Caption Management Adds $5M in Compass Diversified ($CODI)

Key Points

  • Wall Street's consensus rating on $CODI is Buy and an average price target of $13.00.
  • $CODI last traded around $10.28.

Caption Management acquired a new position in Compass Diversified ($CODI), according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 448,315 shares of Compass Diversified. Caption Management's holdings in Compass Diversified were worth $4.61 million as of its most recent filing.

Compass Diversified ($CODI) Stock

Last price$10.28
Market cap$773.43M
Forward P/E36.71
PEG ratio2.65
Beta1.25
52-week low$4.58
52-week high$12.64
50-day MA$11.12
200-day MA$7.64
Current ratio2.67
Quick ratio0.98
Debt-to-equity3.83

Compass Diversified Earnings

EPS (ttm)$-3.66
Revenue (ttm)$1.85B
Revenue growth-5.9%
Net margin-12.3%
Return on equity-53.2%
Next earningsAug 3, 2026

Compass Diversified Dividend

Annual dividend$1.00
Dividend yield945.00%
Payout ratio404.6%
Ex-dividend dateApr 17, 2025

Analysts Set New Price Targets

ConsensusBuy
Average target$13.00
High target$15.00
Low target$11.00
Analysts covering2

About Compass Diversified

Compass Diversified is a private equity firm specializing in add on acquisitions, buyouts, industry consolidation, recapitalization, late stage, and middle market investments. It seeks to invest in leading industrial or branded consumer companies, textiles, Apparel and Luxury goods, trading companies and distributors, manufacturing, distribution, consumer discretionary, commercial services and supplies, consumer products, capital good, Leisure Product, consumer service, consumer staples, household durables, business services sector, infrastructure healthcare, safety & security, electronic components, food, and foodservice. The firm prefers to invest in companies based in North America. It seeks to invest between $80 million to$800 million and EBITDA starting from $10 million per annum. It seeks to acquire controlling ownership interests in its portfolio companies and can make additional platform acquisitions. The firm prefer to have controlled and majority stake in companies. The firm invests through its balance sheet and typically holds investments between five to seven years. Compass Diversified was incorporated in 1998 and is based in Westport, Connecticut with an additional office in Costa Mesa, California.

ExchangeNYSE
SectorIndustrials
IndustryConglomerates
HeadquartersWestport, CT
CEOMr. Stephen Keller
Employees4,069

See Also

This instant news alert was generated by automated narrative technology and financial data from Trueearnings and public regulatory filings. It is for informational purposes only and is not financial advice.