olivLaw · US equity research
Compass, Inc. COMP
Real Estate Agents & Managers (For Others) · SIC 6531 · Vertical: Real Estate Agents & Managers (For Others) (SIC 6531)
Compass is a global real estate services firm combining an owned brokerage, a franchise network and integrated title, mortgage and relocation services. After closing its merger with Anywhere in January 2026, the company grew considerably in scale, and quarterly revenue reached 4.31 billion USD in Q2 2026. Results still depend on residential transaction volumes in the U.S., which are sensitive to mortgage rates.
At the close of 04 Nov 2026, Compass, Inc. (COMP) stock was 10.04 USD (+7.73% on the day), with market capitalisation 7.6 bn USD, P/E 180.8 on diluted EPS of 0.06 USD over the last 12 months, beta 1.49, 52-week range 6.68–13.58 USD. Latest reported quarter (Q2 2026): revenue of 4.3 bn USD (+109.0% YoY), net income of 92.0 m USD (+135.9% YoY), diluted EPS 0.11 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 56.4
- strong (55–70)
- Bollinger (20, 2)
- 8.65 – 10.13
- in the upper half of the band · %B 0.94 · band width 15.8%
- SMA 50 / 200
- 9.79 / 9.86
- mixed trend
- MACD (12, 26, 9)
- -0.05 / -0.12
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | +8.1% | −1.1% | +9.2 pp | — |
| 3 months | −21.7% | −0.5% | −21.3 pp | — |
| 6 months | +8.7% | +4.4% | +4.3 pp | — |
| Year to date | −5.0% | +12.3% | −17.3 pp | — |
| 1 year | +20.1% | +13.5% | +6.6 pp | −32.9% |
| 3 years | +358.4% | +76.4% | +282.0 pp | −14.2% |
| 5 years | −19.0% | +63.7% | −82.6 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q2 2026 · 30 Jun 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 1.5 bn | 1.4 bn | 1.4 bn | 2.1 bn | 1.8 bn | 1.7 bn | 2.7 bn | 4.3 bn |
| Research & development | 47.5 m | 46.9 m | 49.9 m | 63.4 m | 67.4 m | 65.1 m | — | — |
| Operating income | -3.4 m | -40.6 m | -54.0 m | 39.0 m | -7.2 m | -41.9 m | -351.0 m | 124.0 m |
| Depreciation & amortisation | 20.5 m | 19.7 m | 29.0 m | 29.0 m | 27.6 m | 26.9 m | 163.0 m | 153.0 m |
| Interest expense | 1.5 m | 1.8 m | 2.0 m | 3.0 m | 2.1 m | 1.9 m | 37.0 m | 41.0 m |
| Pre-tax income | -2.7 m | -40.8 m | -55.0 m | 37.0 m | -7.8 m | -34.6 m | -384.0 m | 87.0 m |
| Income tax | -300.0 k | 200.0 k | -3.0 m | 0 | -200.0 k | 2.2 m | -401.0 m | 5.0 m |
| Net income | -1.7 m | -40.5 m | -51.0 m | 39.0 m | -4.6 m | -42.6 m | 22.0 m | 92.0 m |
| Diluted EPS | 0.00 | -0.08 ≈ | -0.09 | 0.07 | -0.01 | -0.07 ≈ | 0.03 | 0.11 |
| Operating cash flow | 37.4 m ≈ | 30.5 m | 23.0 m | 73.0 m ≈ | 75.4 m ≈ | 45.3 m | -157.0 m | 191.0 m ≈ |
| Capex | 4.6 m ≈ | 3.8 m | 4.0 m | 5.0 m ≈ | 1.3 m ≈ | 3.1 m | 11.0 m | 11.0 m ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Today's P/E sits at the 0 percentile of its own 2-quarter history (min 222.1, median 346.5, max 470.9; quarters with earnings only).
