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Compass Diversified Holdings (CODI-PC) Stock Fundamental Analysis & AI Rating 2026

CODI-PC NYSE Household Furniture DE CIK: 0001345126
Updated This Month • Analysis: Mar 22, 2026 • SEC Data: 2025-12-31
Combined AI Rating
STRONG SELL
91% Confidence
STRONG AGREEMENT
STRONG SELL
92% Conf
STRONG SELL
90% Conf

📊 CODI-PC Key Takeaways

Revenue: $1.9B
Net Margin: -12.1%
Free Cash Flow: $-51.1M
Current Ratio: 2.42x
Debt/Equity: 4.25x
EPS: $-3.59
AI Rating: STRONG SELL with 92% confidence
Compass Diversified Holdings (CODI-PC) receives a STRONG SELL rating with 91% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.9B, net profit margin of -12.1%, and return on equity (ROE) of -51.2%, Compass Diversified Holdings demonstrates mixed fundamentals in the Market sector. Below is our complete CODI-PC stock analysis for 2026.

Is Compass Diversified Holdings (CODI-PC) a Good Investment?

Claude

Compass Diversified Holdings exhibits severe operational distress with negative net income of $226.4M despite $1.9B in revenue, indicating fundamental business challenges beyond temporary headwinds. The company is burning cash with negative operating cash flow of $6.8M and negative free cash flow of $51.1M, while carrying excessive debt of $1.9B against only $442M in equity. Interest coverage of 0.1x signals inability to service debt from operations, presenting acute solvency risk.

ChatGPT

Compass Diversified shows modest top-line growth and solid gross margins, but those positives are overwhelmed by extremely weak earnings conversion, heavy net losses, and negative free cash flow. The balance sheet is highly leveraged, interest coverage is critically thin, and profitability metrics indicate the business currently lacks sufficient cushion to absorb financing and operating pressure.

Why Buy Compass Diversified Holdings Stock? CODI-PC Key Strengths

Claude
  • + Solid gross margin of 43.5% indicates reasonable product pricing power and cost management at the production level
  • + Strong current ratio of 2.42x and quick ratio of 1.26x suggest adequate near-term liquidity to meet obligations
  • + Revenue growth of 4.8% YoY demonstrates ongoing demand for products despite operational challenges
ChatGPT
  • + Revenue is still growing modestly year over year, indicating some underlying demand resilience
  • + Gross margin of 43.5% suggests the portfolio retains pricing power or favorable product economics before overhead and financing costs
  • + Current ratio of 2.42x and quick ratio of 1.26x indicate acceptable near-term liquidity

CODI-PC Stock Risks: Compass Diversified Holdings Investment Risks

Claude
  • ! Massive net loss of $226.4M with negative net margin of -12.1% indicates core business is unprofitable at scale
  • ! Negative free cash flow of $51.1M combined with $1.9B debt and only 0.1x interest coverage creates imminent refinancing and solvency risk
  • ! Operating cash flow turning negative at -$6.8M despite positive revenue growth suggests deteriorating operational efficiency and working capital management
  • ! Debt-to-equity ratio of 4.25x represents severe over-leverage with minimal equity cushion for losses
  • ! Return on equity of -51.2% and ROA of -7.4% indicate destruction of shareholder value and poor asset utilization
ChatGPT
  • ! Operating margin of 0.6% and net margin of -12.1% show severe weakness in translating sales into earnings
  • ! Debt burden is very high with debt-to-equity of 4.25x and interest coverage of just 0.1x, creating meaningful financial risk
  • ! Operating cash flow and free cash flow are negative, which reduces flexibility and raises dependence on external capital or asset actions

Key Metrics to Watch

Claude
  • * Operating cash flow trend and path to positive FCF generation
  • * Quarterly net income progression and ability to return to profitability
  • * Debt reduction progress and refinancing capacity given negative earnings
  • * Working capital management and cash conversion cycle improvements
  • * Operating margin expansion through cost reduction initiatives
ChatGPT
  • * Interest coverage and net debt reduction progress
  • * Operating cash flow and free cash flow trend

Compass Diversified Holdings (CODI-PC) Financial Metrics & Key Ratios

Revenue
$1.9B
Net Income
$-226.4M
EPS (Diluted)
$-3.59
Free Cash Flow
$-51.1M
Total Assets
$3.0B
Cash Position
$68.0M

💡 AI Analyst Insight

Strong liquidity with a 2.42x current ratio provides a solid financial cushion.

CODI-PC Profit Margin, ROE & Profitability Analysis

Gross Margin 43.5%
Operating Margin 0.6%
Net Margin -12.1%
ROE -51.2%
ROA -7.4%
FCF Margin -2.7%

CODI-PC vs Market Sector: How Compass Diversified Holdings Compares

How Compass Diversified Holdings compares to Market sector averages

Net Margin
CODI-PC -12.1%
vs
Sector Avg 12.0%
CODI-PC Sector
ROE
CODI-PC -51.2%
vs
Sector Avg 15.0%
CODI-PC Sector
Current Ratio
CODI-PC 2.4x
vs
Sector Avg 1.8x
CODI-PC Sector
Debt/Equity
CODI-PC 4.2x
vs
Sector Avg 0.7x
CODI-PC Sector

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

Is Compass Diversified Holdings Stock Overvalued? CODI-PC Valuation Analysis 2026

Based on fundamental analysis, Compass Diversified Holdings shows some fundamental concerns relative to the Market sector in 2026.

