Compass (COMP) Aperçu de l'action
Compass, Inc. fournit une plateforme technologique de bout en bout pour l'immobilier résidentiel aux États-Unis. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 5/6 |
| Croissance future | 5/6 |
| Performances passées | 2/6 |
| Santé financière | 0/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
COMP Community Fair Values
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Analyst Price Targets
Compass, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$8.23 |
| Plus haut sur 52 semaines | US$13.96 |
| Plus bas sur 52 semaines | US$5.70 |
| Bêta | 2.46 |
| Variation sur 1 mois | 8.01% |
| Variation sur 3 mois | -15.59% |
| Variation sur 1 an | 39.26% |
| Variation sur 3 ans | 111.03% |
| Variation sur 5 ans | -41.00% |
| Évolution depuis l'introduction en bourse | -59.16% |
Nouvelles et mises à jour récentes
Seeking Alpha • May 22
Compass: Profit Can Multiply When Housing Market Recovers
Summary Compass offers exposure to the undervalued housing sector and is now the largest U.S. real estate broker after acquiring Anywhere Real Estate. Despite a 20% YTD decline, COMP is outperforming the flat real estate market with mid/high single-digit sales growth and strong agent retention at 94%. Bundling title and escrow services, especially post-acquisition, is boosting revenue per transaction and expanding the company's addressable market. Raised synergy targets from the Anywhere deal—$300 million by 2026, positioning COMP for substantial profitability as the housing market recovers. Read the full article on Seeking Alpha
Mise à jour du récit • 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.
Mise à jour du récit • 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.Recent updates
Seeking Alpha • May 22
Compass: Profit Can Multiply When Housing Market Recovers
Summary Compass offers exposure to the undervalued housing sector and is now the largest U.S. real estate broker after acquiring Anywhere Real Estate. Despite a 20% YTD decline, COMP is outperforming the flat real estate market with mid/high single-digit sales growth and strong agent retention at 94%. Bundling title and escrow services, especially post-acquisition, is boosting revenue per transaction and expanding the company's addressable market. Raised synergy targets from the Anywhere deal—$300 million by 2026, positioning COMP for substantial profitability as the housing market recovers. Read the full article on Seeking AlphaMise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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).Article d’analyse • 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...Article d’analyse • 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...
Nouveau récit • 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 AlphaRendement pour les actionnaires
| COMP | US Real Estate | US Marché | |
|---|---|---|---|
| 7D | -2.0% | -2.5% | 1.8% |
| 1Y | 39.3% | -10.8% | 28.4% |
Rendement vs Industrie: COMP a dépassé le secteur US Real Estate qui a rapporté -10.8 % au cours de l'année écoulée.
Rendement vs marché: COMP a dépassé le marché US qui a rapporté 28.4 % au cours de l'année écoulée.
Volatilité des prix
| COMP volatility | |
|---|---|
| COMP Average Weekly Movement | 11.9% |
| Real Estate Industry Average Movement | 6.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.0% |
Cours de l'action stable: Le cours de l'action de COMP a été volatil au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de COMP ( 12% ) est restée stable au cours de l'année écoulée, mais reste supérieure à 75 % des actions de US.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2012 | 3,200 | Robert Reffkin | www.compass.com |
Compass, Inc. fournit une plateforme technologique de bout en bout pour l'immobilier résidentiel aux États-Unis. La société propose la plateforme Compass, une plateforme technologique qui fournit une suite intégrée de logiciels basés sur le cloud pour la gestion de la relation client, le marketing, le service client, les services de courtage et d'autres fonctionnalités pour le secteur de l'immobilier, ainsi que des services de titre, de dépôt fiduciaire et d'hypothèque. Elle exploite également la plateforme Christie's International Real Estate (CIRE), une plateforme technologique multi-locataires pour les sociétés affiliées et leurs agents ; les outils et services Anywhere ; et Compass Concierge, un programme qui permet aux vendeurs de maisons d'accéder à des capitaux pour faire face au coût des services d'amélioration de la maison.
Compass, Inc. Résumé des fondamentaux
| COMP statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$6.25b |
| Bénéfices(TTM) | US$14.50m |
| Recettes(TTM) | US$8.31b |
424.1x
Ratio P/E0.7x
Ratio P/SLe site COMP est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| COMP compte de résultat (TTM) | |
|---|---|
| Recettes | US$8.31b |
| Coût des recettes | US$7.24b |
| Marge brute | US$1.07b |
| Autres dépenses | US$1.05b |
| Les revenus | US$14.50m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 0.019 |
| Marge brute | 12.86% |
| Marge bénéficiaire nette | 0.17% |
| Ratio dettes/capitaux propres | 116.5% |
Quelles ont été les performances à long terme de COMP?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/29 02:25 |
| Cours de l'action en fin de journée | 2026/05/29 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Compass, Inc. est couverte par 19 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Matthew Bouley | Barclays |
| Michael Rindos | Benchmark Company |
| Justin Ages | Berenberg |