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Upturn AI SWOT - About
Compass Inc (COMP)
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Upturn Advisory Summary
08/07/2025: COMP (3-star) is a STRONG-BUY. BUY since 14 days. Profits (18.13%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
9 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $8.95
1 Year Target Price $8.95
| 2 | Strong Buy |
| 2 | Buy |
| 5 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -6.31% | Avg. Invested days 24 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/07/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.34B USD | Price to earnings Ratio - | 1Y Target Price 8.95 |
Price to earnings Ratio - | 1Y Target Price 8.95 | ||
Volume (30-day avg) 9 | Beta 2.61 | 52 Weeks Range 4.09 - 10.25 | Updated Date 08/7/2025 |
52 Weeks Range 4.09 - 10.25 | Updated Date 08/7/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.1 |
Earnings Date
Report Date 2025-07-29 | When Before Market | Estimate 0.0824 | Actual 0.16 |
Profitability
Profit Margin -0.85% | Operating Margin (TTM) 1.94% |
Management Effectiveness
Return on Assets (TTM) -4.36% | Return on Equity (TTM) -9.56% |
Valuation
Trailing PE - | Forward PE 50 | Enterprise Value 4702531002 | Price to Sales(TTM) 0.69 |
Enterprise Value 4702531002 | Price to Sales(TTM) 0.69 | ||
Enterprise Value to Revenue 0.75 | Enterprise Value to EBITDA 101.13 | Shares Outstanding 515743008 | Shares Floating 456503765 |
Shares Outstanding 515743008 | Shares Floating 456503765 | ||
Percent Insiders 1.99 | Percent Institutions 75.37 |
Upturn AI SWOT
Compass Inc
Company Overview
History and Background
Compass Inc., founded in 2012, aimed to modernize the real estate industry with technology. Initially focused on New York City, it expanded rapidly through acquisitions and organic growth, becoming a major player in the US real estate brokerage market. Its growth was fueled by substantial venture capital funding.
Core Business Areas
- Residential Real Estate Brokerage: Compass operates as a real estate brokerage firm, representing buyers and sellers in residential property transactions. Agents use Compass's technology platform to manage listings, communicate with clients, and analyze market data.
- Ancillary Services: Compass also offers ancillary services such as mortgage, title, and escrow services. These services are typically offered through partnerships or acquired businesses.
Leadership and Structure
Robert Reffkin is the founder and CEO. The company has a typical corporate structure with various departments like technology, sales, marketing, finance, and operations. Leadership also includes a board of directors.
Top Products and Market Share
Key Offerings
- Compass Platform: A proprietary technology platform provided to Compass agents. Features include CRM, marketing tools, data analytics, and listing management. Difficult to ascertain exact platform specific revenue contribution. Competitors include Realogy (now Anywhere Real Estate), Zillow, Redfin, and eXp Realty.
- Real Estate Brokerage Services: Traditional real estate brokerage services, including listing properties for sale, representing buyers, and negotiating deals. Generates the bulk of Compass' revenue. Market share data detailed below. Competitors include Anywhere Real Estate (Coldwell Banker, Century 21), RE/MAX, Redfin, and eXp Realty.
Market Dynamics
Industry Overview
The real estate industry is highly competitive and cyclical, influenced by interest rates, economic growth, and consumer confidence. Technological disruption is increasing, with online platforms and data analytics playing a growing role. Consolidation is ongoing.
Positioning
Compass aims to differentiate itself through its technology platform and agent-centric approach. It competes with traditional brokerages, online platforms, and discount brokerages. The company is known for attracting top agents.
Total Addressable Market (TAM)
The US residential real estate market is a multi-trillion dollar market. Compass is positioned to capture a portion of the brokerage commissions, as well as revenue from adjacent services. Estimated TAM is difficult to pinpoint exactly but is several trillions annually.
Upturn SWOT Analysis
Strengths
- Technology Platform
- Strong Brand Recognition
- Attraction of Top Agents
- National Footprint
- Significant Venture Capital Investment (Early Stage)
Weaknesses
- Lack of Profitability
- High Operating Expenses
- Dependence on Agent Commissions
- Intense Competition
- Technology Adoption rate of agents
Opportunities
- Expansion of Ancillary Services
- Increased Market Share
- Further Technological Innovation
- Strategic Acquisitions
- International Expansion
Threats
- Economic Downturn
- Rising Interest Rates
- Increased Competition
- Technological Disruption by Competitors
- Changing Consumer Preferences
Competitors and Market Share
Key Competitors
- ANY
- RMAX
- RDFN
- EXPI
Competitive Landscape
Compass has a strong technology platform but faces intense competition from established players and disruptors. Its ability to achieve profitability and sustain growth is critical. Its strong tech platform is a differentiating factor, which is necessary to reduce operating expenses in the long-term.
Major Acquisitions
Pacific Union International
- Year: 2018
- Acquisition Price (USD millions):
- Strategic Rationale: Expanded Compass's presence in the California market and added a significant number of agents.
Growth Trajectory and Initiatives
Historical Growth: Compass experienced rapid growth in its early years, driven by acquisitions and expansion into new markets.
Future Projections: Analyst projections vary, with some expecting continued revenue growth and eventual profitability. Success depends on Compass achieving economies of scale and improving its operating efficiency.
Recent Initiatives: Focus on cost reduction, improving agent productivity, and expanding ancillary services. Strategic initiatives typically are in relation to reducing operating expenses.
Summary
Compass is a technology-focused real estate brokerage with a strong brand and ambitious goals. While it has achieved significant revenue growth, profitability remains a major challenge. To enhance its financial outlook, Compass must continue to innovate its platform, reduce costs, and capitalize on opportunities in ancillary services. The company faces intense competition and must carefully navigate the cyclical nature of the real estate market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is based on publicly available information and should not be considered investment advice. Market share data is based on available estimates and may not be precise. All information is subject to change.
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 Inc
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2021-04-01 | Founder, Chairman & CEO Mr. Robert L. Reffkin | ||
Sector Real Estate | Industry Real Estate Services | Full time employees 2566 | Website https://www.compass.com |
Full time employees 2566 | Website https://www.compass.com | ||
Compass, Inc. provides real estate brokerage services in the United States. It operates the Compass Platform, a technology platform that provides an integrated suite of cloud-based software for customer relationship management, marketing, client service, brokerage services, and other functionalities for the real estate industry; and the CIRE platform, a multi-tenant technology platform for affiliates and its agents. The company also offers mobile apps that allow agents to manage their business anytime and anywhere, as well as designs consumer-grade user interfaces, automated and simplified workflows for agent-client interactions, and insight-rich dashboards and reports. In addition, it provides full-service title, escrow, and settlement services to the agents' clients, real estate companies, and financial institutions relating to the closing of home purchases as well as the refinancing of home loans; and Compass Concierge, a program in which provides home sellers access to capital to front the cost of home improvement services. The company was formerly known as Urban Compass, Inc. and changed its name to Compass, Inc. in January 2021. Compass, Inc. was incorporated in 2012 and is headquartered in New York, New York.
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