Stock Evaluator: Compass Diversified (CODI)

Compass Diversified CODI

$11.68 0.12 1.04%
August 21, 2026 4:00:03 PM EST November 10, 2021 Volume: 623,832
After Hours: $120.37   0.15  |  0.12% November 10, 2021 7:59 PM EST Volume: 72,713
USD NYSE | DELAYED PRICE
SECTOR INDUSTRY
Financials Financial Services

A+ Stock Grade Summary:

VALUE:
GROWTH:
MOMENTUM:
EPS REVISIONS:
QUALITY:
COMPANY SUMMARY
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.

Commentary & Analysis


Financial Summary

Share Statistics CODI Industry
Median
Percentile
(All Stocks)
Market Cap (Mil) $878.8 $2,330.0 43%
Shares Out (Mil) 75.2 72.9 56%
Institutional Ownership 98.2% 86.6% 77%
Float (Mil) 67.0 62.0 54%
Beta 1.25 0.87 74%
Avg Daily Volume (000s) 1,048 538 71%
Price Change
(52-week)
63.1% 78.0% 83%
Growth CODI Industry
Median
Percentile
(All Stocks)
Sales (5yr) 5.3% 10.5% 37%
Net Income (5yr) (64.2%) 8.2% 5%
EPS (5yr) (60.0%) 11.8% 2
Dividends (5yr) (29.5%) 0.0% 0%
Cash Flow (5yr) 17.4% (15.0%) 77%
Estimates Qtrly Current
Fiscal
Year
Next
Fiscal
Year
# of Estimates 5 5 5
Current EPS $0.072 $0.036 $0.644
Month Ago EPS $0.078 $0.318 $0.464
# Rev Up 1 0 0
# Rev Down 0 1 1
Three Months Ago EPS $0.068 $0.283 $0.280
Year/Year Chg (91.4%) (101.0%) na
Financials CODI Industry
Median
Percentile
(All Stocks)
Sales (TTM) (Mil) $1,792 $1,233 59%
Net Income (TTM) (Mil) ($95) $86 11%
EPS (TTM) ($1.884) $0.700 15%
Operating Cash Flow (TTM) (Mil) $111 $166 53%
Net Cash Flow (TTM) (Mil) $14 $5 59%
Long-Term Debt (Q1) (Mil) $1,663 $730 72%
Enterprise Value (Q1) (Mil) $3,201 $3,761 55%
Valuation CODI Industry
Median
Percentile
(All Stocks)
P/B na 1.38 na
P/E na 19.1 na
Dividend Yield 0.0% 0.0% 0%
PEG (5yr hist) na 0.9 na
Ratios CODI Industry
Median
Percentile
(All Stocks)
Gross Margin 44.6% 61.5% 56%
Net Margin (5.3%) 7.3% 25%
ROA (3.1%) 1.0% 32%
ROE (159.7%) 10.7% 5%
Liabilities to Assets 77.9% 74.8% 73%
F-Score 7 5 82%

Compass Diversified did not pass any screens on 8/21/2026.

Price and market data provided by QuoteMedia and delayed a minimum of 15 minutes unless otherwise indicated. Fundamental data provided by AAII's Stock Investor Pro and S&P Global Market Intelligence and are updated through the previous trading day.

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