Added to YB: 2026-06-03
Pitch date: 2026-06-02
CODI [bullish]
Compass Diversified
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
$826.8M
Pitch Price
N/A
Price Target
26.00 (+129%)
Dividend
N/A
EV/EBITDA
12.93
P/E
-3.00
EV/Sales
1.84
Sector
Financial Services
Category
special_situation
CODI: A Special Situation With Multiple Paths to Value Realization
CODI: SOTP forced-realization play. ADW Capital (14% stake) pushing strategic review/liquidation, sees $26+ vs ~$11 mkt. Sterno sold for $292.5M EV (private mult), debt repaid—real clearing price. Arnold magnetics (rare earth/China exposure) attractive. Risks: Lugano costs, legal bills, preferred ahead of common, $26 case needs clean 11x+ execution.
Read full article (2 min)