Added to YB: 2026-07-16
Pitch date: 2026-07-14
CODI [neutral]
Compass Diversified
+0.51%
current return
Author Info
Company Info
Compass Diversified is a private equity firm specializing in add on acquisitions, buyouts, industry consolidation, recapitalization, late stage, and middle market investments.
Market Cap
$747.1M
Pitch Price
$9.81
Price Target
17.25 (+77%)
Dividend
N/A
EV/EBITDA
12.63
P/E
-2.71
EV/Sales
1.80
Sector
Financial Services
Category
special_situation
Two incentive-based ideas ($CODI)
CODI (overview): ADW Capital letter flags structural conflict - external mgr paid ~2% of assets, not per-share value, disincentivizing buybacks/liquidation. SOTP up to $27/share. New comp amendment halves mgmt fee (base capped $30m), ties 70% to stock (needs $17.25/share by 2027)+30% EBITDA. Aligns incentives but reduces odds of strategic review.
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