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4 / 10Stock Comparison
LRE vs EXPI vs COMP vs HOUS
Revenue, margins, valuation, and 5-year total return — side by side.
Real Estate - Services
Software - Application
Real Estate - Services
LRE vs EXPI vs COMP vs HOUS — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Real Estate - Development | Real Estate - Services | Software - Application | Real Estate - Services |
| Market Cap | $18M | $1.05B | $5.19B | $1.98B |
| Revenue (TTM) | $36.91B | $4.77B | $8.31B | $5.87B |
| Net Income (TTM) | $1.12B | $-23M | $14M | $-128M |
| Gross Margin | 16.4% | 7.0% | 10.8% | 47.3% |
| Operating Margin | 5.0% | -0.4% | -4.2% | 20.3% |
| Forward P/E | 4.3x | 93.1x | 56.5x | — |
| Total Debt | $11.60B | $0.00 | $454M | $3.06B |
| Cash & Equiv. | $1.30B | $124M | $199M | $118M |
LRE vs EXPI vs COMP vs HOUS — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Sep 23 | May 26 | Return |
|---|---|---|---|
| Lead Real Estate Co… (LRE) | 100 | 26.3 | -73.7% |
| eXp World Holdings,… (EXPI) | 100 | 40.1 | -59.9% |
| Compass, Inc. (COMP) | 100 | 318.6 | +218.6% |
| Anywhere Real Estat… (HOUS) | 100 | 220.2 | +120.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: LRE vs EXPI vs COMP vs HOUS
Each card shows where this stock fits in a portfolio — not just who wins on paper.
LRE carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 1 yrs, beta 0.84, yield 0.9%
- Lower volatility, beta 0.84, current ratio 1.42x
- Better valuation composite
- 3.0% margin vs HOUS's -2.2%
EXPI is the clearest fit if your priority is defensive.
- Beta 1.57, yield 3.0%, current ratio 1.53x
COMP is the #2 pick in this set and the best alternative if growth exposure is your priority.
- Rev growth 23.7%, EPS growth 67.7%, 3Y rev CAGR 5.0%
- 23.7% revenue growth vs HOUS's 1.0%
HOUS is the clearest fit if your priority is long-term compounding.
- -35.0% 10Y total return vs EXPI's 6.9%
- +375.5% vs EXPI's -22.5%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 23.7% revenue growth vs HOUS's 1.0% | |
| Value | Better valuation composite | |
| Quality / Margins | 3.0% margin vs HOUS's -2.2% | |
| Stability / Safety | Beta 0.84 vs HOUS's 1.86 | |
| Dividends | 0.9% yield, 1-year raise streak, vs EXPI's 3.0%, (1 stock pays no dividend) | |
| Momentum (1Y) | +375.5% vs EXPI's -22.5% | |
| Efficiency (ROA) | 6.5% ROA vs EXPI's -5.1%, ROIC 4.8% vs -15.3% |
LRE vs EXPI vs COMP vs HOUS — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
LRE vs EXPI vs COMP vs HOUS — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
LRE leads in 2 of 6 categories
HOUS leads 1 • EXPI leads 0 • COMP leads 0 • 3 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — COMP and HOUS each lead in 2 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
LRE is the larger business by revenue, generating $36.9B annually — 7.7x EXPI's $4.8B. LRE is the more profitable business, keeping 3.0% of every revenue dollar as net income compared to HOUS's -2.2%. On growth, COMP holds the edge at +99.4% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $36.9B | $4.8B | $8.3B | $5.9B |
| EBITDAEarnings before interest/tax | $2.0B | -$12M | -$100M | $1.4B |
| Net IncomeAfter-tax profit | $1.1B | -$23M | $14M | -$128M |
| Free Cash FlowCash after capex | -$2.8B | $108M | $16M | -$41M |
| Gross MarginGross profit ÷ Revenue | +16.4% | +7.0% | +10.8% | +47.3% |
| Operating MarginEBIT ÷ Revenue | +5.0% | -0.4% | -4.2% | +20.3% |
| Net MarginNet income ÷ Revenue | +3.0% | -0.5% | +0.2% | -2.2% |
| FCF MarginFCF ÷ Revenue | -7.5% | +2.3% | +0.2% | -0.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | +19.9% | +8.5% | +99.4% | +5.9% |
| EPS Growth (YoY)Latest quarter vs prior year | +44.9% | -24.4% | +133.3% | -2.9% |
Valuation Metrics
LRE leads this category, winning 3 of 6 comparable metrics.
