CDRE vs CODI

For growth investors, Cadre Holdings, Inc.

(CDRE) is the stronger pick with 7. 5% revenue growth year-over-year, versus 4. 8% for Compass Diversified (CODI). Cadre Holdings, Inc. (CDRE) offers the better valuation at 29. 3x trailing P/E (24. 2x forward), making it the more compelling value choice. Analysts rate Cadre Holdings, Inc. (CDRE) a "Buy" — based on 9 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On forward P/E, Cadre Holdings, Inc.

is actually cheaper at 24. 2x.

Over the past 5 years, Cadre Holdings, Inc.

(CDRE) delivered a total return of +106. 0%, compared to -33. 7% for Compass Diversified (CODI). Over 10 years, the gap is even starker: CDRE returned +106. 0% versus CODI's +56. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Compass Diversified (CODI) is the lower-risk stock at 1.

28β versus Cadre Holdings, Inc. 's 1. 47β — meaning CDRE is approximately 15% more volatile than CODI relative to the S&P 500. On balance sheet safety, Cadre Holdings, Inc. (CDRE) carries a lower debt/equity ratio of 101% versus 3% for Compass Diversified — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Cadre Holdings, Inc.

(CDRE) is pulling ahead at 7. 5% versus 4. 8% for Compass Diversified (CODI). On earnings-per-share growth, the picture is similar: Cadre Holdings, Inc. grew EPS 13. 3% year-over-year, compared to -1426. 1% for Compass Diversified. Over a 3-year CAGR, CDRE leads at 10. 1% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Cadre Holdings, Inc.

(CDRE) is the more profitable company, earning 7. 2% net margin versus -12. 2% for Compass Diversified — meaning it keeps 7. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CDRE leads at 12. 3% versus 2. 3% for CODI. At the gross margin level — before operating expenses — CDRE leads at 42. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

On forward earnings alone, Cadre Holdings, Inc.

(CDRE) trades at 24. 2x forward P/E versus 97. 9x for Compass Diversified — 73. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for CDRE: 72. 5% to $51. 50.

All stocks in this comparison pay dividends.

Compass Diversified (CODI) offers the highest yield at 4. 0%, versus 1. 2% for Cadre Holdings, Inc. (CDRE).

For long-horizon retirement investors, Compass Diversified (CODI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1.

28), 4. 0% yield). Both have compounded well over 10 years (CODI: +56. 5%, CDRE: +106. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: CDRE is a small-cap quality compounder stock; CODI is a small-cap income-oriented stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.