D/B/A Compass Diversified Holdings (CODI) carries a Roarable Rating of E (Strong Sell) with 33/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.
As of 2026-11-03, D/B/A Compass Diversified Holdings (NYSE: CODI) is rated E (Strong Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 33/100 at a spot price of $11.67 (+4.66% 1D, market cap $838.9M). Pillar breakdown: Fundamental Cash Engine 6/20, Institutional 13F & Options Flow 13/20, SEC Balance-Sheet Forensics 6/20, FRED Macro Regime Fit 5/20, and Executive Insider Alignment 3/20. Across 1009 tracked Consumer Discretionary issuers, CODI ranks #824 in composite RQD confidence.
Within the Consumer Discretionary sector (Home Furnishings), CODI carries a Roarable E (33/100 RQD), trailing P/E of N/A, gross margin of 43.5%, and ROIC of 0.4%. By comparison, HELE (Helen of Troy Limited) holds a D grade (49/100 RQD, P/E N/A, ROIC -35.0%, cap $675.8M) and LZB (La-Z-Boy Incorporated) posts a C grade (63/100 RQD, P/E 12.0x, ROIC 13.9%, cap $1.22B). Among the 5-stock peer group, ETD leads on earnings multiple (9.9x) while LZB leads on capital efficiency (13.9% ROIC).
Per CODI's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001345126), D/B/A Compass Diversified Holdings generated $1.87B in revenue (+4.8% YoY), -$226.4M in net income, and -$51.1M in free cash flow against $3.04B in total assets and $1.84B in total debt. Key quantitative strengths: Established market leader in Consumer Discretionary with deep daily trading liquidity. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately. Institutional options positioning shows a 50% call / 50% put premium split.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
20D Institutional Volume Accumulation (±8.9% realized swing band)
SEC XBRL FY 2025 (10-K): 0% FCF Margin ($0 FCF) & 43.5% Gross Margin
Dilution Drag (+2.48% YoY Shares) & executive Form 4 sales trim 16 pts from alignment
While CODI currently carries a cautious 33/100 (E) rating due to Insider Conviction & Share Dilution (4/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.
Established market leader in Consumer Discretionary with deep daily trading liquidity.
Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($11.02) and Max Pain ($12.25) forces dealer call-delta covering toward $13.91.
Forensic Repair Trigger: Halting share dilution (Dilution Drag (+2.48% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.
D/B/A Compass Diversified Holdings (CODI) surged +4.66% to $11.67, trading at 82% of its 52-week range ($4.58 – $13.25). Stretched risk/reward at current multiples (0% return on capital) under elevated 10-year interest-rate pressure.
TradingView report covering D/B/A Compass Diversified Holdings (CODI) market action, institutional positioning, and fundamental catalysts.
TradingView report covering D/B/A Compass Diversified Holdings (CODI) market action, institutional positioning, and fundamental catalysts.
Stock Traders Daily report covering D/B/A Compass Diversified Holdings (CODI) market action, institutional positioning, and fundamental catalysts.
WESTPORT, Conn., Oct. 22, 2026 (GLOBE NEWSWIRE) -- Compass Diversified (NYSE: CODI) (“CODI” or the “Company”), an owner of leading middle-market branded consumer and industrial businesses, announced today that it plans t
Ladenburg Thalmann analyst Michael Legg initiates coverage on Compass Diversified Hldgs (NYSE:CODI) with a Buy rating and announces Price Target of $17.
WESTPORT, Conn., Oct. 01, 2026 (GLOBE NEWSWIRE) -- Compass Diversified (NYSE: CODI) (“CODI” or the “Company”), an owner of leading middle market businesses, announced today that its Board of Directors (the “Board”) has d
On August 10, Compass Diversified (NYSE:CODI) reported second-quarter results that told two very different stories at once. Every branded consumer business the company owns grew profits, total debt fell by hundreds of mi
CEO Sabo retires year-end; Sawtelle takes helm as company pursues divestitures to cut debt.
The latest research on Compass Diversified now anchors fair value at US$16.00 per share, up from US$13.00, which points to a higher price target in analysts’ models. Bullish commentary links this move to Q2 results, rece
CODI delivers 12.6% subsidiary adjusted EBITDA growth, completes Sterno divestiture, and lowers leverage to 4.8x while maintaining full-year outlook.
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +4.8% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on CODI today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for CODI. Explore sector supply chains on /butterfly.
Across 1009 tracked Consumer Discretionary securities in the Roarable RQD universe, D/B/A Compass Diversified Holdings (CODI) ranks #824 by composite RQD confidence (33/100, grade E) and #529 by equity capitalization ($838.9M). Within this direct 5-issuer industry benchmark cohort, ETD leads on earnings valuation at 9.9x trailing P/E, while LZB leads on capital efficiency and profitability with 13.9% ROIC and 44.0% gross margin. LZB currently holds the highest overall quantitative score in the immediate peer group at 63/100 (C) compared with CODI at 33/100 (E).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| CODI
ACTIVE
D/B/A Compass Diversified Holdings | E | 33/100 | — | 43.5% | 0.4% | +4.66% | $838.9M | Benchmark Subject |
| HELE Helen of Troy Limited | D | 49/100 | — | 45.7% | -35.0% | +4.67% | $675.8M | /hele-vs-codi → |
| LZB La-Z-Boy Incorporated | C | 63/100 | 12.0x | 44.0% | 13.9% | +4.14% | $1.22B | /lzb-vs-codi → |
| ETD Ethan Allen Interiors Inc. | D+ | 58/100 | 9.9x | 60.5% | 11.8% | +3.68% | $513.1M | /etd-vs-codi → |
| MBC MasterBrand Inc. | D+ | 54/100 | 54.6x | 30.3% | 4.4% | +1.52% | $1.48B | /mbc-vs-codi → |
In its most recent audited fiscal period (FY2025, filed 2025-12-31), D/B/A Compass Diversified Holdings (CODI) reported GAAP revenue of $1.87B (+4.8% vs. FY2024 revenue of $1.79B , and +10.9% cumulative change since FY2023) , GAAP net income of -$226.4M, operating cash flow of -$6.8M, and free cash flow of -$51.1M (+75.4% YoY). On the balance sheet, CODI closed FY2025 with $3.04B in total assets against $1.84B in total debt (Altman Z-Score: 0.43, Piotroski F-Score: 4/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $1.87B | -$226.4M | -$6.8M | -$51.1M | $3.04B | $1.84B |
| FY2024 (FY) | 2024-12-31 | $1.79B | -$208.9M | -$151.1M | -$207.8M | $3.30B | $0 |
| FY2023 (FY) | 2023-12-31 | $1.69B | $108.6M | $16.6M | $16.6M | — | — |
As of 2026-11-03, D/B/A Compass Diversified Holdings (NYSE: CODI) is rated E (Strong Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 33/100 at a spot price of $11.67 (+4.66% 1D, market cap $838.9M). Pillar breakdown: Fundamental Cash Engine 6/20, Institutional 13F & Options Flow 13/20, SEC Balance-Sheet Forensics 6/20, FRED Macro Regime Fit 5/20, and Executive Insider Alignment 3/20. Across 1009 tracked Consumer Discretionary issuers, CODI ranks #824 in composite RQD confidence.
Within the Consumer Discretionary sector (Home Furnishings), CODI carries a Roarable E (33/100 RQD), trailing P/E of N/A, gross margin of 43.5%, and ROIC of 0.4%. By comparison, HELE (Helen of Troy Limited) holds a D grade (49/100 RQD, P/E N/A, ROIC -35.0%, cap $675.8M) and LZB (La-Z-Boy Incorporated) posts a C grade (63/100 RQD, P/E 12.0x, ROIC 13.9%, cap $1.22B). Among the 5-stock peer group, ETD leads on earnings multiple (9.9x) while LZB leads on capital efficiency (13.9% ROIC).
Per CODI's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001345126), D/B/A Compass Diversified Holdings generated $1.87B in revenue (+4.8% YoY), -$226.4M in net income, and -$51.1M in free cash flow against $3.04B in total assets and $1.84B in total debt. Key quantitative strengths: Established market leader in Consumer Discretionary with deep daily trading liquidity. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately. Institutional options positioning shows a 50% call / 50% put premium split.
