CODI — Stock Film
STOCK FILMSCENE 1/11CODI · $11.60
Stock Expert AI presents
CODI
Compass Diversified
~4 min film100% real numbers0 jargon
WHAT DOES THIS COMPANY DO?
Compass Diversified. A quick introduction.

On the stock market since 2006, it operates in the world of heavy industry. It has 4,097 employees. Now — the numbers.

on the stock market since 2006
4,097 employees
$827.6M market value
Revenue last year:
$0
The loss that same year:
$0
For every $1 it earns, the company spends $1.1.

The company closed last year at a loss: costs ran above sales. The picture changes only if spending is reined in.

WHERE DOES THE MONEY COME FROM?
29%5.11 Tactical
5.11 Tactical 29%Sterno Products 16%Altor 16%BOA 10%Arnold 8%Other 20%
29% of all revenue comes from a single line: 5.11 Tactical.

Revenue is spread across several lines; no single product carries the company.

In the vault right now:
$0
DEBT: $1.9B
At this pace, that money lasts less than a year.

Before the clock runs out, either sales must climb sharply or new money must come in. This is the most critical line in the whole picture.

INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
50
average

Profit indicators sit around the sector average.

FINANCIAL STRENGTH
11
very weak

Clearly below the class average.

VALUATION
54
average

The price isn’t cheap next to earnings — that’s why this grade sits in the middle.

GROWTH
53
average

There is growth, but not at top-of-the-class tempo.

PRICE MOMENTUM
84
very strong

The stock has been running stronger than the market lately.

WORTH WATCHING

Financial Strength: The cash-and-debt balance is thin; the buffer for hard times is slim.

THE COUNCIL REVIEW
9

angles, checked one by one.

The 3 that stand out are on screen; the rest came back neutral.

The council scores out of 10; report-card grades are out of 100.

STRENGTHS
Executives are buying stock8/10
Few are betting against it10/10
WEAK SPOTS
Growth has stalled4/10
WORTH WATCHING

Revenue Growth: Sales are growing slowly.

THE FIVE-YEAR JOURNEY
A long and steep decline.

An investor who bought at the very peak is down 65% today. The business is the same; what changed most is the price — and the expectations — the market pins on it.

1
THE BRIGHT SIDE · 1/3
Sales are holding up

The company sells $1.9B a year; the problem isn’t sales — it’s costs running above that number.

2
THE BRIGHT SIDE · 2/3
Executives are buying their own stock

Over the last 12 months, company executives reported 10 buys and 2 sells. Management buying with its own money is usually read as a good sign.

3
THE BRIGHT SIDE · 3/3
Analysts’ target sits above today’s price

The average analyst price target is $18.0055% above today’s price.

1
THE RISKS · 1/2
The losses continue

A loss of $229.3M against $1.9B in annual sales.

2
THE RISKS · 2/2
The cash has a countdown

At the current pace of spending, the cash lasts less than a year. After that, the company needs to find new money.

FINALE · THE GRADE
F
0 / 100 · MoonshotScore

On our five-subject report card, CODI sits behind the class. A low grade doesn’t mean “doomed” — it means “big claim, small proof.”

The takeaway: CODI has solid sales but closed last year at a loss. The road back to profit runs through spending discipline.

The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.

Analysts’ average target sits above today’s price, yet the valuation grade (54/100) says the stock isn’t cheap.

What would you like to do next?
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This was a film — not investment advice.
Data: FMP & company filings
Aug 21, 2026 · stockexpertai.com · Stock Film