Comprehensive Stock Comparison

Compare Compass, Inc. (COMP) vs Tyler Technologies, Inc. (TYL) Stock

Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.

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Quick Verdict

CategoryWinnerWhy
GrowthCOMP104.0% revenue growth vs TYL's 9.5%
ValueTYLLower P/E (28.3x vs 56.2x)
Quality / MarginsTYL13.5% net margin vs COMP's -0.8%
Stability / SafetyTYLBeta 0.68 vs COMP's 0.94, lower leverage
DividendsTieNeither pays a meaningful dividend
Momentum (1Y)COMP+8.5% vs TYL's -41.7%
Efficiency (ROA)TYL5.6% ROA vs COMP's -3.8%, ROIC 6.7% vs -7.7%
Bottom line: TYL leads in 4 of 7 categories, making it the stronger pick for investors who prioritize valuation and capital efficiency and profitability and margin quality. Compass, Inc. is the better choice for growth and revenue expansion and recent price momentum and sentiment. As direct sector peers, they can serve as alternatives in the same portfolio allocation.

Who Each Stock Is For

Income & stability

Growth exposure

Long-term compounding (10Y)

Sleep-well-at-night portfolio

Defensive / Recession hedge

Business Model

What each company does and how it makes money

COMPCompass, Inc.
Technology

Compass is a technology-powered real estate brokerage that operates a cloud-based platform for agents to manage their business and serve clients. It makes money primarily through real estate transaction commissions — typically a percentage of home sale prices — with its platform serving to attract and retain top-performing agents. Its key advantage is its integrated software suite that streamlines agent workflows, creating a technology moat that traditional brokerages lack.

TYLTyler Technologies, Inc.
Technology

Tyler Technologies is a software company that provides integrated information management solutions exclusively for the public sector — including government agencies, courts, schools, and utilities. It generates revenue primarily through enterprise software licensing and maintenance fees (roughly 70% of revenue), appraisal and tax software services (about 20%), and digital government services through its NIC segment (around 10%). The company's key competitive advantage is its deep specialization in public sector workflows — creating high switching costs through mission-critical, integrated systems that span entire government operations.

Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

COMPCompass, Inc.

Segment breakdown not available.

TYLTyler Technologies, Inc.
FY 2024
Transaction Based Fees
33.1%$698M
Saas Arrangements
30.5%$645M
Maintenance
21.9%$463M
Professional Services
12.5%$264M
Hardware and Other
2.0%$41M

Financial Metrics Comparison

Side-by-side fundamentals across 2 stocks. BestLagging

Financial Scorecard

TYL 2COMP 1
Financial MetricsTYL4/6 metrics
Valuation MetricsTie3/6 metrics
Profitability & EfficiencyTYL8/9 metrics
Total ReturnsCOMP4/6 metrics
Risk & VolatilityTie1/2 metrics
Analyst Outlook0/0 metrics

TYL leads in 2 of 6 categories (Financial Metrics, Profitability & Efficiency). COMP leads in 1 (Total Returns). 2 tied.

Financial Metrics (TTM)

COMP is the larger business by revenue, generating $7.0B annually — 3.0x TYL's $2.3B. TYL is the more profitable business, keeping 13.5% of every revenue dollar as net income compared to COMP's -0.8%. On growth, COMP holds the edge at +23.1% YoY revenue growth, suggesting stronger near-term business momentum.

MetricCOMPCompass, Inc.TYLTyler Technologie…
RevenueTrailing 12 months$7.0B$2.3B
EBITDAEarnings before interest/tax$49M$462M
Net IncomeAfter-tax profit-$59M$316M
Free Cash FlowCash after capex$203M$638M
Gross MarginGross profit ÷ Revenue+18.4%+45.3%
Operating MarginEBIT ÷ Revenue-0.9%+15.3%
Net MarginNet income ÷ Revenue-0.8%+13.5%
FCF MarginFCF ÷ Revenue+2.9%+27.3%
Rev. Growth (YoY)Latest quarter vs prior year+23.1%+6.3%
EPS Growth (YoY)Latest quarter vs prior year+12.5%+0.7%
TYL leads this category, winning 4 of 6 comparable metrics.

Valuation Metrics

On an enterprise value basis, COMP's 23.1x EV/EBITDA is more attractive than TYL's 33.5x.

MetricCOMPCompass, Inc.TYLTyler Technologie…
Market CapShares × price$5.4B$15.3B
Enterprise ValueMkt cap + debt − cash$5.7B$15.2B
Trailing P/EPrice ÷ TTM EPS-28.68x58.63x
Forward P/EPrice ÷ next-FY EPS est.56.16x28.29x
PEG RatioP/E ÷ EPS growth rate5.51x
EV / EBITDAEnterprise value multiple23.15x33.54x
Price / SalesMarket cap ÷ Revenue0.47x7.14x
Price / BookPrice ÷ Book value/share7.08x4.55x
Price / FCFMarket cap ÷ FCF26.79x25.26x
Evenly matched — COMP and TYL each lead in 3 of 6 comparable metrics.

Profitability & Efficiency

TYL delivers a 5.6% return on equity — every $100 of shareholder capital generates $6 in annual profit, vs $-7 for COMP. TYL carries lower financial leverage with a 0.19x debt-to-equity ratio, signaling a more conservative balance sheet compared to COMP's 0.58x. On the Piotroski fundamental quality scale (0–9), TYL scores 7/9 vs COMP's 4/9, reflecting strong financial health.

MetricCOMPCompass, Inc.TYLTyler Technologie…
ROE (TTM)Return on equity-7.4%+5.6%
ROA (TTM)Return on assets-3.8%+5.6%
ROICReturn on invested capital-7.7%+6.7%
ROCEReturn on capital employed-8.9%+7.7%
Piotroski ScoreFundamental quality 0–947
Debt / EquityFinancial leverage0.58x0.19x
Net DebtTotal debt minus cash$255M-$106M
Cash & Equiv.Liquid assets$199M$745M
Total DebtShort + long-term debt$454M$638M
Interest CoverageEBIT ÷ Interest expense-3.44x124.09x
TYL leads this category, winning 8 of 9 comparable metrics.

Total Returns (with DRIP)

A $10,000 investment in TYL five years ago would be worth $7,435 today (with dividends reinvested), compared to $4,839 for COMP. Over the past 12 months, COMP leads with a +8.5% total return vs TYL's -41.7%. The 3-year compound annual growth rate (CAGR) favors COMP at 39.3% vs TYL's 3.4% — a key indicator of consistent wealth creation.

MetricCOMPCompass, Inc.TYLTyler Technologie…
YTD ReturnYear-to-date-7.1%-18.6%
1-Year ReturnPast 12 months+8.5%-41.7%
3-Year ReturnCumulative with dividends+170.1%+10.4%
5-Year ReturnCumulative with dividends-51.6%-25.6%
10-Year ReturnCumulative with dividends-51.6%+194.8%
CAGR (3Y)Annualised 3-year return+39.3%+3.4%
COMP leads this category, winning 4 of 6 comparable metrics.

Risk & Volatility

TYL is the less volatile stock with a 0.68 beta — it tends to amplify market swings less than COMP's 0.94 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. COMP currently trades 69.9% from its 52-week high vs TYL's 56.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricCOMPCompass, Inc.TYLTyler Technologie…
Beta (5Y)Sensitivity to S&P 5000.94x0.68x
52-Week HighHighest price in past year$13.96$626.56
52-Week LowLowest price in past year$5.66$283.72
% of 52W HighCurrent price vs 52-week peak+69.9%+56.6%
RSI (14)Momentum oscillator 0–10038.048.7
Avg Volume (50D)Average daily shares traded18.1M513K
Evenly matched — COMP and TYL each lead in 1 of 2 comparable metrics.

Analyst Outlook

Wall Street rates COMP as "Buy" and TYL as "Buy". Consensus price targets imply 53.8% upside for COMP (target: $15) vs 33.6% for TYL (target: $474).

MetricCOMPCompass, Inc.TYLTyler Technologie…
Analyst RatingConsensus buy/hold/sellBuyBuy
Price TargetConsensus 12-month target$15.00$473.91
# AnalystsCovering analysts1035
Dividend YieldAnnual dividend ÷ price
Dividend StreakConsecutive years of raises1
Dividend / ShareAnnual DPS
Buyback YieldShare repurchases ÷ mkt cap+0.1%0.0%
Insufficient data to determine a leader in this category.

Historical Charts

Charts are rendered on first load. Hover for details.

