Compass, Inc.

Report azionario NYSE:COMP

Capitalizzazione di mercato: US$8.0b

Compass Crescita futura

Criteri Future verificati 3/6

Compass prevede che gli utili e i ricavi cresceranno rispettivamente di 40.6% e 12.9% all'anno. Si prevede che l'EPS crescerà di 41.3% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 16.5% in 3 anni.

Informazioni chiave

40.6%

Tasso di crescita degli utili

41.26%

Tasso di crescita dell'EPS

Real Estate crescita degli utili25.4%
Tasso di crescita dei ricavi12.9%
Rendimento futuro del capitale proprio16.51%
Copertura analitica

Good

Ultimo aggiornamento10 Aug 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi • 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

Aggiornamento 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.
Aggiornamento 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
Aggiornamento 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.
Articolo di analisi • 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...
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Articolo di analisi • 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...
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Articolo di analisi • 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...
Aggiornamento 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.
Articolo di analisi • 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...
Aggiornamento 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.
Articolo di analisi • 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...
Aggiornamento 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.
Aggiornamento 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).
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Nuova 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 Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:COMP - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202816,7855001,2751,3775
12/31/202715,6942369481,0509
12/31/202614,4641553665879
6/30/202610,55668128155N/A
3/31/20268,310151637N/A
12/31/20256,962-58203217N/A
9/30/20256,642-57187202N/A
6/30/20256,290-54147164N/A
3/31/20255,931-72119136N/A
12/31/20245,629-154106122N/A
9/30/20245,345-1983852N/A
6/30/20245,189-2351830N/A
3/31/20244,982-3042838N/A
12/31/20234,885-321-37-26N/A
9/30/20234,896-396-127-105N/A
6/30/20235,052-510-208-174N/A
3/31/20235,578-564-289-236N/A
12/31/20226,018-601-362-292N/A
9/30/20226,523-618-324-251N/A
6/30/20226,773-564-264-193N/A
3/31/20226,704-470-153-92N/A
12/31/20216,421-494-79-29N/A
9/30/20216,039-3593678N/A
6/30/20215,484-273102146N/A
3/31/20214,215-3501862N/A
12/31/20203,721-270-101-58N/A
12/31/20192,386-388N/A-377N/A
12/31/2018885-224N/A-189N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di COMP ( 40.6% all'anno) è superiore al tasso di risparmio ( 3.7% ).

Guadagni vs Mercato: Si prevede che gli utili di COMP ( 40.6% all'anno) cresceranno più rapidamente del mercato US ( 17.2% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di COMP cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di COMP ( 12.9% all'anno) crescerà più lentamente rispetto al mercato US ( 13.4% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di COMP ( 12.9% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di COMP sarà basso tra 3 anni ( 16.5 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/09/13 15:15
Prezzo dell'azione a fine giornata2026/09/11 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Compass, Inc. è coperta da 17 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Matthew BouleyBarclays
Justin AgesBerenberg
James FullerBTIG