Compass, Inc. (COMP)
NYSEReal EstateReal Estate ServicesSnapshot 2026-07-31
Reading COMP? Create a free portfolio, then add this holding for ongoing Reports and tracking. Track it in a free portfolio. No credit card.
Create your account →NYSEReal EstateReal Estate ServicesSnapshot 2026-07-31
Reading COMP? Create a free portfolio, then add this holding for ongoing Reports and tracking. Track it in a free portfolio. No credit card.
Create your account →Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Real Estate is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Management is running behind on a stated commitment.
View ThesisRevenue growth is accelerating — up about 40% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 27%, softest on returns on capital.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 3% on a typical day and fell roughly 51% in its worst 12-month stretch.
View RiskCOMP's revenue growth must continue to justify its current price. The company posted a 7.1% growth in fiscal Q3 and affirmed its revenue guidance of $4.0B-$4.2B. It trades at 22× P/E, which is slightly above the 19× peer median. This suggests the price reflects modest growth expectations compared to our view. The risk lies in management's failure to meet its commitments, as it is currently behind. Peer multiples imply a price about 6% below where it trades. This read is provisional.
Trailing returns as of 2026-07-31. COMP is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 12 analysts currently covering COMP (as of Jul 2026).
Based on 4 Wall Street analysts offering 12-month price targets for COMP in the last 4 months.
A consensus fair price across 4 valuation methods, at three horizons. As of 2026-08-01. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Real Estate Services — fair value, gap to price, and forward P/E.
Advances: Revenue guidance of $4.0B-$4.2B for Q2 2026
Affirmation of guidance supports revenue growth expectations.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-31. EPS is implied from price ÷ P/E. Not investment advice.
Current $11.39
The last 12 months of price, then the range of analyst 12-month targets from today’s $11.39.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
