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COMP

Compass, Inc.

COMP

NYSE·Real Estate·Real Estate - Services·Mkt cap $6.8B

$11.12

+0.54%

P/E

164.99

Mkt Cap

$6.8B

52-Wk Range

$6.37–$13.96

52-Week Range

$6.37 - $13.96

P/E

164.99

Fwd P/E

60.13

Beta

2.33

Div Yield

0.00%

Avg Vol

13.1M

Shares Out

562.1M

Mkt Cap

$6.8B

Price action

Price chart

Up 16.4% over the trailing year

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 2.3). 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

+46.7% over 3m

Quality

Thin

Strong fundamentals

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: Nov 3, 2026

Q3 26 RECAP

AUG 4, 2026

Reported EPS of $0.11 vs $0.08 consensus (+31.5% surprise). Revenue of $4.3B vs $4.1B expected (+4.7%). Beat on both top and bottom lines.

EPS beat +31.5%
Rev beat +4.7%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+31.5%

Revenue trend · last 8Q

+26%

+29%

+21%

+24%

+23%

+99%

+109%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$1.5B

$1.4B

$1.4B

$2.1B

$1.8B

$1.7B

$2.7B

$4.3B

Margins · last 8Q

Gross

-16.2%

Operating

-1.5%

Profit

-16.6%

Wall Street consensus

7 analysts · 71% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

5

71%

Hold

2

29%

Sell

0%

Median Price Target

Latest: Barclays · Aug 5, 2026

vs Industry

How COMP stacks vs Real Estate - Services

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

Industry comparison data unavailable for this stock.