Compass

COMP

Market cap $4.97B

Overview Fund Activity

9.46 USD

+0.20

2.16%

At close Updated Sep 17, 4:00 PM EDT

Pre-market

After hours

9.56

+0.10

1.06%

1 day

2.16%

5 days

2.27%

1 month

8.11%

3 months

58.46%

6 months

5.11%

Year to date

63.1%

1 year

44.65%

5 years

-53.05%

10 years

-53.05%

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

Real Estate Real Estate Services

0

Funds holding %

of 7,463 funds

0

Analysts bullish %

of 6 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

554% more call options, than puts

Call options by funds: $27.8M | Put options by funds: $4.25M

2.99% more ownership

Funds ownership: 75.23% [Q1] → 78.23% (+2.99%) [Q2]

8% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 52

1% more funds holding

Funds holding: 307 [Q1] → 310 (+3) [Q2]

11% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 106

25% less capital invested

Capital invested by funds: $3.4B [Q1] → $2.56B (-$839M) [Q2]

44% less funds holding in top 10

Funds holding in top 10: 9 [Q1] → 5 (-4) [Q2]

See Fund Rankings

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$7

26% downside

Avg. target

$9.83

4% upside

High target

$11

16% upside

6 analyst ratings

4 positive

67%

2 neutral

33%

0 negative

0%

BTIG Jake Fuller	$11	Buy Maintained	27 Aug 2025
Barclays Matthew Bouley	$8	Equal-Weight Maintained	31 Jul 2025
UBS Lloyd Walmsley	$11	Buy Maintained	31 Jul 2025
Oppenheimer Jason Helfstein	$11	Outperform Maintained	31 Jul 2025
Needham Bernie McTernan	$11	Buy Reiterated	31 Jul 2025
Wells Fargo Alec Brondolo	$7	Equal-Weight Maintained	7 Jul 2025

See Analyst Rankings

Financial journalist opinion

Former DOJ Antitrust Leader, Ethan Glass, Joins Compass as Chief Legal Officer

Appointment Underscores Compass' Deepening Commitment to Seller Choice NEW YORK , Sept. 9, 2025 /PRNewswire/ -- Compass, Inc. (NYSE: COMP), the largest residential real estate brokerage in the United States and leading tech-enabled real estate services company, announced the appointment of Ethan Glass as Chief Legal Officer.

Former DOJ Antitrust Leader, Ethan Glass, Joins Compass as Chief Legal Officer

Compass: Buying The Dip - Gradual Stock Accumulation During Corrections

Compass is a market leader in real estate brokerage, showing strong growth and cost control despite a sluggish market. I expect the real estate market to improve as the Federal Reserve is likely to lower interest rates, which will benefit Compass. Compass has increased market share and agent count, demonstrating competitiveness and growth potential once the market recovers.

Compass: Buying The Dip - Gradual Stock Accumulation During Corrections

Top 2 Real Estate Stocks That May Collapse In Q3

As of Aug. 11, 2025, two stocks in the real estate sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.

Top 2 Real Estate Stocks That May Collapse In Q3

Compass: Massive Leaps In Market Share

Compass' market share leaped to 6.09% in its most recent quarter, representing 96 bps of y/y expansion. The company achieved >20% growth in revenue, transactions, and transaction value, while the broader real estate industry contracted by -0.9%. The company is leveraging technology, M&A, and higher attach rates on post-sale services to drive both top-line and EBITDA growth.

Compass: Massive Leaps In Market Share

CNBC Television

Compass CEO: There's more housing inventory now than anytime in the last 6 years

Compass CEO Robert Reffkin tells CNBC that housing inventory nationwide is back to where it was before the pandemic. But certain markets, like New York City, have seen rentals prices surge in the last year, he adds.

Compass CEO: There's more housing inventory now than anytime in the last 6 years

CNBC Television

Compass CEO Robert Reffkin: There's more inventory than any time in the last six years

Robert Reffkin, Compass CEO, joins 'Squawk Box' to discuss the company's quarterly earnings results, state of the real estate market, housing affordability concerns, and more.

Compass CEO Robert Reffkin: There's more inventory than any time in the last six years

Compass, Inc. (COMP) Q2 2025 Earnings Call Transcript

Compass, Inc. (NYSE:COMP ) Q2 2025 Earnings Conference Call July 30, 2025 5:00 PM ET Company Participants Soham Jairaj Bhonsle - Head of IR Robert L. Reffkin - Founder, Chairman & CEO Kalani Reelitz - CFO Conference Call Participants Bernard Jerome McTernan - Needham & Company, LLC Jason Stuart Helfstein - Oppenheimer & Co. Inc. Nick McAndrew - Zelman & Associates LLC Alec Reid Brondolo - Wells Fargo Securities, LLC Christopher Louis Kuntarich - UBS Investment Bank Michael Ng - Goldman Sachs Group, Inc. Elizabeth Ann Langan - Barclays Bank PLC Operator Ladies and gentlemen, thank you for joining us, and welcome to the Compass Second Quarter 2025 Earnings Call.

Compass, Inc. (COMP) Q2 2025 Earnings Call Transcript

Zacks Investment Research

Compass, Inc. (COMP) Matches Q2 Earnings Estimates

Compass, Inc. (COMP) came out with quarterly earnings of $0.07 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.04 per share a year ago.

Compass, Inc. (COMP) Matches Q2 Earnings Estimates

Compass, Inc. Reports Record Second Quarter 2025 Results

GAAP Net Income Grew 90.3% YoY to a Record $39.4 Million Operating Cash Flow Grew to a Record $72.8 Million Quarterly Market Share Grew 96bps YoY to a Record 6.09% 832 Principal Agents Joined Compass in Q2; An All-time High NEW YORK , July 30, 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 second quarter ended June 30, 2025. "Compass delivered the best quarterly results in our history, marked by ten all-time highs, including market share, Revenue, GAAP Net Income, Adjusted EBITDA2, Adjusted EBITDA Margin, Free Cash Flow3, T&E revenue, T&E attach, and weekly agent sessions on the platform," said Robert Reffkin, Founder and Chief Executive Officer of Compass.

Compass, Inc. Reports Record Second Quarter 2025 Results

Christie's International Real Estate Reveals its Ten Most Noteworthy Home Sales from the First Half of 2025

Activity at the highest end of the residential market remains strong even in the face of economic uncertainty around the world Activity at the highest end of the residential market remains strong even in the face of economic uncertainty around the world

Christie's International Real Estate Reveals its Ten Most Noteworthy Home Sales from the First Half of 2025

See News Rankings

Charts implemented using Lightweight Charts™