Compass Diversified (CODI-PB) Stock Analysis

What Compass Diversified does

Compass Diversified operates as a private equity firm, employing diverse investment strategies that include bolt-on acquisitions, leveraged buyouts, sector consolidation initiatives, recapitalizations, and capital infusions into late-stage and middle-market companies. The firm primarily targets investments within niche industrial and branded consumer sectors. Its portfolio focus also extends to manufacturing, distribution, a broad range of consumer products, business services, safety and security solutions, electronic components, as well as the food and foodservice industries. Geographically, its preference is for North American-based enterprises. Financially, Compass Diversified typically deploys capital ranging from $100 million to $800 million into businesses demonstrating an annual EBITDA between $15 million and $80 million. The company aims to secure controlling ownership positions in its portfolio entities, frequently pursuing a majority stake, and retains the capability to execute further platform acquisitions. Uniquely, the firm leverages its own balance sheet for investments. Its typical holding period for these investments ranges from five to seven years. Established in 2005, Compass Diversified maintains its primary operations in Westport, Connecticut, with a secondary office located 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-PB on NYSE.

Which exchange is CODI-PB listed on?

CODI-PB 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-PB in a portfolio?

PortView shows CODI-PB'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.