MGPI vs CODI

For growth investors, Compass Diversified (CODI) is the stronger pick with 4.

8% revenue growth year-over-year, versus -23. 8% for MGP Ingredients, Inc. (MGPI). Analysts rate MGP Ingredients, Inc. (MGPI) a "Buy" — based on 14 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.

Over the past 5 years, Compass Diversified (CODI) delivered a total return of -37.

0%, compared to -64. 8% for MGP Ingredients, Inc. (MGPI). Over 10 years, the gap is even starker: CODI returned +52. 1% versus MGPI's -12. 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), MGP Ingredients, Inc.

(MGPI) is the lower-risk stock at 0. 63β versus Compass Diversified's 1. 09β — meaning CODI is approximately 73% more volatile than MGPI relative to the S&P 500. On balance sheet safety, MGP Ingredients, Inc. (MGPI) carries a lower debt/equity ratio of 37% versus 3% for Compass Diversified — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Compass Diversified (CODI) is pulling ahead at 4.

8% versus -23. 8% for MGP Ingredients, Inc. (MGPI). On earnings-per-share growth, the picture is similar: MGP Ingredients, Inc. grew EPS -419. 9% year-over-year, compared to -1426. 1% for Compass Diversified. Over a 3-year CAGR, CODI leads at 2. 2% 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.

Compass Diversified (CODI) is the more profitable company, earning -12.

2% net margin versus -20. 1% for MGP Ingredients, Inc. — meaning it keeps -12. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CODI leads at 2. 3% versus -17. 6% for MGPI. At the gross margin level — before operating expenses — CODI leads at 38. 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, MGP Ingredients, Inc.

(MGPI) trades at 12. 2x forward P/E versus 145. 3x for Compass Diversified — 133. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for MGPI: 50. 1% to $29. 00.

All stocks in this comparison pay dividends.

Compass Diversified (CODI) offers the highest yield at 4. 3%, versus 2. 5% for MGP Ingredients, Inc. (MGPI).

For long-horizon retirement investors, MGP Ingredients, Inc.

(MGPI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 63), 2. 5% yield). Both have compounded well over 10 years (MGPI: -12. 7%, CODI: +52. 1%), 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 (MGPI (Consumer Defensive) and CODI (Industrials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: MGPI 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.