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Upturn AI SWOT - About
COMP 
Compass Inc (COMP)
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Upturn Advisory Summary
08/29/2025: COMP (4-star) is a STRONG-BUY. BUY since 30 days. Profits (30.65%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Number of Analysts
9 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $9.15
1 Year Target Price $9.15
| 2 | Strong Buy |
| 2 | Buy |
| 5 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 3.61% | Avg. Invested days 26 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.74B USD | Price to earnings Ratio - | 1Y Target Price 9.15 |
Price to earnings Ratio - | 1Y Target Price 9.15 | ||
Volume (30-day avg) 9 | Beta 2.61 | 52 Weeks Range 5.04 - 10.25 | Updated Date 08/30/2025 |
52 Weeks Range 5.04 - 10.25 | Updated Date 08/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.1 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
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 54.95 | Enterprise Value 5144257949 | Price to Sales(TTM) 0.75 |
Enterprise Value 5144257949 | Price to Sales(TTM) 0.75 | ||
Enterprise Value to Revenue 0.82 | Enterprise Value to EBITDA 110.63 | Shares Outstanding 515743008 | Shares Floating 457140062 |
Shares Outstanding 515743008 | Shares Floating 457140062 | ||
Percent Insiders 1.97 | Percent Institutions 78.27 |
Upturn AI SWOT
Compass Inc
Company Overview
History and Background
Compass Inc. was founded in 2012 by Ori Allon and Robert Reffkin. Initially branded as Urban Compass, the company aimed to revolutionize the real estate industry by providing a technology-driven platform for agents and clients. It focused on streamlining the buying, selling, and renting processes, expanding rapidly through acquisitions and market expansion.
Core Business Areas
- Residential Real Estate Brokerage: Compass operates as a residential real estate brokerage, connecting buyers and sellers through its network of agents. They provide services throughout the transaction process, from listing to closing.
- Technology Platform: Compass offers a proprietary technology platform to its agents, including tools for marketing, client management, and data analysis. This platform aims to enhance agent productivity and improve the overall client experience.
Leadership and Structure
Robert Reffkin serves as the Chief Executive Officer. The company has a traditional corporate structure with executive leadership overseeing various departments such as technology, sales, marketing, and finance.
Top Products and Market Share
Key Offerings
- Compass Platform: A suite of software tools for real estate agents, including CRM, marketing automation, and data analytics. Market share difficult to quantify directly; focused on internal agent usage and retention. Competitors include Realogy's Desk and other brokerage technology offerings.
- Listing Services: Comprehensive listing services for sellers, including marketing, staging, and negotiation support. Market share varies by geographic region but is substantial in major metropolitan areas. Competitors include traditional brokerages like RE/MAX, Keller Williams, and eXp Realty.
Market Dynamics
Industry Overview
The real estate industry is highly competitive and fragmented, characterized by cyclical trends influenced by economic conditions, interest rates, and housing supply. Technological innovation is increasingly important.
Positioning
Compass positions itself as a technology-first real estate company, aiming to disrupt the traditional brokerage model. Its competitive advantage lies in its proprietary technology platform and brand recognition.
Total Addressable Market (TAM)
The U.S. residential real estate market's total transaction value is estimated to be in the trillions of dollars annually. Compass aims to capture a larger share of this TAM through its technology and agent network.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Proprietary technology platform
- Large network of agents
- Aggressive market expansion strategy
Weaknesses
- High operating expenses
- Reliance on agent productivity
- History of significant losses
- Market share gains have slowed
Opportunities
- Further technology development
- Expansion into new markets
- Strategic partnerships
- Increased demand for tech-enabled real estate services
Threats
- Economic downturn
- Increased competition
- Changes in real estate regulations
- Rising interest rates impacting housing affordability
Competitors and Market Share
Key Competitors
- RLGY
- KW
- EXPI
- Z
Competitive Landscape
Compass differentiates itself through its technology platform, but faces intense competition from established brokerages and online real estate portals. Competitors are also investing in technology.
Major Acquisitions
Contactually
- Year: 2019
- Acquisition Price (USD millions):
- Strategic Rationale: Acquisition of Contactually's CRM enhances Compass's agent technology platform.
Modus
- Year: 2020
- Acquisition Price (USD millions):
- Strategic Rationale: Acquisition of Modus aimed to streamline the closing process with title and escrow services.
Growth Trajectory and Initiatives
Historical Growth: Compass has experienced rapid revenue growth through acquisitions and agent recruitment, but profitability has lagged.
Future Projections: Analyst estimates vary, but future growth is expected to be driven by further technology adoption and market expansion. Please refer to analyst reports.
Recent Initiatives: Focus on cost reduction, improving agent productivity, and enhancing technology platform.
Summary
Compass is a technology-driven real estate company that has experienced rapid growth but has struggled with profitability. Its technology platform and brand are strengths, but high operating expenses and competition pose challenges. The company needs to focus on cost management and improving agent productivity to achieve sustainable growth. Future success depends on effectively monetizing its technology investments and gaining market share in a competitive landscape.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC filings
- Company website
- Analyst reports
- Industry publications
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market data is subject to change and accuracy is not guaranteed.
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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