Stock Ratings / Consumer Discretionary / CODI

HELE (43) LZB (72) XMAX (42) ETD (70) ⌘ Pro Terminal →

D/B/A Compass Diversified Holdings (CODI) — RQD Stock Rating Cockpit

$11.28 +4.74% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot)

D/B/A Compass Diversified Holdings (CODI) carries a Roarable Rating of D- (Sell) with 36/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

ROARABLE D- • RED ALERT Cap $848.7M

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

RQD QUANT TACHOMETERRED ALERT • D-

3-of-3 JEV AI Jury Bearish Warning

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D- · Rk E

Each axis scored 0–20

12M PRICE TARGET CONE-9.9% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for CODI)Realized 20D OHLCV Swing Band: ±9%

RSI-14 MOMENTUMBULLISH MOMENTUM

57.630 Oversold · 70 Hot

ALTMAN-Z SHIELDDISTRESS RISK (<1.8)

0.43>3.0 Fortress Safe

PIOTROSKI F-SCOREWEAK QUALITY (1–4)

4 / 99-Pt Accounting

52-WEEK LASER RANGE77% OF RANGE

L: $5$11.28H: $13

1. Money & Cash Health● WEAK

Are profits real cash in the bank?

Weak cash conversion or heavy valuation strain compared to actual cash earned.

Factor Grade: ERQD 6 / 20

2. Big Money & Insiders● TRIMMING

Are whales & executives buying or selling?

Insiders and big institutional desks have been trimming shares rather than stepping up to buy.

Factor Grade: D-RQD 17 / 40

3. Hidden Risks & Market Weather● WARNING

SEC fine-print scan & interest-rate fit

High sensitivity to tight interest rates or new risk warnings added to recent SEC annual filings.

Factor Grade: ERQD 13 / 40

MULTI-MODEL JEV QUANT JURY DELIBERATION

3-of-3 JEV AI Jury Bearish Warning on CODI

Cash & Moat Bull AI

ROIC & Free Cash Flow Model

BEARISH (30)

0.4% ROIC with 43.5% gross margin and -6.03% FCF yield.

SEC Forensic Auditor AI

10-K Accruals & Altman-Z Guard

BEARISH (30)

Altman-Z 0.43 and Piotroski 4/9 pass balance-sheet audit.

Whale & Macro Hawk AI

Options Skew, 13F & Fed NetLiq

BEARISH (40)

17/40 institutional & smart-money positioning score with 7/20 macro alignment.

Bull Case: Why Buyers Like CODI

✓Established market leader in Consumer Discretionary with deep daily trading liquidity.

Bear Case: What Could Go Wrong

!Company executives have done more routine share selling than personal cash buying lately.
!Sensitive to high interest rates and tighter Federal Reserve market liquidity.
!Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring CODI)

✓Walkthrough of CODI's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?

Join Founding VIP Waitlist (No Card Required) →$100K Arena

CODI // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -4.49%📐 HORIZONTAL RANGE

2026-10-30O $11.21H $11.28L $10.92C $11.28VOL 498.3K

RES: $13.73SUP: $9.81SMA50: $11.04SMA200: $9.79

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

CODI Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 CODI Butterfly Map → + Track CODI →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

44.6%/yr Implied 5Y Growth

vs. +4.8% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on CODI today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for CODI. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for CODI today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (CODI)

Consumer Discretionary Rank #885 of 1011 ⚔️ HELE vs CODI Full Matrix →

1. Head-to-Head Consumer Discretionary Peer Comparison (CODI vs. HELE, LZB, XMAX, ETD)

Industry: Home Furnishings (20 Tracked Issuers)

Across 1011 tracked Consumer Discretionary securities in the Roarable RQD universe, D/B/A Compass Diversified Holdings (CODI) ranks #885 by composite RQD confidence (36/100, grade D-) and #531 by equity capitalization ($848.7M). Within this direct 5-issuer industry benchmark cohort, ETD leads on earnings valuation at 9.9x trailing P/E, while LZB leads on capital efficiency and profitability with 13.9% ROIC and 44.0% gross margin. LZB currently holds the highest overall quantitative score in the immediate peer group at 72/100 (B) compared with CODI at 36/100 (D-).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
CODI ACTIVE D/B/A Compass Diversified Holdings	D-	36/100	—	43.5%	0.4%	+4.74%	$848.7M	Benchmark Subject
HELE Helen of Troy Limited	D-	43/100	—	45.7%	-35.0%	+1.37%	$694.9M	/hele-vs-codi →
LZB La-Z-Boy Incorporated	B	72/100	12.0x	44.0%	13.9%	+3.40%	$1.22B	/lzb-vs-codi →
XMAX XMAX Inc.	D-	42/100	—	25.0%	-5.8%	-0.98%	$524.8M	/xmax-vs-codi →
ETD Ethan Allen Interiors Inc.	B-	70/100	9.9x	60.5%	11.8%	+4.02%	$508.6M	/etd-vs-codi →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001345126

In its most recent audited fiscal period (FY2025, filed 2025-12-31), D/B/A Compass Diversified Holdings (CODI) reported GAAP revenue of $1.87B (+4.8% vs. FY2024 revenue of $1.79B , and +10.9% cumulative change since FY2023) , GAAP net income of -$226.4M, operating cash flow of -$6.8M, and free cash flow of -$51.1M (+75.4% YoY). On the balance sheet, CODI closed FY2025 with $3.04B in total assets against $1.84B in total debt (Altman Z-Score: 0.43, Piotroski F-Score: 4/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$1.87B	-$226.4M	-$6.8M	-$51.1M	$3.04B	$1.84B
FY2024 (FY)	2024-12-31	$1.79B	-$208.9M	-$151.1M	-$207.8M	$3.30B	$0
FY2023 (FY)	2023-12-31	$1.69B	$108.6M	$16.6M	$16.6M	—	—

3. CODI Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is CODI stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-01, D/B/A Compass Diversified Holdings (NYSE: CODI) is rated D- (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 36/100 at a spot price of $11.28 (+4.74% 1D, market cap $848.7M). Pillar breakdown: Fundamental Cash Engine 6/20, Institutional 13F & Options Flow 14/20, Executive Insider Alignment 6/20, FRED Macro Regime Fit 7/20, and SEC Balance-Sheet Forensics 3/20. Across 1011 tracked Consumer Discretionary issuers, CODI ranks #885 in composite RQD confidence.

How does CODI compare to HELE and LZB in the Consumer Discretionary sector?

Within the Consumer Discretionary sector (Home Furnishings), CODI carries a Roarable D- (36/100 RQD), trailing P/E of N/A, gross margin of 43.5%, and ROIC of 0.4%. By comparison, HELE (Helen of Troy Limited) holds a D- grade (43/100 RQD, P/E N/A, ROIC -35.0%, cap $694.9M) and LZB (La-Z-Boy Incorporated) posts a B grade (72/100 RQD, P/E 12.0x, ROIC 13.9%, cap $1.22B). Among the 5-stock peer group, ETD leads on earnings multiple (9.9x) while LZB leads on capital efficiency (13.9% ROIC).

What are the biggest fundamental strengths and SEC risk factors for CODI?

Per CODI's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001345126), D/B/A Compass Diversified Holdings generated $1.87B in revenue (+4.8% YoY), -$226.4M in net income, and -$51.1M in free cash flow against $3.04B in total assets and $1.84B in total debt. Key quantitative strengths: Established market leader in Consumer Discretionary with deep daily trading liquidity.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is CODI trading relative to its 50-day, 200-day, and 52-week technical levels?

CODI last traded at $11.28 (+4.74% on volume of 943,323 shares), positioning the stock +2.17% above its 50-day simple moving average ($11.04) and +15.22% above its 200-day simple moving average ($9.79). Across its 52-week range of $4.58 to $13.25, CODI sits at the 77.3% percentile with a 14-day RSI of 57.6 (BULLISH MOMENTUM) and an implied next-earnings move of ±9.0% ($10.26 to $12.30).

CODI Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Should I buy, hold, or sell CODI stock right now?

D/B/A Compass Diversified Holdings (CODI) currently earns a Roarable Rating of D- (Sell — SELL) with 36/100 RQD Confidence. Stretched risk/reward at current multiples (0% return on capital) under elevated 10-year interest-rate pressure.

What is CODI's 12-month price target and RQD AI Jury consensus?

CODI's 12-month base price target is $10.16 (range $7.92 to $13.91), backed by transparent SEC XBRL cash-flow, Form 4 insider, and CBOE options flow analysis.

Direct Sub-Reports: CODI RQD Cockpit CODI 12M Forecast CODI Earnings & Move CODI Dividends & DRIP CODI Insiders & 13F CODI Whale Options CODI Profit Sankey CODI News & Why