CODI
Compass Diversified NYSE Listed May 18, 2006$10.11
+1.92%
vs $9.92
Mkt Cap $760.6M
52w Low $4.65
69.7% of range
52w High $12.48
50d MA $11.18
200d MA $7.69
P/E (TTM)
—
EV/EBITDA
83.4x
P/B
1.3x
Debt/Equity
4.2x
ROE
-16.1%
P/FCF
-14.9x
RSI (14)
30.10
ATR (14)
$0.42
Beta
0.98
50d MA
$11.18
200d MA
$7.69
Avg Volume
1.0M
Compass Diversified is a private equity firm specializing in add on acquisitions, buyouts, industry consolidation, recapitalization, late stage and middle market investments. It seeks to invest in niche industrial or branded consumer companies, manufacturing, distribution, consumer products, business services sector, safety & security, electronic components, food, foodservice. The firm prefers to invest in companies based in North America. It seeks to invest between $100 million and $800 million in companies with an EBITDA between $15 million to $80 million. It seeks to acquire controlling ownership interests in its portfolio companies and can make additional platform acquisitions. The firm prefer to have majority stake in companies. The firm invests through its balance sheet and typically holds investments between five to seven years. Compass Diversified was founded in 2005 and is based in Westport, Connecticut with an additional office in Costa Mesa, California.
301 Riverside Avenue · Westport, CT 06880 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 6, 2026 | AMC | -0.06 | 0.12 | +300.0% | 11.62 | +3.0% | +3.5% | +3.7% | -2.2% | -2.0% | -0.8% | — |
| Feb 26, 2026 | AMC | 0.13 | 0.60 | +361.5% | 8.36 | -0.2% | -10.4% | -2.3% | -4.4% | +1.4% | -3.2% | — |
| Jan 14, 2026 | AMC | 0.61 | -0.92 | -250.8% | 5.39 | -9.8% | +0.2% | +3.3% | -6.1% | +2.5% | +7.3% | — |
| Feb 27, 2025 | AMC | 0.56 | 0.62 | +10.7% | 20.12 | +0.1% | +8.8% | -2.7% | -4.1% | -0.6% | -0.5% | — |
| Oct 30, 2024 | AMC | 0.54 | 0.43 | -20.4% | 20.60 | +2.1% | +5.3% | -3.1% | +0.0% | +1.2% | +7.0% | — |
| Jul 31, 2024 | AMC | 0.50 | 0.92 | +84.0% | 24.06 | -2.1% | -10.7% | +0.1% | -5.9% | +0.2% | +0.0% | — |
| May 1, 2024 | AMC | 0.46 | 0.46 | +0.0% | 22.57 | -1.6% | -5.5% | +1.6% | +1.9% | +0.2% | -0.2% | — |
| Feb 28, 2024 | AMC | 0.40 | 0.32 | -20.0% | 22.56 | +1.8% | +2.0% | +0.4% | +0.4% | +0.9% | +1.5% | — |
| Nov 2, 2023 | AMC | 0.42 | 0.38 | -9.5% | 17.84 | +1.5% | +5.0% | -1.0% | +0.4% | -0.2% | -0.8% | — |
| Aug 2, 2023 | AMC | 0.39 | 0.49 | +25.6% | 22.12 | +0.5% | +1.1% | -0.8% | -0.3% | -0.9% | +1.2% | — |
| May 3, 2023 | AMC | 0.36 | 0.29 | -19.4% | 18.15 | +8.8% | +3.6% | +1.1% | -0.7% | -0.5% | +1.3% | — |
| Mar 1, 2023 | AMC | 0.42 | 0.31 | -26.2% | 21.51 | -3.8% | -4.1% | +0.8% | -3.7% | -1.3% | +0.8% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 7 | B. Riley Securities | Maintains | Neutral → Neutral | — | $9.55 | $9.90 | +3.7% | +0.6% | -0.1% | +2.5% | -0.5% | +4.1% |
| Mar 3 | B. Riley Securities | Maintains | Neutral → Neutral | — | $7.32 | $6.80 | -7.1% | -4.4% | +1.4% | -3.2% | -7.9% | +1.7% |
| Jan 21 | B. Riley Securities | Maintains | Neutral → Neutral | — | $5.24 | $5.24 | +0.0% | +2.5% | +7.3% | +5.9% | +3.1% | +9.2% |
| May 8 | B. Riley Securities | Downgrade | Buy → Neutral | — | $17.25 | $8.50 | -50.7% | -62.0% | +6.3% | +0.9% | +9.1% | +4.0% |