Chart 1Total Return — 5 Years (Rebased to 100)

StockApr 21Feb 26Change
Compass, Inc. (COMP)10060.94-39.1%
Tyler Technologies,… (TYL)10084.04-16.0%

Tyler Technologies,… (TYL) returned -26% over 5 years vs Compass, Inc. (COMP)'s -52%.

Chart 2Revenue Growth — 10 Years

Stock20162025Change
Compass, Inc. (COMP)$885M$11.5B+1197.8%
Tyler Technologies,… (TYL)$756M$2.1B+182.8%

Chart 3Net Margin Trend — 10 Years

Stock20162025Change
Compass, Inc. (COMP)-25.3%-2.0%+91.9%
Tyler Technologies,… (TYL)14.5%12.3%-15.3%

Chart 4P/E Ratio History — 8 Years

Stock20172024Change
Tyler Technologies,… (TYL)4195.3+132.4%

Tyler Technologies, Inc. has traded in a 41x–141x P/E range over 8 years; current trailing P/E is ~59x.

Chart 5EPS Growth — 10 Years

Stock20162025Change
Compass, Inc. (COMP)-0.63-0.34+46.0%
Tyler Technologies,… (TYL)2.926.05+107.2%

Chart 6Free Cash Flow — 5 Years

2021
$-79M
$316M
2022
$-362M
$331M
2023
$-37M
$327M
2024
$106M
$604M
2025
$203M
Compass, Inc. (COMP)Tyler Technologies,… (TYL)

Compass, Inc. generated $203M FCF in 2025 (+358% vs 2021). Tyler Technologies, Inc. generated $604M FCF in 2024 (+91% vs 2021).

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COMP vs TYL: Frequently Asked Questions

9 questions · data-driven answers · updated daily

01

Is COMP or TYL a better buy right now?

Tyler Technologies, Inc. (TYL) offers the better valuation at 58.6x trailing P/E (28.3x forward), making it the more compelling value choice. Analysts rate Compass, Inc. (COMP) 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.

02

Which has the better valuation — COMP or TYL?

On forward P/E, Tyler Technologies, Inc. is actually cheaper at 28.3x.

03

Which is the better long-term investment — COMP or TYL?

Over the past 5 years, Tyler Technologies, Inc. (TYL) delivered a total return of -25.6%, compared to -51.6% for Compass, Inc. (COMP). A $10,000 investment in TYL five years ago would be worth approximately $7K today (assuming dividends reinvested). Over 10 years, the gap is even starker: TYL returned +194.8% versus COMP's -51.6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

04

Which is safer — COMP or TYL?

By beta (market sensitivity over 5 years), Tyler Technologies, Inc. (TYL) is the lower-risk stock at 0.68β versus Compass, Inc.'s 0.94β — meaning COMP is approximately 38% more volatile than TYL relative to the S&P 500. On balance sheet safety, Tyler Technologies, Inc. (TYL) carries a lower debt/equity ratio of 19% versus 58% for Compass, Inc. — giving it more financial flexibility in a downturn.

05

Which has better profit margins — COMP or TYL?

Tyler Technologies, Inc. (TYL) is the more profitable company, earning 12.3% net margin versus -2.0% for Compass, Inc. — meaning it keeps 12.3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: TYL leads at 14.0% versus -0.8% for COMP. At the gross margin level — before operating expenses — TYL leads at 41.0%, 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.

06

Is COMP or TYL more undervalued right now?

On forward earnings alone, Tyler Technologies, Inc. (TYL) trades at 28.3x forward P/E versus 56.2x for Compass, Inc. — 27.9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for COMP: 53.8% to $15.00.

07

Which pays a better dividend — COMP or TYL?

None of the stocks in this comparison currently pay a material dividend. All are effectively zero-yield and should be held for capital appreciation rather than income.

08

Is COMP or TYL better for a retirement portfolio?

For long-horizon retirement investors, Tyler Technologies, Inc. (TYL) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.68), +194.8% 10Y return). Both have compounded well over 10 years (TYL: +194.8%, COMP: -51.6%), 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.

09

What are the main differences between COMP and TYL?

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

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COMP

High-Growth Disruptor

  • Sector: Technology
  • Market Cap > $100B
  • Revenue Growth > 11%
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TYL

Steady Growth Compounder

  • Sector: Technology
  • Market Cap > $100B
  • Revenue Growth > 5%
  • Net Margin > 8%
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Revenue Growth>
%
(COMP: 23.1% · TYL: 6.3%)