Is CODI a good stock to buy right now?

Based on our 6-factor quantitative model, Compass Diversified Holdings (CODI) receives a "Hold" rating with a composite score of 36.7/100. It is ranked #1,512 out of 4,446 stocks. Key factor scores: Quality 47/100, Value 34/100, Momentum 39/100. The timing signal is "Neutral". This is quantitative analysis only — not investment advice.

What is the stock rating for CODI?

Compass Diversified Holdings (CODI) has a "Hold" rating and 3-star score. The composite score of 36.7 ranks it #1,512 among 4,446 U.S. stocks. Ratings are updated weekly using academically-proven factor models.

What sector is CODI in?

Compass Diversified Holdings operates in the Consumer Discretionary sector (Consumer Goods industry) with a market cap of $615 million. It is classified as a small-cap stock.

Does CODI pay a dividend?

Yes, CODI pays a dividend with a current yield of 15.11%. For every $1,000 invested, you would receive approximately $151.10 in annual dividend income.

What is CODI's P/E ratio?

P/E ratio data is not currently available for CODI, which may indicate the company is not yet profitable.

How profitable is CODI?

CODI's quality factor score is 47/100. Gross margin: 44.5%. ROE: -32.0% vs sector average 6.2%. Margins are moderate to low, reflecting competitive market dynamics.

How is CODI valued compared to peers?

CODI's value factor score is 34/100 (higher = cheaper). Key multiples: , EV/EBITDA 14.4x. Trading at a premium relative to peers.

What is CODI's debt level?

CODI's debt-to-equity ratio is 327%. Sector average: 89%. Elevated leverage increases credit risk.

CODI has a beta of 1.05, meaning it tracks the market. Stability score: 26/100.

Does CODI have high short interest?

CODI's short interest factor score is 12/100 (higher = less short selling). Elevated short interest may indicate bearish sentiment or short squeeze potential.

CODI Stock Analysis: Top Small-Cap Hold (Score 36.7/100) | Blank Capital Research

Data Series	1D	5D	1M	YTD	1Y	3Y	5Y	10Y
CODI	-0.51%	+13.97%	+52.97%	+103.96%	-40.27%	-	-	-
Industry Proxy XLY	+0.13%	+4.38%	-1.35%	-5.46%	-39.92%	-	-	-
U.S. Market SPY	-0.07%	+3.60%	+0.34%	-0.36%	+29.52%	-	-	-
Alpha vs Market	-0.44%	+10.37%	+52.63%	+104.32%	-69.79%	-	-	-
Alpha vs Sector	-0.64%	+9.59%	+54.32%	+109.42%	-0.35%	-	-	-

Metric	CODI	Benchmark
P/E Ratio	-3.9x	-116%
EV/EBITDA	14.4x	+194%
Price / Book	1.3x

Stock Entity	Score▼	Quality	Value	Momentum	P/E Ratio	ROE	Gross Margin	Net Margin	Rev Growth	D/E Ratio	Market Cap	Compare
CASY CASEYS GENERAL STORES INC	57	50	68	67	42.2x	16.9%	24.0%	3.8%	0.3%	123.0x	$27.2B	VS
TGT TARGET CORP	53	50	70	56	16.2x	20.7%	28.4%	3.4%	-0.7%	89.0x	$54.5B	VS
APEI AMERICAN PUBLIC EDUCATION INC	53	49	58	72	78.3x	4.6%	52.8%	2.1%	6.8%	32.0x	$1.1B	VS
LINC LINCOLN EDUCATIONAL SERVICES CORP	52	50	48	75	116.7x	5.6%	59.2%	2.3%	37.4%	147.0x	$1.3B	VS
FIVE FIVE BELOW, INC	52	50	56	73	105.5x	5.4%	32.5%	3.1%	26.5%	125.0x	$13.0B	VS
IMKTA INGLES MARKETS INC	51	50	51	62	17.4x	6.2%	23.9%	1.9%	0.4%	57.0x	$1.7B	VS
PRDO PERDOCEO EDUCATION Corp	51	50	70	57	14.2x	16.7%	100.0%	20.4%	27.1%	28.0x	$2.4B	VS
MCRI MONARCH CASINO & RESORT INC	51	50	66	47	16.7x	19.7%	24.5%	19.4%	11.5%	33.0x	$1.7B	VS
FCFS FirstCash Holdings, Inc.	49	50	29	66	34.7x	10.8%	50.2%	8.0%	26.6%	98.0x	$8.4B	VS
ESCA ESCALADE INC	48	50	65	51	15.2x	9.0%	26.1%	6.2%	8.4%	11.0x	$249M	VS
CODI Compass Diversified Holdings	37	47	34	39	-	-32.0%	44.5%	-10.1%	-12.9%	327.0x	$615M

Key Ratio	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
Gross Margin %	0.4%	0.4%	0.4%	0.4%	0.4%	0.4%	0.4%	0.4%	0.3%	0.4%	0.3%
Operating Margin %	0.0%	0.0%	-0.0%	0.0%	0.1%	0.1%	0.1%	0.0%	0.0%	0.0%	0.0%
EBITDA Margin %	0.1%	0.0%	-0.0%	0.0%	0.1%	0.1%	0.1%	0.1%	0.1%	0.1%	0.1%
Net Margin %	-0.1%	-0.2%	-0.2%	0.1%	0.0%	0.1%	0.0%	0.2%	-0.0%	0.0%	0.1%
FCF Margin %	53.4%	-	-5.7%	-	-	-	7.6%	3.9%	5.4%	3.7%	8.9%
ROE %	-0.3%	-0.5%	0.1%	0.2%	0.0%	0.1%	0.0%	0.3%	-0.0%	0.0%	0.1%
ROA %	-0.1%	-0.1%	0.0%	0.1%	0.0%	0.0%	0.0%	0.2%	-0.0%	0.0%	0.0%
ROIC %	0.0%	0.4%	7.6%	2.2%	4.3%	8.6%	3.9%	1.5%	2.3%	1.4%	1.1%

Key Ratio

TTM

2025

2024

2023

2022

2021

2020

2019

2018

2017

2016

Gross Margin %

0.4%

0.3%

0.4%

0.3%

Operating Margin %

0.0%

-0.0%

0.0%

0.1%

0.0%

EBITDA Margin %

0.1%

0.0%

-0.0%

0.0%

0.1%

Net Margin %

-0.1%

-0.2%

0.1%

0.0%

0.1%

0.0%

0.2%

-0.0%

0.0%

0.1%

FCF Margin %

53.4%

-5.7%

7.6%

3.9%

5.4%

3.7%

8.9%

ROE %

-0.3%

-0.5%

0.1%

0.2%

0.0%

0.1%

0.0%

0.3%

-0.0%

0.0%

0.1%

ROA %

-0.1%

0.0%

0.1%

0.0%

0.2%

-0.0%

0.0%

ROIC %

0.0%

0.4%

7.6%

2.2%

4.3%

8.6%

3.9%

1.5%

2.3%

1.4%

1.1%

Line Item	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
	$2.0B	$1.9B	$2.2B	$2.1B	$2.3B	$1.8B	$1.6B	$1.3B	$1.4B	$1.0B	$978M	$728M
	—	$1.1B	—	$1.2B	$1.4B	$1.1B	—	—	—	—	—	—
	$887M	$814M	$1.0B	$893M	$908M	$726M	$563M	$457M	$470M	$361M	$327M	$241M
Gross Margin	44.5%	43.5%	42.0%	43.4%	40.1%	39.4%	36.9%	36.2%	34.6%	36.0%	33.4%	33.1%
	—	$661M	—	$550M	$554M	$459M	—	—	—	—	—	—
Research & Development	—	$17M	—	$15M	$13M	$12M	—	—	—	—	—	—
Depreciation	—	—	$153M	—	—	—	$103M	$91M	$95M	$115M	$89M	$56M
Total Operating Expenses	—	$803M	—	$803M	$732M	$586M	—	—	—	—	—	—
	$35M	$11M	$230M	$90M	$176M	$140M	$95M	$26M	$57M	$25M	$19M	$50M
EBIT	$35M	$11M	$230M	$90M	$176M	$140M	$95M	$26M	$57M	$25M	$19M	$50M
EBITDA	$180M	$11M	-$14M	$90M	$176M	$140M	$176M	$108M	$143M	$110M	$103M	$101M
Operating Margin	1.2%	0.6%	-0.8%	4.4%	7.8%	7.6%	5.4%	2.1%	4.2%	2.4%	1.9%	6.9%
EBITDA Margin	9.1%	0.6%	-0.6%	4.4%	7.8%	7.6%	11.3%	8.5%	10.5%	11.0%	10.5%	13.9%
	—	$175M	$0	$105M	$84M	$59M	$0	$12M	$744K	$0	—	—
	—	-$298M	—	-$17M	$87M	$43M	—	—	—	—	—	—
Income Tax Expense	—	-$945K	$49M	$21M	$45M	$18M	$17M	$10M	$10M	-$24M	$9M	$15M
	-$183M	-$294M	$47M	$262M	$51M	$127M	$27M	$307M	-$2M	$34M	$57M	$166M
Net Margin	-10.1%	-15.7%	-18.1%	12.8%	2.3%	6.9%	1.9%	24.3%	-0.1%	3.4%	5.8%	22.8%
	$-3.59	-	-	-	-	$0.52	-	-	-	-	-	-
Diluted EPS	$-3.59	$-3.59	-	$2.46	$-0.10	$0.73	-	-	-	-	-	-
Weighted Avg Diluted	—	75M	—	72M	71M	—	—	—	—	—	—	—