Return on Equity
-51.2%
Sector avg: 15%
Net Profit Margin
-12.1%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
4.25x
Sector avg: 0.7x

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 Diversified Holdings Balance Sheet: CODI-PC Debt, Cash & Liquidity

Current Ratio
2.42x
Quick Ratio
1.26x
Debt/Equity
4.25x
Debt/Assets
81.1%
Interest Coverage
0.06x
Long-term Debt
$1.9B

CODI-PC Revenue & Earnings Growth: 5-Year Financial Trend

CODI-PC 5-year financial data: Year 2021: Revenue $1.8B, Net Income $301.9M, EPS $3.64. Year 2022: Revenue $2.3B, Net Income $22.8M, EPS $-0.34. Year 2023: Revenue $2.1B, Net Income $114.6M, EPS $0.73. Year 2024: Revenue $2.2B, Net Income $36.4M, EPS $-0.10. Year 2025: Revenue $1.9B, Net Income $108.6M, EPS $0.70.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Compass Diversified Holdings's revenue has shown modest growth of 2% over the 5-year period. The most recent EPS of $0.70 reflects profitable operations.

CODI-PC 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
-2.7%
Free cash flow / Revenue

CODI-PC Quarterly Earnings & Performance

Quarterly financial performance data for Compass Diversified Holdings including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $456.6M -$36.0M $-0.62
Q2 2025 $426.7M -$51.2M $-0.88
Q1 2025 $410.8M -$30.0M $-0.59
Q3 2024 $521.1M $887.0K $0.08
Q2 2024 $486.9M $13.6M $-0.35
Q1 2024 $483.9M -$1.6M $-0.85
Q3 2023 $569.6M -$1.8M $0.20
Q2 2023 $515.6M $13.6M $0.17

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

Compass Diversified Holdings Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$6.8M
Cash generated from operations
Capital Expenditures
$44.3M
Investment in assets
Dividends Paid
$69.6M
Returned to shareholders

CODI-PC SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Compass Diversified Holdings (CIK: 0001345126)

📋 Recent SEC Filings

Date Form Document Action
Apr 10, 2026 DEF 14A ny20063368x1_def14a.htm View →
Apr 6, 2026 4 xslF345X06/ownership.xml View →
Apr 1, 2026 8-K codi-20260401.htm View →
Mar 30, 2026 8-K codi-20260328.htm View →
Mar 3, 2026 8-K codi-20260227.htm View →

Frequently Asked Questions about CODI-PC

What is the AI rating for CODI-PC?

Compass Diversified Holdings (CODI-PC) has a Combined AI Rating of STRONG SELL from Claude (STRONG SELL) and ChatGPT (STRONG SELL) with 91% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are CODI-PC's key strengths?

Claude: Solid gross margin of 43.5% indicates reasonable product pricing power and cost management at the production level. Strong current ratio of 2.42x and quick ratio of 1.26x suggest adequate near-term liquidity to meet obligations. ChatGPT: Revenue is still growing modestly year over year, indicating some underlying demand resilience. Gross margin of 43.5% suggests the portfolio retains pricing power or favorable product economics before overhead and financing costs.

What are the risks of investing in CODI-PC?

Claude: Massive net loss of $226.4M with negative net margin of -12.1% indicates core business is unprofitable at scale. Negative free cash flow of $51.1M combined with $1.9B debt and only 0.1x interest coverage creates imminent refinancing and solvency risk. ChatGPT: Operating margin of 0.6% and net margin of -12.1% show severe weakness in translating sales into earnings. Debt burden is very high with debt-to-equity of 4.25x and interest coverage of just 0.1x, creating meaningful financial risk.

What is CODI-PC's revenue and growth?

Compass Diversified Holdings reported revenue of $1.9B.

Does CODI-PC pay dividends?

Compass Diversified Holdings pays dividends, with $69.6M distributed to shareholders in the trailing twelve months.

Where can I find CODI-PC SEC filings?

Official SEC filings for Compass Diversified Holdings (CIK: 0001345126) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CODI-PC's EPS?

Compass Diversified Holdings has a diluted EPS of $-3.59.

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 CODI-PC a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Compass Diversified Holdings has a STRONG SELL rating with 91% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is CODI-PC stock overvalued or undervalued?

Valuation metrics for CODI-PC: ROE of -51.2% (sector avg: 15%), net margin of -12.1% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy CODI-PC stock in 2026?

Our dual AI analysis gives Compass Diversified Holdings 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 CODI-PC's free cash flow?

Compass Diversified Holdings's operating cash flow is $-6.8M, with capital expenditures of $44.3M. FCF margin is -2.7%.

How does CODI-PC compare to other Market stocks?

Vs Default sector averages: Net margin -12.1% (avg: 12%), ROE -51.2% (avg: 15%), current ratio 2.42 (avg: 1.8).

Is Compass Diversified Holdings carrying too much debt?

CODI-PC has a debt-to-equity ratio of 4.25x, which is above the Market sector average of 0.7x. However, the current ratio of 2.42 suggests adequate short-term liquidity.

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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