Fiscal years
| Fiscal year | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|
| Revenue | 2.4 bn | 3.7 bn | 6.4 bn | 6.0 bn | 4.9 bn | 5.6 bn | 7.0 bn |
| Revenue YoY | unavailable | +55.9% | +72.6% | −6.3% | −18.8% | +15.2% | +23.7% |
| Net income | -388.0 m | -270.2 m | -494.1 m | -601.5 m | -321.3 m | -154.4 m | -58.5 m |
| Net income YoY | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable |
| Diluted EPS | unavailable | -2.46 | -1.51 | -1.40 | -0.69 | -0.31 | -0.10 |
| Diluted EPS YoY | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable |
| net % | -16.3% | -7.3% | -7.7% | -10.0% | -6.6% | -2.7% | -0.8% |
| Free cash flow | -451.1 m | -101.4 m | -78.7 m | -361.8 m | -37.1 m | 105.8 m | 203.3 m |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2025 · 31 Dec 2025
- Cash
- 199.0 m USD
- Financial debt
- 0 USD
- Net debt
- -199.0 m USD
- Equity
- 787.0 m USD
- Total assets
- 1.5 bn USD
- Debt / equity
- 0.00x
- Current ratio
- 0.86x
- ROE
- -9.8%
- ROA
- -4.3%
- FCF margin
- 2.9%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 3.7 bn | 6.4 bn | 6.0 bn | 4.9 bn | 5.6 bn | 7.0 bn | SEC (XBRL)· 27 Feb 2026verified |
| Research & development | 145.6 m | 365.3 m | 360.3 m | 184.5 m | 188.8 m | 245.8 m | SEC (XBRL)· 27 Feb 2026verified |
| Operating income | -273.3 m | -493.0 m | -589.4 m | -314.9 m | -154.8 m | -63.4 m | SEC (XBRL)· 27 Feb 2026verified |
| Depreciation & amortisation | 51.2 m | 64.4 m | 86.3 m | 90.0 m | 82.4 m | 112.7 m | SEC (XBRL)· 27 Feb 2026verified |
| EBITDA | -222.1 m ≈ | -428.6 m ≈ | -503.1 m ≈ | -224.9 m ≈ | -72.4 m ≈ | 49.3 m ≈ | SEC (XBRL)· 27 Feb 2026derived |
| Interest expense | 600.0 k | 2.4 m | 3.6 m | 10.8 m | 6.4 m | 9.0 m | SEC (XBRL)· 27 Feb 2026verified |
| Pre-tax income | -271.9 m | -496.6 m | -602.4 m | -321.7 m | -154.9 m | -59.6 m | SEC (XBRL)· 27 Feb 2026verified |
| Income tax | -1.7 m | -2.5 m | -900.0 k | -400.0 k | -500.0 k | -1.1 m | SEC (XBRL)· 27 Feb 2026verified |
| Net income | -270.2 m | -494.1 m | -601.5 m | -321.3 m | -154.4 m | -58.5 m | SEC (XBRL)· 27 Feb 2026verified |
| Diluted EPS | -2.46 | -1.51 | -1.40 | -0.69 | -0.31 | -0.10 | SEC (XBRL)· 27 Feb 2026verified |
| Weighted average diluted shares | 110.0 m | 326.3 m | 428.2 m | 466.5 m | 501.5 m | 562.2 m | SEC (XBRL)· 27 Feb 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 440.1 m | 618.3 m | 361.9 m | 166.9 m | 223.8 m | 199.0 m | SEC (XBRL)· 27 Feb 2026verified |
| Receivables | 54.8 m | 48.5 m | 36.6 m | 36.6 m | 48.6 m | 57.0 m | SEC (XBRL)· 27 Feb 2026verified |
| Current assets | 599.3 m | 794.6 m | 517.9 m | 282.0 m | 330.0 m | 317.0 m | SEC (XBRL)· 08 May 2026verified |
| Property, plant & equipment, net | 141.7 m | 157.4 m | 192.5 m | 151.7 m | 125.5 m | 113.8 m | SEC (XBRL)· 27 Feb 2026verified |
| Goodwill | 119.8 m | 188.3 m | 198.4 m | 209.8 m | 233.6 m | 479.0 m | SEC (XBRL)· 08 May 2026verified |
| Intangibles (excl. goodwill) | 45.6 m | 127.2 m | 99.3 m | 77.6 m | 73.8 m | 193.0 m | SEC (XBRL)· 08 May 2026verified |
| Total assets | 1.4 bn | 1.8 bn | 1.5 bn | 1.2 bn | 1.2 bn | 1.5 bn | SEC (XBRL)· 08 May 2026verified |
| Accounts payable | 36.6 m | 34.6 m | 28.1 m | 18.4 m | 13.0 m | 12.0 m | SEC (XBRL)· 08 May 2026verified |
| Long-term debt | — | — | — | — | — | 0 | SEC (XBRL)· 08 May 2026verified |
