CompassCOMP
COMP
About: Compass Inc provides an end-to-end platform that empowers residential real estate agents to deliver exceptional service to seller and buyer clients. The platform includes an integrated suite of cloud-based software for customer relationship management, marketing, client service and other critical functionality, all custom-built for the real estate industry and enabling core brokerage services. Business operations are conducted in the United States and earn revenue domestically.
Employees: 2,566
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
286% more call options, than puts
Call options by funds: $19.2M | Put options by funds: $4.97M
93% more repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 69
83% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 35
80% more funds holding in top 10
Funds holding in top 10: 5 [Q4 2024] → 9 (+4) [Q1 2025]
60% more capital invested
Capital invested by funds: $2.12B [Q4 2024] → $3.4B (+$1.28B) [Q1 2025]
8% more funds holding
Funds holding: 284 [Q4 2024] → 308 (+24) [Q1 2025]
1.85% more ownership
Funds ownership: 73.39% [Q4 2024] → 75.24% (+1.85%) [Q1 2025]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$8
28%
upside
Avg. target
$9.86
58%
upside
High target
$12
93%
upside
7 analyst ratings
4 positive
57%
3 neutral
43%
0 negative
0%
Oppenheimer Jason Helfstein | 93%upside $12 | Outperform Reiterated | 9 May 2025 |
Morgan Stanley Brian Nowak | 28%upside $8 | Equal-Weight Maintained | 9 May 2025 |
Barclays Matthew Bouley | 28%upside $8 | Equal-Weight Maintained | 9 May 2025 |
Needham Bernie McTernan | 77%upside $11 | Buy Maintained | 9 May 2025 |
Wells Fargo | 28%upside $8 | Equal-Weight Initiated | 28 Apr 2025 |
Financial journalist opinion
Based on 5 articles about COMP published over the past 30 days
Positive
CNBC Television
2 weeks ago
Compass CEO: I would expect more home buyers to come off the sidelines
Robert Reffkin, co-founder and CEO of Compass, joins CNBC's 'Squawk on the Street' to discuss why pending home sales were weaker in April, expectations for buyer sentiment in the coming months, and more.
Neutral
Seeking Alpha
3 weeks ago
Compass: Building A Real Estate Goliath While The Industry Is Weak
Compass is outperforming the shrinking real estate industry, growing market share both organically and through acquisitions, despite challenging macro conditions. Innovative product offerings and international expansion, including the Christie's acquisition, are driving growth and attracting agents and sellers to the Compass platform. Profitability is improving meaningfully, with rising attach rates for title, and escrow services and disciplined operating expense growth supporting adjusted EBITDA gains.
Positive
Benzinga
3 weeks ago
Top 3 Financial Stocks That May Rocket Higher This Month
The most oversold stocks in the financial sector presents an opportunity to buy into undervalued companies.
Neutral
GlobeNewsWire
3 weeks ago
Gavin Swartzman To Join Christie's International Real Estate as President
Swartzman was CEO of one of the largest real estate brokerage firms in North America and has partnered with prestigious real estate brands, including Christie's International Real Estate Swartzman was CEO of one of the largest real estate brokerage firms in North America and has partnered with prestigious real estate brands, including Christie's International Real Estate
Neutral
GlobeNewsWire
1 month ago
The 2025 Christie's International Real Estate Summit Brought Luxury Broker-Owners and Agents Together to Network and Learn From Some of the World's Top Thought Leaders
Affiliates from more than 30 countries attended the annual event, which focused on business growth and the power of relationships Affiliates from more than 30 countries attended the annual event, which focused on business growth and the power of relationships
Neutral
Seeking Alpha
1 month ago
Compass, Inc. (COMP) Q1 2025 Earnings Call Transcript
Compass, Inc. (NYSE:COMP ) Q1 2025 Earnings Conference Call May 8, 2025 5:00 PM ET Company Participants Soham Bhonsle - Head of Investor Relations Robert Reffkin - Founder & CEO Kalani Reelitz - CFO Conference Call Participants Chris Kuntarich - UBS Steven Hromin - Oppenheimer & Co Bernie McTernan - Needham & Company Michael Ng - Goldman Sachs Elizabeth Langan - Barclays. Operator Ladies and gentlemen, thank you for joining us and welcome to Compass, Inc.'s First Quarter 2025 Earnings Call.
Negative
Benzinga
1 month ago
Compass Analysts Lower Their Forecasts After Weaker-Than-Expected Results
Compass, Inc. reported worse-than-expected first-quarter financial results on Thursday. Compass reported quarterly losses of 9 cents per share which missed the analyst consensus estimate of losses of 6 cents per share.
Negative
Zacks Investment Research
1 month ago
Compass, Inc. (COMP) Reports Q1 Loss, Lags Revenue Estimates
Compass, Inc. (COMP) came out with a quarterly loss of $0.05 per share versus the Zacks Consensus Estimate of a loss of $0.06. This compares to loss of $0.27 per share a year ago.
Neutral
PRNewsWire
1 month ago
Compass, Inc. Reports Record First Quarter 2025 Results
Revenue in Q1 Grew 28.7% YoY and Organic Revenue Grew 14.6% YoY Quarterly Market Share Grew 125bps YoY to a Record 6.0%; Organic Share Was Up 82bps Operating Cash Flow Grew 169% YoY to a Record $23.1 Million in Q1 NEW YORK , May 8, 2025 /PRNewswire/ -- Compass, Inc. (NYSE: COMP) ("Compass" or "the Company"), a leading tech-enabled real estate services company that includes the largest residential real estate brokerage in the United States by sales volume1, announced its financial results for the first quarter ended March 31, 2025. "Despite the heightened market volatility in Q1, Compass achieved record Q1 free cash flow, record Q1 Adjusted EBITDA2 and grew revenue by 28.7% year-over-year," said Robert Reffkin, Founder and Chief Executive Officer of Compass.
Positive
Zacks Investment Research
1 month ago
Why Fast-paced Mover Compass (COMP) Is a Great Choice for Value Investors
If you are looking for stocks that have gained strong momentum recently but are still trading at reasonable prices, Compass (COMP) could be a great choice. It is one of the several stocks that passed through our 'Fast-Paced Momentum at a Bargain' screen.
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