Compass, Inc. is experiencing a dramatic revenue acceleration, with 2026Q2 revenue up 109.1% year-over-year to $4.3B, and a swing to positive operating income of $124M. However, this growth is accompanied by severe gross margin volatility (2.9% in 2026Q2), hea...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated sharply to 109.1% year-over-year in 2026Q2, but gross margin collapsed to 2.9% from 25.7% in the prior quarter, while SBC of $149M exceeded net income of $92M, clouding earnings quality.
Optimistic analysts project Compass reaching about US$17.3 billion in revenue, indicating significant growth potential.
Compass's strategy focuses on a seamless, all-digital platform that empowers real estate agents, enhancing efficiency and customer experience.
As a provider of an online real estate platform, Compass is well-positioned in the housing market, benefiting from industry trends.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 4, 2026 | $0.11+31.5% vs $0.08 | $4.3B+4.7% vs $4.1B |
Q2 2026 May 5, 2026 | $0.03+117.6% vs -$0.17 | $2.7B+1.4% vs $2.7B |
Q1 2026 Feb 26, 2026 | -$0.07-16.7% vs -$0.06 | $1.7B+1.0% vs $1.7B |
Q4 2025 Nov 4, 2025 | -$0.01+50.0% vs -$0.02 | $1.8B+9.7% vs $1.7B |
CHICAGO, Sept. 17, 2026 (GLOBE NEWSWIRE) -- Guaranteed Rate Affinity, a leading mortgage provider offering unparalleled lending services, today announced that Josh Rakiey has joined the company as Vice President of Mortgage Lending.
Debuting during the 2026 football season on a streaming service, the new campaign marks 120 years of Coldwell Banker affiliated agents handing families the keys to the places where their lives unfold. MADISON, N.J.
Compass (NYSE:COMP) CEO Robert Reffkin went on CNBC this morning with a striking data point and a buyer-friendly pitch.
On September 08, 2026, Compass Inc (COMP) shares fell 3.3% to $10.75, continuing a volatile trend as the stock has experienced a 52-week range of $6.37 to $13.9
Benchmark COMP against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Compass, Inc. (COMP)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $9.16 | $5.57B | -91.60 | 23.67% | -0.84% | -9.75% | — | |
| $178.34 | $5.47B | 13.59 | 2.13% | 17.32% | 26.87% | — | |
| $17.64 | $1.98B | -15.34 | 0.99% | -2.18% | -8.37% | — | |
| $18.82 | $599.79M | 18.27 | -21.98% | 4.35% | 6.86% | — | |
| $1.54 | $140M | 9.06 | 3.76% | 2.47% | 15.71% | — | |
| $29.35 | $7.05B | 324.31 | 15.52% | 1.96% | 1.18% | — |
Compass, Inc. (COMP) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Compass, Inc. (COMP) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 4, 2026·SEC
May 15, 2026·SEC
May 5, 2026·SEC
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Compass, Inc. (COMP) stock FAQ — growth, dividends, profitability & financials explained
Compass, Inc. (COMP) reported $10.56B in revenue for fiscal year 2025. This represents a 1093% increase from $884.7M in 2018.
Compass, Inc. (COMP) grew revenue by 23.7% over the past year. This is strong growth.
Yes, Compass, Inc. (COMP) is profitable, generating $66.8M in net income for fiscal year 2025 (-0.8% net margin).
Compass, Inc. (COMP) has a return on equity (ROE) of -9.8%. Negative ROE indicates the company is unprofitable.
Compass, Inc. (COMP) had negative free cash flow of $40.2M in fiscal year 2025, likely due to heavy capital investments.
