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COMP · Compass, Inc.

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$10.21 +0.17 (+1.69%) At close · Nov 13
Russell 2000 member Rebalance outlook locked
Market Cap
$7.83B
Shares
766.88M
Volume · Nov 13 9.22M Avg daily vol (3M) 14.32M

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$10.21 Open$10.13 Day$9.97–10.30 52W close$6.68–13.58 Avg vol 30d14.9M Short int48.8M · 6.4% of shares · 3.6d Short vol63% Last earningsNov 5, 2026 DataApr 2021–Nov 2026 Filing10-Q · Nov 6

Up next

Next earnings call
Feb 25, 2027 Est · unconfirmed · in 15 wks
Q3 2026 earnings call transcript
call held Nov 5, 2026
Play latest call

Latest documents

2026
Nov 6
Quarterly report 10-Q FY2026 Q3, ended Sep 30
Merger-driven revenue growth lifts adjusted EBITDA

Compass reported $3.9 billion revenue and $306 million Adjusted EBITDA for the three months ended September 30, 2026. Adjusted EBITDA rose from $94 million in 2025, primarily due to the Anywhere merger, higher stand-alone revenue and cost synergies.

Revenue $3.9B ▲ 111.1% Net income $62M Diluted EPS $0.07
Read from the MD&A section
3 source passages
On a consolidated basis, revenue was $3.9 billion and $10.9 billion during the three and nine months ended September 30, 2026, respectively, an increase of $2.1 billion, or 111.1%, and an increase of $5.6 billion, or 107.3%, compared to the prior-year periods, respectively. Consolidated Adjusted EBITDA was $306 million and $94 million during the three months ended September 30, 2026 and 2025, respectively, and $730 million and $235 million during the nine months ended September 30, 2026 and 2025, respectively. The year-over-year improvements in Adjusted EBITDA were primarily driven by the inclusion of Anywhere, higher revenue at stand-alone Compass, and realized cost synergies and continued cost management. Open the document at this passage
Nov 5
Earnings call
Record Q3 highs, but weaker housing outlook pressures Q4

Compass reported record Q3 revenue of $3.9 billion, adjusted EBITDA of $306 million and free cash flow of $240 million, but guided Q4 revenue of $3.15 billion to $3.35 billion and adjusted EBITDA of $100 million to $130 million.

4 source passages
Against this backdrop, I am pleased to say that our company delivered record Q3 revenue of $3.9 billion, record Q3 net income of $62 million, record Q3 adjusted EBITDA of $306 million, which was also above the high end of our guide and reflects more adjusted EBITDA than either standalone Compass or standalone anywhere generated for the full year of 2025. We also delivered record Q3 free cash flow of $240 million, bringing cash on hand to a very healthy $841 million, and we drove net debt to adjusted EBITDA down to 2.7 times, nearly two full turns below when we announced the Anywhere merger last September. With that context in mind, for the fourth quarter of 2026, we expect consolidated revenue in the range of $3.15 billion to $3.35 billion. We expect fourth quarter consolidated adjusted EBITDA to be in the range of $100 million to $130 million. Open the document at this passage
Oct 14
Current report 8-K Events of Oct 7
Director or officer change, or executive pay

Compass, Inc. appointed Sissie L. Hsiao to the Board effective October 14, 2026, after Charles E. Phillips, Jr. resigned October 9, 2026; Frank Martell became Lead Independent Director and Steven Sordello chaired the Nominating and Corporate Governance Committee.

Aug 6
Quarterly report 10-Q FY2026 Q2, ended Jun 30
Quarterly report for FY2026 Q2 AI summary on its way
Revenue $4.31B ▲ 109.0% Net income $92M ▲ 135.9% Diluted EPS $0.11 ▲ 57.1%
All documents

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$12.61B
Trailing 12 months
Net income (TTM)
$133.50M
Trailing 12 months
Revenue growth YoY
+111.1%
Year over year
Operating margin
-1.4%
Trailing 12 months
P / E (TTM)
72.9
Trailing earnings · reciprocal yield 1.4%
FCF yield
3.8%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
−$2.30B
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
+52.4%
Year over year · more shares
Price change (1Y)
+7.6%
Trailing year
Short interest
6.4%
Latest settlement · 3.6 days to cover
View all 125 metrics

Quarterly results

Revenue Net income Net loss
▲25.9% $1.38B −$40.50M '24 Q4* ▲28.6% $1.36B −$51.00M '25 Q1 ▲21.1% $2.06B $39.00M '25 Q2 ▲23.6% $1.85B −$4.00M '25 Q3 ▲23.1% $1.70B −$42.50M '25 Q4* ▲99.4% $2.70B $22.00M '26 Q1 ▲109% $4.31B $92.00M '26 Q2 LATEST ▲111.1% $3.90B $62.00M '26 Q3

* Q4 derived as the full year minus Q1 to Q3.

