Added to YB: 2026-01-14
Pitch date: 2026-01-12
COMP [bullish]
Compass, Inc.
-42.17%
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
$5.4B
Pitch Price
$12.26
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.23
P/E
-70.25
EV/Sales
0.82
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)