Added to YB: 2026-07-03
Pitch date: 2026-06-30
CODI [neutral]
Compass Diversified
+1.05%
current return
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
$802.0M
Pitch Price
$10.50
Price Target
26.00 (+124%)
Dividend
N/A
EV/EBITDA
12.84
P/E
-2.91
EV/Sales
1.83
Sector
Financial Services
Category
special_situation
KEDM Lite Vol. 20 - Compass Diversified
CODI (update): Post-Lugano fraud collapse (withdrew 3yr financials, cut dividend); remaining biz healthy. Selling Sterno food-service unit for $292.5m (~10x EBITDA) to cut debt, keeping home-fragrance. Lugano settlement de-risks; ADW Cap now >19%, pushing liquidation to unlock $26/sh. New CEO, MSA review upcoming.
Read full article (1 min)