Valuation Metrics
On an enterprise value basis, LRE's 13.0x EV/EBITDA is more attractive than COMP's 65.3x.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $18M | $1.1B | $5.2B | $2.0B |
| Enterprise ValueMkt cap + debt − cash | $83M | $926M | $5.4B | $4.9B |
| Trailing P/EPrice ÷ TTM EPS | 4.28x | -46.57x | -92.40x | -15.34x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 93.14x | 56.51x | — |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | — |
| EV / EBITDAEnterprise value multiple | 13.02x | — | 65.33x | 18.77x |
| Price / SalesMarket cap ÷ Revenue | 0.14x | 0.22x | 0.75x | 0.35x |
| Price / BookPrice ÷ Book value/share | 0.63x | 4.28x | 6.71x | 1.25x |
| Price / FCFMarket cap ÷ FCF | — | 9.63x | 25.55x | 76.08x |
Profitability & Efficiency
LRE leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
LRE delivers a 26.5% return on equity — every $100 of shareholder capital generates $27 in annual profit, vs $-9 for EXPI. COMP carries lower financial leverage with a 0.58x debt-to-equity ratio, signaling a more conservative balance sheet compared to LRE's 2.74x. On the Piotroski fundamental quality scale (0–9), LRE scores 5/9 vs HOUS's 3/9, reflecting solid financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +26.5% | -9.4% | +1.1% | -8.4% |
| ROA (TTM)Return on assets | +6.5% | -5.1% | +0.4% | -2.2% |
| ROICReturn on invested capital | +4.8% | -15.3% | -2.5% | +1.0% |
| ROCEReturn on capital employed | +10.1% | -9.6% | -2.9% | +1.4% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 4 | 4 | 3 |
| Debt / EquityFinancial leverage | 2.74x | — | 0.58x | 1.95x |
| Net DebtTotal debt minus cash | $10.3B | -$124M | $255M | $2.9B |
| Cash & Equiv.Liquid assets | $1.3B | $124M | $199M | $118M |
| Total DebtShort + long-term debt | $11.6B | $0 | $454M | $3.1B |
| Interest CoverageEBIT ÷ Interest expense | 49.14x | — | -0.12x | 0.42x |
Total Returns (Dividends Reinvested)
HOUS leads this category, winning 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in HOUS five years ago would be worth $9,871 today (with dividends reinvested), compared to $2,175 for LRE. Over the past 12 months, HOUS leads with a +375.5% total return vs EXPI's -22.5%. The 3-year compound annual growth rate (CAGR) favors COMP at 51.8% vs LRE's -39.9% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | -26.4% | -27.8% | -12.0% | +26.4% |
| 1-Year ReturnPast 12 months | +5.7% | -22.5% | +19.4% | +375.5% |
| 3-Year ReturnCumulative with dividends | -78.3% | -45.7% | +250.0% | +227.9% |
| 5-Year ReturnCumulative with dividends | -78.3% | -73.7% | -44.0% | -1.3% |
| 10-Year ReturnCumulative with dividends | -78.3% | +688.3% | -54.1% | -35.0% |
| CAGR (3Y)Annualised 3-year return | -39.9% | -18.4% | +51.8% | +48.6% |
Risk & Volatility
Evenly matched — LRE and HOUS each lead in 1 of 2 comparable metrics.
Risk & Volatility
LRE is the less volatile stock with a 0.84 beta — it tends to amplify market swings less than HOUS's 1.86 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. HOUS currently trades 97.8% from its 52-week high vs LRE's 43.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.84x | 1.57x | 1.79x | 1.86x |
| 52-Week HighHighest price in past year | $2.97 | $12.23 | $13.96 | $18.03 |
| 52-Week LowLowest price in past year | $1.00 | $5.66 | $5.66 | $3.10 |
| % of 52W HighCurrent price vs 52-week peak | +43.4% | +53.3% | +66.2% | +97.8% |
| RSI (14)Momentum oscillator 0–100 | 49.0 | 48.0 | 42.3 | 77.6 |
| Avg Volume (50D)Average daily shares traded | 16K | 1.0M | 14.5M | 11.5M |
Analyst Outlook
Evenly matched — LRE and EXPI each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: EXPI as "Buy", COMP as "Buy", HOUS as "Hold". Consensus price targets imply 68.7% upside for EXPI (target: $11) vs 7.7% for HOUS (target: $19). For income investors, EXPI offers the higher dividend yield at 2.96% vs HOUS's 0.15%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy | Buy | Hold |
| Price TargetConsensus 12-month target | — | $11.00 | $14.29 | $19.00 |
| # AnalystsCovering analysts | — | 5 | 10 | 16 |
| Dividend YieldAnnual dividend ÷ price | +0.9% | +3.0% | — | +0.2% |
| Dividend StreakConsecutive years of raises | 1 | 0 | — | 0 |
| Dividend / ShareAnnual DPS | $1.87 | $0.19 | — | $0.03 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +5.4% | 0.0% | +0.2% |
LRE leads in 2 of 6 categories (Valuation Metrics, Profitability & Efficiency). HOUS leads in 1 (Total Returns). 3 tied.
