Compass: Strong Scale Advantage [Seeking Alpha]
Compass, Inc. Class A (COMP)
Company Research
Source: Seeking Alpha
COMP's proprietary, integrated technology stack enables superior agent retention (90%) and structural cost advantage versus fragmented, sub-scale competitors. Balance sheet leverage (~4.4x) is mitigated by $300M cost synergies and strong free cash flow, targeting sub-1.5x by 2028. Despite macro and regulatory risks, conservative valuation supports a ~$16/share target, reflecting credible deleveraging and sustainable growth. Justin Paget/DigitalVision via Getty Images Investment overview I give a buy rating for Compass, Inc. ( COMP ), as the combined entity widens COMP's lead vs. sub-scale players, putting it in a much more solid position to scale further. Regarding the balance sheet concern, with This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I
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COMP
News
- COLDWELL BANKER COMMERCIAL AFFILIATES ANNOUNCES 2025 YEAR-END AWARD WINNERSPR Newswire
- PETTINGELL PROFESSIONALS NAMED COLDWELL BANKER REALTY'S NO. 1 DUO IN THE NATION FOR SECOND YEARPR Newswire
- Coldwell Banker Real Estate Announces 2025 Year-End Award WinnersPR Newswire
- Compass (NYSE:COMP) was upgraded by analysts at The Goldman Sachs Group, Inc. to a "hold" rating.MarketBeat
- Compass (NYSE:COMP) was given a new $14.00 price target on by analysts at The Goldman Sachs Group, Inc..MarketBeat
COMP
Earnings
- 11/4/25 - Beat
COMP
Sec Filings
- 2/4/26 - Form 4
- 1/30/26 - Form D
- 1/26/26 - Form 144
- COMP's page on the SEC website