CODI last traded at $11.67 (+4.66% on volume of 752,603 shares), positioning the stock +5.90% above its 50-day simple moving average ($11.02) and +18.60% above its 200-day simple moving average ($9.84). Across its 52-week range of $4.58 to $13.25, CODI sits at the 81.8% percentile with a 14-day RSI of 56.6 (BULLISH MOMENTUM) and an implied next-earnings move of ±8.9% ($10.63 to $12.71).
D/B/A Compass Diversified Holdings (CODI) earns a live Roarable RQD composite score of 33/100, corresponding to a E letter grade (Roarable Strong Sell) at a spot price of $11.67 (+4.66% 1D, market capitalization $838.9M).
And profile, CODI operates in the Consumer Discretionary sector within the Home Furnishings industry and is listed on the NYSE. — The specific products, customers, and revenue model are not described in the source data. The profile identifies the company as D/B/A Compass Diversified Holdings with a market capitalization of $0.8B. Reported revenue of $1.87B for FY 2025 indicates a material operating scale.
In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), D/B/A Compass Diversified Holdings (CODI) reported $1.87B in annual revenue (up from $1.79B in FY2024, +4.8% YoY) and -$226.4M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($1.69B revenue, $108.6M net income) through FY2025, CODI scaled operating cash flow to -$6.8M and free cash flow to -$51.1M, backed by $3.04B in total assets against $1.84B in total debt.
Upstream and downstream dependencies cannot be mapped from the source data. Sector context is limited to Consumer Discretionary and Home Furnishings.
Real-time company headlines, analyst actions, and sector developments for D/B/A Compass Diversified Holdings (CODI) • Click "Debate This Headline" to argue it in the Roar Pit below
TradingView report covering D/B/A Compass Diversified Holdings (CODI) market action, institutional positioning, and fundamental catalysts.
TradingView report covering D/B/A Compass Diversified Holdings (CODI) market action, institutional positioning, and fundamental catalysts.
Stock Traders Daily report covering D/B/A Compass Diversified Holdings (CODI) market action, institutional positioning, and fundamental catalysts.
WESTPORT, Conn., Oct. 22, 2026 (GLOBE NEWSWIRE) -- Compass Diversified (NYSE: CODI) (“CODI” or the “Company”), an owner of leading middle-market branded consumer and industrial businesses, announced today that it plans t
Ladenburg Thalmann analyst Michael Legg initiates coverage on Compass Diversified Hldgs (NYSE:CODI) with a Buy rating and announces Price Target of $17.
WESTPORT, Conn., Oct. 01, 2026 (GLOBE NEWSWIRE) -- Compass Diversified (NYSE: CODI) (“CODI” or the “Company”), an owner of leading middle market businesses, announced today that its Board of Directors (the “Board”) has d
On August 10, Compass Diversified (NYSE:CODI) reported second-quarter results that told two very different stories at once. Every branded consumer business the company owns grew profits, total debt fell by hundreds of mi
CEO Sabo retires year-end; Sawtelle takes helm as company pursues divestitures to cut debt.
Here is why I am bullish on CODI here at $11.15: Institutional accumulation and options positioning (14 / 20) is the strongest pillar in the RQD rating, and the stock is up 4.74% near the top of its $4.58 - $13.25 52-week range.. Compare CODI's 0.6% operating margin and 0.4% ROIC against the rest of Home Furnishings. As long as cash conversion holds up, dips toward $10.59 are getting bought.
@MeanReversion_88 Fair point on current EV/EBITDA multiples, but you're ignoring the forward operating leverage in Home Furnishings. If gross margin (43.5%) holds, EPS grows into the multiple faster than bears think.
Careful chasing CODI at $11.15. Negative free cash flow (-6.03% FCF yield), a 0.43 Altman Z-Score, and debt rising to $1.84B against an operating margin of only 0.6% leave the balance sheet exposed.. Gross margin is 43.5%, but operating margin is 0.6%, which shows SG&A and reinvestment are eating into bottom-line EPS. Target $8.59 on multiple compression.
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