CompassCOMP
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: 2,549
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
135% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 26
102% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 46
73% more capital invested
Capital invested by funds: $1.24B [Q2] → $2.15B (+$910M) [Q3]
17% more funds holding in top 10
Funds holding in top 10: 6 [Q2] → 7 (+1) [Q3]
16% more funds holding
Funds holding: 209 [Q2] → 243 (+34) [Q3]
11% more call options, than puts
Call options by funds: $24.7M | Put options by funds: $22.2M
2.84% less ownership
Funds ownership: 72.5% [Q2] → 69.66% (-2.84%) [Q3]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Needham Bernie McTernan 70% 1-year accuracy 95 / 135 met price target | 48%upside $10 | Buy Reiterated | 16 Jan 2025 |
Barclays Matthew Bouley 44% 1-year accuracy 30 / 68 met price target | 4%upside $7 | Equal-Weight Maintained | 11 Dec 2024 |
Goldman Sachs Michael Ng 65% 1-year accuracy 15 / 23 met price target | 18%upside $8 | Buy Maintained | 3 Dec 2024 |
Oppenheimer Jason Helfstein 71% 1-year accuracy 36 / 51 met price target | 41%upside $9.50 | Outperform Maintained | 3 Dec 2024 |
UBS Lloyd Walmsley 76% 1-year accuracy 13 / 17 met price target | 4%downside $6.50 | Neutral Maintained | 22 Oct 2024 |
Financial journalist opinion
Based on 8 articles about COMP published over the past 30 days