Compass, Inc.

NYSE:COMP Stock Report

Market Cap: US$3.0b

Compass Management

Management criteria checks 3/4

Compass' CEO is Robert Reffkin, appointed in Oct 2012, has a tenure of 12.17 years. total yearly compensation is $7.68M, comprised of 6.5% salary and 93.5% bonuses, including company stock and options. directly owns 4.43% of the company’s shares, worth $132.13M. The average tenure of the management team and the board of directors is 3.2 years and 3.6 years respectively.

Key information

Robert Reffkin

Chief executive officer

US$7.7m

Total compensation

CEO salary percentage6.5%
CEO tenure12.2yrs
CEO ownership4.4%
Management average tenure3.2yrs
Board average tenure3.6yrs

Recent management updates

Recent updates

Compass, Inc.'s (NYSE:COMP) Intrinsic Value Is Potentially 65% Above Its Share Price

Dec 25
Compass, Inc.'s (NYSE:COMP) Intrinsic Value Is Potentially 65% Above Its Share Price

Sentiment Still Eluding Compass, Inc. (NYSE:COMP)

Nov 25
Sentiment Still Eluding Compass, Inc. (NYSE:COMP)

Compass: Guided Higher By Interest Rate Tailwinds

Oct 31

Is Compass (NYSE:COMP) Using Debt In A Risky Way?

Oct 20
Is Compass (NYSE:COMP) Using Debt In A Risky Way?

Compass: Fundamental Outlook Got Better, But I Still Have Concerns

Sep 26

Compass: Amid Market Share Gains And NAR Ruling Confidence, This Stock Is A Buy

Aug 27

Compass, Inc. (NYSE:COMP) Stock Rockets 29% But Many Are Still Ignoring The Company

Aug 27
Compass, Inc. (NYSE:COMP) Stock Rockets 29% But Many Are Still Ignoring The Company

Is Compass (NYSE:COMP) Using Debt Sensibly?

Jul 05
Is Compass (NYSE:COMP) Using Debt Sensibly?

Compass: A Renovated Business Model With An Attractive View

Jun 13

Compass: Back To Growth Mode

May 11

Compass, Inc. (NYSE:COMP) Released Earnings Last Week And Analysts Lifted Their Price Target To US$3.87

Mar 02
Compass, Inc. (NYSE:COMP) Released Earnings Last Week And Analysts Lifted Their Price Target To US$3.87

Compass (NYSE:COMP) Has Debt But No Earnings; Should You Worry?

Feb 05
Compass (NYSE:COMP) Has Debt But No Earnings; Should You Worry?

Compass, Inc. (NYSE:COMP) Soars 55% But It's A Story Of Risk Vs Reward

Dec 31
Compass, Inc. (NYSE:COMP) Soars 55% But It's A Story Of Risk Vs Reward

Compass: Potential Impairment To Its Business

Nov 29

Compass: Risks Have Multiplied, But Market Share Gains Are Encouraging (Ratings Downgrade)

Nov 12

Many Still Looking Away From Compass, Inc. (NYSE:COMP)

Nov 09
Many Still Looking Away From Compass, Inc. (NYSE:COMP)

Compass: Assessing The Road Ahead

Oct 16

The Housing Market May Be Tough, But Compass Is Still On Top

Sep 11

Compass: Potential Upside Is Attractive But Needs A Lot Of Work

Jun 28

Even Though Real Estate Is On Tenterhooks, Compass' Rebound Is Just Beginning

Jan 15

Compass GAAP EPS of -$0.36 misses by $0.06, revenue of $1.49M misses by $1.44B

Nov 10

CEO Compensation Analysis

How has Robert Reffkin's remuneration changed compared to Compass's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2024n/an/a

-US$198m

Jun 30 2024n/an/a

-US$235m

Mar 31 2024n/an/a

-US$304m

Dec 31 2023US$8mUS$500k

-US$321m

Sep 30 2023n/an/a

-US$396m

Jun 30 2023n/an/a

-US$510m

Mar 31 2023n/an/a

-US$564m

Dec 31 2022US$400kUS$400k

-US$601m

Sep 30 2022n/an/a

-US$618m

Jun 30 2022n/an/a

-US$564m

Mar 31 2022n/an/a

-US$470m

Dec 31 2021US$90mUS$400k

-US$494m

Sep 30 2021n/an/a

-US$359m

Jun 30 2021n/an/a

-US$273m

Mar 31 2021n/an/a

-US$350m

Dec 31 2020US$69mUS$126k

-US$270m

Compensation vs Market: Robert's total compensation ($USD7.68M) is about average for companies of similar size in the US market ($USD6.66M).

Compensation vs Earnings: Robert's compensation has increased whilst the company is unprofitable.

CEO

Robert Reffkin (44 yo)

12.2yrs

Tenure

US$7,678,320

Compensation

Mr. Robert L. Reffkin founded Compass, Inc. and has been its Chief Executive Officer and Director since 2012. He is Chairman at Compass, Inc. since February 2021. He served in various capacities at the Go...

Leadership Team

NamePositionTenureCompensationOwnership
Robert Reffkin
Founder12.2yrsUS$7.68m4.43%
$ 132.1m
Kalani Reelitz
Chief Financial Officer2.1yrsUS$936.95k0.12%
$ 3.6m
Bradley Serwin
General Counsel & Corporate Secretary4.6yrsUS$1.61m0.068%
$ 2.0m
Ori Allon
Co-Founder & Chief Strategist12.9yrsno datano data
Scott Wahlers
Chief Accounting Officerno datano data0.11%
$ 3.1m
Soham Bhonsle
Head of Investor Relationsless than a yearno datano data
Rory Golod
President of Growth & Communicationsless than a yearno datano data
Neda Navab
President of US Regional Operations2.9yrsUS$2.43mno data
Jason Pashia
Managing Director of Missouri & Kansas3.5yrsno datano data

3.2yrs

Average Tenure

44yo

Average Age

Experienced Management: COMP's management team is considered experienced (3.2 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Robert Reffkin
Founder12.2yrsUS$7.68m4.43%
$ 132.1m
Steven Sordello
Independent Director4.1yrsUS$282.36k0.028%
$ 840.4k
Pamela Thomas-Graham
Independent Director4.8yrsUS$282.36k0.020%
$ 601.2k
Josh McCarter
Independent Director2.7yrsUS$272.36k0.024%
$ 730.5k
Charles Phillips
Lead Independent Director4.3yrsUS$337.36k0.028%
$ 842.7k
Frank Martell
Independent Director3.1yrsUS$294.86k0.030%
$ 910.5k
Allan Leinwand
Independent Director2.6yrsUS$274.86k0.019%
$ 580.0k
Dawanna Williams
Independent Director2.4yrsUS$277.36k0.022%
$ 646.0k

3.6yrs

Average Tenure

56yo

Average Age

Experienced Board: COMP's board of directors are considered experienced (3.6 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/30 04:40
End of Day Share Price 2024/12/30 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Compass, Inc. is covered by 10 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Matthew BouleyBarclays
Justin AgesBerenberg
Lloyd WalmsleyDeutsche Bank