LIVE

COMP

Compass, Inc.

COMP

NYSE·Technology·Software - Application·Mkt cap $7.6B

$12.62

+0.56%

View full research view

Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

View research view

52-Week Range

$6.12 - $13.96

P/E

725.29

Fwd P/E

64.88

Beta

2.44

Div Yield

0.00%

Avg Vol

14.3M

Shares Out

562.1M

Mkt Cap

$7.6B

Price action

Price chart

Up 98.3% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Integrated all-in-one platform reducing agent reliance on multiple vendors
  • Mobile-first technology enabling agents to manage business anywhere
  • Network effects from growing agent base and market data insights
  • Brand recognition and venture capital backing for market expansion

Bear Case

2 risks

  • High volatility (beta 2.4). Larger-than-normal price swings expected.
  • Extreme premium - high expectations embedded

Growth

Strong growth ahead

Expansion of agent base across U.S. markets

Value

Extreme premium - high expectations embedded

Momentum

Hot

+77.5% over 3m

Quality

Thin

Excellent business quality

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: May 6, 2026

Q2 26 RECAP

MAY 5, 2026

Reported EPS of $0.03 vs -$0.17 consensus (+117.7% surprise). Revenue of $2.7B vs $2.7B expected (+1.4%). Beat on both top and bottom lines.

EPS beat +117.7%
Rev beat +1.4%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+117.7%

Next: May 6, 2026

Revenue trend · last 8Q

+26%

+29%

+21%

+24%

+23%

+99%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$1.7B

$1.5B

$1.4B

$1.4B

$2.1B

$1.8B

$1.7B

$2.7B

Margins · last 8Q

Gross

Operating

Profit

0.8%

Wall Street consensus

5 analysts · 60% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

3

60%

Hold

2

40%

Sell

0%

Median Price Target

$12.00

-4.9% vs $12.62

Low $12.00
Median $12.00
High $12.50

Latest: Morgan Stanley · $12.50 · May 6, 2026

3 analysts covering

vs Industry

How COMP stacks vs Software - Application

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.