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Upturn AI SWOT - About
CODI 
Compass Diversified Holdings (CODI)
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Upturn Advisory Summary
08/28/2025: 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 $18
1 Year Target Price $18
| 1 | Strong Buy |
| 0 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -8.83% | Avg. Invested days 44 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 540.95M USD | Price to earnings Ratio - | 1Y Target Price 18 |
Price to earnings Ratio - | 1Y Target Price 18 | ||
Volume (30-day avg) 4 | Beta 1.05 | 52 Weeks Range 5.98 - 23.68 | Updated Date 08/29/2025 |
52 Weeks Range 5.98 - 23.68 | Updated Date 08/29/2025 | ||
Dividends yield (FY) 13.28% | 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 - | When - | Estimate - | 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 7.9 | Enterprise Value 2674341595 | Price to Sales(TTM) 0.25 |
Enterprise Value 2674341595 | Price to Sales(TTM) 0.25 | ||
Enterprise Value to Revenue 1.22 | Enterprise Value to EBITDA 7.82 | Shares Outstanding 75236000 | Shares Floating 66683894 |
Shares Outstanding 75236000 | Shares Floating 66683894 | ||
Percent Insiders 11.5 | Percent Institutions 65.04 |
Upturn AI SWOT
Compass Diversified Holdings
Company Overview
History and Background
Compass Diversified Holdings (CODI) was founded in 1998 and went public in 2006. It focuses on acquiring and managing North American middle market businesses.
Core Business Areas
- Advanced Components: Designs, manufactures, and sells specialized, high-performance components and engineered solutions.
- Branded Consumer: Focuses on established branded consumer companies with leading market positions.
- Industrial: Includes businesses involved in the manufacturing and distribution of industrial products.
Leadership and Structure
Elias Sabo is the CEO. The company operates with a decentralized structure, with each subsidiary managed by its own leadership team.
Top Products and Market Share
Key Offerings
- Sterno Products: Sterno is a leading brand of portable cooking fuel. Market share is significant in the catering and food service industries. Competitors include generic fuel brands and alternative cooking methods.
- Velocity Outdoor: Velocity Outdoor portfolio includes archery (Ravon, CenterPoint, Crosman, GameFace) and outdoor products. Competitors include Bear Archery, TenPoint Crossbows, Barnett Crossbows.
Market Dynamics
Industry Overview
CODI operates in diverse sectors, including advanced manufacturing, branded consumer goods, and industrial products. Each sector has its own dynamics, driven by consumer spending, economic cycles, and technological advancements.
Positioning
CODI positions itself as a long-term owner of businesses, providing capital and support for growth. Its competitive advantage lies in its diversified portfolio and operational expertise.
Total Addressable Market (TAM)
The TAM across CODI's segments is substantial, encompassing billions of dollars. CODI aims to capture a growing share through strategic acquisitions and organic growth initiatives.
Upturn SWOT Analysis
Strengths
- Diversified portfolio
- Experienced management team
- Strong cash flow generation
- Operational expertise
Weaknesses
- Dependence on acquisitions for growth
- Exposure to economic cycles
- Integration risk of acquired companies
- High debt level
Opportunities
- Acquisition of attractive middle market businesses
- Expansion into new markets
- Organic growth initiatives
- Improved operational efficiencies
Threats
- Economic downturn
- Increased competition
- Rising interest rates
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- Bain Capital Specialty Finance (BCSF)
- HCI Equity Partners (Private)
- The Carlyle Group (CG)
Competitive Landscape
CODI competes with other private equity firms, holding companies, and strategic buyers for acquisitions. Its competitive advantage lies in its diversified portfolio and operational expertise.
Major Acquisitions
Altor Solutions
- Year: 2023
- Acquisition Price (USD millions): 85
- Strategic Rationale: Expands CODI's advanced components segment.
Growth Trajectory and Initiatives
Historical Growth: CODI's growth has been driven by acquisitions and organic growth within its portfolio companies.
Future Projections: Future growth is expected to come from continued acquisitions and organic growth. Analyst estimates vary based on economic conditions and company performance.
Recent Initiatives: Recent initiatives include strategic acquisitions and operational improvements within its portfolio companies.
Summary
Compass Diversified Holdings maintains a diversified portfolio across niche markets. Its key strength lies in generating cash flow, while its acquisition-dependent model poses integration and economic risks. Strategic acquisitions and effective operational improvements will drive future growth. Economic downturns and rising interest rates remain the primary threats, impacting consumer spending and borrowing costs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Industry Reports
- Company Investor Relations
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is approximate and may vary based on source. Financial performance data is based on publicly available information and may not be exhaustive.
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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