Line Item

TTM

2025

2024

2023

2022

2021

2020

2019

2018

2017

2016

2015

$2.0B

$1.9B

$2.2B

$2.1B

$2.3B

$1.8B

$1.6B

$1.3B

$1.4B

$1.0B

$978M

$728M

—

$1.1B

—

$1.2B

$1.4B

$1.1B

—

$887M

$814M

$1.0B

$893M

$908M

$726M

$563M

$457M

$470M

$361M

$327M

$241M

Gross Margin

44.5%

43.5%

42.0%

43.4%

40.1%

39.4%

36.9%

36.2%

34.6%

36.0%

33.4%

33.1%

—

$661M

—

$550M

$554M

$459M

—

Research & Development

—

$17M

—

$15M

$13M

$12M

—

Depreciation

—

$153M

—

$103M

$91M

$95M

$115M

$89M

$56M

Total Operating Expenses

—

$803M

—

$803M

$732M

$586M

—

$35M

$11M

$230M

$90M

$176M

$140M

$95M

$26M

$57M

$25M

$19M

$50M

EBIT

$35M

$11M

$230M

$90M

$176M

$140M

$95M

$26M

$57M

$25M

$19M

$50M

EBITDA

$180M

$11M

-$14M

$90M

$176M

$140M

$176M

$108M

$143M

$110M

$103M

$101M

Operating Margin

1.2%

0.6%

-0.8%

4.4%

7.8%

7.6%

5.4%

2.1%

4.2%

2.4%

1.9%

6.9%

EBITDA Margin

9.1%

0.6%

-0.6%

4.4%

7.8%

7.6%

11.3%

8.5%

10.5%

11.0%

10.5%

13.9%

—

$175M

$105M

$84M

$59M

$12M

$744K

—

-$298M

—

-$17M

$87M

$43M

—

Income Tax Expense

—

-$945K

$49M

$21M

$45M

$18M

$17M

$10M

-$24M

$9M

$15M

-$183M

-$294M

$47M

$262M

$51M

$127M

$27M

$307M

-$2M

$34M

$57M

$166M

Net Margin

-10.1%

-15.7%

-18.1%

12.8%

2.3%

6.9%

1.9%

24.3%

-0.1%

3.4%

5.8%

22.8%

$-3.59

$0.52

Diluted EPS

$-3.59

$2.46

$-0.10

$0.73

Weighted Avg Diluted

—

75M

—

72M

71M

—

Compass Diversified Holdings (CODI) Stock Analysis — April 2026 Rating, Price, and Forecast

Last updated: April 2026

Company Overview — What Does Compass Diversified Holdings Do?

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 niche industrial or branded consumer companies, manufacturing, distribution, consumer products, business services sector, safety & security, electronic components, food, foodservice. The firm prefers to invest in companies based in North America. It seeks to invest between $100 million and $800 million in companies with an EBITDA between $15 million to $80 million. It seeks to acquire controlling ownership interests in its portfolio companies and can make additional platform acquisitions. The firm prefer to have 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 2005 and is based in Westport, Connecticut with an additional office in Costa Mesa, California. Compass Diversified Holdings (CODI) is classified as a small-cap stock in the Consumer Discretionary sector, specifically within the Consumer Goods industry. The company is led by CEO Elias J. Sabo and employs approximately 2,520 people, headquartered in WESTPORT, Connecticut. With a market capitalization of $615M, CODI is one of the notable companies in the Consumer Discretionary sector.

