Reading the tape
NYSE: COMP
Compass, Inc.
Technology · Software - Application
Market Cap
$4.08B
52w High
$13.96
52w Low
$5.66
P/E
375.45
Volume
12.13M
Outstanding Shares
562.14M
Price vs Fundamentals
Why The Stock Is Moving
Mixed / unclearLow confidence
1Y Price: -8.22%Revenue (TTM): 40.1%FCF (TTM): -86.77%P/S: 75th pct
What changed
The stock fell 8.22% over the last year. Revenue grew 40.1% over the trailing twelve months. Operating margin moved from -1.29% to -4.17%. Free cash flow declined 86.77% over the trailing twelve months.
What the market seems to be pricing
The stock has moved lower against modestly weakening underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at -4.17%. A decisive move in revenue — currently up 40.1% — would be the clearest signal to resolve the ambiguity.
Company profile
Compass, Inc. provides real estate brokerage services in the United States.
CEORobert L. Reffkin
SectorTechnology
IndustrySoftware - Application
Employees2,566
IPO dateApr 1, 2021
Valuation
Forward P/E—
EV/EBITDA101.78
Enterprise value$6.3B
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Revenue growth99.38%
Gross margin10.75%▼39.94%vs FY2024
Operating margin-4.17%▲84.70%vs FY2024
ROE-7.48%▲80.16%vs FY2024
Analyst consensus
RatingBuy
Target price$14.29▲96.83%
7
Buy
2
Hold
1
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
May 5, 2026
Q2 FY26 · EPS est -$0.17 · Revenue est $2.67B
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