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Compass Diversified Holdings (CODI)
NYSEIndustrialsConglomeratesSnapshot 2026-06-16
Watch· this week
$10.15-1.07%
Close 2026-06-16 · 1-day change
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
The bottom line
Recent financial performance is neutral, and management's recent track record has been unsteady, with frequent disruptive corporate changes. The company was unprofitable over the past year, so its earnings quality can't be assessed, and it has a capital-unfriendly stance. Risk is elevated, and the sector backdrop is a headwind, while compared with sector peers, it is above typical. Peer multiples imply a price about 24% above where it trades (it looks cheap on this basis); the read is fair, but weakening. If CODI cuts guidance on the next call, that's a meaningful negative. This read is provisional.
as of 2026-06-16
Quick facts
- Exchange
- NYSE
- Sector
- Industrials
- Industry
- Conglomerates
- Market cap
- $773.43M
- Employees
- —
- IPO date
- 2005-12-14
- Next earnings
- 2026-08-03
Price
Daily closes. Earnings/event dots are placed inline.
Adjusted daily closes (split & dividend). Scroll over the chart to zoom; click a range to reset.
EarningsMaterial event
What's priced in
(what the market already expects)What it's worth (estimated)
A consensus fair price across 3 valuation methods, at three horizons. Current price $10.15. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
12-month· primaryfair
$13.32consensus
Range $13.28 – $30.46
vs price: -24% below
Method agreement — · 3 methods
No-growth: today's peer multiple on trailing earnings. The headline read.
3-yearinexpensive
$24.48consensus
Range $13.93 – $35.04
vs price: -59% below
Method agreement — · 2 methods
Embeds projected growth. Leans optimistic by design. Upside context.
5-yearinexpensive
How much to trust our fair value
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
Cheap vs peershigh confidence
At $10 CODI trades at 18× p/e, below its 23× p/e peer median. Our $13 fair value sits above the price; high confidence. Not investment advice.
Multiple (P/E)
18.1x
peer 23.4x · own history —
Premium
0.8x peer
Growth the price needs
-23%
our forecast -2%
Our fair value
$13.27
range $13.23 – $29.63
How this stock is priced
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Long-term · 1–3 yr
fairfair — but weakening12-month view
What's priced inJustified
The price implies about 23% below a flat-multiple fair value, below our forecast of about -2%. This describes what's priced in, not a forecast of the move.
Low fragilityrisk posture, not a price call
No fragility gates fired.
Historical context
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
How strong is the business
(quality & execution)Factor signals
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Recent financial performance
neutralOperating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated neutral grew net income 57% of the time over the next year (vs 64% for the rest of the cohort, n=4882).
35th pctl · Industrials
Earnings quality
loss makingOver the trailing year it converted -0.20x of net income into operating cash flow.
Macro sensitivity
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity.
Management & capital allocation
volatile29 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated volatile grew net income 59% of the time over the next year (vs 59% for the rest of the cohort, n=840).
Earnings setup & market context
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
Earnings setup · pre-print positioning
forward-looking
Strongly bullishEPS revised +93.8% / 30d, n=4for period ending 2026-06-30
Why this setup
Consensus revisions
EPS estimate $0.04 → $0.08 (+93.8% / 30d). 2 raised, 0 cut, 4 covering analysts.
Rating actions
0 upgrades, 0 downgrades / 30d. 40% of analysts rate Buy.
Material events
0 positive, 0 negative / 30d.
Sector context
Intermediate · WeeklySector phase: industrials is in maturing, with decelerating (~3.2 years in phase).
Sector regime (90d momentum): headwind.Management scorecard
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Long-term · 1–3 yr
Provisional
- Earnings discipline
- neutral
- Post-call reaction
- strong
A guidance track record builds as the company issues and delivers on guidance.
as of 2026-06-16
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Long-term · 1–3 yr
How bumpy is the path
(risk while you hold it)Risk: how this stock moves
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
Intermediate · WeeklyLong-term · 1–3 yr
On a typical day, $10k can swing ±$207.
How much price usually moves either way.
On a bad day, this stock has moved -$674.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $4,593.
Deepest peak-to-trough drop in the last year.
elevatedas of 2026-06-16
Past results, not a forecast. Not investment advice.
What would change the read
(catalysts & re-read triggers)What changed
The most important moves since the prior daily snapshot.
Short-term · Daily
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-06-16
What to watch next
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Intermediate · Weekly
- UpsideMedium confidenceMonthsactive 4d
Watch for the completion of the Sterno sale
Why it matters: Selling the business would give money for new investments and updates.
What confirms / what disproves
Confirms:The sale of Sterno's food service business is confirmed.
Disproves:The sale of Sterno is delayed or canceled.
Management priorities
News catalysts
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for CODI yet.
This sector is also watching
- Watch for impacts from upcoming FOMC decisions
- Watch for revenue growth speeding up in Industrials
What could change this view
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Intermediate · Weekly
Upside triggers
- If sector bellwethers like HON, MMM, and VMI keep beating earnings and guiding higher, the Industrials sector momentum should keep lifting CODI and other Industrials names. Worth watching these names for early signals.
- If CODI raises forward guidance on the next earnings call (currently REAFFIRMED as of 2026-06-11), that's a momentum boost. Street estimates typically follow guidance up and the stock tends to re-rate higher.
Downside triggers
- If CODI cuts guidance on the next call (currently REAFFIRMED as of 2026-06-11), that's a meaningful negative. The Street tends to walk down estimates and the stock usually takes a leg lower.
- If sector bellwethers like HON, MMM, and VMI start missing or guiding lower, the Industrials tailwind helping CODI and other Industrials names could fade. Watch these names for early warning.
- If GDP growth slows materially from the current 2.6% (say, below 2%), it hits CODI and other Industrials names harder than the average stock, since the sector is growth-sensitive.
Recent events
(material 8-K / filing activity)Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-06-116d agoItem 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers On June 8, 2026, Elias J. Sabo informed Compass Group Diversified Holdings LLC (the “Company”) and Compass Diversified Holdings (NYSE: CODI) (the “Trust” and, together with the Company, “CODI”), as well as Compass Group Management LLC (“CGM”) and Sostratus LLC (“Sostratus”), of his decision to retire from his position as the Chief Executive Officer…
Executive changeneutral
Score history
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
-2.5 vs last weeklatest as of 2026-06-16
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.