Compass Diversified Holdings(CODI)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
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
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
Unusual Activity in CODI
Events flagged as statistical outliers against CODI's own multi-year baseline — not fixed dollar thresholds.
- Insider cluster2026-08-26
6 insiders bought $2,215,263 of CODI in 30 days — 11.8σ above this company's 2-year norm
View source filing → - Insider cluster2026-08-14
5 insiders bought $1,985,887 of CODI in 30 days — 9.7σ above this company's 2-year norm
View source filing → - Record insider buy2026-08-13
Largest insider buy on record for CODI: ENTERLINE LARRY L purchased $833,395
View source filing → - Insider cluster2026-08-13
4 insiders bought $1,485,901 of CODI in 30 days — 7.7σ above this company's 2-year norm
View source filing →
CODI Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Compass Diversified Holdings (CODI), 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. Compass Diversified Holdings's 13F Pro composite quality score has ranged between 31 and 56 since 2021, currently 42.3 — a stable long-term trajectory across 68 quarterly and live scoring snapshots.
Revenue
Q2 2026
$424.0M
Net Income
Q2 2026
$81.1M
Free Cash Flow
Q2 2026
$23.5M
ROIC
Q2 2026
5.4%
D/E Ratio
Q2 2026
3.53
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+4.8% YoYNet Income
-8.4% YoYOperating Income
+174.7% YoYEPS (Diluted)
+6.3% YoYTotal Assets
-7.8% YoYTotal Debt
-63.3% YoYOp. Cash Flow
+95.5% YoYFree Cash Flow
+75.4% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $1.87B +4.8% | $1.79B +5.8% | $1.69B -3.8% | $1.76B +1.9% | $1.72B +10.4% | $1.56B |
| Net Income | $-226.4M -8.4% | $-208.9M -292.2% | $108.6M +283.5% | $-59.2M -151.7% | $114.6M +402.9% | $22.8M |
| Operating Income | $11.1M +174.7% | $-14.9M +78.6% | $-69.4M -256.2% | $44.4M -63.9% | $123.1M +57.8% | $78.0M |
| EPS (Diluted) | $-3.59 +6.3% | $-3.83 -647.1% | $0.70 +151.1% | $-1.37 -287.7% | $0.73 +314.7% | $-0.34 |
| Total Assets | $3.04B -7.8% | $3.30B -0.8% | $3.33B -4.8% | $3.49B +11.1% | $3.14B +21.0% | $2.60B |
| Total Debt | $1.95B -63.3% | $5.32B +214.6% | $1.69B -8.8% | $1.85B +44.3% | $1.28B +42.8% | $899.5M |
| Operating Cash Flow | $-6.8M +95.5% | $-151.1M -1007.9% | $16.6M +135.7% | $-46.6M -134.8% | $134.1M -9.8% | $148.6M |
| Free Cash Flow | $-51.1M +75.4% | $-207.8M -441.5% | $-38.4M +64.1% | $-106.8M -205.8% | $100.9M -15.3% | $119.2M |
Get alerted when CODI's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for Compass Diversified Holdings including:
Top Institutional Holders of CODI
ADW Capital Management, LLC
$114.6M10,750,000 shAllspring Global Investments Holdings, LLC
$44.2M3,815,756 shAMERICAN CENTURY COMPANIES INC
$43.4M4,073,422 shBlackRock, Inc.
$42.5M3,986,638 shSUSQUEHANNA INTERNATIONAL GROUP, LLP
$42.2M3,958,100 shADW Capital Management, LLC
$40.0M3,750,000 shMANGROVE PARTNERS IM, LLC
$39.3M3,684,800 shD. E. Shaw & Co., Inc.
$30.6M2,872,202 shCaption Management, LLC
$29.1M2,731,900 shWestern Standard LLC
$28.3M2,651,950 sh
| Fund | Value | Shares |
|---|---|---|
| ADW Capital Management, LLC | $114.6M | 10,750,000 |
| Allspring Global Investments Holdings, LLC | $44.2M | 3,815,756 |
| AMERICAN CENTURY COMPANIES INC | $43.4M | 4,073,422 |
| BlackRock, Inc. | $42.5M | 3,986,638 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $42.2M | 3,958,100 |
| ADW Capital Management, LLC | $40.0M | 3,750,000 |
| MANGROVE PARTNERS IM, LLC | $39.3M | 3,684,800 |
| D. E. Shaw & Co., Inc. | $30.6M | 2,872,202 |
| Caption Management, LLC | $29.1M | 2,731,900 |
| Western Standard LLC | $28.3M | 2,651,950 |
Companies Similar to CODI
Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.
ALBANY INTERNATIONAL CORP /DE/
Park Hotels & Resorts Inc.
ALTA EQUIPMENT GROUP INC.
UNIFIRST CORP
Hyatt Hotels Corp
GXO Logistics, Inc.
INSIGHT ENTERPRISES INC
Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
More Consumer Discretionary Companies
View all Consumer Discretionary →Put CODI on your watchlist
Track score changes the day Compass Diversified Holdings files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is CODI a good stock to buy?
13F Pro's AI-powered analysis of Compass Diversified Holdings (CODI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CODI are available on the CODI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. CODI is classified as a small company.
Which hedge funds own CODI?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CODI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Compass Diversified Holdings's investment landscape.