COMP

Technology

Compass, Inc. · Software - Application · $5B

UQS Score — Balanced Preset
34.4
Below Average

Compass, Inc. scores 34.4/100 using the Balanced preset.

UQS vs Technology Sector
COMP
34.4
Sector avg
38.0
Quality
Weak
Moat
Weak
Growth
Good
Risk
Weak
Valuation
Neutral

What is Compass, Inc.?

Compass, Inc. is a technology-driven real estate brokerage headquartered in New York City. The company blends cloud-based software with traditional brokerage services to support real estate agents across the United States.

Compass operates a cloud-based platform that gives real estate agents tools for customer relationship management, marketing, client service, and transaction operations — all in one integrated environment. Agents can manage their entire business through mobile apps with consumer-grade interfaces and automated workflows. Beyond software, Compass earns revenue through brokerage commissions and adjacent real estate services, positioning itself as a full-service platform rather than a pure technology vendor.

Compass was founded in 2012 and is headquartered in New York City, New York.

  • Cloud-based CRM and marketing platform for real estate agents
  • Mobile apps for on-the-go agent business management
  • Automated workflows for agent-client interactions
  • Residential real estate brokerage services
  • Adjacent real estate services and transaction support

Is COMP a Good Stock to Buy?

UQS Score rates COMP as Below Average overall, reflecting meaningful structural challenges across several key pillars.

The Growth and Valuation pillars are the relative bright spots in COMP's profile. Growth signals that the business is expanding at a pace that stands out within its context, while the Valuation pillar rates as Good, suggesting the market may not be pricing in excessive optimism.

The Quality, Moat, and Risk pillars all rate as Weak — indicating thin competitive insulation, elevated financial risk, and underlying business-quality concerns that weigh on the composite score.

See the exact pillar breakdown and full financial metrics by signing up for a UQS Pro account. Sign up free →

Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.

Does COMP pay dividends?

No — Compass, Inc. does not currently pay a dividend.

Compass does not currently pay a dividend. As a growth-oriented real estate technology company, capital is directed toward platform development, agent recruitment, and market expansion rather than shareholder distributions. Investors focused on income generation should note that no dividend program is in place at this time.

When does COMP report earnings?

Compass reports earnings on a quarterly cadence, consistent with standard practice for US-listed equities.

The company's Growth pillar rating suggests the business has been expanding, though the Weak Quality and Risk ratings indicate that profitability and financial stability remain areas to watch. Revenue trajectory and agent count trends are typically the focal points in each quarterly update.

For the most recent quarter's results and guidance, visit Compass's investor relations page directly.

COMP Price History

-41.8% over 5Y

Monthly close, adjusted for stock splits and dividend reinvestment.

Return Calculator

What if I invested in Compass, Inc.?

$
Today it would be worth
$4,541
That's a -54.6% total return, or -14.6% annualized.

Based on Compass, Inc.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.

COMP Long-term Outlook

The Good Growth pillar rating points to continued business expansion, driven by platform adoption and the company's push to deepen its footprint among US real estate agents. However, the Weak Risk pillar tempers the outlook — the path to sustainable profitability is not yet clearly established. The Good Valuation rating suggests the current price may already reflect measured expectations rather than aggressive optimism, which could limit downside from valuation compression but does not resolve the underlying quality concerns.

Growth drivers

  • Ongoing adoption of the integrated agent platform across new markets
  • Expansion of adjacent real estate services beyond core brokerage
  • Technology-led efficiency gains attracting agents from traditional brokerages

Key risks

  • Weak Quality and Moat ratings signal limited pricing power and competitive differentiation
  • Elevated Risk pillar reflects financial fragility and sensitivity to housing market cycles
  • Real estate transaction volumes are highly sensitive to interest rate environments

COMP vs Peers

Compass operates in a competitive technology and brokerage landscape; the following companies share sector or platform characteristics relevant to investors evaluating COMP.

DUOLCOMP scores lower
Duolingo, Inc.

Duolingo is a consumer-facing education technology platform, contrasting with Compass's agent-focused real estate software model.

ZETACOMP scores lower
Zeta Global Holdings Corp.

Zeta Global provides data-driven marketing technology, sharing the cloud-platform business model but serving enterprise marketers rather than real estate agents.

ESTCCOMP scores lower
Elastic N.V.

Elastic delivers search and observability software broadly across industries, representing a purer software-as-a-service model compared to Compass's brokerage-plus-platform hybrid.

Frequently Asked Questions

What does Compass, Inc. do?

Compass provides real estate brokerage services supported by a proprietary cloud-based platform. The platform gives agents tools for CRM, marketing, client communication, and transaction management — all accessible via mobile apps. The company earns revenue primarily through brokerage commissions alongside adjacent real estate services.

Does COMP pay dividends?

No, Compass does not currently pay a dividend. The company is focused on reinvesting capital into its technology platform and agent network growth rather than returning cash to shareholders through distributions.

When does COMP report earnings?

Compass reports on a quarterly cadence, as is standard for US-listed companies. For specific dates and the most recent results, check the investor relations section of the Compass website directly.

Is COMP a good stock to buy?

UQS Score rates COMP as Below Average overall. While the Growth and Valuation pillars show relative strength, the Quality, Moat, and Risk pillars all rate as Weak. Whether COMP fits a portfolio depends on individual risk tolerance and investment goals — the full pillar breakdown is available to Pro members.

Is COMP overvalued?

The UQS Valuation pillar for COMP rates as Good, suggesting the stock is not priced at a significant premium relative to its fundamentals. That said, valuation alone does not offset the Weak Quality and Risk ratings — context across all five pillars matters.

