak housing market. COMP’s acquisition of Anywhere Real Estate and rapid synergy realization are driving superior transaction and GTV growth versus peers. Q2 results showed 16% brokerage GTV growth and $363M adjusted EBITDA, with margins expanding and synergy targets raised. At $13/share, COMP trades at 8.5x EV/EBITDA on a mid-recovery scenario, offering compelling value amid ongoing legal and macro risks. Read the full article on Seeking Alpha
Actualización de narrativa • Aug 10
COMP: Luxury Strength And Antitrust Scrutiny Will Shape Future Risk Reward
Compass's analyst price target has been updated from $10.50 to $12.00 as analysts factor in higher projected merger synergies, resilient luxury exposure, and recent price target increases across several firms, partly offset by at least one downgrade that reflects more limited upside from current levels. Analyst Commentary Recent research on Compass shows a mix of optimism around merger synergies and luxury exposure alongside a more cautious tone on near term upside.Artículo de análisis • Aug 07
Compass, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
It's been a good week for Compass, Inc. ( NYSE:COMP ) shareholders, because the company has just released its latest...Recent updates
Actualización de narrativa • Sep 07
COMP: Luxury Exposure And Merger Synergies Will Support Forward Execution
Compass' fair value estimate has risen from $13.92 to $15.42 as analysts lift price targets into a $13 to $18 range, citing solid execution, resilience in the luxury market and higher expected merger synergies. Analyst Commentary Research coverage on Compass is mixed but tilts positive, with most recent reports focused on higher price targets, improved merger synergy expectations and a resilient luxury exposure, while one downgrade highlights valuation stretch after the rally.Actualización de narrativa • Aug 24
COMP: Luxury Focus And Merger Synergies Will Drive Future Rebound Potential
Compass' analyst fair value estimate has shifted to $18.00 from $17.00 as analysts factor in higher expected merger synergies, a stronger luxury and affluent focus, and recent upside to revenue and margin assumptions reflected across multiple raised price targets, even as one firm moved to a Neutral stance on near term upside. Analyst Commentary Recent research on Compass shows a mix of caution and optimism, with several bullish analysts lifting their price targets after the latest quarterly update and merger progress.Seeking Alpha • Aug 18
Compass: Beating The Industry At Every Turn
Summary Compass remains a high-conviction buy as it outperforms the real estate industry despite a weak housing market. COMP’s acquisition of Anywhere Real Estate and rapid synergy realization are driving superior transaction and GTV growth versus peers. Q2 results showed 16% brokerage GTV growth and $363M adjusted EBITDA, with margins expanding and synergy targets raised. At $13/share, COMP trades at 8.5x EV/EBITDA on a mid-recovery scenario, offering compelling value amid ongoing legal and macro risks. Read the full article on Seeking AlphaActualización de narrativa • Aug 10
COMP: Luxury Strength And Antitrust Scrutiny Will Shape Future Risk Reward
Compass's analyst price target has been updated from $10.50 to $12.00 as analysts factor in higher projected merger synergies, resilient luxury exposure, and recent price target increases across several firms, partly offset by at least one downgrade that reflects more limited upside from current levels. Analyst Commentary Recent research on Compass shows a mix of optimism around merger synergies and luxury exposure alongside a more cautious tone on near term upside.Artículo de análisis • Aug 07
Compass, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
It's been a good week for Compass, Inc. ( NYSE:COMP ) shareholders, because the company has just released its latest...Actualización de narrativa • Jul 27
COMP: Agent And Listings Expansion Will Support Forward Execution
Compass' analyst price target has moved higher by about $0.67, supported by analysts pointing to agent growth, improving listings share, and what they view as an attractive valuation at under six times normalized expected EBITDA. Analyst Commentary Recent research on Compass highlights a mix of optimism around growth and valuation alongside caution about regulatory headlines and mixed target changes.Actualización de narrativa • Jul 13
COMP: Antitrust Investigation Into Private Listings Will Pressure Future Risk Reward
Analysts have raised their fair value estimate for Compass from $9.00 to $10.50, citing modestly higher revenue assumptions, slightly improved profit margins and updated P/E expectations following recent price target increases and supportive research commentary. Analyst Commentary Recent research on Compass reflects a mix of optimism around execution and margin potential alongside some clear pockets of caution.Actualización de narrativa • Jun 29
