Added to YB: 2025-12-11
Pitch date: 2025-10-15
COMP [bullish]
Compass, Inc.
+15.71%
current return
Author Info
No bio for this author
Company Info
Compass, Inc. provides an end-to-end technology platform for residential real estate in the United States.
Market Cap
$6.1B
Pitch Price
$7.32
Price Target
27.00 (+219%)
Dividend
N/A
EV/EBITDA
32.94
P/E
340.60
EV/Sales
1.16
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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