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CODICompass Diversified
$11.35$854M
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  3. CODI
  4. Financial Ratios

Compass Diversified (CODI) Financial Ratios

Latest Ratios: P/E Ratio -3.7x · EV/EBITDA 14.7x · ROE -41.5%. (2005–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

CODI Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$854M$361M$1.7B$1.6B$1.3B$2.0B$1.2B$1.5B$746M$1.0B$977M
Enterprise Value$2.7B$2.2B$5.2B$4.5B$3.1B$3.1B$2.1B$1.8B$1.8B$1.6B$1.5B
P/E Ratio →-3.72——9.13—41.3254.036.65—36.0635.10
P/S Ratio0.460.190.970.960.731.160.851.180.551.011.00
P/B Ratio1.490.633.281.891.391.561.011.280.811.101.09
P/FCF———72.58—21.2210.4229.9810.1527.4411.18
P/OCF———20.73—14.918.2617.616.5212.428.77

P/E links to full P/E history page with 30-year chart

CODI EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—1.162.922.671.751.811.431.411.331.561.53
EV / EBITDA14.7111.9951.21318.1019.6113.4511.9416.3112.2214.6914.28
EV / EBIT62.48————37.1828.71—37.90102.0117.82
EV / FCF———202.02—33.1617.5435.9124.5242.3017.10

CODI Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin38.5%38.5%42.0%39.9%37.0%38.4%36.9%36.2%34.6%36.0%33.4%
Operating Margin2.3%2.3%-0.8%-4.1%2.5%7.1%5.4%2.1%4.2%2.4%1.9%
Net Profit Margin-12.2%-12.2%-11.7%6.4%-3.4%6.6%1.6%23.9%-0.4%2.8%5.6%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE-41.5%-41.5%-30.1%12.2%-5.4%9.1%1.9%29.0%-0.6%3.1%6.2%
ROA-7.2%-7.2%-6.3%3.2%-1.8%4.0%1.0%14.2%-0.3%1.6%3.4%
ROIC1.0%1.0%-0.3%-1.6%1.3%4.1%3.3%1.1%2.5%1.3%1.1%
ROCE2.4%2.4%-1.5%-3.3%1.5%4.8%3.9%1.4%3.0%1.5%1.3%

CODI Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity3.273.276.663.891.971.000.740.341.200.640.62
Debt / EBITDA10.3710.3734.70235.3511.725.535.193.617.495.545.32
Net Debt / Equity—3.156.553.371.920.880.690.251.150.590.58
Net Debt / EBITDA9.999.9934.11203.8211.384.844.852.697.165.164.94
Debt / FCF———129.45—11.947.125.9214.3614.875.92
Interest Coverage-0.70-0.70-1.44-1.35-0.351.361.49-0.090.770.483.24

CODI Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio2.422.420.400.592.222.932.403.082.632.482.24
Quick Ratio1.261.260.160.350.991.371.211.561.441.321.18
Cash Ratio0.190.190.020.210.120.440.200.480.190.190.20
Asset Turnover—0.620.540.510.500.550.560.670.570.550.55
Inventory Turnover2.852.851.821.941.971.882.612.542.892.603.06
Days Sales Outstanding—39.5342.2940.0142.3258.8152.1255.3055.2778.3067.60

CODI Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield4.4%10.4%7.1%4.4%5.5%7.6%7.3%5.8%11.6%8.5%8.0%
Payout Ratio———66.2%—131.8%394.5%28.6%—308.2%143.0%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield———11.0%—2.4%1.9%15.0%—2.8%2.8%
FCF Yield———1.4%—4.7%9.6%3.3%9.8%3.6%8.9%
Buyback Yield0.0%0.0%0.5%0.6%0.0%0.0%0.0%0.1%0.8%0.0%0.0%
Total Shareholder Yield4.4%10.4%7.7%5.0%5.5%7.6%7.3%5.9%12.4%8.5%8.0%
Shares Outstanding—$75M$75M$72M$71M$65M$63M$60M$60M$60M$55M

Key Metrics

Growth RegimeMixed
ProfitabilityStrained
Balance SheetStrained
Cash FlowMixed
Top Statement Risk

High leverage and interest burden

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q2)

Margin Recovery Masked by Interest Drag

Gross margin expanded to 47.2% in 2026Q2 from 41.0% in 2024Q4, yet net margin swung to 18.8% on divestiture gains, obscuring a strained operating core. According to the latest quarterly data, operating margin remains thin at 6.8%.

The 620 basis point gross margin improvement suggests a favorable mix shift toward branded consumer assets, but operating margin of 6.8% indicates that SG&A overhead continues to consume a disproportionate share of gross profit. The 18.8% net margin in 2026Q2 is likely inflated by non-recurring gains, as evidenced by the prior quarter's -7.2% net margin. Investors should monitor whether the gross margin expansion is sustainable or a temporary artifact of portfolio changes.

