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Upturn AI Summary - About
Compass Diversified Holdings(CODI)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CODI
11/09/2026: CODI (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Compass Diversified Holdings is a publicly traded partnership that manages a diverse portfolio of middle-market businesses, offering investors a unique hybrid between a private equity firm and an operating company. Its primary strength lies in its permanent capital structure, which allows for long-term ownership and steady cash flow distributions. The investment story centers on acquiring and growing brands while maintaining a consistent dividend for shareholders. However, the company faces risks from holding-company leverage and potential sensitivity to interest rate fluctuations. It is best suited for income-focused investors who can tolerate some volatility, and stakeholders should monitor debt levels and the performance of its core branded consumer subsidiaries.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Growth is dependent on successful M&A cycles rather than rapid organic expansion. |
| Momentum investor | Weak fit | The stock tends to be yield-driven rather than momentum-based. |
| Value investor | Strong fit | The company is often priced based on its cash-generating subsidiary portfolio. |
| Dividend investor | Strong fit | Consistent distribution history makes it a primary consideration for income-focused portfolios. |
| Low-risk investor | Mixed fit | Leverage at the holding company level adds risk that may not suit conservative investors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | Market fluctuations can impact the valuation of the underlying private portfolio. |
| Valuation risk | Medium | Asset valuations depend on internal assessments of private company performance. |
| Competition risk (PE and BDC firms) | High | Intense competition for acquisitions can drive up prices and compress returns. |
| Business quality | Medium | Dependence on the performance of a diverse group of mid-market firms. |
| Dividend income | Medium / high | Distributions are dependent on subsidiary cash flow and debt obligations. |
| Execution risk | Medium | Integrating acquisitions and managing diverse business units is complex. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit -37.28% | Avg. Invested days 31 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/09/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 850.92M USD | Price to earnings Ratio - | 1Y Target Price 17 |
Price to earnings Ratio - | 1Y Target Price 17 | ||
Volume (30-day avg) 669.6K shares | Beta 1.29 | 52 Weeks Range 4.58 - 13.25 | Updated Date 11/08/2026 |
52 Weeks Range 4.58 - 13.25 | Updated Date 11/08/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.79 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Branded Consumer | Subsidiaries like 5.11 Tactical and PrimaLoft. | The company earns profit from sales of specialized consumer and tactical gear brands. |
| Niche Industrial | Manufacturing and testing service companies. | This segment generates revenue from business-to-business industrial solutions. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-11-04 | When After Market | Estimate 0.06 | Actual 0.08 |
Profitability
Profit Margin 0.04% | Operating Margin (TTM) 7.6% |
Management Effectiveness
Return on Assets (TTM) 1.09% | Return on Equity (TTM) -1.09% |
Valuation
Trailing PE - | Forward PE 11.88 | Enterprise Value 2.76B | Price to Sales(TTM) 0.49 |
Enterprise Value 2.76B | Price to Sales(TTM) 0.49 | ||
Enterprise Value to Revenue 1.59 | Enterprise Value to EBITDA 11.12 | Shares Outstanding 75.24M | Shares Floating 66.90M |
Shares Outstanding 75.24M | Shares Floating 66.90M | ||
Percent Insiders 11.42 | Percent Institutions 76.29 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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