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Compass Diversified (CODI) Analisi del titolo

Industriali

Compass Diversified

$11.59

+$0.13 (+1.13%)

Ultimo aggiornamento: 26 maggio 2026

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Analisi

Panoramica dell'azienda

Compass Diversified (CODI) operates as a private equity firm focused on add-on acquisitions, buyouts, industry consolidation, recapitalization, late-stage, and middle-market investments. The company targets leading industrial or branded consumer firms within the textiles, apparel, and luxury goods sectors, facilitating industry consolidation through strategic acquisitions. Situated within the Industrials sector and the Conglomerates industry, CODI functions as a holding company that aggregates various operational businesses to generate cash flows. With a market capitalization of $740.32M and annual revenue of $1.87B, the entity manages a significant asset base supported by an employee count of 4069. These valuation and revenue figures indicate that the company holds a substantial position in the middle-market landscape, reflecting its capacity to execute multiple buyouts and manage a diverse portfolio of industrial assets.

Salute finanziaria

The company reported a revenue of $1.87B for the trailing twelve months, yet recorded a net income of -$273,062,016, while maintaining an EBITDA of $192.27M. The substantial gap between the positive EBITDA and the negative net income reveals a significant cost structure burdened by high interest expenses or amortization costs that erode operating profits before reaching the bottom line. Free cash flow stands at -$13,598,250, indicating that current cash generation is insufficient to cover capital expenditures and working capital needs, which limits immediate financial flexibility for organic growth without external financing. Three distinct margin metrics highlight the profitability challenges: a gross margin of 43.5%, an operating margin of 11.0%, and a negative profit margin of -12.1%. The negative profit margin confirms that after all expenses including interest and taxes, the company is operating at a loss despite healthy gross and operating margins. Regarding liquidity and leverage, the company holds $68.02M in cash against a total debt load of $2.05B, resulting in a debt-to-equity ratio of 357.02. This balance sheet is heavily leveraged, as the debt significantly outweighs the cash reserves and equity base. The current ratio is 2.42, suggesting that the company possesses sufficient current assets to cover its short-term liabilities, providing a buffer against immediate liquidity crunches despite the long-term debt burden. Return on Equity is -53.7% and Return on Assets is 1.1%, metrics that reveal management is currently destroying shareholder value through the high cost of debt servicing rather than generating efficient returns on the asset base.

Valutazione del valore

The trailing P/E ratio is listed as N/A due to the negative earnings, while the forward P/E is 61.50, implying that the market prices in a significant turnaround in earnings or expects future profitability that is not reflected in current results. The price-to-book ratio is -20.67, which indicates that the stock trades at a negative premium relative to its book value, a situation often seen in capital-intensive or leveraged conglomerates where assets are booked at historical cost rather than market value. The price-to-sales ratio stands at 0.40, and the EV/EBITDA is 17.32; these alternative valuation metrics suggest that the market values the company based on its revenue generation and EBITDA capacity rather than current earnings power. The 52-week high is $17.70 and the 52-week low is $4.58, meaning the current trading price sits significantly below the recent highs and near the lower end of the historical range, reflecting the market's skepticism regarding the high debt load and negative earnings. The beta value is 0.98, which indicates that the stock price volatility is roughly in line with the broader market, suggesting it does not exhibit extreme sensitivity to market swings despite its financial distress indicators.

Growth & Income

Revenue growth year-over-year is -5.1%, while earnings growth is N/A due to the negative net income, indicating that the company is currently contracting in revenue and unable to demonstrate earnings expansion. Since the company is not a dividend payer in a traditional sense due to the payout ratio of 404.6%, it does not distribute cash to shareholders but rather retains earnings to service its massive debt obligations and fund operations. The dividend yield is listed at 10.2%, but this payout ratio of 404.6% is unsustainable given the negative net income of -$273,062,016, as the company is paying out more in dividends than it earns in profit. The overall growth and income profile is characterized by negative revenue momentum and a reliance on existing cash reserves to fund high dividend distributions amidst a period of financial consolidation and deleveraging efforts.

Confronto con i concorrenti

Compass Diversified (CODI) opera nel settore Conglomerati. Ecco come si confronta con i concorrenti più vicini per capitalizzazione di mercato:

Azienda Ticker Cap. di Mercato Rapporto P/E
Compass Diversified CODI $871.98M N/A
Honeywell International Inc. HON $146.83B 37.0
3M Company MMM $80.34B 29.7
Valmont Industries, Inc. VMI $10.27B 29.4

Il rapporto P/E medio del settore Conglomerati è 59.8x. Compass Diversified è scambiata a un P/E di N/A.

Questa analisi è generata dall'AI solo a scopo informativo e non costituisce consulenza finanziaria. I dati potrebbero essere in ritardo o imprecisi. Effettua sempre le tue ricerche e consulta un consulente finanziario qualificato prima di prendere decisioni di investimento.

Informazioni su Compass Diversified

Compass Diversified is a private equity firm specializing in add on acquisitions, buyouts, industry consolidation, recapitalization, late stage, and middle market investments. It seeks to invest in leading industrial or branded consumer companies, textiles, Apparel and Luxury goods, trading companies and distributors, manufacturing, distribution, consumer discretionary, commercial services and supplies, consumer products, capital good, Leisure Product, consumer service, consumer staples, household durables, business services sector, infrastructure healthcare, safety & security, electronic components, food, and foodservice. The firm prefers to invest in companies based in North America. It seeks to invest between $80 million to$800 million and EBITDA starting from $10 million per annum. It seeks to acquire controlling ownership interests in its portfolio companies and can make additional platform acquisitions. The firm prefer to have controlled and majority stake in companies. The firm invests through its balance sheet and typically holds investments between five to seven years. Compass Diversified was incorporated in 1998 and is based in Westport, Connecticut with an additional office in Costa Mesa, California.

La descrizione dell'azienda è mostrata in inglese.

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Statistiche Chiave

Capitalizzazione
$871.98M
Rapporto P/E
N/A
Max 52 Sett.
$12.64
Min 52 Sett.
$4.58
Volume Medio
1.12M
Beta
1.28
Rendimento Dividendo
9.45%

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Info Azienda

Industria
Conglomerati
Borsa
NYSE
Paese
United States
Dipendenti
4,069