Real Estate Agents & Managers (For Others) · SIC 6531

Compass, Inc.

COMP

Watch

Latest revenue

$2.70B

as of 2026-03-31

Latest net income

$22.0M

as of 2026-03-31

Net margin

0.8%

as of 2026-03-31

Price · 5Y

-9.0% / yr 22.8 pts / yr vs S&P 500 37.5% total
Compare:

Live market

delayed ≤15 min
$8.40
0.83%
Market cap
$6.28B
Enterprise value
$6.28B
P/E (trailing)
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$13.96
52-wk low
$5.70
Beta
Shares out
747.2M

5-year trend

What this company does

AI

Item 1. Business. Our Company Compass, Inc., d/b/a Compass International Holdings (the “Company”), was incorporated in Delaware on October 4, 2012 under the name Urban Compass, Inc. The Company has been based in New York City since its incorporation. On January 9, 2026, the Company completed its previously announced acquisition of Anywhere Real Estate Inc. (“Anywhere”) pursuant to the Agreement and Plan of Merger, dated as of September 22, 2025 (the “Anywhere Merger Agreement”), with Anywhere surviving the merger as a wholly owned subsidiary of the Company (the “Anywhere Merger”). In January 2025, the Company acquired a company with the exclusive, worldwide right to operate, franchise and…

AI summary unavailable — showing raw filing excerpt

Generated from COMP's filing dated 2026-02-27

Key risks

AI

Item 1A. Risk Factors. A description of the material risks and uncertainties associated with our business is set forth below. You should carefully consider the risks and uncertainties described below, as well as the other information in this Annual Report, including our consolidated financial statements and the related notes and “Management’s Discussion and Analysis of Financial Condition and Results of Operations.” The occurrence of any of the events or developments described below, or of additional risks and uncertainties not presently known to us or that we currently deem immaterial, could materially and adversely affect our business, financial condition and results of operations. Risks…

AI summary unavailable — showing raw filing excerpt

Generated from COMP's filing dated 2026-02-27

Profitability

Operating margin

-0.9%

66.9%

Net margin

-0.8%

69.4%

Return on equity

-7.5%

80.2%

Return on assets

-3.8%

71.0%

Leverage

Debt / equity

0.97×

48.4%

Debt / assets

49.2%

24.6%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$2.70B+99.4%$22.0M+143.4%0.8%

Q4 2025

2025-12-31

$1.70B+23.2%$8.1M+120.0%0.5%

Q3 2025

2025-09-30

$1.85B+23.6%$-4.6M-170.6%-0.2%

Q2 2025

2025-06-30

$2.06B+21.1%$-11.3M-154.6%-0.5%

Q1 2025

2025-03-31

$1.36B+28.6%$-50.7M+61.9%-3.7%

Q4 2024

2024-12-31

$1.38B$-40.5M-2.9%

Q3 2024

2024-09-30

$1.49B+11.7%$-1.7M+95.7%-0.1%

Q2 2024

2024-06-30

$1.70B+13.8%$20.7M+143.3%1.2%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Real Estate Agents & Managers (For Others) · SIC 6531

No data yet for industry average

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Insider activity

Insider buying

$0

Insider selling

$3.2M

Net activity

−$3.2M

Distinct insiders

2

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns COMP

Institutional value

$1.91B

Total shares held

263.7M

Distinct holders

231

-138 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1VANGUARD PORTFOLIO MANAGEMENT LLC60.0M$438.9MNew
2BlackRock, Inc.50.5M$369.4M+11.4M (+29.0%)Added
3VANGUARD CAPITAL MANAGEMENT LLC30.9M$225.7MNew
4Capital International Investors19.9M$145.8M+15.2M (+320.0%)Added
5DIMENSIONAL FUND ADVISORS LP15.4M$112.4M+8.0M (+107.1%)Added
6Artisan Partners Limited Partnership10.0M$73.4M+4.6M (+83.7%)Added
7UBS Group AG6.7M$49.0M+3.2M (+91.2%)Added
8Nuveen, LLC5.7M$41.8M+7.7K (+0.1%)Added
9WCM INVESTMENT MANAGEMENT, LLC6.0M$41.1MNew
10JPMORGAN CHASE & CO5.7M$39.2M+555.7K (+10.7%)Added
11VANGUARD FIDUCIARY TRUST CO4.3M$31.8MNew
12Connor, Clark & Lunn Investment Management Ltd.3.6M$26.1M+1.3M (+55.1%)Added
13Bank of New York Mellon Corp2.8M$20.5M+1.3M (+87.5%)Added
14Gator Capital Management, LLC2.7M$19.8MNew
15EMERALD ADVISERS, LLC2.7M$19.4M+919.0K (+52.8%)Added
16NEW YORK STATE COMMON RETIREMENT FUND2.4M$17.4M+1.0M (+77.1%)Added
17WELLS FARGO & COMPANY/MN2.0M$14.4M+1.4M (+248.9%)Added
18BANK OF MONTREAL /CAN/1.9M$13.6MNew
19EMERALD MUTUAL FUND ADVISERS TRUST1.5M$10.7M+388.9K (+36.2%)Added
20UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1.3M$9.7M+268.0K (+25.5%)Added

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once COMP's latest filing finishes processing.