Added to YB: 2026-01-14
Pitch date: 2026-01-12
COMP [bullish]
Compass, Inc.
-18.43%
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
$5.7B
Pitch Price
$12.26
Price Target
N/A
Dividend
N/A
EV/EBITDA
43.15
P/E
-97.95
EV/Sales
0.90
Sector
Real Estate Management and Development
Category
growth
Normalization in Real Estate Txns: Compass (Part 2)
COMP: Merged with Anywhere creating largest brokerage (~20% market share). Thesis: $300M+ synergies + existing home sales recovery from depressed levels. Risks: synergies not achieved, weak historical margins, cyclical business, commission rate declines. Recent rally on faster deal close + Trump mortgage comments. Highly volatile but material upside potential.
Read full article (2 min)