| Mar 7 | BofA Securities | Maintains | Buy → Buy | — | $23.76 | $24.45 | +2.9% | +2.7% | +0.7% | -1.7% | -1.0% | -1.6% |
| Mar 5 | Oppenheimer | Maintains | Perform → Perform | — | $23.18 | $23.05 | -0.6% | +0.9% | +1.5% | +2.7% | +0.7% | -1.7% |
| Apr 8 | B. Riley Securities | Maintains | Buy → Buy | — | $23.48 | $23.93 | +1.9% | +3.8% | -2.5% | +0.2% | +0.5% | -0.0% |
| Sep 14 | Oppenheimer | Maintains | Perform → Perform | — | $30.00 | $29.40 | -2.0% | -0.6% | +1.0% | -0.4% | -1.6% | -0.8% |
| Apr 22 | Jefferies | Maintains | Buy → Buy | — | $18.18 | $19.00 | +4.5% | +0.2% | +1.6% | +5.3% | +2.0% | +0.0% |
| Aug 2 | Raymond James | Downgrade | Outperform → Market Perform | — | $19.15 | $18.50 | -3.4% | -1.3% | -2.6% | +1.3% | +3.8% | -0.2% |
| Jul 29 | Roth Capital | Maintains | Buy → Buy | — | $19.51 | $19.65 | +0.7% | +0.2% | +2.4% | -4.0% | -0.3% | -1.3% |
| Jul 20 | SunTrust Robinson Humphrey | Maintains | Buy → Buy | — | $16.60 | $16.77 | +1.0% | +2.2% | -1.4% | +0.9% | +0.5% | +0.2% |
| Oct 27 | Janney Capital | Maintains | Neutral → Neutral | — | $16.70 | $16.41 | -1.7% | -0.5% | +0.1% | +0.1% | -1.2% | -1.5% |
| Aug 25 | BofA Securities | Maintains | Buy → Buy | — | $15.87 | $16.11 | +1.5% | +2.7% | -0.1% | +0.7% | +0.0% | +1.8% |
| Jul 1 | Jefferies | Maintains | Buy → Buy | — | $16.40 | $16.78 | +2.3% | +2.1% | -1.1% | -0.8% | +0.2% | +0.1% |
| Jun 30 | Jefferies | Maintains | Buy → Buy | — | $16.25 | $16.31 | +0.4% | +0.9% | +2.1% | -1.1% | -0.8% | +0.2% |
| Apr 13 | William Blair | Maintains | Outperform → Outperform | — | $17.13 | $17.25 | +0.7% | -0.7% | +2.9% | -0.2% | +0.2% | -0.2% |
| Mar 4 | Keefe Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $16.71 | $16.42 | -1.7% | -0.8% | -0.4% | -0.6% | -0.7% | +0.2% |
| Mar 4 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $16.71 | $16.42 | -1.7% | -0.8% | -0.4% | -0.6% | -0.7% | +0.2% |
| Sep 18 | Stifel | Downgrade | Buy → Hold | — | $15.19 | $14.85 | -2.2% | -3.6% | +1.8% | +0.1% | -0.3% | +0.2% |
No insider trades available.
8-K · 7.01
! Medium
Compass Diversified -- 8-K 7.01: Regulation FD Disclosure
Jun 11
8-K
Compass Diversified -- 8-K Filing
Compass Diversified completed a distribution of its Sterno home fragrance business to shareholders while maintaining majority ownership through Rimports, followed by a merger on May 1, 2026.
May 5
8-K
Unknown — 8-K Filing
CODI's board approved a $0.453125 quarterly distribution on Series A Preferred Shares, providing predictable income for preferred shareholders but signaling management confidence in maintaining this 7.25% yield.
Apr 1
8-K
Unknown — 8-K Filing
Codiac is divesting its Sterno home fragrance unit for ~$292.5M enterprise value while retaining majority control of the holding company, providing cash proceeds to reduce debt while maintaining upside participation.
Mar 30
8-K · 7.01
! Medium
Compass Diversified -- 8-K 7.01: Regulation FD Disclosure
CODI disclosed material non-public information to select parties, potentially creating information asymmetry that could disadvantage existing shareholders if the disclosed content materially affects valuation expectations.