AI Brief

Q3 FY26 earnings call · Nov 5, 2026
Q3 FY26

TL;DR. Compass delivered record Q3 revenue, net income, adjusted EBITDA and free cash flow, exceeded its cost-synergy target, strengthened liquidity and expects positive full-year free cash flow. The outlook remains constrained by an indicated 4.5% organic Q4 revenue decline, weak pending-home-sales data, lower organic transaction counts, higher 2027 OPEX and Q4 adjusted EBITDA guidance of $100 million–$130 million.

Bullish
  • + Cost synergies exceeded the prior target, with 2026 realization expected to increase to approximately $245 million. new
  • + Compass ended Q3 with net debt-to-adjusted EBITDA of 2.7x, nearly two turns below the level at the Anywhere transaction announcement, and remains positioned to redeem $500 million of 9.75% notes in Q2 2027. new
  • + Mortgage joint-venture funded volume increased 9.9% year over year on a pro forma basis and 32.0% year to date. new
Bearish
  • − Weak pending-home-sales data points to Q4 existing-home sales below current industry forecasts. new
  • − The company expects the OPEX wraparound effect to add approximately $120 million to 2027 OPEX relative to 2026. new
  • − Total agent retention declined and organic gross agent additions were lower than in Q2. new
  • − Organic brokerage transaction volume declined 0.3% year over year. new
  • − Organic franchise transactions declined 3.6% year over year on a pro forma basis. new

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Buy Momentum Strong Sentiment Bullish Fundamentals Strong Quant / Vol Very High
Market backdrop VIX 19.3 · elevated Equity put/call 0.63
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +5%
above
Price vs 50-day avg +5%
above
RSI (14) 54
neutral
MACD trend Positive
52-week position 51%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Strong
1-month return +12%
trailing
6-month return +23%
trailing
YTD return −3%
this year
Relative strength +23%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $10 › 200d $10 — 200d above 50d
Institutional flow Accumulating
354 of 445 funds reported for Sep 30 · net +18.0M sh shares · +45 new
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
6.37% of shares out · ▼ -15.1% MoM · 3.6 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
445 holders — near 3-yr high, broad support
Squeeze score 56
elevated · 0–100
Fundamentals
Strong
Revenue growth +24%
Y/Y
EPS growth +68%
Y/Y
Free cash flow $203.3M
Valuation P/E 72.9
rich
Quant / Vol
risk profile
Very High
Volatility 68%
annualized · 1-yr
Max drawdown −51%
past year
ATR 5.7%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Beat or met 7 of last 8
Latest guidance · from the 8-K filed Aug 4, 2026
Non-GAAP OPEX · Full Year 2026 Non-GAAP Raised $2.75B – $2.8B
May 5, 2026 $2.7B – $2.75B changed to Aug 4, 2026 $2.75B – $2.8B
Prior guidance period ended · from the 8-K filed Aug 4, 2026
Revenue · Q3 $3.85B – $4.05B
Adjusted EBITDA · Q3 $275M – $305M
Guided vs delivered · last 8 settled
Revenue Q3
guided $3.85B – $4.05B
$3.9B In line
Revenue Q2 2026
guided $4B – $4.2B
$4.31B Beat +5.0%
Revenue Q1
guided $2.55B – $2.75B
$2.7B In line
Revenue Q4
guided $1.59B – $1.69B
$1.7B Beat +3.6%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Buy
0 · 4 · 3
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+5% Bullish
Price vs 50-day avg
+5% Bullish
RSI (14)
54 Neutral
MACD trend
Positive Bullish
52-week position
51% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross) No cross
50d $10 › 200d $10 — 200d above 50d
Institutional flow Accumulating
354 of 445 funds reported for Sep 30 · net +18.0M sh shares · +45 new
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
6.37% of shares out · ▼ -15.1% MoM · 3.6 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
445 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $7 Now $10 · 51% Range high $14
vs 200-day avg +5% vs 50-day avg +5%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings
Metric Latest Period YoY
Brokerage Segment Adjusted EBITDA non-GAAP $377M Three Months Ended June 30, 2026 filing —
Brokerage Segment Adjusted EBITDA margin non-GAAP 9.5% Three Months Ended June 30, 2026 filing —
Franchise Segment Adjusted EBITDA non-GAAP $87M Three Months Ended June 30, 2026 filing —
Franchise Segment Adjusted EBITDA margin non-GAAP 64.4% Three Months Ended June 30, 2026 filing —
Gross Transaction Value $120B the three months ended June 30, 2026 filing —
Integrated Services Segment Adjusted EBITDA non-GAAP $52M Three Months Ended June 30, 2026 filing —
Integrated Services Segment Adjusted EBITDA margin non-GAAP 24.6% Three Months Ended June 30, 2026 filing —
Segment Adjusted EBITDA non-GAAP $516M Three Months Ended June 30, 2026 filing —
Adjusted EBITDA non-GAAP 424M Six Months Ended June 30, 2026 —
Adjusted EBITDA margin non-GAAP 6.1% Six Months Ended June 30, 2026 —
Agent retention rate 95.5% Q2 2026 —
Average revenue per transaction $3,654 Q2 2026 —
Average title and escrow revenue per transaction $3,599 six months ended June 30, 2026 —
Compass One share of closed home sale transactions 35% Q2 2026 —
Free cash flow non-GAAP 12M Six Months Ended June 30, 2026 —
Gross Transaction Value (Brokerage) 155.2B Q2 2026 —
Gross Transaction Value (Franchise) 120B Q2 2026 —
Make-Me-Sell entries 26,000 end of Q2 2026 —
Net Royalty Per Side $505 Q2 2026 —
Net Royalty Rate Per Side $479 six months ended June 30, 2026 —
Purchase title and escrow transactions 63,409 six months ended June 30, 2026 —
Real estate professionals who used the Network Tool year-to-date 12,000 year-to-date as of the end of Q2 2026 —
Refinancing title and escrow transactions 9,520 six months ended June 30, 2026 —
Reverse Prospecting agents used in Q2 11,400 Q2 2026 —
Segment Adjusted EBITDA (Brokerage) non-GAAP 524M six months ended June 30, 2026 —
Segment Adjusted EBITDA (Franchise) non-GAAP 133M six months ended June 30, 2026 —
Segment Adjusted EBITDA (Integrated Services) non-GAAP 65M six months ended June 30, 2026 —
Segment Adjusted EBITDA (Total) non-GAAP 722M six months ended June 30, 2026 —
Total Agent Separations 3,819 Q2 2026 —
Total Agents 83,184 Q2 2026 —
Total non-GAAP operating expenses excluding commissions and other related expenses non-GAAP 699M Three Months Ended June 30, 2026 —
Total Title and Escrow transactions 42,608 Q2 2026 —
Total Transactions 153,009 three months ended June 30, 2026 —
Total Transactions (Franchise) 203,207 Q2 2026 —
Transactions (Brokerage) 153,009 Q2 2026 —