| Current liabilities | 281.9 m | 437.1 m | 517.5 m | 292.5 m | 353.2 m | 367.0 m | SEC (XBRL)· 08 May 2026verified |
| Total liabilities | 741.3 m | 953.0 m | 1.0 bn | 728.3 m | 765.6 m | 753.0 m | SEC (XBRL)· 08 May 2026verified |
| Equity | -862.9 m | 847.6 m | 520.7 m | 432.0 m | 413.0 m | 787.0 m | SEC (XBRL)· 08 May 2026verified |
Cash flow · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | -58.1 m | -28.6 m | -291.7 m | -25.9 m | 121.5 m | 216.7 m | SEC (XBRL)· 27 Feb 2026verified |
| Capex | 43.3 m | 50.1 m | 70.1 m | 11.2 m | 15.7 m | 13.4 m | SEC (XBRL)· 27 Feb 2026verified |
| Free cash flow | -101.4 m ≈ | -78.7 m ≈ | -361.8 m ≈ | -37.1 m ≈ | 105.8 m ≈ | 203.3 m ≈ | SEC (XBRL)· 27 Feb 2026derived |
| Investing cash flow | -13.4 m | -192.5 m | -100.1 m | -11.7 m | -36.6 m | -191.3 m | SEC (XBRL)· 27 Feb 2026verified |
| Financing cash flow | 19.9 m | 399.3 m | 135.4 m | -157.4 m | -28.0 m | -50.2 m | SEC (XBRL)· 27 Feb 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Market and valuation
9 indicators that do not apply to the sector.
Valuation
olivLaw classification
Score: 13 / 100
A scoring methodology on indicators and valuation, not investment advice.
score < 40
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: 7.6 bn USD
Key indicators
Coverage and freshness
Score by group
- Balance sheet0
- Growth50
- Valuation6
- Quality26
Estimated value range
The combined range = the median of the valid methods' low, central and high values; it is not a probability interval and does not cover every result. Envelope of all methods: 2.13 – 8.26 USD.
Valuation assumptions are editorial choices, not measured; beta is not measured.
Method ranges (USD per share)
— — Mid · ▏ Price
Valuation methods
- Net asset value (NAV)unavailable · input data missing
- Dividend discount (DDM)unavailable · the company pays no dividend: a dividend model needs an explicit initiation assumption
- Peers: P/B2.13 – 8.26 (Mid 7.46)10 companies used · median multiple 1.9x · quartiles 0.5x – 2.1xAGNT, DOUG, FTHM, JLL, LHAI, MMI, OPAD, OPEN, PETZ, VAC
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Unattractive profile · Score 13/100
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROE · Quality | 3.6% | 62 (vs peers) | 8% |
| EBITDA margin · Quality | 0.9% | 0 (on a fixed band) | 11% |
| Revenue CAGR 3Y · Growth | 5.0% | 50 (on a fixed band) | 11% |
| Net debt / EBITDA · Balance sheet | 25.9x | 0 (on a fixed band) | 19% |
| Interest coverage · Balance sheet | -3.4x | 0 (on a fixed band) | 16% |
| P/B · Valuation | 2.6x | 9 (vs peers) | 24% |
| P/E (TTM) · Valuation | 180.8x | 0 (vs peers) | 11% |
| Dividend yield · Returns | unavailable | unavailable | — |
| Payout ratio (EPS) · Returns | unavailable | unavailable | — |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet0/100 · 2/2 factors with a value
- Growth50/100 · 1/1 factors with a value
- Quality26/100 · 2/2 factors with a value
- Returns· partialunavailable · 0/2 factors with a value
- Valuation6/100 · 2/2 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
COMPASS, INC. (COMP). Latest full fiscal year: 2025; data up to 2026-06-30.
Figures computed from the financial statements: revenue 7.0 bn USD in 2025; YoY growth 23.7%; net margin 0.6%; ROE 3.6%; net debt/EBITDA 25.9x.
