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Compass Diversified (CODI) Aandelenanalyse

Industrie

Compass Diversified

$11.59

+$0.13 (+1.13%)

Laatst bijgewerkt: 26 mei 2026

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Nieuws geleverd door externe bronnen. Geen financieel advies.

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Bedrijfsoverzicht

Compass Diversified is a private equity firm that specializes in add-on acquisitions, buyouts, industry consolidation, recapitalization, and investments targeting late-stage and middle-market companies within the industrial and consumer sectors. The company operates within the Industrials sector and specifically within the Conglomerates industry, positioning it as an entity that manages a diversified portfolio of industrial or branded consumer firms rather than focusing on a single product line. In terms of scale, Compass Diversified holds a market capitalization of $736.56 million while generating an annual revenue of $1.87 billion and employing 4069 individuals. These financial figures indicate that the company functions as a significant market participant with substantial operational reach, yet its relatively modest market cap relative to its revenue suggests a valuation structure typical for private equity-backed conglomerates where earnings may be depressed due to ongoing restructuring or acquisition activities. The presence of nearly 4,100 employees underscores the extensive operational footprint required to manage its diverse portfolio of textile, apparel, luxury goods, and trading companies.

Financiële gezondheid

The company reported a trailing twelve-month revenue of $1.87 billion alongside a net income loss of $273.06 million, revealing a significant divergence between top-line growth and bottom-line profitability that points to a strained cost structure or substantial non-operating expenses. This massive gap between revenue and net income highlights a current operational inefficiency or strategic investment phase where costs exceed earnings, resulting in a profit margin of -12.1%. While the top line supports an EBITDA of $192.27 million, the entity also generated a free cash flow of -$13.59 million, which indicates a negative cash conversion that limits immediate financial flexibility for debt servicing or capital expenditures without external funding. The firm maintains a gross margin of 43.5% and an operating margin of 11.0%, suggesting that while core business operations retain a healthy percentage of revenue after direct costs, operating expenses are consuming a large portion of the remaining value. On the balance sheet side, Compass Diversified holds $68.02 million in cash against $2.05 billion in total debt, a disparity reflected in a debt-to-equity ratio of 357.02 which characterizes the balance sheet as highly leveraged rather than conservative. The current ratio stands at 2.42, indicating that the company possesses ample short-term liquid assets to cover its current liabilities, providing a buffer against immediate liquidity crises despite the long-term debt burden. Return on Equity is reported at -53.7% and Return on Assets at 1.1%, metrics that reveal management is currently destroying shareholder value and utilizing assets with minimal efficiency to generate returns.

Waarderingsbeoordeling

The trailing P/E ratio is listed as N/A due to the negative net income, while the forward P/E is reported at -51.53, a metric that implies the market is pricing in expectations of future earnings recovery or continued losses that are currently being discounted by the forward-looking model. The price-to-book ratio is -20.57, which indicates that the market values the company at a significant discount relative to its book value, a common occurrence for distressed assets or firms with substantial debt burdens. Alternative valuation metrics such as the price-to-sales ratio of 0.39 and the EV/EBITDA of 17.30 suggest that investors are valuing the company primarily on its sales base and cash flow generation potential rather than current earnings power. Regarding price action, the stock has a 52-week high of $17.67 and a 52-week low of $4.58, meaning the current price sits in the lower portion of this range, reflecting the negative earnings and high leverage noted in the financial health section. The beta value of 0.98 indicates that the stock's price volatility mirrors the broader market, suggesting it does not exhibit amplified or dampened sensitivity to general market movements compared to the S&P 500.

Growth & Income

Revenue growth year-over-year stands at -5.1%, while earnings growth is N/A due to the reported net loss, indicating that the company is currently contracting in terms of revenue and unable to generate positive earnings growth. This contraction in revenue combined with negative earnings growth implies that the company is in a challenging phase where market share or pricing power may be under pressure, or costs are rising faster than sales. For income considerations, the company offers a dividend yield of 10.2% with a payout ratio of 404.6%, a figure that suggests the dividend is not sustainable given the negative net income and indicates the company is paying out significantly more than it earns. This unsustainable payout ratio highlights a reliance on cash reserves or debt issuance to fund the dividend, rather than organic earnings generation. Summarizing the overall profile, Compass Diversified presents a high-yield income opportunity that is fundamentally disconnected from current profitability and revenue stability, creating a unique risk-reward dynamic for income-focused investors.

Vergelijking met sectorgenoten

Compass Diversified (CODI) is actief in de Conglomeraten-sector. Zo verhoudt het zich tot de naaste sectorgenoten op basis van marktkapitalisatie:

Bedrijf Ticker Marktkapitalisatie K/W-verhouding
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

De gemiddelde K/W-verhouding in de Conglomeraten-sector is 59.8x. Compass Diversified wordt verhandeld tegen een K/W van N/A.

Deze analyse is gegenereerd door AI en dient alleen ter informatie. Het vormt geen financieel advies. Gegevens kunnen vertraagd of onnauwkeurig zijn. Doe altijd je eigen onderzoek en raadpleeg een gekwalificeerde financieel adviseur voordat je beleggingsbeslissingen neemt.

Over 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.

Bedrijfsbeschrijving wordt in het Engels weergegeven.

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Belangrijke Cijfers

Marktkapitalisatie
$871.98M
K/W-verhouding
N/A
52-weken hoog
$12.64
52-weken laag
$4.58
Gem. Volume
1.12M
Bèta
1.28
Dividendrendement
9.45%

Gegevens verstrekt door Yahoo Finance via yfinance. Dagelijks bijgewerkt.

Bedrijfsinfo

Industrie
Conglomeraten
Beurs
NYSE
Land
United States
Werknemers
4,069