Added to YB: 2025-12-11
Pitch date: 2025-10-15
COMP [bullish]
Compass, Inc.
+46.72%
current return
Author Info
No bio for this author
Company Info
Compass, Inc. provides real estate brokerage services in the United States. It operates the Compass Platform, a technology platform that provides an integrated suite of cloud-based software for customer relationship management, marketing, client service, brokerage services, and other functionalities for the real estate industry; and the CIRE platform, a multi-tenant technology platform for affiliates and its agents.
Market Cap
$5.8B
Pitch Price
$7.32
Price Target
27.00 (+151%)
Dividend
N/A
EV/EBITDA
45.33
P/E
-101.05
EV/Sales
0.93
Sector
Real Estate Management and Development
Category
special_situation
Compass, Inc. - $COMP
COMP: Long tech-enabled real estate brokerage acquiring HOUS to create 18% market share leader. EHS at GFC lows (4mm vs 5mm historical) creates floor. $225M+ synergies, 4.4x leverage falling to 1.5x via FCF. Agent retention disproves bear thesis. See $18-27 target vs $7 current on housing rebound + platform re-rating. Multi-bagger upside.
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