The estimated value range is 2.13–8.26 USD per share (median of 1 methods, agreement: single method); assumptions are illustrative. Against the central value of 7.46 USD, the price of 10.04 USD leaves a potential of -25.7% (value / price − 1) and a margin of safety of -34.7% (1 − price / value). The range is the median of the methods' low, central and high values, not a probability interval.
olivLaw score 13/100, methodological classification: unattractive profile (score, margin of safety and method agreement together; not a judgement of the right price). Groups assessed only in part: returns. Not investment advice.
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
No signal among the computed factors. That is not an absence of risk: factors without data were not assessed, and business risks (margins, inventory, demand) are in the source-based analysis.
What contradicts it
- EBITDA margin: 0.9%
- Net debt / EBITDA: 25.9x
- Interest coverage: -3.4x
- P/B: 2.6x
- P/E (TTM): 180.8x
- The price is above the estimated value range
Not assessed (insufficient data or a ratio without meaning): Dividend yield, Payout ratio (EPS).
Versus the vertical median
Real Estate Agents & Managers (For Others) (SIC 6531) · same industry (4-digit SIC) · compared with 14 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| JLLJones Lang LaSalle Incorporated | 17.8 bn | 16.9 | 14.7% | 3.9% | +11.4% | +20% / +151% |
| COMPCompass, Inc. | 7.6 bn | 180.8 | 3.6% | 0.6% | +23.7% | +20% / +358% |
| VACMarriott Vacations Worldwide Corp | 3.9 bn | — | -10.9% | -4.7% | +1.3% | +110% / +57% |
| OPENOpendoor Technologies Inc. | 1.9 bn | — | -196.9% | -46.7% | −15.2% | −74% / −34% |
| MMIMarcus & Millichap, Inc. | 1.1 bn | 79.3 | 2.4% | 1.8% | +8.5% | +1% / −14% |
| AGNTAgnt, Inc. | 713.6 m | — | -6.9% | -0.3% | +4.5% | −62% / −65% |
| OMHOhmyhome Limited | 346.1 m | — | -164.6% | -75.2% | +19.5% | −63% / −83% |
| DOUGDouglas Elliman Inc. | 151.8 m | 5.6 | 16.3% | 2.5% | +3.8% | −37% / −14% |
| LHAILinkhome Holdings Inc. | 15.8 m | — | -5.6% | -1.4% | +175.7% | −92% / unavailable |
| PETZTDH Holdings, Inc. | 12.8 m | 7.3 | 6.2% | 143.8% | +122.0% | +25% / −10% |
| OPADOfferpad Solutions Inc. | 11.8 m | — | -116.9% | -11.3% | −38.2% | +19% / −78% |
| FTHMFathom Holdings Inc. | 6.1 m | — | -79.0% | -6.3% | +25.4% | −86% / −94% |
| LRHCStratum Holdings Corp. | 1.4 m | — | — | -46.4% | +16.7% | −100% / unavailable |
| BEKEKE Holdings Inc. | — | 154.8 | 4.4% | 3.2% | +5.6% | +8% / +17% |
| NMRKNewmark Group, Inc. | — | 17.5 | 10.9% | 4.1% | +20.3% | −29% / +50% |
1- and 3-year price returns: for COMP from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | 9.47 Total return -6% · Per year -6% | 16.74 Total return 67% · Per year 67% | 25.21 Total return 151% · Per year 151% |
| 3 years | 9.28 Total return -8% · Per year -3% | 18.45 Total return 84% · Per year 22% | 30.49 Total return 204% · Per year 45% |
| 5 years | 9.09 Total return -9% · Per year -2% | 20.33 Total return 102% · Per year 15% | 36.87 Total return 267% · Per year 30% |
- Exit P/E± 4.61
- Net margin± 3.23
- Annual revenue growth± 2.64
- Annual dilution± 0.27
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
In brief
Compass is a global real estate services firm combining an owned brokerage, a franchise network and integrated title, mortgage and relocation services. After closing its merger with Anywhere in January 2026, the company grew considerably in scale, and quarterly revenue reached 4.31 billion USD in Q2 2026 3. Results still depend on residential transaction volumes in the U.S., which are sensitive to mortgage rates.
SWOT
Strengths
- The company has an integrated technology platform and high agent retention in its owned brokerage 23. The scale gained through the merger gives it a broad portfolio of brands and services.