Compass Diversified Holdings (CODI) Stock Rating — Hold (April 2026)

As of April 2026, Compass Diversified Holdings receives a Hold rating with a composite score of 36.7/100 and 3 out of 5 stars from the Blank Capital Research quantitative model.CODI ranks #1,512 out of 4,446 stocks in our coverage universe. Within the Consumer Discretionary sector, Compass Diversified Holdings ranks #125 of 442 stocks, placing it in the upper half of its Consumer Discretionary peers. The rating is generated by a multi-factor model that weighs quality (30%), momentum (25%), value (15%), investment (10%), stability (10%), and short interest (10%).

CODI Stock Price and 52-Week Range

Compass Diversified Holdings (CODI) currently trades at $9.84. The 52-week high for CODI is $20.03, which means the stock is currently trading -50.9% from its annual peak. The 52-week low is $4.58, putting the stock 114.8% above its annual trough. Recent trading volume was 0 shares, suggesting relatively thin trading activity.

Is CODI Overvalued or Undervalued? — Valuation Analysis

Compass Diversified Holdings (CODI) carries a value factor score of 34/100 in the Blank Capital model, signaling premium valuation that prices in significant future growth. The price-to-book ratio stands at 1.26x, versus the sector average of 1.99x. The price-to-sales ratio is 0.36x, compared to 0.27x for the average Consumer Discretionary stock. On an enterprise value basis, CODI trades at 14.41x EV/EBITDA, versus 4.91x for the sector.

At current multiples, Compass Diversified Holdings trades at a premium to most Consumer Discretionary peers. This elevated valuation may be justified if the company can sustain above-average growth rates and profitability, but it also creates downside risk if earnings disappoint expectations.

Compass Diversified Holdings Profitability — ROE, Margins, and Quality Score

Compass Diversified Holdings (CODI) earns a quality factor score of 47/100, signaling below-average profitability metrics relative to the broader market. The return on equity (ROE) is -32.0%, compared to the Consumer Discretionary sector average of 6.2%, which is below typical expectations for high-quality companies. Return on assets (ROA) comes in at -6.0% versus the sector average of 2.5%.

On a margin basis, Compass Diversified Holdings reports gross margins of 44.5%, compared to 36.9% for the sector. The operating margin is 1.2% (sector: 3.8%). Net profit margin stands at -10.1%, versus 2.1% for the average Consumer Discretionary stock. Revenue growth is running at -12.9% on a trailing basis, compared to 3.3% for the sector. Profitability is below benchmark levels, which may reflect industry headwinds, elevated reinvestment, or structural challenges.

CODI Debt, Balance Sheet, and Financial Health

Compass Diversified Holdings has a debt-to-equity ratio of 327.0%, compared to the Consumer Discretionary sector average of 89.0%. This elevated leverage warrants close monitoring, as it increases the company's sensitivity to rising interest rates and economic downturns. The current ratio is 2.42x, indicating strong short-term liquidity. Total debt on the balance sheet is $1.88B. Cash and equivalents stand at $61M.

CODI has a beta of 1.05, meaning it is roughly in line with the broader market in terms of price volatility. The stability factor score for Compass Diversified Holdings is 26/100, suggesting elevated price swings that may be unsuitable for conservative portfolios.

Compass Diversified Holdings Revenue and Earnings History — Quarterly Trend

In TTM 2026, Compass Diversified Holdings reported revenue of $1.99B and earnings per share (EPS) of $-3.59. Net income for the quarter was $-183M. Gross margin was 44.5%. Operating income came in at $35M.

In FY 2025, Compass Diversified Holdings reported revenue of $1.87B. Net income for the quarter was $-294M. Gross margin was 43.5%. Revenue grew -14.8% year-over-year compared to FY 2024. Operating income came in at $11M.

In Q3 2025, Compass Diversified Holdings reported revenue of $473M. Net income for the quarter was $-87M. Gross margin was 44.0%. Revenue grew -18.9% year-over-year compared to Q3 2024. Operating income came in at $-11M.

In Q2 2025, Compass Diversified Holdings reported revenue of $479M. Net income for the quarter was $-78M. Gross margin was 43.6%. Revenue grew -11.8% year-over-year compared to Q2 2024. Operating income came in at $-27M.

