COMPASS DIVERSIFIED (CODI)
Financials · Diversified Financials / Private Equity Holding Company · NYSE
Compass Diversified is a publicly traded holding company that maintains a portfolio of controlled middle-market businesses across a variety of sectors.
What COMPASS DIVERSIFIED does
Compass Diversified is a holding company that manages and controls a diverse portfolio of middle-market businesses across various industries. It focuses on long-term ownership and development of its subsidiaries through active management and strategic capital allocation. The company's operations have recently been impacted by a major accounting investigation and subsequent bankruptcy of one of its former subsidiaries, Lugano Holding, Inc.
Themes: private equity, holding company management, corporate restructuring
Fundamentals
- Price$10.36 as of 2026-10-20 close
- Market cap$779M as of 2026-08-06 (share count; price 2026-10-20)
- 1-year return+32.3% 2025-10-20 close $7.83 → 2026-10-20 close $10.36
- P/En/a negative earnings
- Net margin-12.1% FY2025, SEC XBRL
- Gross margin+43.5% FY2025, SEC XBRL
- ROE-39.5% FY2025, SEC XBRL
- ROICn/a No figure: its pre-tax income was zero or negative, so there is no tax rate to apply.
- Debt / equity3.35 borrowings, leases excluded / equity — 10-Q/10-K balance sheet 2026-06-30
- Revenue growth (YoY)+4.8% FY2025, SEC XBRL
- Revenue CAGR (3y)+2.2% SEC XBRL
- Beta1.11 as of 2026-09-03
- Last reported earnings2026-08-10 SEC EDGAR Form 8-K (Item 2.02)
Dividend: 1-year non-decreasing per-share dividend streak (SEC XBRL).
How CODI compares in its sector
- net profit marginbottom 10% 343 covered Financials peers, as of 2026-09-03
- operating marginbottom 25% 121 covered Financials peers, as of 2026-09-03
- gross marginmiddle range 31 covered Financials peers, as of 2026-09-03
- return on equitybottom 10% 558 covered Financials peers, as of 2026-09-03
- 3-year revenue CAGRbottom 25% 347 covered Financials peers
- free cash flow (absolute dollars, latest fiscal year)bottom 10% 430 covered Financials peers, as of FY2025
Position among covered Financials companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Dividend coverage
Not assessed — last reported dividend predates the accounts. The most recent fiscal year in which CODI reported a dividend payment is FY2012, while its reported financial statements run through FY2025. Coverage is therefore not assessed for the latest year — an FY2012 ratio would not describe CODI today.
Coverage is derived from reported SEC EDGAR XBRL figures, comparing dividends paid against net income and free cash flow for the SAME fiscal year. It is not shown here because the latest fiscal year with a reported dividend payment (FY2012) is older than the latest year of reported financial statements (FY2025), so any ratio would describe an out-of-date year. Informational only — not financial advice.
Quarterly results
| Quarter | Revenue | Gross profit | Operating income | Net income | Diluted EPS | Operating cash flow | Capex |
|---|---|---|---|---|---|---|---|
| Q2 FY2026 2026-06-30 | $424M | $200M | $29M | $81M | $0.86 | $30M† | $6M† |
| Q1 FY2026 2026-03-31 | $427M | $189M | -$2M | -$31M | -$0.62 | $24M | $5M |
| Q4 FY2025 2025-12-31 | $469M | $202M | $46M | -$71M | -$1.20 | $47M† | $10M† |
| Q3 FY2025 2025-09-30 | $473M | $208M | -$11M | -$74M | -$1.21 | $11M† | $10M† |
| Q2 FY2025 2025-06-30 | $479M | $209M | -$27M | -$51M | -$0.88 | -$35M† | $11M† |
| Q1 FY2025 2025-03-31 | $454M | $196M | $3M | -$30M | -$0.59 | -$29M | $13M |
| Q4 FY2024 2024-12-31 | $494M | $191M | -$19M | -$44M | -$0.74 | -$16M† | $23M† |
| Q3 FY2024 2024-09-30 | $457M | $197M | $8M | -$36M | -$0.62 | -$48M† | $15M† |
† Not filed as a discrete quarter: derived from the company's own year-to-date figures (for example the fourth quarter as the fiscal year minus the first nine months). A derived per-share figure is approximate, because the share count moves within the year.
Balance sheet at 2026-06-30
- Cash and equivalents$87M
- Total debt$1.6B borrowings only; leases excluded
- Net debt$1.5B total debt − cash − short-term investments
From the company's own SEC 10-Q and 10-K filings (XBRL), re-read every week. Figures in US dollars as filed; informational only — not financial advice.
