DashboardPortfoliosWatchlistCommunityDiscoverScreener
  • Community
  • /
  • United States
  • /
  • Real Estate Management and Development
Author Program NEWCreate Narrative
COMP logo

Compass, Inc. Stock Price

NYSE:COMP Community·US$8.1b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 32 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

COMP Share Price Performance

US$10.13
0.70 (7.42%)
​
US$15.42
Fair Value
US$10.13
0.70 (7.42%)
34.3% undervalued intrinsic discount
US$15.42
Fair Value
Price US$10.13
AnalystConsensusTarget US$15.42
AnalystHighTarget US$18.00
AnalystLowTarget US$12.00
Mon, 7 Sep 26
Fair ValueUS$15.42
Share Pricen/a

COMP Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$15.42 34.3% undervalued intrinsic discount

AI Integration And Evolving Demographics Will Expand Real Estate Horizons

0users have liked this narrative
0users have commented on this narrative
16users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$18 43.7% undervalued intrinsic discount

Digital Transformation And AI Will Drive Secular Real Estate Momentum

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$12 15.6% undervalued intrinsic discount

Traditional Brokerage Will Suffer As Digital Shifts Offer Minimal Reprieve

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
COMP logo
Compass
34.3% undervalued intrinsic discount
Updated

AI Integration And Evolving Demographics Will Expand Real Estate Horizons

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 7 Sep
Read Narrative
COMP logo
Compass
43.7% undervalued intrinsic discount

Digital Transformation And AI Will Drive Secular Real Estate Momentum

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 24 Aug
Read Narrative
COMP logo
Compass
15.6% undervalued intrinsic discount

Traditional Brokerage Will Suffer As Digital Shifts Offer Minimal Reprieve

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 10 Aug
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystConsensusTarget
COMP logo

COMP: Luxury Exposure And Merger Synergies Will Support Forward Execution

Fair Value: US$15.42 34.3% undervalued intrinsic discount
16 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
COMP logo

COMP: Luxury Focus And Merger Synergies Will Drive Future Rebound Potential

Fair Value: US$18 43.7% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
COMP logo

COMP: Luxury Strength And Antitrust Scrutiny Will Shape Future Risk Reward

Fair Value: US$12 15.6% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Fair value with moderate growth potential.

3 Risks
4 Rewards
View Full Analysis

Compass, Inc. Key Details

US$10.6b

Revenue

US$9.1b

Cost of Revenue

US$1.5b

Gross Profit

US$1.4b

Other Expenses

US$67.5m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.089
14.21%
0.64%
111.5%
View Full Analysis

About COMP

Founded
2012
Employees
3200
CEO
Robert Reffkin
WebsiteView website
www.compass.com

Compass, Inc. provides an end-to-end technology platform for residential real estate in the United States. The company offers the Compass Platform, a technology platform that provides an integrated suite of cloud-based software for customer relationship management, marketing, client service, brokerage services, and other functionalities for the real estate industry, as well as title, escrow, and mortgage services. It also operates Christie’s International Real Estate (CIRE) platform, a multi-tenant technology platform for affiliates and its agents; Anywhere tools and services; and Compass Concierge, a program that provides home sellers with access to capital to front the cost of home improvement services. The company was formerly known as Urban Compass, Inc. and changed its name to Compass, Inc. in January 2021. Compass, Inc. was incorporated in 2012 and is headquartered in New York, New York.

Recent COMP News & Updates

User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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

Recent updates

No updates

Compass, Inc. Competitors

CBRE logo

CBRE Group

Symbol: NYSE:CBRE
Market cap: US$40.4b
BEKE logo

KE Holdings

Symbol: NYSE:BEKE
Market cap: US$19.3b
JLL logo

Jones Lang LaSalle

Symbol: NYSE:JLL
Market cap: US$15.9b
CSGP logo

CoStar Group

Symbol: NasdaqGS:CSGP
Market cap: US$12.0b
View more competitors

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide