Compass (COMP)
Runs residential brokerages, franchise networks, agent software, and closing services.
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Runs owned residential brokerages and global franchise networks, earning mainly a share of agents’ sales commissions plus franchise royalties and transaction-service fees. Home Platform supports Compass agents and is rolling out to other owned brands, while title, escrow, relocation, title underwriting, and mortgage joint ventures extend the business around closings.
Operates owned residential brokerages under @properties, Coldwell Banker, Compass, Corcoran, and Sotheby’s International Realty, while franchising a broader portfolio that includes Better Homes and Gardens Real Estate, Century 21, Christie’s International Real Estate, and ERA. Revenue comes mainly from shares of agents’ sales commissions, with franchise royalties and other fees adding smaller streams.
Consolidates client management, marketing, analytics, and transaction workflows in Home Platform; rollout beyond Compass agents remains in progress. Title, escrow, relocation, title underwriting, and mortgage joint ventures extend the offering around closings. The footprint covers every major U.S. city and franchise markets in about 120 countries and territories.
Performance depends on residential transaction volumes, commission economics, and retention of agents and franchisees. Brokerage licensing, fair-housing and settlement-service rules shape operations, while the Anywhere integration is consolidating a multi-brand organization whose franchises remain independently operated.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 6, 2026 | Zelman & Assoc | Downgrade | ||
| Aug 5, 2026 | Deutsche Bank | Reiterate | Rating: —Target: $16 | Target: $15 |
| Aug 5, 2026 | Oppenheimer | Reiterate | Rating: —Target: $8 | Target: $18 |
| Aug 5, 2026 | Barclays | Reiterate | Rating: —Target: $15 | Target: $16 |
| Jul 7, 2026 | Wells Fargo | Reiterate | Rating: —Target: $13 | Target: $12 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $694.0M · Total debt $4.11B · Total assets $8.33B · Shareholders' equity $2.98B
- Revenue
- $4.31B
- Operating income
- $124.0M
- Net income
- $92.0M
No dividends on record.
| Institutions | 94.86% | 718.57M shares | |
|---|---|---|---|
| 461 holders · as of Jun 30, 2026 | |||
| Insiders | 1.51% | 11.41M shares | |
| 13 holders · as of Sep 17, 2026 | |||
| Strategic holders | 6.35% | 48.07M shares | |
| 1 holder · as of Mar 26, 2025 | |||
| Adds to | 102.72% | ||
757.52M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (757.52M in the company's Sep 22, 2026 report, 608.18M elsewhere); stakes use the report.
These groups come from separate filings that can overlap, so they add to 102.72%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
FMR LLCInstitution | 14.28% | 108.17M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 8.54% | 64.70M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 7.31% | 55.41M | as of Jun 30, 2026 |
SVF Excalibur (Cayman) LtdStrategic10 percent owner | 6.35% | 48.07M | filed Mar 26, 2025 |
Vanguard Capital Management LLCInstitution | 4.28% | 32.40M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 3, 2026 | Robert L. Reffkin | director, officer: Chairman and CEO | −23,456 | $11.70 |
| Jun 3, 2026 | Robert L. Reffkin | director, officer: Chairman and CEO | −23,456 | $7.69 |
| Jan 7, 2026 | Scott R. Wahlers | officer: CFO | −99,986 | $12.03 |
| Dec 17, 2025 | Scott R. Wahlers | officer: CFO | −26,600 | $11.00 |
| Dec 12, 2025 | Scott R. Wahlers | officer: CFO | −23,500 | $11.00 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Compass | $9.96 | −1.68% | $6.16B | 94.3 | 136.8 | 0.6 | +109.1% |
| eXp World | $4.73 | +3.28% | $753.3M | — | 51.6 | 0.2 | +5.3% |
| Real Brokerage | $16.70 | −2.96% | $375.1M | — | 216.0 | 0.2 | +29.6% |
| Rocket Companies | $12.66 | +2.43% | $34.90B | 84.7 | 17.7 | 3.6 | +113.7% |
| Zillow Group Class C | $30.38 | −0.88% | $7.37B | 138.8 | 11.9 | 2.6 | +17.9% |
| Douglas Elliman | $1.61 | +0.31% | $145.4M | 9.4 | 3.4 | 0.1 | +4.5% |
| CoStar Group | $28.43 | −2.10% | $11.77B | 158.2 | 18.3 | 3.3 | +18.4% |
| Median | 111.7 | 18.0 | 1.4 | +18.1% |