Professional
Added to YB: 2025-02-17
Pitch date: 2025-01-26
CODI [bullish]
Compass Diversified
-65.64%
current return
Author Info
No bio for this author
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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
$480.8M
Pitch Price
$20.98
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.42
P/E
-1.97
EV/Sales
1.57
Sector
Financial Services
Category
growth
Show full summary:
Brennan Asset Management Portfolio Holding: Compass Diversified
CODI: Portfolio of 9 high-quality cos, led by Lugano (EBITDA $21M in 2020 to $180M+ 2024) & BOA (mid-teens growth). Est. liquidation value ~$36 vs $21 price. Potential $2.70/share FCF by 2027 (~8x FCF) before likely deals. Presented at MOI's Best Idea Conference.
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