How COMPASS DIVERSIFIED looks technically
COMPASS DIVERSIFIED (CODI) is trading 9.7% above its 200-day average, the long-term trend line — a longer-term uptrend. Its 50-day average crossed above its 200-day average about 140 trading days ago — a "golden cross", a bullish long-term signal. There is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 17, below the 25 that marks a real trend). Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 39, neither overbought (above 70) nor oversold (below 30). It made a new 20-day low about 3 trading days ago. It is 21.8% below its highest point of the past year.
Trend
8
| Distance from the 200-day | it is trading 9.7% above its 200-day average, the long-term trend line — a longer-term uptrend | +9.7% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $11.26 | $11.26 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $9.45 | $9.45 |
| Swing structure | each recent peak has been lower than the one before it and each dip deeper — the pattern chart-watchers call a downtrend, which describes where price has already been and not where it goes next | lower highs and lower lows |
| Last swing turn | its last significant turn was a swing high 8 calendar days ago — the swings before that are what the structure reading is measured on | 8 sessions |
| Wave structure | its recent swings can be read as a five-part downward sequence — what Elliott-wave chartists call an impulse — now in leg 3 of five; the labelling fails if price closes above 11.48. It is one of several labellings that fit, and it describes the swings already printed, not what comes next. The same swings also read as a three-part correction in leg C. | possible downward five-wave sequence, in wave 3 (one of several readings) |
| Since the 50/200 cross | its 50-day average crossed above its 200-day average about 140 trading days ago — a "golden cross", a bullish long-term signal | 140 sessions |
| Trend strength (14-day ADX) | there is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 17, below the 25 that marks a real trend) | 17.4 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 39, neither overbought (above 70) nor oversold (below 30) | 38.8 |
|---|---|---|
| Position in its 14-day range | it is trading in the lower half of its 14-day range ($9.79 to $11.48) — its "stochastic" reading is 34 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been climbing within that range over the last few sessions. | 33.7 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, is in negative territory (momentum leaning bearish) | 41 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $13.25 | $13.25 |
|---|---|---|
| From the 52-week high | it is 21.8% below its 52-week high (its highest price of the past year) | -21.8% |
| Above the 52-week low | it is 126.2% above its 52-week low (its lowest price of the past year) | +126.2% |
| Below the 52-week high | it is 21.8% below its highest point of the past year | 21.8% |
| Since a 20-day breakout | it made a new 20-day low about 3 trading days ago | 3 sessions |
| Since a 55-day breakout | it made a new 55-day low about 3 trading days ago | 3 sessions |
| All-time high | its highest closing price on record is $33.31 (set on 2021-12-10) | $33.31 |
| Given back of the 52-week move | over the past year its closes ranged ($4.65 to $12.71), and it has given back roughly a quarter of its rise from last year’s low — 29% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $7.47 to $7.73. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 29.2% |
| From the all-time high | it is 68.9% below its all-time high | -68.9% |
| Nearest price level | it is trading 0.7% below a resistance level at $10.44 — a price it turned at twice since 2026-05-07, most recently on 2026-09-30. Since 2024-10-21 it has 11 such levels below the current price and 8 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | +0.7% |
| All-time low | its lowest closing price on record is $4.58 (set on 2026-01-06) | $4.58 |
| Above the all-time low | it is 126.2% above its all-time low | +126.2% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are about average versus its own recent 6-month history | 38th percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $0.4137 between its high and its low — about 4.0% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $0.4137 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $10.15 and $11.58 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $10.15 – $10.86 – $11.58 |
| Typical daily range (% of price) | its price moves about 4.0% in a typical session — about typical for the companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 4.0% |
| Stretch from the 200-day average | it is trading 2.2 daily ranges above its 200-day average price (9.7% above it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 2.2 daily ranges above its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is about normal versus its 30-day average | 0.79× |
|---|
Analyst
2
| Change in the average price target | analysts' average price target is unchanged from the prior reading | 0.0% |
