Compass Q4 Revenue Reaches $1.70B, Exceeds Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy COMP?
Reports Q4 revenue $1.70B, consensus $1.69B. "Compass ended 2025 on a high note as we delivered the strongest Q4 results in our history, including Revenue, Adjusted EBITDA, Adjusted EBITDA Margin, