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CMPS Stock Analysis - COMPASS Pathways plc AI Rating

CMPS Nasdaq Pharmaceutical Preparations X0 CIK: 0001816590
Recently Updated • Analysis: Mar 22, 2026 • SEC Data: 2025-09-30
AI Rating
STRONG SELL
92% Confidence

📊 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

Investment Thesis

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.

CMPS Strengths

  • + 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

CMPS Risks

  • ! 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

Key Metrics to Watch

CMPS Financial Metrics

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 Profitability Ratios

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 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.

CMPS Balance Sheet & 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 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 $-2.32 indicates the company is currently unprofitable.

CMPS Growth Metrics (YoY)

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

CMPS Capital Allocation

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

CMPS SEC Filings

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

📋 Recent SEC Filings

Date Form Document Action
Mar 13, 2026 4 xslF345X05/wk-form4_1773435891.xml View →
Mar 13, 2026 4 xslF345X05/wk-form4_1773435787.xml View →
Mar 3, 2026 4 xslF345X05/wk-form4_1772585901.xml View →
Feb 19, 2026 8-K cmps-20260218.htm View →
Feb 17, 2026 8-K cmps-20260217.htm View →

Frequently Asked Questions about CMPS

What is the AI rating for CMPS?

COMPASS Pathways plc (CMPS) has an AI rating of STRONG SELL with 92% confidence, based on fundamental analysis of SEC EDGAR filings.

What are CMPS's key strengths?

Strong cash position of $185.9M provides runway for operations. Current ratio of 1.23x indicates near-term liquidity adequacy.

What are the risks of investing in CMPS?

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.

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?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI 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