Held · Bookmarked
1 · 0
portfolio · users
Avg position size
0.0%
of holders' portfolios
13F filers
1
institution
Market cap
$8.1B
768M shares
52-week range
$6.37 – $13.96
56% from low
Sector
REAL ESTATE AGENTS & MANAGERS (FOR OTHERS)
Exchange
NYSE
CS
P/S (TTM)
0.6
EV / FCF (TTM)
74.4
Compass Inc provides an end-to-end platform that empowers residential real estate agents to deliver exceptional service to seller and buyer clients. The platform includes an integrated suite of cloud-based software for customer relationship management, marketing, client service and other critical functionality, all custom-built for the real estate industry and enabling core brokerage services. Business operations are conducted in the United States and earn revenue domestically.
www.compass.com| Trader / Portfolio | Conviction |
|---|---|
| Robinhood — CryptoLiam | — |
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 4,184,242 | $30.6M |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| Rev. Growth % | 23.7% | 13.3% | ||||
| Profit Margin % | -0.8% | -5.6% | -12.8% | |||
| Free Cash Flow Margin % | 2.9% | -0.6% | ||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +38.1% on the P/E track.
At today's price, your expected annual return is +45.1% on the P/E track.
At today's price, your expected annual return is +51.3% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $14.5B | +108.4% | $0.18 | $0.13–$0.28 | 57.6× | 5 |
| 2027 | $15.7B | +8.2% | $0.26 | $0.18–$0.34 | 41.4× | 5 |
| 2028 | $16.8B | +7.0% | $0.51 | $0.36–$0.81 | 20.8× | 5 |
| 2029 | $18.5B | +10.2% | $0.88 | $0.86–$0.91 | 12.1× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 6 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-04 | $0.08 | $0.11 | +31.5% |
| 2026-05-05 | $-0.17 | $0.03 | +117.6% |
| 2026-02-26 | $-0.06 | $-0.07 | -16.7% |
| 2025-11-04 | $-0.02 | $-0.01 | +50.0% |
| 2025-07-30 | $0.07 | $0.07 | +0.0% |
| 2025-05-08 | $-0.06 | $-0.05 | +16.7% |
| 2025-02-18 | $-0.09 | $-0.08 | +11.1% |
| 2024-10-30 | $-0.00 |
| $-0.00 |
| -100.0% |
| $5.1B |
| — |
| OSOneStream, Inc. Class A Common Stock | $24.00 | +0.00% | $2.4B | — |
| VERXVertex, Inc. | $13.09 | +6.77% | $2.1B | — |
Source: Financial Modeling Prep · peers by sector/industry
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Ranked by collective conviction (sum of co-holders' % allocation) across public portfolios holding COMP.
$RKT $OPEN $OPAD $COMP 50 basis point hike incoming 😀🙏 brace for it!
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$COUR Mr. Hart previously served as Chief Operating Officer at Compass, Inc., a real estate technology company, from May 2022 to December 2023 $COMP was at the very bottom during Hart's tenure, which was not coincidence.
View on StockTwits ↗$COUR Next few earnings are likely to remain bad until the CEO Greg Hart is ousted. He is exploiting the game theory to maximize his shares. The same pattern was observed when Hart was CFO in $COMP.
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Compass CEO Robert Reffkin Says Upcoming OpenAI, Anthropic IPOs Are Already Boosting Luxury Housing Beyond San Francisco $COMP https://stocktwits.com/news/equity/markets/compass-ceo-robert-reffkin-says-upcoming-open-ai-anthropic-ip-os-are-already-boosting-luxury-housing-beyond-san-francisco/cZta1LyRJ6B
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$COMP this is setting up to make a huge move … 20-40-60-80 dollar moves
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@tnoll the fact that $COMP is showing such good numbers when all other real estate companies and mortgage lenders are not is a good indication that they are cooking the books.
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$KENDU $B $BAC $COMP $BCH Kendu remains highly speculative and sentiment-driven, Berkshire Hathaway provides diversified capital allocation, Bank of America benefits from financial activity and interest-rate trends, Compound remains tied to decentralized lending, and Bitcoin Cash remains sensitive to crypto liquidity. I'm watching crypto activity, bank margins, DeFi volumes, and capital allocation.
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$COMP luxury market hot. And $COMP is the leader . Growing in a real estate recession.. one more dollar down though please I’d love to load up
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$COMP Cross your fingers, that it will not go and test MA50 ( blue line ) ! Every test from above gives a 20% correction. You can argue for a cup with a handle on the daily chart. But the handle broke !
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$BIAF going down along with the $COMP, once it starts going back up-BIAF will as well.
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$QQQ $NDX $TQQQ $COMP https://www.wavegenius.com/p/start-of-long-w3-nasdaq-grinder-to-30-000
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.