Over the past 8 quarters, Compass Diversified Holdings has demonstrated a growth trajectory, with revenue expanding from $543M to $1.99B. Investors analyzing CODI stock should weigh these quarterly trends alongside the valuation and quality metrics discussed above.

CODI Dividend Yield and Income Analysis

Compass Diversified Holdings (CODI) currently pays a dividend yield of 15.1%. At this yield, a $10,000 investment in CODI stock would generate approximately $$1511.00 in annual dividend income.

CODI Momentum and Technical Analysis Profile

Compass Diversified Holdings (CODI) has a momentum factor score of 39/100, signaling weak relative price performance. Stocks with low momentum scores have historically tended to continue underperforming in the near term. The investment factor score is 37/100, which measures capital allocation efficiency and asset growth patterns. The short interest score of 12/100 signals elevated short interest, which can indicate bearish sentiment among institutional investors.

CODI vs Competitors — Consumer Discretionary Sector Ranking and Peer Comparison

Within the Consumer Discretionary sector, Compass Diversified Holdings (CODI) ranks #125 out of 442 stocks based on the Blank Capital composite score. This places CODI in the upper half of all Consumer Discretionary stocks in our coverage universe. Key competitors and sector peers include MONARCH CASINO & RESORT INC (MCRI) with a score of 50.5/100, CASEYS GENERAL STORES INC (CASY) with a score of 57.3/100, INGLES MARKETS INC (IMKTA) with a score of 51.0/100, FIVE BELOW, INC (FIVE) with a score of 51.6/100, and TARGET CORP (TGT) with a score of 52.6/100.

Comparing CODI against the S&P 500 benchmark is also instructive for understanding relative performance. Investors can view the full CODI vs S&P 500 (SPY) comparison to assess how Compass Diversified Holdings stacks up against the broader market across all factor dimensions.

CODI Next Earnings Date

No upcoming earnings date has been announced for Compass Diversified Holdings (CODI) at this time. Check the earnings calendar for the latest scheduling updates across all stocks in our coverage universe.

Should You Buy CODI? — Investment Thesis Summary

Compass Diversified Holdings presents a balanced picture with arguments on both sides. The value score of 34/100 indicates premium valuation. Momentum is weak at 39/100, a headwind for near-term performance. High volatility (stability score 26/100) increases portfolio risk.

In summary, Compass Diversified Holdings (CODI) earns a Hold rating with a composite score of 36.7/100 as of April 2026. The rating is derived from the Blank Capital Research methodology, which combines six factor dimensions into a single quantitative ranking. Investors should consider these quantitative signals alongside their own fundamental research, risk tolerance, and investment time horizon before making buy or sell decisions on CODI stock.

Related Resources for CODI Investors

Explore more research and tools: CODI vs S&P 500 comparison, top Consumer Discretionary stocks, stock screener, our methodology, quality factor explained, value factor explained, momentum factor explained. Compare CODI head-to-head with peers: CODI vs MCRI, CODI vs CASY, CODI vs IMKTA.

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Compass Diversified Holdings (CODI) Stock Analysis — April 2026 Rating, Price, and Forecast

Company Overview — What Does Compass Diversified Holdings Do?

Compass Diversified Holdings (CODI) Stock Rating — Hold (April 2026)

CODI Stock Price and 52-Week Range

Is CODI Overvalued or Undervalued? — Valuation Analysis

Compass Diversified Holdings Profitability — ROE, Margins, and Quality Score

CODI Debt, Balance Sheet, and Financial Health

Compass Diversified Holdings Revenue and Earnings History — Quarterly Trend

CODI Dividend Yield and Income Analysis

CODI Momentum and Technical Analysis Profile

CODI vs Competitors — Consumer Discretionary Sector Ranking and Peer Comparison

CODI Next Earnings Date

Should You Buy CODI? — Investment Thesis Summary

Related Resources for CODI Investors

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Compass Diversified Holdings (CODI) Continues to Clean Up Its Balance Sheet

Rocket And Compass Alliance Puts Growth Plans And Risks In Focus

The U.S. housing markets where million-dollar listings are standard

AI boom catapults San Francisco median home price above $2 million

B. Riley Securities Maintains Neutral on Compass Diversified Hldgs, Raises Price Target to $10.5