CODI — Compass Diversified Holdings

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Compass Diversified Holdings

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 Pr… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$11.56
Market Cap$880M
Float62.9M
Shares Outstanding75.2M
P/E (Forward)11.88
Price/Sales (TTM)0.48
vs. Analyst Target+12.5% to analyst PT
Profit Margin-12.30%
Operating Margin (TTM)4.35%
Revenue (TTM)$1.85B
Earnings Growth (YoY)-96.30%
Dividend RateNone
Analyst Target Price$13.00 (4 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $1.45B $22.8M $534M $167M
2021 $1.72B $115M $662M $193M
2022 $1.76B -$59.2M $649M $81.6M
2023 $1.69B $109M $675M -$73.0M
2024 $1.79B -$209M $750M -$69.5M
2025 $1.87B -$229M $721M $16.2M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $479M -$51.2M
Sep 2025 $479M -$51.2M
Dec 2025 $469M -$71.2M
Mar 2026 $427M -$30.8M

Ownership & Float

Insider Ownership11.5%
Institutional Ownership81.3%
Short Float7.5%
% of All Funds Holding1.92%
Number of Funds Holding158

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$10.63Near-term / short-term trend
Weekly40-Week SMA$7.48Medium-term trend
Weekly80-Week SMA$11.28Cyclical trend (business cycle)
Weekly200-Week SMA$17.08Secular trend (multi-year)
Monthly10-Month SMA$7.79Near-term monthly trend
Monthly20-Month SMA$12.24Medium-term monthly trend
Monthly40-Month SMA$16.80Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$17.30 resistance 5.05x 11 months ago
$21.80 resistance 1.44x 13 months ago

Historical Earnings Reactions (80 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -0.54% -0.32% 32.50% 8.76% -9.83%
1 Day -0.54% -0.40% 45.00% 11.80% -10.68%
1 Week -0.70% -0.46% 46.25% 20.42% -59.11%
2 Weeks -1.18% -0.47% 42.50% 21.89% -53.58%
1 Month 0.08% -0.18% 48.10% 27.09% -58.81%

Next earnings: July 25, 2026 (58 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan2.3%35.0%20
Feb-0.4%45.0%20
Mar-1.8%45.0%20
Apr4.5%50.0%20
May-4.0%42.1%19
Jun1.0%60.0%20
Jul1.4%70.0%20
Aug0.9%50.0%20
Sep0.7%60.0%20
Oct0.8%55.0%20
Nov1.3%40.0%20
Dec-0.8%55.0%20

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.06% 49.9% 944
Tuesday 0.04% 48.3% 1034
Wednesday -0.04% 47.2% 1033
Thursday 0.03% 51.0% 1013
Friday 0.06% 50.7% 1011

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 81.3%

Insider Transactions — Smart Summary

Total insider ownership: 11.5%

12-Month Insider Activity Summary

Total Filings1
Net Value+N/A
Net Shares Change30,000
% of Float0.0%
C-Suite Filings0
Clusters Detected0

Key Insiders

NameTitleNet ValueFilingsActivity
Keller Stephen +$258,237 1 1 buy

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-04-06 Keller Stephen +$258,237 Transaction at $8.61, now +34.3%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Compass Diversified Holdings (CODI) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for CODI on Trend Edge →