Compass Diversified Holdings(CODI)— Stock Profile, AI Score & Financials

Consumer Discretionary · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .

Compass Diversified Holdings (CODI) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores CODI at 42.3/100 on a 32-signal composite quality model, placing it at rank #2,027 of 2,962 stocks — the bottom half of the AI-ranked universe. CODI scores in the top quartile across institutional flow (96.1). Areas of concern include balance sheet strength (26.0) and profitability (30.5), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Compass Diversified Holdings reports quarterly revenue of $424.0M, net income of $81.1M, free cash flow of $23.5M. Top institutional holders of CODI by reported 13-F value include ADW Capital Management, Allspring Global Investments, AMERICAN CENTURY COMPANIES, based on the most recent SEC filings. CODI trades on the NYSE exchange and files with the SEC under CIK 1345126. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CODI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Compass Diversified Holdings directly from SEC EDGAR.

AI Quality Score

42.3/100

AI Rank

#2,027

Revenue

$424.0M

Net Income

$81.1M

Free Cash Flow

$23.5M

CODI key financials by period

Compass Diversified Holdings reported revenue, net income and margins by fiscal period, from SEC filings.
PeriodFormRevenueNet incomeOperating margin
FY 202510-K$1.9B$-226.4M0.6%
FY 202410-K/A$1.8B$-208.9M-0.8%
FY 202310-K/A$1.7B$108.6M-4.1%
FY 202210-K/A$1.8B$-59.2M2.5%
FY 202110-K$1.7B$114.6M7.1%
FY 202010-K$1.6B$22.8M5.0%

Institutions holding CODI

Institutional investors reporting a position in Compass Diversified Holdings on SEC Form 13F.
InstitutionSharesValueReported
ADW Capital Management10,750,000$114.6M2026-06-30
Allspring Global Investments3,815,756$44.2M2026-06-30
AMERICAN CENTURY COMPANIES4,073,422$43.4M2026-06-30
BlackRock3,986,638$42.5M2026-06-30
SUSQUEHANNA INTERNATIONAL GROUP, LLP3,958,100$42.2M2026-06-30
ADW Capital Management3,750,000$40.0M2026-06-30
MANGROVE PARTNERS IM3,684,800$39.3M2026-06-30
D. E. Shaw2,872,202$30.6M2026-06-30
Caption Management2,731,900$29.1M2026-06-30
Western Standard2,651,950$28.3M2026-06-30
CODI

Compass Diversified Holdings

CODI
NYSESmall CapConsumer Discretionary

13F Pro Quality Score

42.3/100

Rank #2,027 of 2,962 stocks

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

31.4/100

Profitability

30.5/100

Balance Sheet

26.0/100

Earnings Quality

33.7/100

Free Cash Flow

40.0/100

Institutional Flow

96.1/100

Revenue Scale

61.0/100

Dilution Risk

61.4/100

Price Chart

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Key Metrics

Revenue

Q2 2026
EDGAR

$424.04M

Net Income

Q2 2026
EDGAR

$81.09M

EPS (Diluted)

Q2 2026
EDGAR

$0.86

ROIC

Q2 2026
EDGAR

5.4%

Free Cash Flow

Q2 2026
EDGAR

$23.47M

Debt/Equity

Q2 2026
EDGAR

3.53

Top Institutional Holders

as of Q2 2026
$825.95M total

Financial Trends

Revenue & Net Income

Earnings Per Share

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