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Upturn AI SWOT - About
Compass Inc (COMP)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
06/16/2025: COMP (1-star) is currently NOT-A-BUY. Pass it for now.
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
9 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Year Target Price $9.06
Year Target Price $9.06
| 2 | Strong Buy |
| 2 | Buy |
| 5 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit -20.69% | Avg. Invested days 25 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/16/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.34B USD | Price to earnings Ratio - | 1Y Target Price 8.85 |
Price to earnings Ratio - | 1Y Target Price 8.85 | ||
Volume (30-day avg) - | Beta 2.6 | 52 Weeks Range 3.37 - 10.25 | Updated Date 06/29/2025 |
52 Weeks Range 3.37 - 10.25 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.13 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -1.22% | Operating Margin (TTM) -3.28% |
Management Effectiveness
Return on Assets (TTM) -5.17% | Return on Equity (TTM) -14.89% |
Valuation
Trailing PE - | Forward PE 30.86 | Enterprise Value 3770289186 | Price to Sales(TTM) 0.56 |
Enterprise Value 3770289186 | Price to Sales(TTM) 0.56 | ||
Enterprise Value to Revenue 0.64 | Enterprise Value to EBITDA 182.14 | Shares Outstanding 511124000 | Shares Floating 452598217 |
Shares Outstanding 511124000 | Shares Floating 452598217 | ||
Percent Insiders 2 | Percent Institutions 75.66 |
Analyst Ratings
Rating 3.67 | Target Price 9.06 | Buy 2 | Strong Buy 2 |
Buy 2 | Strong Buy 2 | ||
Hold 5 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Compass Inc
Company Overview
History and Background
Compass Inc. was founded in 2012 by Ori Allon and Robert Reffkin. Originally named Urban Compass, it aimed to modernize the real estate industry through technology. It quickly expanded across major US cities and went public in April 2021.
Core Business Areas
- Residential Real Estate Brokerage: Provides technology-driven real estate brokerage services, connecting buyers and sellers through its platform and network of agents. It provides services for the entire real estate transaction.
Leadership and Structure
Robert Reffkin is the current CEO and co-founder. The company operates with a typical corporate structure, including executive leadership, regional management, and agent teams.
Top Products and Market Share
Key Offerings
- Compass Coming Soon: Allows agents to market properties before they officially hit the market, generating early interest and potentially quicker sales. Competitors are off-market listings and other brokerages with pre-market programs.
- Compass Concierge: A service that fronts the cost of home improvements with no upfront fees or interest in order to sell the house for more and faster. The idea is to create a hassle-free way to sell the house. Competitors include Curbio and Revive.
- Compass Platform: An end-to-end technology platform for real estate agents, including CRM, marketing tools, and data analytics. Helps manage clients, transactions, and marketing efforts. Competitors include Zillow Premier Agent, and Realogy's platforms. Revenue contribution is substantial but not broken out specifically.
Market Dynamics
Industry Overview
The US real estate industry is large and fragmented, experiencing fluctuations based on economic conditions, interest rates, and housing inventory. The tech sector is heavily influencing the way houses are bought and sold.
Positioning
Compass positions itself as a technology-driven real estate brokerage, providing tools and support to its agents to enhance their productivity and client service. It aims to take market share by attracting agents with its superior tech platform.
Total Addressable Market (TAM)
The estimated TAM for the US residential real estate market is trillions of dollars annually. Compass aims to capture a significant share of this market by leveraging its technology and agent network. Compass is well-positioned but facing increasing competition.
Upturn SWOT Analysis
Strengths
- Technology Platform
- Brand Recognition
- Agent Network
- Data Analytics Capabilities
Weaknesses
- Profitability Concerns
- High Operating Costs
- Dependence on Agent Performance
- Real Estate Market Sensitivity
Opportunities
- Expansion into New Markets
- Technology Development
- Partnerships and Alliances
- Increasing Market Share
Threats
- Economic Downturn
- Competition from Established Brokerages
- Changing Consumer Preferences
- Interest Rate Hikes
Competitors and Market Share
Key Competitors
- EXPI
- RLGY
- RDFN
Competitive Landscape
Compass competes with traditional brokerages and other technology-driven real estate platforms. Compass's technology is a key differentiator, but profitability remains a challenge.
Major Acquisitions
Contactually
- Year: 2019
- Acquisition Price (USD millions): 79
- Strategic Rationale: Enhanced its CRM capabilities and agent productivity tools.
Modus
- Year: 2020
- Acquisition Price (USD millions): 80
- Strategic Rationale: Helped integrate title and escrow services for more streamlined transactions.
Growth Trajectory and Initiatives
Historical Growth: Compass experienced rapid growth in its early years, driven by technology and agent acquisition. Growth has slowed more recently due to market conditions.
Future Projections: Future growth depends on market conditions and Compass's ability to innovate and expand its market share. Analyst estimates vary widely.
Recent Initiatives: Recent initiatives include focusing on profitability, cost reduction, and enhancing the technology platform.
Summary
Compass is a technology-focused real estate brokerage seeking to disrupt the traditional market. It has grown rapidly, but profitability remains a challenge. Its tech platform is a key strength, but it needs to carefully manage operating costs and adapt to market fluctuations. The company needs to manage expenses as a main priority and try to continue to attract top agents, without spending too much. The current housing market poses a threat but it is well-positioned with a strong technology platform to take advantage of opportunities in the real estate technology landscape.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Industry Reports
- Financial News Outlets
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It does not constitute financial advice. Investment decisions should be based on thorough research and consultation with a financial advisor.
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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