COMPASS INC CLASS A (COMP)
Real Estate · Real estate brokerage and technology services · NYSE
Global real estate services platform combining owned-brokerage brands (Compass, Coldwell Banker, Corcoran, Sotheby's International Realty) with a large franchise network, leveraging proprietary technology and AI to streamline transactions and connect real estate professionals.
What COMPASS INC CLASS A does
Compass is a global real estate services company operating both an owned-brokerage business and a franchise business serving a combined network of over 340,000 real estate professionals across multiple iconic brands. Following its January 2026 merger with Anywhere Real Estate, it generates revenue primarily through commissions on home sales at its owned-brokerage operations and royalties from franchisees, supplemented by integrated services including title, escrow, mortgage, and relocation. The company provides a proprietary cloud-based technology platform combining customer relationship management, marketing, brokerage services, and AI-powered analytics and machine learning tools designed to streamline the real estate transaction workflow.
Themes: ["Real estate technology / brokerage platforms","AI in real estate transactions","Residential real estate services","Real estate professional network","Franchise real estate brands","Mortgage and title services integration"]
Fundamentals
- Price$11.92 as of 2026-07-09 close
- Market cap$9.0B as of 2026-07-10
- 1-year return+80.6% as of 2026-07-09 close
- P/E635.68 as of 2026-07-10
- Net margin+0.2% as of 2026-07-10
- Gross margin+20.8% as of 2026-07-10
- ROE+1.1% as of 2026-07-10
- Debt / equity1.17 as of 2026-07-10
- Revenue growth (YoY)+40.1% as of 2026-07-10
- Revenue CAGR (3y)+5.0% SEC XBRL
- Beta2.37 as of 2026-07-10
Key risks (from latest filing)
["High mortgage interest rates and low home inventory levels could suppress transaction volume and reduce gross commission income.","The rapid advancement of AI technologies in real estate could disintermediate real estate professionals, increase competitive pressure, and create operational and regulatory challenges.","Integration risks from the Anywhere Merger and significant debt incurred in connection with the transaction could adversely affect cash flow and operations."]
Competitors & peers
- Redfin (RDFN)
- Zillow Group (ZG)
- RE/MAX Holdings (RMAX)
- eXp Realty
- Keller Williams Realty
- Century 21
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.