|---|---|---|
| Change in the consensus rating | the analyst consensus rating has improved toward "buy" since the prior reading | 0.12 toward buy |
Candlestick patterns
1
| Since a doji | 3 sessions ago it opened and closed at almost the same price after trading through a wider range — a "doji", the classic picture of buyers and sellers finishing the session level | 3 sessions ago |
|---|
Price gaps
2
| Gap at the open | it opened on 2026-10-20 0.4% below the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and traded back through that level before the close | -0.4% |
|---|---|---|
| Gap filled | a 2.2% gap up opened on 2026-09-11 has been "filled" 27 sessions ago — price traded back through the level the gap left behind, and it closed again during the very session that opened it | 27 sessions ago |
Price streaks
1
| Closing streak | it has closed higher 2 sessions in a row, a +3.5% move over the run — an unbroken run of up days, which describes what has already happened and says nothing about the next session | 2 sessions up |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock lagged the market by 7.0 percentage points (the stock lost 6.1% while the market gained 1.0%) | -7.0% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock has tracked the market almost exactly (the stock gained 3.6% while the market gained 3.6%) | -0.0% |
| vs market, 6 months | over the past 6 months this stock lagged the market by 18.1 percentage points (the stock lost 9.6% while the market gained 8.5%) | -18.1% |
| vs market, 12 months | over the past 12 months this stock beat the market by 17.8 percentage points (the stock gained 32.3% while the market gained 14.6%) | +17.8% |
Signal agreement
2
| Bullish technical signals | 2 of the 9 technical signals we can compute for it are currently in a bullish state: a "golden cross" — its 50-day average is above its 200-day, trading above its 200-day average — these describe past price behaviour, not a forecast | 2 of 9 |
|---|---|---|
| Bearish technical signals | 4 of the 9 technical signals we can compute for it are currently in a bearish state: a fresh 20-day low, MACD momentum is negative, lagging the market over 6 months, trading below the Ichimoku cloud — these describe past price behaviour, not a forecast | 4 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading 9.7% below the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-09-14 and projected forward over today's price, the side traders read as an established downtrend, with the band above acting as the level that would have to be cleared. The band itself is thin, spanning 1.8% of the share price, which is taken to mean a barrier that gives way easily. | -9.7% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 15% above the average price paid so far this year, so the typical buyer over that stretch is showing a gain. That average is $9.00 — a volume-weighted average of daily closes over 197 sessions, not a true tick-by-tick VWAP. | +15.2% |
|---|---|---|
| Vs the average paid since it last reported | the price is 9% below the average price paid since it last reported on 2026-08-10 (its 10-Q), so the typical buyer over that stretch is under water. That average is $11.34 — a volume-weighted average of daily closes over 51 sessions, not a true tick-by-tick VWAP. | -8.7% |
Price levels it has turned at before
CODI last closed at $10.36 on 2026-10-20. Since 2024-10-21 it has turned at 11 prices below its last close and 8 above; the 3 nearest below and the 3 nearest above are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $10.44 | Resistance | 0.7% above the last close | turned there twice · 2026-05-07 to 2026-09-30 |
| $9.87 | Support | 4.8% below the last close | turned there twice · 2026-07-23 to 2026-07-31 |
| $10.90 | Resistance | 5.3% above the last close | turned there twice · 2026-07-13 to 2026-09-18 |
| $9.70 | Support | 6.4% below the last close | turned there three times · 2026-06-11 to 2026-07-15 |
| $11.51 | Resistance | 11.1% above the last close | turned there twice · 2026-09-24 to 2026-10-12 |
| $7.75 | Support | 25.2% below the last close | turned there three times · 2025-08-14 to 2025-11-28 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
Its recent swings can be read as a five-part downward sequence — what Elliott-wave chartists call an impulse — now in leg 3 of five.
This labelling fails — stops being a possible reading at all — if it closes above $11.48.
This is one of several labellings that fit the same swings, so treat it as a reading rather than the reading. It was chosen from 2 labellings that survived the rules, counting shorter readings of the same bars.
On past moves of this shape the leg has usually ended somewhere between $9.80 and $10.44 — that is where it has tended to end if the count holds, not a forecast of where the price goes.
Alternate reading: The same swings also read as a three-part correction in leg C, which fails on a close above $11.48.
This reading has stood for 2 trading days, since 2026-10-19.