LRE vs EXPI vs COMP vs HOUS: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is LRE or EXPI or COMP or HOUS a better buy right now?
For growth investors, Compass, Inc.
(COMP) is the stronger pick with 23. 7% revenue growth year-over-year, versus 1. 0% for Anywhere Real Estate Inc. (HOUS). Lead Real Estate Co. , Ltd American Depositary Shares (LRE) offers the better valuation at 4. 3x trailing P/E, making it the more compelling value choice. Analysts rate eXp World Holdings, Inc. (EXPI) a "Buy" — based on 5 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.
02Which has the better valuation — LRE or EXPI or COMP or HOUS?
On forward P/E, Compass, Inc.
is actually cheaper at 56. 5x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — LRE or EXPI or COMP or HOUS?
Over the past 5 years, Anywhere Real Estate Inc.
(HOUS) delivered a total return of -1. 3%, compared to -78. 3% for Lead Real Estate Co. , Ltd American Depositary Shares (LRE). Over 10 years, the gap is even starker: EXPI returned +688. 3% versus LRE's -78. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — LRE or EXPI or COMP or HOUS?
By beta (market sensitivity over 5 years), Lead Real Estate Co.
, Ltd American Depositary Shares (LRE) is the lower-risk stock at 0. 84β versus Anywhere Real Estate Inc. 's 1. 86β — meaning HOUS is approximately 122% more volatile than LRE relative to the S&P 500. On balance sheet safety, Compass, Inc. (COMP) carries a lower debt/equity ratio of 58% versus 3% for Lead Real Estate Co. , Ltd American Depositary Shares — giving it more financial flexibility in a downturn.
05Which is growing faster — LRE or EXPI or COMP or HOUS?
By revenue growth (latest reported year), Compass, Inc.
(COMP) is pulling ahead at 23. 7% versus 1. 0% for Anywhere Real Estate Inc. (HOUS). On earnings-per-share growth, the picture is similar: Compass, Inc. grew EPS 67. 7% year-over-year, compared to -30. 7% for Anywhere Real Estate Inc.. Over a 3-year CAGR, LRE leads at 19. 0% 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.
06Which has better profit margins — LRE or EXPI or COMP or HOUS?
Lead Real Estate Co.
, Ltd American Depositary Shares (LRE) is the more profitable company, earning 3. 3% net margin versus -2. 2% for Anywhere Real Estate Inc. — meaning it keeps 3. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: LRE leads at 4. 7% versus -0. 4% for EXPI. At the gross margin level — before operating expenses — HOUS leads at 34. 7%, 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.
07Is LRE or EXPI or COMP or HOUS more undervalued right now?
On forward earnings alone, Compass, Inc.
(COMP) trades at 56. 5x forward P/E versus 93. 1x for eXp World Holdings, Inc. — 36. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for EXPI: 68. 7% to $11. 00.
08Which pays a better dividend — LRE or EXPI or COMP or HOUS?
In this comparison, EXPI (3.
0% yield), LRE (0. 9% yield), HOUS (0. 2% yield) pay a dividend. COMP does not pay a meaningful dividend and should not be held primarily for income.
09Is LRE or EXPI or COMP or HOUS better for a retirement portfolio?
For long-horizon retirement investors, Lead Real Estate Co.
, Ltd American Depositary Shares (LRE) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 84), 0. 9% yield). Anywhere Real Estate Inc. (HOUS) carries a higher beta of 1. 86 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (LRE: -78. 3%, HOUS: -35. 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.
10What are the main differences between LRE and EXPI and COMP and HOUS?
These companies operate in different sectors (LRE (Real Estate) and EXPI (Real Estate) and COMP (Technology) and HOUS (Real Estate)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: LRE is a small-cap deep-value stock; EXPI is a small-cap quality compounder stock; COMP is a small-cap high-growth stock; HOUS is a small-cap quality compounder stock. LRE, EXPI pay a dividend while COMP, HOUS do not, making them suitable for different income and tax situations. 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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