Compass Diversified (CODI) Stock Analysis

What Compass Diversified does

Compass Diversified functions as a private equity firm, specializing in late-stage and middle-market investments. The company employs various strategies, including leveraged buyouts, industry consolidation efforts, recapitalizations, and strategic add-on acquisitions. Their investment focus is on North American enterprises, particularly those in niche industrial or branded consumer segments. They also target businesses within manufacturing, distribution, general consumer products, business services, safety & security, electronic components, as well as the food and foodservice sectors. Typically, Compass Diversified allocates between $100 million and $800 million per investment, seeking companies with an EBITDA ranging from $15 million to $80 million. A key aspect of their approach is to secure controlling or majority ownership interests in their portfolio companies, often leveraging these as platforms for subsequent acquisitions. The firm funds these ventures directly from its balance sheet and generally holds investments for a period of five to seven years. Founded in 2005, Compass Diversified's main office is located in Westport, Connecticut, with an additional presence in Costa Mesa, California.

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Frequently asked questions

What is the ticker symbol for Compass Diversified?

Compass Diversified trades under the ticker CODI on NYSE.

Which exchange is CODI listed on?

CODI is listed on NYSE.

What sector does Compass Diversified operate in?

Compass Diversified is classified in the Industrials sector (Conglomerates industry).

How can PortView help analyze CODI in a portfolio?

PortView shows CODI's weight in your portfolio, its contribution to return and risk, sector exposure, indirect exposure through ETFs you own, and correlation with your other holdings.