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COMPASS Pathways plc (CMPS) Stock Fundamental Analysis & AI Rating 2026

CMPS Nasdaq Pharmaceutical Preparations X0 CIK: 0001816590
Updated This Month • Analysis: Mar 22, 2026 • SEC Data: 2025-09-30
Combined AI Rating
STRONG SELL
90% Confidence
STRONG AGREEMENT
STRONG SELL
92% Conf
STRONG SELL
88% Conf

📊 CMPS Key Takeaways

Revenue: N/A
Net Margin: N/A
Free Cash Flow: $-119.5M
Current Ratio: 1.23x
Debt/Equity: 0.83x
EPS: $-2.09
AI Rating: STRONG SELL with 92% confidence
COMPASS Pathways plc (CMPS) receives a STRONG SELL rating with 90% confidence from our AI fundamental analysis based on SEC 10-K filings., and return on equity (ROE) of -516.0% Below is our complete CMPS stock analysis for 2026.

Is COMPASS Pathways plc (CMPS) a Good Investment?

Claude

COMPASS Pathways is a pre-revenue stage pharmaceutical company with significant ongoing losses (-$194M net income, -$119.5M operating cash flow) and no commercial revenue generation despite being public since 2020. While the company maintains adequate liquidity with $185.9M cash, the burn rate of ~$120M annually combined with negative returns on assets (-75.9%) and equity (-516%) indicates substantial cash consumption without offsetting revenue, creating critical viability concerns.

ChatGPT

COMPASS Pathways shows very weak current fundamentals: it remains pre-revenue, deeply unprofitable, and consumed $119.45M of operating cash over the latest period. While the company still holds a sizable cash balance, its thin equity base, negative returns, and ongoing burn make the financial profile highly dependent on future clinical and financing success rather than operating strength.

Why Buy COMPASS Pathways plc Stock? CMPS Key Strengths

Claude
  • + Strong cash position of $185.9M provides runway for operations
  • + Current ratio of 1.23x indicates near-term liquidity adequacy
  • + Moderate leverage with debt-to-equity ratio of 0.83x avoids excessive debt burden
ChatGPT
  • + Cash and equivalents of $185.94M provide near-term liquidity support
  • + Current and quick ratios of 1.23x indicate the company can currently meet short-term obligations
  • + Minimal capital expenditure requirements suggest an asset-light operating model

CMPS Stock Risks: COMPASS Pathways plc Investment Risks

Claude
  • ! No revenue generation despite being a public company, indicating failed commercialization or product development timelines
  • ! Operating cash burn of $119.5M annually will deplete cash reserves in approximately 1.6 years without revenue achievement
  • ! Massive negative profitability metrics (ROE -516%, ROA -75.9%) demonstrate fundamental inability to generate returns on deployed capital
  • ! Pre-clinical stage pharmaceutical company with extremely high execution risk and clinical/regulatory approval uncertainties
ChatGPT
  • ! No revenue base and large net loss of $193.98M indicate no proven earnings power
  • ! Operating cash outflow of $119.45M implies limited cash runway if burn remains elevated
  • ! Very weak balance sheet quality, with only $37.59M of equity, ROE of -516.0%, and negative interest coverage

Key Metrics to Watch

Claude
  • * Quarterly operating cash burn rate and cash runway remaining
  • * Clinical trial progress and regulatory milestone achievements
  • * Revenue generation timeline and first commercial product launch success
ChatGPT
  • * Quarterly operating cash burn relative to cash balance
  • * Clinical progress and any revenue-generating commercialization or partnership milestones

COMPASS Pathways plc (CMPS) Financial Metrics & Key Ratios

Revenue
N/A
Net Income
$-194.0M
EPS (Diluted)
$-2.09
Free Cash Flow
$-119.5M
Total Assets
$255.6M
Cash Position
$185.9M

💡 AI Analyst Insight

COMPASS Pathways plc presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

CMPS Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin N/A
Net Margin N/A
ROE -516.0%
ROA -75.9%
FCF Margin N/A