- GTV growth ahead of the market over several consecutive quarters points to solid commercial performance 3.
- The company has shown it can realize cost savings faster than it initially estimated, supporting profitability 3.
Weaknesses
Opportunities
- If the housing market recovers, the company could benefit from higher transaction volume across all segments 3.
- Extending the Home platform to new agents and franchisees could increase subscription and service revenue 3.
- Relocation and title services could grow in importance if integration with brokerage works well 12.
Risks
- Dependence on transaction volumehigh
Revenue depends on the number and value of residential transactions. A drop in market activity would directly affect commissions, royalties and title services 1.
- Post-merger indebtednesshigh
Higher debt can limit financial flexibility and the ability to raise additional funding. If results fall short of expectations, meeting financial covenants could become difficult 1.
- Integration riskmedium
Integrating a large organization with different brands and systems can lead to delays, unexpected costs, or the loss of agents and partners 1.
- Regulation and industry litigationmedium
The sector's practices are under regulatory attention, and further changes could affect the commission model and the way agents are recruited 1.
- Agent retentionlow
Separations of low-earning agents and strategy changes at certain brands can affect the total agent count and their productivity 3.
Investment thesis
What would need to be true (bull case)
- If the market recovers, the company could benefit from its larger scale and higher transaction volume across all segments.
- Rapid realization of cost savings could support profitability even in a weak market, as the Q2 2026 report suggests 3.
- An expanded technology platform and rising adoption of AI tools could strengthen the company's position against rival brokers.
What would break the thesis
- If mortgage rates stay high, transaction volume could remain weak and revenue could stagnate.
- Higher debt and interest costs could limit the company's ability to invest and to react to market changes.
- Slower integration than planned or the loss of agents could reduce expected synergies and pressure margins.
What to watch
- Realization of cost synergies and the updated annual target2026
- Brokerage GTV growth relative to the marketQ3 2026
- Agent retention rate and total agent countQ3 2026
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
The business
Compass, Inc., also known as Compass International Holdings, was incorporated in Delaware in 2012 and is based in New York 1. Its core model is the owned brokerage, in which independent agents associate their license with the company and use its technology platform. Revenue comes mainly from its share of the gross sales commissions agents earn on home sales, plus transaction fees 1. The Anywhere merger added many brands and services, including relocation 12.
The proprietary technology platform, called Home in the latest report, brings customer relationship management, marketing, data analytics and AI tools into a single login 2. It is currently offered to agents in the Compass owned brokerage and, since July 2026, to some agents at other brands, with rollout to the franchise network planned for 2027 3. The goal is for agents to manage the whole transaction without leaving the platform.
Segments
Brokerage
The owned brokerage, operated mainly under the Compass, Corcoran, Coldwell Banker, Sotheby's International Realty and @properties brands, generates most of the revenue. Brokerage gross transaction value was 155.2 billion USD in Q2 2026 3. The company reported 15.9% growth in GTV year over year on a pro forma basis, against a market increase of 6% 3.
Market context
The industry has been shaped by practice changes required under the NAR antitrust settlement, in effect since August 2024 1. The company says the Department of Justice continues to focus on the sector, which could lead to further practice changes 1. The ultimate effect depends on future developments that the company considers hard to predict 1.
Trends
- Consolidation in brokeragemixed
The Anywhere merger brought a much larger market share and an expanded franchise network, which could strengthen the company's negotiating position 12. Consolidation could improve efficiency if the integration proceeds as planned.
- Mortgage rates and transaction volumemixed
High mortgage rates discourage sellers and buyers and reduce transaction volume, hitting both commissions and title and mortgage services 1. If rates ease, market activity could recover, supporting the company's revenue.
- Adoption of the platform and AI toolstailwind
Extending the Home platform to many new agents and the use of the AI assistant show growing agent interest in digital tools 3. If adoption continues, it could support agent retention and operating efficiency.
- Debt and integration cost pressureheadwind
Higher debt after the merger and large integration costs could limit financial flexibility and weigh on profitability in the near term 12. Cost reductions and cash generation could ease this pressure.
Competitive position
The U.S. residential brokerage market is dominated by large firms competing for commissions, agents and clients. Compass differentiates itself through technology and through the scale resulting from the Anywhere merger 1. Competition for agents and listings is intense, and agent retention remains a key indicator 3.
