Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
Compass Diversified Holdings (CODI)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: CODI (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -27.47% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.42B USD | Price to earnings Ratio - | 1Y Target Price 30.29 |
Price to earnings Ratio - | 1Y Target Price 30.29 | ||
Volume (30-day avg) 298287 | Beta 1.56 | 52 Weeks Range 18.36 - 24.04 | Updated Date 04/1/2025 |
52 Weeks Range 18.36 - 24.04 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 5.36% | Basic EPS (TTM) -1.25 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 0.58% | Operating Margin (TTM) 9.77% |
Management Effectiveness
Return on Assets (TTM) 4.12% | Return on Equity (TTM) 2.74% |
Valuation
Trailing PE - | Forward PE 11.29 | Enterprise Value 3538050485 | Price to Sales(TTM) 0.64 |
Enterprise Value 3538050485 | Price to Sales(TTM) 0.64 | ||
Enterprise Value to Revenue 1.61 | Enterprise Value to EBITDA 10.35 | Shares Outstanding 75236000 | Shares Floating 66683894 |
Shares Outstanding 75236000 | Shares Floating 66683894 | ||
Percent Insiders 11.48 | Percent Institutions 63.01 |
Analyst Ratings
Rating 4.33 | Target Price 30.29 | Buy 2 | Strong Buy 5 |
Buy 2 | Strong Buy 5 | ||
Hold 2 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Compass Diversified Holdings
Company Overview
History and Background
Compass Diversified Holdings (CODI) was founded in 1998 and went public in 2006. It is a holding company that acquires and manages controlling or minority interests in North American middle-market businesses.
Core Business Areas
- Branded Consumer: Includes businesses involved in designing, manufacturing, and marketing branded consumer products. Examples include outdoor recreation and home goods.
- Industrial: Comprises companies that manufacture and sell industrial products or provide services to industrial customers.
Leadership and Structure
Elias Sabo serves as the CEO. The company operates with a decentralized structure, giving its subsidiaries autonomy while providing oversight and strategic direction.
Top Products and Market Share
Key Offerings
- 5.11 Tactical: Designs and markets tactical apparel and gear for law enforcement, first responders, and military personnel. Market share data is not publicly available but is a significant player in the tactical gear market. Competitors include Blackhawk, Vertx, and Crye Precision.
- Alpaca: A provider of design, engineering, manufacturing and sales of highly engineered protective barriers. This products protects high-valued equipment in critical infrastructure markets. Competitors include Industrial Safety Solutions and Transgard.
- Lugano Diamonds: Designs, manufactures, and markets fine jewelry. The products are offered directly through private sales lounges. Market share data is not publicly available. Competitors include Tiffany & Co., Cartier, and Harry Winston.
Market Dynamics
Industry Overview
CODI operates in diversified markets, including consumer discretionary and industrial sectors. These markets are influenced by economic cycles, consumer spending habits, and industrial production levels.
Positioning
CODI positions itself as a long-term investor and operator, aiming to improve the profitability and cash flow of its acquired businesses. Its competitive advantage lies in its diversified portfolio and operational expertise.
Total Addressable Market (TAM)
The TAM for CODI's various businesses is substantial, spanning multiple sectors. CODI aims to increase its market share by acquiring and growing companies within these addressable markets.
Upturn SWOT Analysis
Strengths
- Diversified portfolio reduces risk
- Experienced management team
- Strong cash flow generation
- Decentralized operating model fosters innovation
- Proven track record of acquisitions
Weaknesses
- Reliance on external acquisitions for growth
- Exposure to cyclical industries
- Complexity of managing a diverse portfolio
- High debt levels
Opportunities
- Further acquisitions in fragmented markets
- Expansion into new geographic regions
- Growth in e-commerce channels
- Capitalizing on emerging market trends
- Improving operational efficiencies within portfolio companies
Threats
- Economic downturns impacting consumer spending and industrial production
- Increased competition for acquisitions
- Rising interest rates increasing debt costs
- Supply chain disruptions
- Changes in consumer preferences
Competitors and Market Share
Key Competitors
- KKR (KKR)
- The Carlyle Group (CG)
- Apollo Global Management (APO)
Competitive Landscape
CODI competes with larger private equity firms and other holding companies. Its advantages include its focus on the middle market and its operational expertise. Disadvantages stem from smaller amount of capital.
Major Acquisitions
PrimaLoft
- Year: 2022
- Acquisition Price (USD millions): 530
- Strategic Rationale: The acquisition of PrimaLoft strengthened CODI's branded consumer segment, adding a leading provider of high-performance insulations and materials.
Growth Trajectory and Initiatives
Historical Growth: CODI's historical growth has been driven by acquisitions and organic growth within its portfolio companies.
Future Projections: Future growth projections are dependent on market conditions and the company's ability to execute its acquisition strategy.
Recent Initiatives: Recent initiatives include strategic acquisitions and efforts to improve the operational performance of its existing businesses.
Summary
Compass Diversified Holdings presents a mixed picture. Its diversified portfolio and experienced management are strengths, but reliance on acquisitions and exposure to cyclical industries pose challenges. Strategic acquisitions enhance growth, but economic downturns could hinder performance. The company's overall success depends on its ability to effectively manage its diverse holdings and navigate market volatility.
Similar Companies
- KKR
- CG
- APO
- BX
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market share data is based on estimates and may vary. Financial data requires up-to-date scraping for accuracy.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Compass Diversified Holdings
Exchange NYSE | Headquaters Westport, CT, United States | ||
IPO Launch date 2006-05-11 | Partner & CEO Mr. Elias Joseph Sabo | ||
Sector Industrials | Industry Conglomerates | Full time employees 3340 | |
Full time employees 3340 | |||
Compass Diversified is a private equity firm specializing in add on acquisitions, buyouts, industry consolidation, recapitalization, late stage, and middle market investments. It seeks to invest in leading industrial or branded consumer companies, textiles, Apparel and Luxury goods, trading companies and distributors, manufacturing, distribution, consumer discretionary, commercial services and supplies, consumer products, capital good, Leisure Product, consumer service, consumer staples, household durables, business services sector, infrastructure healthcare, safety & security, electronic components, food, and foodservice. The firm prefers to invest in companies based in North America. It seeks to invest between $80 million to$800 million and EBITDA starting from $10 million per annum. It seeks to acquire controlling ownership interests in its portfolio companies and can make additional platform acquisitions. The firm prefer to have controlled and majority stake in companies. The firm invests through its balance sheet and typically holds investments between five to seven years. Compass Diversified was founded in 2006 and is based in Westport, Connecticut with an additional office in Costa Mesa, California.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.