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Compass, Inc.NYSE:COMP Aktierapport

Marknadsvärde US$6.2b
Aktiekurs
US$8.23
US$13.25
37.9% undervärderad intrinsisk rabatt
1Y39.3%
7D-2.0%
1D
Portföljens värde
Utsikt

Compass, Inc.

NYSE:COMP Aktierapport

Börsvärde: US$6.2b

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Compass, Inc. Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för Compass
Historiska aktiekurser
Aktuell aktiekursUS$8.23
52 veckors högstaUS$13.96
52 veckors lägstaUS$5.70
Beta2.46
1 månads förändring8.01%
3 månaders förändring-15.59%
1 års förändring39.26%
3 års förändring111.03%
5 års förändring-41.00%
Förändring sedan börsintroduktionen-59.16%

Senaste nyheter och uppdateringar

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
Uppdatering av berättelse 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.
Uppdatering av berättelse 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 Alpha
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Analysartikel 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...
Analysartikel 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...
User avatar
Ny berättelse 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

Aktieägarnas avkastning

COMPUS Real EstateUS Marknad
7D-2.0%-2.9%1.5%
1Y39.3%-11.2%28.6%

Avkastning vs industri: COMP översteg US Real Estate branschen som gav -11.2 % under det senaste året.

Avkastning vs Marknaden: COMP översteg US marknaden som gav 28.6 % under det senaste året.

Prisvolatilitet

Is COMP's price volatile compared to industry and market?
COMP volatility
COMP Average Weekly Movement11.9%
Real Estate Industry Average Movement6.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.0%

Stabil aktiekurs: COMP s aktiekurs har varit volatil under de senaste 3 månaderna jämfört med marknaden för US.

Volatilitet över tid: COMP s veckovolatilitet ( 12% ) har varit stabil under det senaste året, men är fortfarande högre än 75 % av US aktier.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
20123,200Robert Reffkinwww.compass.com

Compass, Inc. tillhandahåller en heltäckande teknikplattform för bostadsfastigheter i USA. Företaget erbjuder Compass Platform, en teknikplattform som tillhandahåller en integrerad svit av molnbaserad programvara för hantering av kundrelationer, marknadsföring, kundservice, mäklartjänster och andra funktioner för fastighetsbranschen, samt titel-, spärr- och inteckningstjänster. Företaget driver också Christie's International Real Estate (CIRE) plattform, en teknikplattform med flera hyresgäster för dotterbolag och dess agenter, Anywhere verktyg och tjänster samt Compass Concierge, ett program som ger bostadssäljare tillgång till kapital för att täcka kostnaderna för renoveringstjänster.

Compass, Inc. Sammanfattning av grunderna

Hur förhåller sig Compass:s resultat och omsättning till dess börsvärde?
COMP grundläggande statistik
BörsvärdeUS$6.25b
Vinst(TTM)US$14.50m
Intäkter(TTM)US$8.31b
424.1x
P/E-förhållande
0.7x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
COMP resultaträkning (TTM)
IntäkterUS$8.31b
Kostnad för intäkterUS$7.24b
BruttovinstUS$1.07b
Övriga kostnaderUS$1.05b
IntäkterUS$14.50m

Senast redovisade vinst

Mar 31, 2026

Nästa vinstdatum

n/a

Vinst per aktie (EPS)0.019
Bruttomarginal12.86%
Nettovinstmarginal0.17%
Skuld/egenkapitalförhållande116.5%

Hur har COMP utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/29 20:49
Aktiekurs vid dagens slut2026/05/29 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Compass, Inc. bevakas av 19 analytiker. 9 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Matthew BouleyBarclays
Michael RindosBenchmark Company
Justin AgesBerenberg