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CODI
Compass Diversified
11.59
200 x undefined
700 x undefined
bid
ask
+
0.93
8.72%
450 @ 04:00 PM
11.59 +0.00 (0.00%)
Ytd141.46%
1y81.38%
10.47
day range
11.70
4.58
52 week range
12.64
Open10.50Prev Close10.66Low10.47High11.70Mkt Cap871.98M
Vol978.66KAvg Vol1.03MEPS-3.66P/EN/AForward P/E2.65
Beta1.25Short Ratio1.12Inst. Own63.44%Dividend1.00Div Yield5.80
Ex Div Date04-17Earning08-0350-d Avg11.19200-d Avg7.821yr Est27.20
Earning
DateForEstimateReportedSurprisesurprise %
2025-05-072025-030.54N/AN/AN/A
2024-10-302024-090.540.43-0.11-20.37%
2024-07-312024-060.50.920.4284.00%
2024-05-012024-030.460.46N/AN/A
2024-02-282023-120.40.32-0.08-20.00%
2023-11-022023-090.420.38-0.04-9.52%
Upgrade / Downgrade
DateFirmActionFromTo
2025-05-08B. Riley SecuritiesDowngradeBuyNeutral
2024-11-27TD CowenUpgradeBuy
2024-03-07B of A SecuritiesUpgradeBuyBuy
2024-03-05OppenheimerUpgradePerformPerform
2022-04-08B. Riley SecuritiesUpgradeBuy
2021-09-14OppenheimerUpgradePerform
Profile
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 founded in 2006 and is based in Westport, Connecticut with an additional office in Costa Mesa, California.
Insider Holder
DateNameRelationQuantityDescription
2024-05-27BHATHAL ALEXANDER S.Unknown18.29KPurchase
2024-05-27BURNS GORDON MACKAYOfficer of Subsidiary Company87.68KPurchase
2024-11-10CGI MAGYAR HOLDINGS LLCBeneficial Owner of more than 10% of a Class of Security0.00Sale
2024-05-27ENTERLINE LARRY LOfficer of Subsidiary Company32.89KPurchase
2024-08-05FAULKINGHAM RYAN JUnknown42.64KPurchase
2025-03-02KELLER STEPHENOfficer of Subsidiary Company11.84KPurchase
Institution Ownership
Report DateOrganizationPositionValuePercentage
2024-12-30Vanguard Group Inc5.39M35.27M7.16%
2024-12-30American Century Companies Inc5.29M34.66M7.03%
2025-03-30Allspring Global Investments Holdings, LLC4.79M31.37M6.37%
2025-03-30Blackrock Inc.4.16M27.24M5.53%
2024-12-30William Blair Investment Management, LLC1.87M12.23M2.48%
2024-12-30Lord, Abbett & Co. LLC1.56M10.21M2.07%
Fund Ownership
Report DateOrganizationPositionValuePercentage
2025-03-30American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND4.09M26.79M5.44%
2025-02-27ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund3.50M22.94M4.66%
2024-12-30VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund2.03M13.29M2.70%
2025-03-30iShares Trust-iShares Russell 2000 ETF1.80M11.81M2.40%
2024-12-30VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund1.64M10.73M2.18%
2024-12-30VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund1.09M7.12M1.44%
Dividend
DividendDate
0.252025-04-17
0.252025-01-16
0.252024-10-17
0.252024-07-18
0.252024-04-17
0.252024-01-17