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Compass Therapeutics, Inc. (CMPX) Stock Fundamental Analysis & AI Rating 2026

CMPX Nasdaq Biological Products, (No Diagnostic Substances) DE CIK: 0001738021
Updated This Month • Analysis: Mar 22, 2026 • SEC Data: 2025-12-31
Combined AI Rating
SELL
85% Confidence
AGREEMENT
STRONG SELL
92% Conf
SELL
78% Conf

📊 CMPX Key Takeaways

Revenue: $0.0
Net Margin: N/A
Free Cash Flow: $-49.2M
Current Ratio: 15.02x
Debt/Equity: 0.00x
EPS: $0.00
AI Rating: STRONG SELL with 92% confidence
Compass Therapeutics, Inc. (CMPX) receives a SELL rating with 85% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $0, and return on equity (ROE) of -33.8%, Compass Therapeutics, Inc. demonstrates mixed fundamentals in the Healthcare sector. Below is our complete CMPX stock analysis for 2026.

Is Compass Therapeutics, Inc. (CMPX) a Good Investment?

Claude

Compass Therapeutics is a pre-revenue biotech company burning substantial cash with negative operating cash flow of -$49.1M annually against minimal cash reserves of $30.6M, indicating a critical funding timeline. The company is unable to sustain operations without external financing, and at current burn rates faces less than 8 months of runway without additional capital.

ChatGPT

Compass Therapeutics has a clean balance sheet with no long-term debt and very strong near-term liquidity, but the core fundamental picture remains weak because the business is still generating no revenue and substantial operating losses. Losses improved year over year, which is a positive, yet cash burn remains high relative to cash on hand, making future financing risk and execution on clinical/commercial milestones central to the outlook.

Why Buy Compass Therapeutics, Inc. Stock? CMPX Key Strengths

Claude
  • + Strong balance sheet with zero long-term debt and $196.8M stockholders equity provides capital structure flexibility
  • + Excellent liquidity position with 15.02x current ratio demonstrates ability to meet short-term obligations
  • + Low financial leverage (0.0x debt-to-equity) reduces insolvency risk during drug development phase
ChatGPT
  • + Debt-free capital structure with $196.79M of equity and no long-term debt
  • + Very strong current and quick ratios at 15.02x, indicating low near-term balance sheet stress
  • + Net loss improved 34.7% year over year, showing some cost-loss narrowing

CMPX Stock Risks: Compass Therapeutics, Inc. Investment Risks

Claude
  • ! Zero revenue with 100% YoY revenue decline indicates no commercial product traction or FDA approvals
  • ! Severe cash burn of -$49.1M in operating cash flow against only $30.6M in liquid reserves creates immediate solvency risk
  • ! Negative ROE (-33.8%) and ROA (-30.3%) demonstrate the company is destroying shareholder value at an accelerating rate
  • ! Net losses of -$66.5M indicate R&D spending is not yielding revenue-generating outcomes
  • ! Pre-clinical/clinical stage biotech with no path to profitability visible in financial data
ChatGPT
  • ! Revenue fell to $0.00, leaving the company fully dependent on external capital or balance sheet resources
  • ! Operating cash outflow of $49.14M versus $30.64M of cash implies limited cash runway if burn is not reduced
  • ! Negative ROE of -33.8% and ROA of -30.3% reflect weak capital efficiency and ongoing unprofitability

Key Metrics to Watch

Claude
  • * Cash burn rate and months of runway remaining before funding requirement
  • * Clinical trial progression and FDA milestone announcements
  • * Operating cash flow trajectory and capital raise announcements
ChatGPT
  • * Quarterly operating cash burn versus cash and equivalents
  • * Any sustained revenue generation or major improvement in operating loss

Compass Therapeutics, Inc. (CMPX) Financial Metrics & Key Ratios

Revenue
$0.0
Net Income
$-66.5M
EPS (Diluted)
$0.00
Free Cash Flow
$-49.2M
Total Assets
$219.6M
Cash Position
$30.6M

💡 AI Analyst Insight

Strong liquidity with a 15.02x current ratio provides a solid financial cushion.