ROIC Recovery Still Nascent

ROIC improved to 0.9% in 2026Q2 from -0.9% a year earlier, but remains far below the cost of capital. Based on reported figures, ROE swung to 14.0% in 2026Q2, yet this is heavily influenced by one-time gains and a shrinking equity base.

The ten-quarter trend shows ROIC oscillating between -1.7% and 8.3%, with the 2024Q4 spike likely driven by a divestiture gain. The current 0.9% ROIC suggests that the underlying portfolio is not generating returns that exceed the cost of debt, which is a concern given the elevated leverage. The improvement in ROE to 14.0% is flattered by the equity base falling to $472.6M, so investors should focus on ROIC as a more reliable measure of economic value creation.

Working Capital Cycle Stretched but Improving

Cash conversion cycle improved to 165 days in 2026Q2 from 352 days in 2024Q2, driven by a sharp reduction in days inventory outstanding. As reported in the quarterly data, DIO fell from 311 to 153 days, indicating better inventory management.

The improvement in CCC is a positive sign, but the cycle remains long, reflecting the capital-intensive nature of the industrial and consumer businesses. DSO has also declined from 74 to 42 days, suggesting improved receivables collection, while DPO has remained relatively stable around 30-38 days. The reduction in DIO may indicate a deliberate effort to streamline inventory, but it could also reflect lower demand expectations, so investors should monitor whether this trend continues without hurting sales.

Deleveraging Progress but Debt Service Still Heavy

Debt-to-equity fell to 2.88 in 2026Q2 from 6.66 in 2024Q4, and interest coverage improved to 6.33 from negative levels. According to the latest balance sheet data, total debt declined to $1.7B, yet remains substantial relative to equity of $472.6M.

The deleveraging is evident, with D/EBITDA dropping from 267.55 in 2025Q2 to 27.29 in 2026Q2, though the latter is still elevated. Interest coverage of 6.33 in 2026Q2 is a marked improvement from the negative readings in 2025, suggesting that the recent debt reduction is easing the interest burden. However, the absolute debt level remains high, and the negative net margin in prior quarters indicates that interest costs have historically overwhelmed operating income. The sale of Sterno's food service business appears to be a strategic move to accelerate deleveraging, but the sustainability of coverage ratios depends on stable subsidiary cash flows.

Liquidity Buffer Thin Despite Ratio Improvement

Current ratio improved to 2.26 in 2026Q2 from 0.40 in 2024Q4, but quick ratio of 1.10 suggests inventory dependence. As per the quarterly data, cash of $87.4M is modest relative to total debt of $1.7B.

The current ratio recovery is largely due to a reduction in current liabilities, but the quick ratio of 1.10 indicates that inventory still plays a significant role in covering short-term obligations. In a stress scenario, the thin cash buffer and high debt load could pose refinancing risks, especially if interest rates remain elevated. The improvement in liquidity ratios is encouraging, but investors should note that the company's ability to weather a downturn is constrained by its leverage and the cyclicality of its consumer segment.

Misapplied P/E on Distorted Earnings

The most commonly misapplied ratio for CODI is the P/E multiple, given that GAAP net income is heavily distorted by non-cash amortization and divestiture gains. Based on reported figures, trailing P/E is -3.83, while forward P/E of 40.92 implies unrealistic earnings growth.

CODI's earnings are subject to significant non-cash charges from acquisitions and one-time gains from divestitures, making P/E unreliable. The negative trailing P/E and the high forward P/E reflect the volatility in net income, which swung from -$71.2M in 2025Q4 to +$79.6M in 2026Q2. Instead, investors should use EV/EBITDA or Cash Available for Distribution (CAD) to assess valuation, as these metrics better capture the underlying cash-generating power of the subsidiaries. The current EV/EBITDA of 14.84 is more meaningful, but it still needs to be compared to peers and historical levels to gauge whether the market is pricing in a recovery.

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CODI — Frequently Asked Questions

Quick answers to the most common questions about buying CODI stock.

What is Compass Diversified's P/E ratio?

Compass Diversified's current P/E ratio is -3.7x. The historical average is 19.5x.

What is Compass Diversified's EV/EBITDA?

Compass Diversified's current EV/EBITDA is 14.7x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 15.3x.

What is Compass Diversified's ROE?

Compass Diversified's return on equity (ROE) is -41.5%. The historical average is 3.1%.

Is CODI stock overvalued?

Based on historical data, Compass Diversified is trading at a P/E of -3.7x. Compare with industry peers and growth rates for a complete picture.

What is Compass Diversified's dividend yield?

Compass Diversified's current dividend yield is 4.41%.

What are Compass Diversified's profit margins?

Compass Diversified has 38.5% gross margin and 2.3% operating margin.

How much debt does Compass Diversified have?

Compass Diversified's Debt/EBITDA ratio is 10.4x, indicating high leverage. A ratio above 4x may signal elevated financial risk.