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Upturn AI Summary - About
Compass Inc(COMP)
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 COMP
09/25/2026: COMP (5-star) is currently NOT-A-BUY. Pass it for now.
Compass Inc. is a real estate technology company that differentiates itself by offering an end-to-end software platform to residential real estate agents. Its core strengths lie in its high-quality agent network and its proprietary technology, which effectively supports agent productivity and brand loyalty. The primary investment story centers on the potential to capture more transaction value through its integrated platform as it scales. However, the company faces significant risks, including high operating costs, sensitivity to housing market cycles, and intense competition. Investors should monitor the company's progress toward sustained profitability and its ability to maintain agent retention in a changing competitive landscape.
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 | Compass is scaling its platform, but growth is heavily tied to the cyclical nature of the housing market. |
| Momentum investor | Strong fit while signal remains positive | The stock can exhibit high beta and respond sharply to housing market sentiment and technology adoption news. |
| Value investor | Weak fit | Profitability remains inconsistent, making it a challenging fit for traditional value-based metrics. |
| Dividend investor | Weak fit | The company does not pay dividends and prioritizes cash for expansion. |
| Low-risk investor | Weak fit | Exposure to real estate volatility and the company's early-stage profitability profile drive high risk. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock is susceptible to large swings based on interest rate news and housing data. |
| Valuation risk | Medium / high | Market sentiment heavily influences pricing, often leading to fluctuations based on growth expectations. |
| Competition risk (Real estate tech/brokerage) | High | Intense competition from established brokerages and digital-native platforms limits pricing power. |
| Business quality | Medium | While the technology is highly regarded, the brokerage model itself is capital-intensive and cyclical. |
| Dividend income | Low / none | There is no dividend income stream for investors. |
| Execution risk | Medium / high | Successfully scaling the platform while managing agent turnover is critical to long-term performance. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit 99.14% | Avg. Invested days 34 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/25/2026 |
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 Mid-Cap Stock | Market Capitalization 7.20B USD | Price to earnings Ratio 156.33 | 1Y Target Price 15.42 |
Price to earnings Ratio 156.33 | 1Y Target Price 15.42 | ||
Volume (30-day avg) 12.9M shares | Beta 2.33 | 52 Weeks Range 6.37 - 13.96 | Updated Date 09/26/2026 |
52 Weeks Range 6.37 - 13.96 | Updated Date 09/26/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.06 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Brokerage Commissions | Commissions earned from residential real estate transactions. | The primary source of revenue is the percentage taken from home sales, which fluctuates with market volume. |
| Ancillary Services | Title, escrow, and potential future mortgage service offerings. | These represent growth areas aimed at capturing more value per transaction beyond the commission. |
Valuation
Trailing PE 156.33 | Forward PE 7.21 | Enterprise Value 10.45B | Price to Sales(TTM) 0.68 |
Enterprise Value 10.45B | Price to Sales(TTM) 0.68 | ||
Enterprise Value to Revenue 0.99 | Enterprise Value to EBITDA 97.81 | Shares Outstanding 757.52M | Shares Floating 735.96M |
Shares Outstanding 757.52M | Shares Floating 735.96M | ||
Percent Insiders 1.51 | Percent Institutions 94.21 |
Upturn AI Summary
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.
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.
About Compass Inc
Exchange NYSE | Headquarters 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 3200 | Website https://www.compass.com |
Full time employees 3200 | Website https://www.compass.com | ||
Compass, Inc. provides an end-to-end technology platform for residential real estate in the United States. The company offers 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, as well as title, escrow, and mortgage services. It also operates Christie's International Real Estate (CIRE) platform, a multi-tenant technology platform for affiliates and its agents; Anywhere tools and services; and Compass Concierge, a program that provides home sellers with 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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