CMPX Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin N/A
Net Margin N/A
ROE -33.8%
ROA -30.3%
FCF Margin N/A

CMPX vs Healthcare Sector: How Compass Therapeutics, Inc. Compares

How Compass Therapeutics, Inc. compares to Healthcare sector averages

Net Margin
CMPX 0.0%
vs
Sector Avg 12.0%
CMPX Sector
ROE
CMPX -33.8%
vs
Sector Avg 15.0%
CMPX Sector
Current Ratio
CMPX 15.0x
vs
Sector Avg 2.0x
CMPX Sector
Debt/Equity
CMPX 0.0x
vs
Sector Avg 0.6x
CMPX Sector

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

Is Compass Therapeutics, Inc. Stock Overvalued? CMPX Valuation Analysis 2026

Based on fundamental analysis, Compass Therapeutics, Inc. has mixed fundamental signals relative to the Healthcare sector in 2026.

Return on Equity
-33.8%
Sector avg: 15%
Net Profit Margin
N/A
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
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 Therapeutics, Inc. Balance Sheet: CMPX Debt, Cash & Liquidity

Current Ratio
15.02x
Quick Ratio
15.02x
Debt/Equity
0.00x
Debt/Assets
10.4%
Interest Coverage
N/A
Long-term Debt
$0.0

CMPX Revenue & Earnings Growth: 5-Year Financial Trend

CMPX 5-year financial data: Year 2024: Revenue $850.0K, Net Income -$42.5M, EPS $-0.33. Year 2025: Revenue $850.0K, Net Income -$49.4M, EPS $-0.36.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Compass Therapeutics, Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $-0.36 indicates the company is currently unprofitable.

CMPX 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

CMPX Quarterly Earnings & Performance

Quarterly financial performance data for Compass Therapeutics, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 N/A -$10.5M $-0.08
Q2 2025 N/A -$10.8M $-0.10
Q3 2024 N/A -$7.8M $-0.08
Q2 2024 N/A -$7.8M $-0.09

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Compass Therapeutics, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$49.1M
Cash generated from operations
Capital Expenditures
$25.0K
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Compass Therapeutics, Inc. (CIK: 0001738021)

📋 Recent SEC Filings

Date Form Document Action
Mar 5, 2026 10-K cmpx20251231_10k.htm View →
Mar 5, 2026 8-K f8k_030326.htm View →
Feb 10, 2026 4 xslF345X05/ownership.xml View →
Jan 12, 2026 4 xslF345X05/ownership.xml View →
Jan 6, 2026 8-K f8k_010626.htm View →

Frequently Asked Questions about CMPX

What is the AI rating for CMPX?

Compass Therapeutics, Inc. (CMPX) has a Combined AI Rating of SELL from Claude (STRONG SELL) and ChatGPT (SELL) with 85% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are CMPX's key strengths?

Claude: Strong balance sheet with zero long-term debt and $196.8M stockholders equity provides capital structure flexibility. Excellent liquidity position with 15.02x current ratio demonstrates ability to meet short-term obligations. ChatGPT: Debt-free capital structure with $196.79M of equity and no long-term debt. Very strong current and quick ratios at 15.02x, indicating low near-term balance sheet stress.

What are the risks of investing in CMPX?

Claude: Zero revenue with 100% YoY revenue decline indicates no commercial product traction or FDA approvals. Severe cash burn of -$49.1M in operating cash flow against only $30.6M in liquid reserves creates immediate solvency risk. ChatGPT: Revenue fell to $0.00, leaving the company fully dependent on external capital or balance sheet resources. Operating cash outflow of $49.14M versus $30.64M of cash implies limited cash runway if burn is not reduced.

What is CMPX's revenue and growth?

Compass Therapeutics, Inc. reported revenue of $0.0.

Does CMPX pay dividends?

Compass Therapeutics, Inc. does not currently pay dividends.

Where can I find CMPX SEC filings?

Official SEC filings for Compass Therapeutics, Inc. (CIK: 0001738021) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CMPX's EPS?

Compass Therapeutics, Inc. has a diluted EPS of $0.00.

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 CMPX a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Compass Therapeutics, Inc. has a SELL rating with 85% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is CMPX stock overvalued or undervalued?

Valuation metrics for CMPX: ROE of -33.8% (sector avg: 15%), net margin of N/A (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy CMPX stock in 2026?

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

What is CMPX's free cash flow?

Compass Therapeutics, Inc.'s operating cash flow is $-49.1M, with capital expenditures of $25.0K.

How does CMPX compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin N/A (avg: 12%), ROE -33.8% (avg: 15%), current ratio 15.02 (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: 2025-12-31 | Powered by Claude AI