CMPS vs Healthcare Sector: How COMPASS Pathways plc Compares

How COMPASS Pathways plc compares to Healthcare sector averages

Net Margin
CMPS 0.0%
vs
Sector Avg 12.0%
CMPS Sector
ROE
CMPS -516.0%
vs
Sector Avg 15.0%
CMPS Sector
Current Ratio
CMPS 1.2x
vs
Sector Avg 2.0x
CMPS Sector
Debt/Equity
CMPS 0.8x
vs
Sector Avg 0.6x
CMPS Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is COMPASS Pathways plc Stock Overvalued? CMPS Valuation Analysis 2026

Based on fundamental analysis, COMPASS Pathways plc has mixed fundamental signals relative to the Healthcare sector in 2026.

Return on Equity
-516.0%
Sector avg: 15%
Net Profit Margin
N/A
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.83x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

COMPASS Pathways plc Balance Sheet: CMPS Debt, Cash & Liquidity

Current Ratio
1.23x
Quick Ratio
1.23x
Debt/Equity
0.83x
Debt/Assets
85.3%
Interest Coverage
-39.14x
Long-term Debt
$31.3M

CMPS Revenue & Earnings Growth: 5-Year Financial Trend

CMPS 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: COMPASS Pathways plc's revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $-2.30 indicates the company is currently unprofitable.

CMPS Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
N/A
Free cash flow / Revenue

COMPASS Pathways plc Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$119.5M
Cash generated from operations
Dividends
None
No dividend program

CMPS SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for COMPASS Pathways plc (CIK: 0001816590)

📋 Recent SEC Filings

Date Form Document Action
Apr 15, 2026 DEF 14A d87237ddef14a.htm View →
Mar 27, 2026 4 xslF345X06/wk-form4_1774662965.xml View →
Mar 27, 2026 4 xslF345X06/wk-form4_1774662783.xml View →
Mar 27, 2026 4 xslF345X06/wk-form4_1774662750.xml View →
Mar 24, 2026 10-K cmps-20251231.htm View →

Frequently Asked Questions about CMPS

What is the AI rating for CMPS?

COMPASS Pathways plc (CMPS) has a Combined AI Rating of STRONG SELL from Claude (STRONG SELL) and ChatGPT (STRONG SELL) with 90% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are CMPS's key strengths?

Claude: Strong cash position of $185.9M provides runway for operations. Current ratio of 1.23x indicates near-term liquidity adequacy. ChatGPT: Cash and equivalents of $185.94M provide near-term liquidity support. Current and quick ratios of 1.23x indicate the company can currently meet short-term obligations.

What are the risks of investing in CMPS?

Claude: No revenue generation despite being a public company, indicating failed commercialization or product development timelines. Operating cash burn of $119.5M annually will deplete cash reserves in approximately 1.6 years without revenue achievement. ChatGPT: No revenue base and large net loss of $193.98M indicate no proven earnings power. Operating cash outflow of $119.45M implies limited cash runway if burn remains elevated.

What is CMPS's revenue and growth?

COMPASS Pathways plc reported revenue of N/A.

Does CMPS pay dividends?

COMPASS Pathways plc does not currently pay dividends.

Where can I find CMPS SEC filings?

Official SEC filings for COMPASS Pathways plc (CIK: 0001816590) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CMPS's EPS?

COMPASS Pathways plc has a diluted EPS of $-2.09.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is CMPS a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, COMPASS Pathways plc has a STRONG SELL rating with 90% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is CMPS stock overvalued or undervalued?

Valuation metrics for CMPS: ROE of -516.0% (sector avg: 15%), net margin of N/A (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy CMPS stock in 2026?

Our dual AI analysis gives COMPASS Pathways plc a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is CMPS's free cash flow?

COMPASS Pathways plc's operating cash flow is $-119.5M, with capital expenditures of $0.0.

How does CMPS compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin N/A (avg: 12%), ROE -516.0% (avg: 15%), current ratio 1.23 (avg: 2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 22, 2026 | Data as of: 2025-09-30 | Powered by Claude AI