CMPO vs IDCC

For growth investors, CompoSecure, Inc.

(CMPO) is the stronger pick with 7. 7% revenue growth year-over-year, versus -4. 0% for InterDigital, Inc. (IDCC). InterDigital, Inc. (IDCC) offers the better valuation at 23. 6x trailing P/E (38. 8x forward), making it the more compelling value choice. Analysts rate CompoSecure, Inc. (CMPO) a "Buy" — based on 10 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, CompoSecure, Inc.

is actually cheaper at 15. 2x — notably different from the trailing picture, reflecting expected earnings growth.

Over the past 5 years, InterDigital, Inc.

(IDCC) delivered a total return of +303. 1%, compared to +100. 3% for CompoSecure, Inc. (CMPO). Over 10 years, the gap is even starker: IDCC returned +436. 7% versus CMPO's +104. 7%. 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), InterDigital, Inc.

(IDCC) is the lower-risk stock at 1. 12β versus CompoSecure, Inc. 's 1. 47β — meaning CMPO is approximately 31% more volatile than IDCC relative to the S&P 500.

By revenue growth (latest reported year), CompoSecure, Inc.

(CMPO) is pulling ahead at 7. 7% versus -4. 0% for InterDigital, Inc. (IDCC). On earnings-per-share growth, the picture is similar: InterDigital, Inc. grew EPS -2. 2% year-over-year, compared to -325. 9% for CompoSecure, Inc.. Over a 3-year CAGR, IDCC leads at 22. 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.

InterDigital, Inc.

(IDCC) is the more profitable company, earning 48. 8% net margin versus -12. 8% for CompoSecure, Inc. — meaning it keeps 48. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: IDCC leads at 55. 3% versus 25. 6% for CMPO. At the gross margin level — before operating expenses — IDCC leads at 80. 3%, 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, CompoSecure, Inc.

(CMPO) trades at 15. 2x forward P/E versus 38. 8x for InterDigital, Inc. — 23. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for IDCC: 52. 5% to $425. 00.

All stocks in this comparison pay dividends.

CompoSecure, Inc. (CMPO) offers the highest yield at 1. 2%, versus 0. 6% for InterDigital, Inc. (IDCC).

For long-horizon retirement investors, InterDigital, Inc.

(IDCC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 12), 0. 6% yield, +436. 7% 10Y return). Both have compounded well over 10 years (IDCC: +436. 7%, CMPO: +104. 7%), 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.

These companies operate in different sectors (CMPO (Industrials) and IDCC (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

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.