Compass, Inc.

Compass, Inc.

COMPยทNYSE

$7.60

-0.066%
TechnologySoftware - Application

Compass, Inc. provides real estate brokerage services in the United States. It operates a cloud-based platform that provides an integrated suite of software for customer relationship management, marketing, client service, operations, and other functionality, as well as brokerage and adjacent services in the real estate industry. The company offers mobile apps that allow agents to manage their business anywhere as well as designs consumer-grade interfaces, an automated workflows for agent-client interactions. The company was formerly known as Urban Compass, Inc. and changed its name to Compass, Inc. in January 2021.Compass, Inc. was founded in 2012 and is headquartered in New York, New York.

At a Glance

Live Snapshot
Market Cap$4.62B
EPS-0.1000
P/E Ratio-76.00
Earnings Date07/29/2026
comp

Compass, Inc. Street Expectations Map

COMP ยท NYSE

Wall Street analysts project that COMP stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 14.06, with estimates ranging from a low of 12.00 to a high of 17.00.

Lowest Target
12.00
57.89%
Consensus Target
14.06
85.00%
Highest Target
17.00
123.68%

The consensus 1-year price target stands at 14.06, with estimates ranging from a low of 12.00 to a high of 17.00.

Analyst Consensus Analysis

Upside Potential

+85.0%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

35.6% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

comp

Compass, Inc. Forward Estimates of Revenue

COMP ยท NYSE
Latest Revenue
6.96B
FY 2025
Avg Estimate
7.78B
FY 2026
Estimate Range
7.74B - 7.81B
Analyst Spread

Forward Growth Analysis

Projected Growth+11.8%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

comp

Compass, Inc. Forward Estimates of Net Income

COMP ยท NYSE
Latest Net Income
-58.50M
FY 2025
Avg Estimate
96.14M
FY 2026
Estimate Range
75.74M - 116.53M
Analyst Spread

Forward Growth Analysis

Projected Growth+264.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread42%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

comp

Compass, Inc. Forward Estimates of EPS

COMP ยท NYSE
Latest EPS
-0.10
FY 2025
Avg Estimate
$0.20
FY 2026
Estimate Range
$0.15 - $0.23
Analyst Spread

Forward Growth Analysis

Projected Growth+297.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread41%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

comp

Compass, Inc. Forward Estimates of EBIT

COMP ยท NYSE
Latest EBIT
-50.80M
FY 2025
Avg Estimate
-523.12M
FY 2026
Estimate Range
-525.11M - -520.48M
Analyst Spread

Forward Growth Analysis

Projected Growth-929.8%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

comp

Compass, Inc. Forward Estimates of EBITDA

COMP ยท NYSE
Latest EBITDA
61.90M
FY 2025
Avg Estimate
-412.34M
FY 2026
Estimate Range
-413.90M - -410.25M
Analyst Spread

Forward Growth Analysis

Projected Growth-766.1%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

comp

Compass, Inc. Forward Estimates of SG&A Expense

COMP ยท NYSE
Latest SG&A Expense
978.70M
FY 2025
Avg Estimate
937.69M
FY 2026
Estimate Range
932.95M - 941.25M
Analyst Spread

Forward Growth Analysis

Projected Growth-4.2%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

comp

Compass, Inc. Insider Positioning

COMP ยท NYSE

During the last 12 months, insiders have sold $3.15M worth of COMP shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

150.1K

1.75M

Net Activity

-1.8M

-$1.75M

6-9 Months

Bought

0

0.00

Sold

107.6K

1.16M

Net Activity

-1.2M

-$1.16M

9-12 Months

Bought

0

0.00

Sold

26.1K

241.69K

Net Activity

-242K

-$242K

Top Buyers

No buying activity

Top Sellers

1
WSR

Wahlers Scott R.

Officer: Cfo

200.0K sharesโ€ข4 transactions

$2.30M

2
SBK

Serwin Bradley K

Officer: General Counsel

83.8K sharesโ€ข7 transactions

$849K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $3.15M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

2 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.