Added to YB: 2025-07-02
Pitch date: 2025-05-15
CODI [bullish]
Compass Diversified
-6.12%
current return
Author Info
No bio for this author
Company Info
Compass Diversified is a private equity firm specializing in add on acquisitions, buyouts, industry consolidation, recapitalization, late stage, and middle market investments.
Market Cap
$480.8M
Pitch Price
$7.68
Price Target
25.00 (+247%)
Dividend
N/A
EV/EBITDA
16.42
P/E
-1.97
EV/Sales
1.57
Sector
Financial Services
Category
turnaround
Compass Diversified - $CODI
CODI: Plummeted from $24 to $7 post-Lugano accounting issues. Even if Lugano ($195M EBITDA) is worthless, remaining subs ($318M EBITDA) worth $9-15/share. Probability-weighted $14 target. Catalysts: completion of internal investigation and filing delayed 10-Q. 2-3x upside potential.
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