How does COMP compare to its competitors?

Compass occupies a hybrid position as both a technology platform and a brokerage, which distinguishes it from pure-play software companies. Compared to platform peers like Elastic and Zeta Global, Compass carries more exposure to real estate market cycles. The full UQS comparison across pillars is available to Pro members.

What is COMP's market cap bracket?

Compass is classified as a mid-cap company. This places it in a range where growth potential can be meaningful, but where financial resilience and competitive positioning — both flagged as Weak in the UQS profile — deserve close attention.

Who founded Compass, Inc.?

Compass was founded in 2012 under the name Urban Compass, Inc. The company rebranded to Compass, Inc. in January 2021. Founding details, including the names of co-founders, are widely available through public sources and the company's own history pages.

Is COMP a long-term quality investment?

As a long-term quality indicator, the UQS Score rates COMP as Below Average. The Weak Moat and Quality pillars suggest the business has not yet established the durable competitive advantages typically associated with long-term compounding. The Good Growth rating offers some optimism, but risk factors remain elevated.

What is the main competitive advantage of Compass?

Compass's primary differentiator is its integrated technology platform, which bundles CRM, marketing, and operations tools into a single agent-facing environment. However, the UQS Moat pillar rates as Weak, indicating that this advantage has not yet translated into strong competitive insulation relative to peers.

What sector does COMP belong to?

Compass is classified under the Technology sector, reflecting its cloud-based platform model. However, its revenue is closely tied to residential real estate transaction volumes, meaning it also carries significant exposure to housing market dynamics and interest rate cycles.

Is COMP a growth stock or value stock?

Based on the UQS pillar profile, COMP leans toward the growth side — the Growth pillar rates as Good. The Valuation pillar also rates as Good, suggesting it is not priced at a steep premium. This combination may appeal to investors seeking growth without paying an elevated valuation, though the Weak Risk pillar warrants caution.

Unlock Full COMP Analysis

Sign in to unlock the detailed analysis behind the UQS Score.

  • View the exact UQS Score and all five pillar ratings
  • Access complete financial metrics and trend data
  • Compare COMP against sector peers side by side
  • Screen for stocks with stronger Quality and Moat profiles
  • Get the full analyst-grade breakdown in one place
Analyze COMP in Detail →

Pro Analysis

COMP — Score History

253035404550Apr 2Apr 12Apr 22May 2May 12May 22May 24v5
Score changes· 30/34 most recent
DateUQSQualityMoatGrowthRiskValueChange
May 23, 202634.414.622.074.111.657.90.0
May 22, 202634.414.622.074.111.657.70.0
May 21, 202634.414.622.074.111.658.1-0.4
May 20, 202634.814.622.074.111.660.9+0.1
May 19, 202634.714.622.074.111.659.60.0
May 16, 202634.714.622.074.111.660.2-0.1
May 15, 202634.814.622.074.111.660.7+0.2
May 14, 202634.614.622.074.111.659.30.0
May 13, 202634.614.622.074.111.659.5+0.2
May 12, 202634.414.622.074.111.658.00.0

COMP — Pillar Breakdown

Quality

14.6/100 (25%)

Compass, Inc. currently shows below-average quality metrics, suggesting challenges with profitability.

Capital Efficiency (ROIC)Weak

How effectively capital is deployed to generate returns.

Return on EquityWeak

Profitability relative to shareholders' equity.

Operating ProfitabilityWeak

Ability to convert revenue into operating profit.

Net ProfitabilityWeak

Bottom-line profit as a share of revenue.

Gross Profit / AssetsStrong

Asset productivity — how much gross profit each dollar of assets generates.

Cash GenerationWeak

Free cash flow relative to market value.

Growth

74.1/100 (20%)

Compass, Inc. demonstrates healthy growth trends across revenue and earnings.

Recent Revenue TrendWeak

Revenue trajectory over the last twelve months.

3Y Revenue CAGRWeak

Compound annual revenue growth rate over 3 years.

EPS GrowthStrong

Year-over-year earnings per share growth.

Forward Revenue OutlookStrong

Analyst consensus for future revenue growth.

Forward EPS GrowthStrong

Analyst consensus for future earnings growth.

Risk

11.6/100 (15%)

Compass, Inc. presents elevated risk with concerns around leverage or financial stability.

Financial LeverageWeak

Debt levels relative to earnings capacity.

Debt/EquityWeak

Total debt relative to shareholder equity.

Current RatioWeak

Short-term liquidity — ability to pay near-term obligations.

Interest CoverageWeak

Earnings capacity relative to interest payments.

Valuation

57.9/100 (15%)

Compass, Inc. trades at a reasonable valuation with decent earnings yield and FCF multiples.

Earnings YieldModerate

Inverse of forward P/E — higher yield means cheaper stock.

Price to Free Cash FlowModerate

How many years of FCF the market cap represents.

PEG RatioStrong

P/E relative to earnings growth — lower is more attractive.

EV/EBITDA vs SectorWeak

Enterprise value multiple relative to sector median.

Moat

22/100 (25%)

Compass, Inc. operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for COMP.

Score Composition

Quality
14.6×25%3.6
Growth
74.1×20%14.8
Risk
11.6×15%1.7
Valuation
57.9×15%8.7
Moat
22.0×25%5.5
Total
34.4Below Average

Financial Data

More Stock Analysis

How is the COMP UQS Score Calculated?

The UQS (Unified Quality Score) for Compass, Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.

Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.

Moat (25%) assesses Compass, Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.

Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.

Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.

Valuation (15%) measures whether Compass, Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.

Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.