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Our Company Compass, Inc., d/b/a Compass International Holdings (the Company ), was incorporated in Delaware on October 4, 2012 under the name Urban Compass, Inc. On January 9, 2026, the Company completed its previously announced acquisition of Anywhere Real Estate Inc. ( Anywhere ) pursuant to the Agreement and Plan of Merger, dated as of September 22, 2025 (the Anywhere Merger Agreement ), wi…
$8.40
$0.07 (-0.83%)
Price from 14 days ago
The business is unprofitable at the operating level (-0.91% margin). The thesis depends entirely on whether and when it reaches sustainable profitability.
Revenue grew 23.7%, still solid.
At 420x earnings, the current multiple leaves limited room for execution misses or growth deceleration.
420.0x earnings, 34.0x FCF. The market is pricing in years of above-average growth. If that thesis breaks, downside from multiple compression alone could be 30%+. This is a stock where you're paying for the future, not the present.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$8.31B
▲ +23.7% YoY
Net Income (TTM)
$15M
▲ +62.1% YoY
Op. Margin
-4.34%
▲ +1.8pp YoY
ROIC
-20.52%
▲ +8.7pp YoY
Cash Flow & Balance Sheet
FCF (FY)
$203M
▲ +92.2% YoY
Op. Cash Flow (FY)
$217M
▲ +78.4% YoY
Net Debt
-$484M
Net Cash Position
Cash & Equiv.
$484M
5Y CAGR: +13.3%
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