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CODI-PC Stock Analysis - Compass Diversified Holdings AI Rating

CODI-PC NYSE Household Furniture DE CIK: 0001345126
Recently Updated • Analysis: Mar 22, 2026 • SEC Data: 2025-12-31
AI Rating
STRONG SELL
92% Confidence

📊 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

Investment Thesis

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.

CODI-PC Strengths

  • + 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

CODI-PC Risks

  • ! 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

Key Metrics to Watch

CODI-PC Financial Metrics

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 Profitability Ratios

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 Default Sector

How Compass Diversified Holdings compares to Default 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.

CODI-PC Balance Sheet & 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 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 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
-2.7%
Free cash flow / Revenue

CODI-PC Quarterly 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.

CODI-PC 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

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

📋 Recent SEC Filings

Date Form Document Action
Mar 3, 2026 8-K codi-20260227.htm View →
Feb 27, 2026 10-K codi-20251231.htm View →
Feb 26, 2026 8-K codi-20260226.htm View →
Feb 24, 2026 8-K codi-20260223.htm View →
Jan 15, 2026 8-K codi-20260115.htm View →

Frequently Asked Questions about CODI-PC

What is the AI rating for CODI-PC?

Compass Diversified Holdings (CODI-PC) has an AI rating of STRONG SELL with 92% confidence, based on fundamental analysis of SEC EDGAR filings.

What are CODI-PC's key strengths?

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.

What are the risks of investing in CODI-PC?

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.

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?

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: 2025-12-31 | Powered by Claude AI