Read from daily closes as of 2026-10-20.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading above the 200-day moving average · Trading below the 50-day moving average · Pulled back from the 12-month high · Broke down to a new 20-day low · trendless / choppy (low ADX) · lagging the market | Learn: moving average · golden cross · adx · rsi · breakout · fifty two week high low
Based on daily closing prices as of 2026-10-20. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Consensus ratingBuy (1.71 mean, 1=Strong Buy…5=Strong Sell) — 4 analysts
- Mean price target$17.00 range $15.00 – $18.00; median $17.50
Analyst estimates, as of 2026-10-15. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for CODI
- Consensus EPS estimate$0.06667 next reporting period, as of 2026-10-15
- Estimate change, 30 days-$0.00533 from $0.072, on 2026-09-10, 35-day window
- Readings revised upward0% of 8 comparable readings
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["Material weaknesses in internal control over financial reporting and ongoing litigation/investigations related to past accounting irregularities.","Significant professional fees and financial instability arising from the Lugano investigation and bankruptcy.","Constraints on capital market access and liquidity, including the suspension of shareholder distributions."]
What changed in the latest 10-Q
AI-assisted comparison of CODI's 10-Q filed 2026-08-10 against the prior one filed 2026-05-06.
Management's Discussion & Analysis (MD&A)
- Added:
- Newer filing (filed 2026-08-10) states the LLC is a controlling owner of eight businesses at June 30, 2026, listing CBCP Products, LLC ("Velocity Outdoor" or "Velocity") instead of the older filing's naming of that business.
- Newer filing (filed 2026-08-10) adds Rimports Holdings, Inc. ("Rimports") as an operating segment at June 30, 2026.
- Newer filing (filed 2026-08-10) adds a statement that on May 1, 2026, the Company completed the sale of Sterno's food service business, and that prior to the sale Sterno distributed Rimports to its stockholders, with Rimports remaining a majority owned subsidiary of the LLC.
- Newer filing (filed 2026-08-10) adds that the Rimports operating segment reflects the home fragrance business retained by the Company following the sale of Sterno's food service business.
- Newer filing (filed 2026-08-10) adds a table row for Rimports showing acquisition date October 10, 2014 and ownership interests of 93.3% primary and 93.3% diluted.
- Newer filing (filed 2026-08-10) adds a footnote under the ownership table stating that during the second quarter of 2026, the Company completed the sale of Sterno's food service business, and prior to the sale Sterno distributed Rimports to its stockholders, with Rimports remaining a majority owned subsidiary of the LLC.
- Removed:
- Older filing (filed 2026-05-06) lists SternoCandleLamp Holdings, Inc. ("Sterno") as one of the eight operating segments at March 31, 2026; the newer filing does not list Sterno as an operating segment at June 30, 2026.
- Older filing (filed 2026-05-06) includes a table row for Sterno showing acquisition date October 10, 2014 and ownership interests of 98.4% primary and 92.2% diluted; the newer filing does not include the Sterno table row.
- Older filing (filed 2026-05-06) includes the sentence: "We previously announced our desire to acquire businesses in the healthcare sector, with a focus on outsourced pharma, medical manufacturing services and provider services. We have not yet acquired a business in the healthcare sector." The newer filing does not include either sentence.
- Reworded:
- Newer filing (filed 2026-08-10) changes the ownership table heading from 'Ownership Interest - March 31, 2026' to 'Ownership Interest - June 30, 2026'.
- Newer filing (filed 2026-08-10) changes the 5.11 primary ownership percentage from 97.1% (older, filed 2026-05-06) to 97.0%.
- Newer filing (filed 2026-08-10) changes the Altor Solutions diluted ownership percentage from 92.8% (older, filed 2026-05-06) to 92.5%.
- Newer filing (filed 2026-08-10) changes the BOA diluted ownership percentage from 83.0% (older, filed 2026-05-06) to 83.2%.
- Newer filing (filed 2026-08-10) changes the PrimaLoft diluted ownership percentage from 84.7% (older, filed 2026-05-06) to 84.8%.
- Newer filing (filed 2026-08-10) changes The Honey Pot Co. diluted ownership percentage from 76.4% (older, filed 2026-05-06) to 76.5%.
- Newer filing (filed 2026-08-10) changes the Lugano footnote reference from 'Lugano *' to 'Lugano **'.
- Newer filing (filed 2026-08-10) changes the Lugano footnote text from stating the Company retained its equity interest at March 31, 2026 to stating the Company retained its equity interest at June 30, 2026.
- Newer filing (filed 2026-08-10) removes the phrase 'award-winning' from the BOA description, changing 'creator of the award-winning, patented BOA Fit System' (older) to 'creator of the patented BOA Fit System'.
- Newer filing (filed 2026-08-10) changes the Altor Solutions overview from describing products for 'a variety of end-markets, including appliances and electronics, pharmaceuticals, health and wellness, building products and others' to an interrupted/truncated description ending with 'appliances and electronics, phar'.