In title, mortgage and relocation services, the company competes with specialist firms and banks, while in franchising it competes with national networks of independent brokers 1. Competitive pressure tends to rise when market volume falls, as firms fight for a larger share of the same transactions 1.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
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News & filings
In the press
- Șase corporații gigant din țările nordice vor colabora în domeniul apărării / Ericsson, Kongsberg, Nokia, Terma, Patria și Saab și-au prezentat planurile la Göteborg, la reuniunea Nordic CompassG4Media · 05 Nov 2026 · RO
- Speaking in a second language may shift your moral compass—but it can't overpower itPhys.org · 04 Nov 2026 · EN
- Speaking in a second language may shift your moral compass – but it can’t overpower itThe Conversation — Europe · 04 Nov 2026 · EN
- New national home listing database is taking on Compass in the battle for control of real estate informationCNBC — Top News · 03 Nov 2026 · EN
- Japan’s Economic Diplomacy: A Compass in a Divided WorldThe Diplomat (Asia geopolitics) · 01 Nov 2026 · EN
- Small molecular twists may strengthen nature's magnetic compassPhys.org · 30 Oct 2026 · EN
- COMPASS pathway enables regulatory T cells to prevent devastating autoimmune responses to gut bacteriaMedical Xpress · 29 Oct 2026 · EN
- Ukraine finds Russia’s Geran drones fitted with a compass that works through GPS jamming, but Western electronics still at their coreEuromaidan Press (UA, EN) · 29 Oct 2026 · EN
- battledrones v14: Compass Rose, a four player mapSimon Willison Blog · 24 Oct 2026 · EN
- MerchantPro Compass: Primul trimestru cu dubla taxare a coletelor non-UE aduce +13% comenzi pe magazinele online locale. Fashion trece de la stagnare la +17%Mediafax · 20 Oct 2026 · RO
- ► Terma joins Nordic Compass Defence Track to strengthen Nordic Defence industrial cooperationEuropean Defence Review · 20 Oct 2026 · RO
- Compass Files Suit Over California Home Listing Service RulesBloomberg Markets · 16 Oct 2026 · EN
- Compass Pathways CEO: Psychedelics company will ‘go slow before we go fast’STAT News · 15 Oct 2026 · EN
- Netanyahu accuses Nobel Committee of losing 'moral compass' after Peace PrizeTASS (RU, EN) · 09 Oct 2026 · EN
- Hacker Conversations: Rob Juncker, a Knock at the Door and a Moral CompassSecurityWeek · 01 Oct 2026 · EN
- Neeyamo Global Payroll Compliance AI Enters Its Third Generation with Multi - Agent CompassSurge — GDELT DOC · 30 Sept 2026 · RO
- Pigeons' proposed inner-ear compass runs into a noise problemPhys.org · 23 Sept 2026 · EN
- Bikies, ‘moral compass malfunctions’ and corruption cost: Victoria’s Big Build royal commission holds first public hearingThe Guardian World · 23 Sept 2026 · EN
- How a dissident poet became Ukraine’s moral compassKyiv Independent (UA, EN) · 18 Sept 2026 · EN
- Compass CEO Warns Housing Market Is Splitting Apart as 42% of Homes See Price Cuts, Highest in Nearly a Decade: 'There's Not One Market'Yahoo Finance — News · 13 Sept 2026 · EN
SEC filings
- Current report14 Oct 2026Departure or appointment of officers · Financial statements and exhibits
- Quarterly report06 Aug 2026
- Current report04 Aug 2026Results of operations · Financial statements and exhibits
- Current report15 May 2026Shareholder vote
- Quarterly report08 May 2026
- Current report05 May 2026Results of operations · Financial statements and exhibits
- Current report17 Apr 2026Material agreement · Financial statements and exhibits
- Proxy statement03 Apr 2026
- Annual report27 Feb 2026
- Current report26 Feb 2026Results of operations · Regulation FD disclosure · Financial statements and exhibits
Sources
- [1] Form 10-K, fiscal year ended 2025-12-31 · SEC / Compass, Inc. · 27 Feb 2026
- [2] Form 10-Q, quarter ended 2026-06-30 · SEC / Compass, Inc. · 06 Aug 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / Compass, Inc. · 04 Aug 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.