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Upturn AI SWOT - About
CODI 
Compass Diversified Holdings (CODI)
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Upturn Advisory Summary
10/23/2025: CODI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
4 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $14
1 Year Target Price $14
| 1 | Strong Buy |
| 0 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -21.28% | Avg. Invested days 41 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/23/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 547.72M USD | Price to earnings Ratio - | 1Y Target Price 14 |
Price to earnings Ratio - | 1Y Target Price 14 | ||
Volume (30-day avg) 4 | Beta 1.07 | 52 Weeks Range 5.98 - 23.68 | Updated Date 10/23/2025 |
52 Weeks Range 5.98 - 23.68 | Updated Date 10/23/2025 | ||
Dividends yield (FY) 12.44% | Basic EPS (TTM) -1.25 |
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 2025-10-29 | When - | Estimate 0.61 | Actual - |
Profitability
Profit Margin 0.58% | Operating Margin (TTM) 9.77% |
Management Effectiveness
Return on Assets (TTM) 4.12% | Return on Equity (TTM) 2.74% |
Valuation
Trailing PE - | Forward PE 7.87 | Enterprise Value 2635218893 | Price to Sales(TTM) 0.25 |
Enterprise Value 2635218893 | Price to Sales(TTM) 0.25 | ||
Enterprise Value to Revenue 1.2 | Enterprise Value to EBITDA 7.71 | Shares Outstanding 75235966 | Shares Floating 66683894 |
Shares Outstanding 75235966 | Shares Floating 66683894 | ||
Percent Insiders 11.5 | Percent Institutions 64.97 |
Upturn AI SWOT
Compass Diversified Holdings
Company Overview
History and Background
Compass Diversified Holdings (CODI) was founded in 1998. Initially focused on acquiring and managing middle-market businesses, it transitioned to a permanent capital vehicle, aiming for long-term value creation through consistent cash distributions and capital appreciation.
Core Business Areas
- Branded Consumer: This segment includes businesses focused on designing, marketing, and distributing branded consumer products. Examples include niche food, performance outdoor apparel, and baby products.
- Industrial: This segment encompasses businesses that manufacture and market a diverse range of industrial products. The business has companies operating in advanced wound care, custom-molded protective solutions and engineered components used in various end markets.
Leadership and Structure
Elias Sabo is the CEO. The company operates with a decentralized structure, with individual portfolio companies maintaining their own management teams and operational autonomy. Compass Diversified Holdings provides strategic oversight and capital allocation.
Top Products and Market Share
Key Offerings
- 5.11 Tactical: A provider of tactical apparel and gear to law enforcement, military, and public safety professionals. Competitors include Under Armour, Vertx, and Tru-Spec. They hold a significant market share in the tactical apparel segment, but data is fragmented.
- Market Share Data: Estimated market share of 10-15% in the tactical apparel market.
- Market Share Data: Estimated market share of 10-12% in the target shooting and archery.
- Velocity Outdoor: Designer, manufacturer and supplier of airguns, archery products, and other outdoor sporting goods. Competitors include Crosman, Barnett, and Excalibur. Sales account for a significant portion of the company's revenue.
- Advanced Circuits: A leading provider of PCB manufacturing services, serving various industries including aerospace, defense, and medical. Competitors include TTM Technologies and Sanmina Corporation.
- Market Share Data: Specific market share data is proprietary, but it is a leading player in the North American PCB market.
Market Dynamics
Industry Overview
The industries in which CODI operates are diverse, ranging from consumer goods to industrial manufacturing. These industries are subject to macroeconomic trends, technological advancements, and changing consumer preferences.
Positioning
CODI positions itself as a long-term investor in established, profitable businesses. Its competitive advantage lies in its permanent capital structure and decentralized operating model, allowing portfolio companies to focus on growth and profitability.
Total Addressable Market (TAM)
The TAM varies significantly across CODI's portfolio companies. Given the diverse segments, an aggregate TAM is challenging to estimate precisely. CODI focuses on capturing market share within each individual segment, striving for leadership positions.
Upturn SWOT Analysis
Strengths
- Permanent capital structure
- Diversified portfolio
- Decentralized operating model
- Experienced management team
- Focus on established, profitable businesses
Weaknesses
- Dependence on performance of portfolio companies
- Exposure to economic cycles
- Potential for underperformance in certain segments
- Complexity of managing a diverse portfolio
Opportunities
- Acquisition of additional attractive businesses
- Expansion into new markets and product lines
- Organic growth within existing portfolio companies
- Capitalizing on industry consolidation
Threats
- Economic downturn
- Increased competition
- Changes in consumer preferences
- Disruptive technologies
- Rising interest rates
Competitors and Market Share
Key Competitors
- Brookfield Business Partners (BBU)
- Huron Capital
- The Carlyle Group (CG)
Competitive Landscape
CODI's competitive advantages include its permanent capital structure and decentralized operating model. Disadvantages include dependence on the performance of portfolio companies and exposure to economic cycles.
Major Acquisitions
Lugano Diamonds
- Year: 2024
- Acquisition Price (USD millions): 256
- Strategic Rationale: Expand the branded consumer portfolio with a high-end jewelry business.
Growth Trajectory and Initiatives
Historical Growth: CODI's historical growth has been driven by acquisitions and organic growth within its portfolio companies.
Future Projections: Future growth is expected to be driven by continued acquisitions and organic growth initiatives.
Recent Initiatives: Recent initiatives include strategic acquisitions aimed at expanding into attractive markets.
Summary
Compass Diversified Holdings has strength in its diversified portfolio and decentralized operations, yet faces challenges from economic cycles and reliance on its individual companies' performance. Its permanent capital structure allows it to capitalize on long-term opportunities. Macroeconomic threats and increasing competition can impact results. Strategic acquisitions will continue to propel growth, but require careful financial management and integration.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions and company performance can change rapidly.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Compass Diversified Holdings
Exchange NYSE | Headquaters Westport, CT, United States | ||
IPO Launch date 2006-05-11 | CEO & Director Mr. Elias Joseph Sabo | ||
Sector Industrials | Industry Conglomerates | Full time employees 3340 | |
Full time employees 3340 | |||
Compass Diversified is a private equity firm specializing in add on acquisitions, buyouts, industry consolidation, recapitalization, late stage, and middle market investments. It seeks to invest in leading industrial or branded consumer companies, textiles, Apparel and Luxury goods, trading companies and distributors, manufacturing, distribution, consumer discretionary, commercial services and supplies, consumer products, capital good, Leisure Product, consumer service, consumer staples, household durables, business services sector, infrastructure healthcare, safety & security, electronic components, food, and foodservice. The firm prefers to invest in companies based in North America. It seeks to invest between $80 million to$800 million and EBITDA starting from $10 million per annum. It seeks to acquire controlling ownership interests in its portfolio companies and can make additional platform acquisitions. The firm prefer to have controlled and majority stake in companies. The firm invests through its balance sheet and typically holds investments between five to seven years. Compass Diversified was incorporated in 2005 and is based in Westport, Connecticut with an additional office in Costa Mesa, California.
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