- Notes:
- The newer filing excerpt is truncated at the end of the Altor Solutions paragraph ('including appliances and electronics, phar'), and the older filing excerpt is also truncated at the start of the Arnold paragraph, so changes after those points cannot be compared.
- Filing metadata includes future dates (2026) relative to the AI model's training; only the provided texts were used for the comparison.
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
8 open-market purchases and 0 open-market sales by insiders in the last 90 days, of which we have read Form 4 filings through 2026-10-16. The 6 days since 2026-10-16 have not been checked yet.
- Last 90 days · read to 2026-10-168 buys ($2M) · 0 sells — 6 buying insiders
- Last 180 days · read to 2026-10-168 buys ($2M) · 0 sells — 6 buying insiders
Cluster buying: 6 different insiders reported open-market purchases (SEC code P) of CODI within a 30-day window between 2026-08-12 and 2026-08-26. Disclosed Form 4 activity, not a prediction of performance or a buy signal.
Activity heuristic: net buying (a transparent product heuristic from the counts above, not a prediction or advice)
Most recent open-market transaction: 2026-08-26. Based on Form 4 filings read through 2026-10-16; anything filed since is not yet included.
View full insider trading history → View SEC Form 3/4/5 filingsAsk about CODI's insider activity →
Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
U.S. House trading disclosures
U.S. House members publicly disclose their own, their spouse's, and dependent children's stock transactions under the STOCK Act. We hold 1 matched disclosure for CODI from U.S. House Clerk Periodic Transaction Report filings.
U.S. House trading disclosures →Institutional ownership (13F)
4 institutional 13F filers reported holding CODI as of 2026-06-30 (quarter-end position, filed within 45 days).
- Distinct 13F filers 4
- Reported shares held 7,065,915
- Reported value $75,322,656
reported quarterly holdings change (2026-03-31 → 2026-06-30): 0 new, 3 increased, 1 decreased, 1 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Ask about CODI's institutional holders → See what each manager we track holds →
Short interest (FINRA)
CODI had 4,555,881 shares of reported short interest as of the 2026-09-30 FINRA settlement date (delayed, bi-monthly; not real-time).
CODI had 6.06% of its shares outstanding sold short as of the 2026-09-30 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 8.47 days to cover at the same settlement.
- Reported short interest (shares) 4,555,881
- Short interest (% of shares outstanding) 6.06%
- Prior settlement (shares) 4,785,140
- Reported change -4.79%
- Days to cover (reported) 8.47
Reported to FINRA as of the 2026-09-30 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- Ares Capital (ARCC)
- Main Street Capital (MAIN)
- Hercules Capital (HTGC)
- Prospect Capital (PSEC)
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
COMPASS DIVERSIFIED is found in…
Frequently asked questions
What does COMPASS DIVERSIFIED (CODI) do?
Compass Diversified is a holding company that manages and controls a diverse portfolio of middle-market businesses across various industries. It focuses on long-term ownership and development of its subsidiaries through active management and strategic capital allocation. The company's operations have recently been impacted by a major accounting investigation and subsequent bankruptcy of one of its former subsidiaries, Lugano Holding, Inc.
What sector is COMPASS DIVERSIFIED (CODI) in?
COMPASS DIVERSIFIED (CODI) is classified in the Financials sector. Its industry is Diversified Financials / Private Equity Holding Company. It trades on NYSE.
Does CODI pay a dividend?
Yes — COMPASS DIVERSIFIED (CODI) pays a dividend, with 1-year non-decreasing per-share dividend streak (SEC EDGAR XBRL) (market data, as of 2026-09-03). Informational only — not financial advice.
Who are COMPASS DIVERSIFIED's (CODI) competitors?
Notable peers of COMPASS DIVERSIFIED (CODI) include Ares Capital, Main Street Capital, Hercules Capital and Prospect Capital. This peer set is informational only — not financial advice.
Has there been recent U.S. House stock trading in CODI?
Yes — we hold 1 matched STOCK Act disclosure for CODI from U.S. House Clerk Periodic Transaction Report filings. These are legally-required disclosures (often filed 30–45 days after the trade), may belong to a U.S. House member, their spouse, or a dependent child, and are not an indicator of company performance or investment advice.
Is COMPASS DIVERSIFIED (CODI) overbought or oversold right now?
COMPASS DIVERSIFIED (CODI) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 39, in the neutral middle (as of 2026-10-20). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on CODI come from?
Fundamentals come from SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest; prices are market data, as of 2026-09-03; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-20.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.