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Real Estate Services — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
COMP
Compass, Inc.
this stock
$7.83B -3.4% +23.7% 72.9 6.4%
CBRE
Cbre Group, Inc.
 $38.36B -17.2% +13.4% 28.6 1.5%
SURDF
Sumitomo Realty & Development Co., Ltd.
 $21.31B -5.4% — — 0.1%
BEKE
KE Holdings Inc.
 $19.56B +13.3% +5.6% — 2.1%
JLL
Jones Lang Lasalle Inc
 $16.76B +9.0% +11.4% 15.9 3.2%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
456
% held
95.8%
Reported
354 of 445
Top holder
FMR LLC
Held Float
View
Held by Funds
Fund positions
330
View
Short & Settlement
Short Interest Falling
Shares short
48.8M
Days to cover
3.6d
Change
-8.7M sh
View
Short Volume
Short vol %
63%
As of
Nov 13, 2026
Short Total
View
Fails to Deliver
FTD shares
100.7K
Value
$958.9K
As of
Oct 9, 2026
View
Off-Exchange
Off-exchange %
55.8%
Week of
Oct 5, 2026
Off-exch Lit
View
Smart Money
Congressional Trades Buy
Member
Gilbert Cisneros
Amount
$1.0K–$15.0K
Traded
Jul 16, 2026
View
Financials
Financials
Revenue (FY)
$7.0B
Net income (FY)
$-58.5M
EPS diluted
$-0.10
View
Filings
SEC Filings
Latest
10-Q
Filed
Nov 6, 2026
This year
20

Compass reported $3.9 billion revenue and $306 million Adjusted EBITDA for the three months ended September 30, 2026. Adjusted EBITDA rose from $94 million in 2025, primarily due to the Anywhere merger, higher stand-alone revenue and cost synergies.

View
Proposed Sales
Value
$664.4K
Shares
64.8K
Filed
Nov 10, 2026
View
Exempt Offerings
Offering
$420.1K
Filed
Oct 16, 2026
View
Earnings & Events
Webcasts
Last webcast
Nov 5, 2026
View
Investor Relations
Latest news
Compass, Inc. Reports First Quart…
Published
May 5, 2026
View

Performance

5D 20D 120D MTD YTD
COMP +0.0% +11.8% +23.0% +13.4% -3.4%
SPY +2.6% -1.2% +0.5% -0.2% +10.6%
vs SPY -2.6% +13.0% +22.5% +13.6% -14.0%
Key facts CIK 1563190 CUSIP 20464U100 13F (30d) 339 filings 302 filers Visit website Investor relations