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Added to YB: 2024-02-09

Pitch date: 2024-02-09

COMP [bullish]

Compass, Inc.

+178.96%

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

$5.8B

Pitch Price

$3.85

Price Target

6.30 (-41%)

Dividend

N/A

EV/EBITDA

45.33

P/E

-101.05

EV/Sales

0.93

Sector

Real Estate Management and Development

Category

turnaround

Show full summary:
COMPASS INC - $COMP

$COMP: Resi brokerage hit by rates but positioned for rebound. 0.25x '25 rev w/ 50% upside on cost cuts, agent productivity, market recovery. Risks: rates, lawsuits, tech edge, competition. Catalysts: agent growth, fee share, macro. PT $6.30 (Bull: $200M '25 FCF).

Read full article (4 min)