COMP: Antitrust Probe And Portal Battle Will Pressure Future Risk Reward
Analysts have trimmed their average price target on Compass by $1.16 to $9.00. This reflects updated assumptions for slower revenue growth, thinner profit margins, a higher discount rate, and a higher future P/E multiple, as recent research also weighs regulatory headlines and intensifying competition in online real estate portals.Actualización de narrativa • Jun 15
COMP: Housing Reset And Antitrust Overhang Will Set Up Future Rebound Potential
Analysts kept Compass's fair value estimate steady at $17.00 per share while adjusting underlying assumptions, such as a slightly lower discount rate and modestly higher revenue growth and profit margin expectations. They pointed to recent price target revisions and commentary that frame the recent pullback and regulatory headlines as risks but not thesis breakers.Actualización de narrativa • Jun 01
COMP: Housing Reset And Cost Execution Will Support Future Expansion Potential
Compass’s updated analyst price target holds at $17.00, with recent mixed revisions from Morgan Stanley, Goldman Sachs, UBS, BTIG, Barclays, Wells Fargo and Benchmark prompting analysts to fine tune assumptions around growth, margins and future P/E, without shifting the headline figure. Analyst Commentary Recent Street research around Compass reflects a mix of raised and lowered price targets, with most changes framed around updated expectations for growth, margin structure and achievable P/E multiples.Actualización de narrativa • May 17
COMP: Housing Reset And Legal Clarity Will Support Future Expansion Potential
Analysts have kept Compass's fair value at $17.00 while adjusting price targets around the margins, with moves such as Morgan Stanley's $1.50 increase and several $1.00 to $5.00 reductions from other firms. These changes reflect updated views on discount rates, revenue growth and profit margins following recent earnings and sector research.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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).
Nueva narrativa • 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 AlphaRentabilidad de los accionistas
| COMP | US Real Estate | Mercado US | |
|---|---|---|---|
| 7D | -3.6% | -2.6% | -1.6% |
| 1Y | 11.9% | -28.0% | 12.1% |
Rentabilidad vs. Industria: COMP superó a la industria US Real Estate, que obtuvo un rendimiento del -28% el año pasado.
Rentabilidad vs. Mercado: COMP obtuvo unos resultados inferiores a los del mercado US, que fueron del 12.1% el año pasado.
Volatilidad de los precios
| COMP volatility | |
|---|---|
| COMP Average Weekly Movement | 8.1% |
| Real Estate Industry Average Movement | 7.1% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.2% |
| 10% least volatile stocks in US Market | 2.9% |
Precio estable de las acciones: COMP no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de COMP (8%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2012 | 3,200 | Robert Reffkin | www.compass.com |
Compass, Inc. proporciona una plataforma tecnológica integral para el sector inmobiliario residencial en Estados Unidos. La empresa ofrece Compass Platform, una plataforma tecnológica que proporciona un conjunto integrado de software basado en la nube para la gestión de las relaciones con los clientes, marketing, atención al cliente, servicios de intermediación y otras funcionalidades para el sector inmobiliario, así como servicios de títulos, custodia e hipotecas. También opera la plataforma Christie's International Real Estate (CIRE), una plataforma tecnológica multiinquilino para afiliados y sus agentes; herramientas y servicios Anywhere; y Compass Concierge, un programa que proporciona a los vendedores de viviendas acceso a capital para afrontar el coste de los servicios de mejora del hogar.
Resumen de fundamentos de Compass, Inc.
| Estadísticas fundamentales de COMP | |
|---|---|
| Capitalización bursátil | US$8.07b |
| Beneficios(TTM) | US$67.50m |
| Ingresos (TTM) | US$10.56b |
116.3x
Ratio precio-beneficio (PE)0.7x
Ratio precio-ventas (PS)¿Está COMP sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de COMP | |
|---|---|
| Ingresos | US$10.56b |
| Coste de los ingresos | US$9.06b |
| Beneficio bruto | US$1.50b |
| Otros gastos | US$1.43b |
| Beneficios | US$67.50m |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 0.089 |
| Margen bruto | 14.21% |
| Margen de beneficio neto | 0.64% |
| Ratio deuda/patrimonio | 111.5% |
¿Cómo se ha desempeñado COMP a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/15 08:46 |
| Precio de las acciones al final del día | 2026/09/15 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* 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 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, Inc. está cubierta por 17 analistas. 9 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.
| Analista | Institución |
|---|---|
| Matthew Bouley | Barclays |
| Justin Ages | Berenberg |
| James Fuller | BTIG |