Mar 3
8-K
Compass Diversified -- 8-K Filing
Compass Diversified reported 2025 full-year results showing solid operating performance across its diversified subsidiary portfolio, excluding Lugano, demonstrating resilience across varying economic conditions.
Feb 26
8-K
Compass Diversified -- 8-K Filing
Compass Diversified has amended an agreement, with full details provided in the attached exhibit, though the specific terms and business impact require reviewing the complete amendment document.
Feb 24
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Allspring Global Investments Holdings, Llc | 4,325,383 | $35M | — | Mar 2026 |
| 2 | Western Standard Llc | 3,137,156 | $25M | Added | Mar 2026 |
| 3 | D.e. Shaw & Co | 3,118,279 | $25M | Reduced | Mar 2026 |
| 4 | Morgan Stanley | 4,610,458 | $22M | Added | Dec 2025 |
| 5 | Vanguard Capital Management Llc | 2,196,923 | $17M | New | Mar 2026 |
| 6 | Divisadero Street Capital Management, Lp | 1,930,254 | $15M | New | Mar 2026 |
| 7 | Bank Of America Corp /de/ | 1,306,527 | $10M | Added | Mar 2026 |
| 8 | Ubs Group Ag | 672,773 | $5M | Added | Mar 2026 |
| 9 | Healthcare Of Ontario Pension Plan Trust Fund | 656,200 | $5M | Reduced | Mar 2026 |
| 10 | Jane Street Group, Llc | 995,068 | $5M | Added | Dec 2025 |
| 11 | Vanguard Portfolio Management Llc | 500,098 | $4M | New | Mar 2026 |
| 12 | Tudor Investment Corp | 460,897 | $4M | New | Mar 2026 |
| 13 | Natixis | 440,900 | $3M | Added | Mar 2026 |
| 14 | Marshall Wace, Llp | 421,861 | $3M | Reduced | Mar 2026 |
| 15 | Susquehanna International Group, Llp | 420,829 | $3M | Reduced | Mar 2026 |
| 16 | Russell Investments Group, Ltd. | 413,753 | $3M | Added | Mar 2026 |
| 17 | Aqr Capital Management Llc | 369,888 | $3M | Added | Mar 2026 |
| 18 | Northern Trust Corp | 366,131 | $3M | Reduced | Mar 2026 |
| 19 | Y-Intercept (Hong Kong) Ltd | 364,022 | $3M | Added | Mar 2026 |
| 20 | Sei Investments Co | 286,033 | $2M | Added | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$760.6M
Enterprise Value
$2.53B
P/E (TTM)
—
Forward P/E
126.38x
PEG Ratio
0.00x
P/B
1.33x
P/S
0.41x
P/FCF
-14.87x
EV/EBITDA
83.43x
Shares Out
75.2M
Financials (TTM)
Revenue
$1.85B
Net Income
-$227.2M
EBITDA
$30.4M
Free Cash Flow
-$51.1M
Op Cash Flow
-$6.8M
EPS Basic
$-3.05
EPS Diluted
$-3.81
EPS Forward
$0.08
Gross Margin
43.7%
Op Margin
1.4%
Net Margin
-12.3%
Balance Sheet
Total Assets
$3.04B
Total Liab.
$2.47B
Total Equity
$573.7M
Cash
$68.0M
LT Debt
$1.84B
Book Value/Sh
$7.62
Debt/Equity
4.25x
Current Ratio
2.42
Quick Ratio
1.26
Returns & Growth
ROE
-16.1%
ROA
-2.3%
ROIC
1.6%
Rev Growth YoY
+4.8%
EPS Growth YoY
-1426.1%
Price Returns
2W
-5.9%
1M
-3.9%
3M
+51.5%
6M
+54.2%
12M
+68.9%
Technicals
52W High
$12.48
52W Low
$4.65
50d MA
$11.18
200d MA
$7.69
RSI (14)
30.10
ATR (14)
$0.42
Beta
0.98
Avg Volume
1.0M
Dividends
Div Rate
$1.00
Div Yield
8.5%
Frequency
4
Ex-Div Date
Apr 17, 2025
Analyst Price Targets
Consensus
$15.00
High
$15.00
Low
$15.00
Median
$15.00
Data updated apr 25, 2026 2:28am
· Source: financialmodelingprep.com