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.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
D/B/A Compass Diversified Holdings (CODI) surged +4.74% to $11.28, trading at 77% of its 52-week range ($4.58 – $13.25). Stretched risk/reward at current multiples (0% return on capital) under elevated 10-year interest-rate pressure.
WESTPORT, Conn., Oct. 22, 2026 (GLOBE NEWSWIRE) -- Compass Diversified (NYSE: CODI) (“CODI” or the “Company”), an owner of leading middle-market branded consumer and industrial businesses, announced today that it plans t
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +4.8% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on CODI today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for CODI. Explore sector supply chains on /butterfly.
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 → |
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 | — | — |
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.
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).
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.
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).
Why CODI Stock surged +4.74% Today — RQD Quant Desk Flash. Stretched risk/reward at current multiples (0% return on capital) under elevated 10-year interest-rate pressure.