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: 2,566
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
148% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 27
63% more call options, than puts
Call options by funds: $15.8M | Put options by funds: $9.68M
56% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 66
16% more funds holding
Funds holding: 244 [Q3] → 282 (+38) [Q4]
3.93% more ownership
Funds ownership: 69.44% [Q3] → 73.37% (+3.93%) [Q4]
1% less capital invested
Capital invested by funds: $2.14B [Q3] → $2.12B (-$20.1M) [Q4]
29% less funds holding in top 10
Funds holding in top 10: 7 [Q3] → 5 (-2) [Q4]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
UBS Lloyd Walmsley 37% 1-year accuracy 7 / 19 met price target | 60%upside $11 | Buy Maintained | 11 Apr 2025 |
Goldman Sachs Michael Ng 32% 1-year accuracy 11 / 34 met price target | 60%upside $11 | Buy Maintained | 27 Mar 2025 |
Needham Bernie McTernan 43% 1-year accuracy 60 / 138 met price target | 75%upside $12 | Buy Reiterated | 14 Mar 2025 |
Barclays Matthew Bouley 36% 1-year accuracy 25 / 69 met price target | 31%upside $9 | Equal-Weight Maintained | 25 Feb 2025 |
Morgan Stanley Brian Nowak 42% 1-year accuracy 16 / 38 met price target | 24%upside $8.50 | Equal-Weight Maintained | 19 Feb 2025 |
Financial journalist opinion
Based on 4 articles about COMP published over the past 30 days
