Compass Diversified Holdings Shares of Beneficial Interest (CODI): Price and Financial Metrics

Compass Diversified Holdings Shares of Beneficial Interest (CODI): $20.93

0.63 (+3.10%)

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Industry: Private Equity




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CODI Price/Volume Stats

Current price $20.93 52-week high $25.31
Prev. close $20.30 52-week low $16.32
Day low $20.30 Volume 173,300
Day high $21.07 Avg. volume 194,623
50-day MA $19.28 Dividend yield 5.1%
200-day MA $19.67 Market Cap 1.51B

CODI Stock Price Chart Interactive Chart >


  • Momentum is the dimension where CODI ranks best; there it ranks ahead of 91.64% of US stocks.
  • CODI's strongest trending metric is Stability; it's been moving up over the last 179 days.
  • CODI ranks lowest in Quality; there it ranks in the 12th percentile.

CODI Stock Summary

  • Price to trailing twelve month operating cash flow for CODI is currently 69.38, higher than 95.04% of US stocks with positive operating cash flow.
  • The volatility of COMPASS DIVERSIFIED HOLDINGS's share price is greater than that of merely 16.53% US stocks with at least 200 days of trading history.
  • COMPASS DIVERSIFIED HOLDINGS's shareholder yield -- a measure of how much capital is returned to stockholders via dividends and buybacks -- is -26.59%, greater than the shareholder yield of only 16.16% of stocks in our set.
  • Stocks that are quantitatively similar to CODI, based on their financial statements, market capitalization, and price volatility, are SAVE, QRHC, DJCO, NPO, and GCI.
  • CODI's SEC filings can be seen here. And to visit COMPASS DIVERSIFIED HOLDINGS's official web site, go to

CODI Valuation Summary

  • CODI's price/earnings ratio is 12.2; this is 33.33% lower than that of the median Industrials stock.
  • Over the past 207 months, CODI's price/earnings ratio has gone up 298012.2.

Below are key valuation metrics over time for CODI.

Stock Date P/S P/B P/E EV/EBIT
CODI 2023-05-19 0.6 1.2 12.2 12.1
CODI 2023-05-18 0.6 1.2 12.4 12.2
CODI 2023-05-17 0.6 1.2 12.3 12.2
CODI 2023-05-16 0.6 1.2 12.0 12.0
CODI 2023-05-15 0.6 1.2 12.0 12.0
CODI 2023-05-12 0.6 1.2 12.3 12.2

CODI Growth Metrics

    Its 2 year net cashflow from operations growth rate is now at -49.69%.
  • Its year over year price growth rate is now at -16.32%.
  • Its year over year revenue growth rate is now at 15.79%.
CODI's revenue has moved up $505,570,000 over the prior 49 months.

The table below shows CODI's growth in key financial areas (numbers in millions of US dollars).

Date Revenue Operating Cash Flow Net Income to Common Stock
2022-09-30 2,093.119 -53.02 70.443
2022-06-30 1,983.67 -10.72 160.317
2022-03-31 1,955.511 64.131 119.32
2021-12-31 1,841.668 134.051 114.552
2021-09-30 1,911.97 182.901 100.83
2021-06-30 1,842.715 169.729 31.916

CODI's Quality Factors

The “Quality” component of the POWR Ratings focuses on 31 different factors of a companies fundamentals and operational strength. Here are some key insights as we drill into the specifics of these quality attributes.
  • CODI has a Quality Grade of D, ranking ahead of 21.19% of graded US stocks.
  • CODI's asset turnover comes in at 0.686 -- ranking 38th of 50 Consumer Goods stocks.
  • PG, SCL, and IRBT are the stocks whose asset turnover ratios are most correlated with CODI.

The table below shows CODI's key quality metrics over time.

Period Asset Turnover Gross Margin ROIC
2021-06-30 0.686 0.383 0.069
2021-03-31 0.661 0.373 0.073
2020-12-31 0.695 0.361 0.068
2020-09-30 0.712 0.361 0.065
2020-06-30 0.702 0.357 0.025
2020-03-31 0.683 0.359 0.211

Compass Diversified Holdings Shares of Beneficial Interest (CODI) Company Bio

Compass Diversified Holdings is a private equity firm specializing in acquisitions, buyouts, and middle market investments. The company was founded in 2005 and is based in Westport, Connecticut.

CODI Latest News Stream

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Latest CODI News From Around the Web

Below are the latest news stories about COMPASS DIVERSIFIED HOLDINGS that investors may wish to consider to help them evaluate CODI as an investment opportunity.

The 6.9% return this week takes Compass Diversified's (NYSE:CODI) shareholders five-year gains to 86%

The main point of investing for the long term is to make money. But more than that, you probably want to see it rise...

Yahoo | May 15, 2023

Q1 2023 Compass Diversified Holdings Earnings Call

Q1 2023 Compass Diversified Holdings Earnings Call

Yahoo | May 4, 2023

Compass Diversified Reports First Quarter 2023 Financial Results

Net Sales Growth of 6% Despite Challenging Economic Backdrop Raises Full-Year Outlook Given Strong First Quarter Performance WESTPORT, Conn., May 03, 2023 (GLOBE NEWSWIRE) -- Compass Diversified (NYSE: CODI) (“CODI” or the “Company”), an owner of leading middle market businesses, announced today its consolidated operating results for the three months ended March 31, 2023. “The strength and durability of our diversified subsidiaries were especially apparent in the first quarter,” said Elias Sabo,

Yahoo | May 3, 2023

Compass Diversified Announces First Quarter 2023 Earnings and Conference Call Information

WESTPORT, Conn., April 19, 2023 (GLOBE NEWSWIRE) -- Compass Diversified (NYSE: CODI) (“CODI” or the “Company”), an owner of leading middle market businesses, announced today that it plans to release financial results for the first quarter ended March 31, 2023, on Wednesday, May 3, 2023, after the close of market trading. The Company has scheduled a conference call to discuss the results on Wednesday, May 3, 2023, at 5:00 p.m. ET. To participate in the call, please dial (888) 886-7786 (domestic)

Yahoo | April 19, 2023

Compass Diversified's (NYSE:CODI) Business And Shares Still Trailing The Industry

When you see that almost half of the companies in the Diversified Financial industry in the United States have...

Yahoo | April 18, 2023

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CODI Price Returns

1-mo 10.92%
3-mo 9.69%
6-mo 21.48%
1-year -9.11%
3-year 40.21%
5-year 74.17%
YTD 17.69%
2022 -37.72%
2021 71.52%
2020 -15.53%
2019 116.86%
2018 -20.11%

CODI Dividends

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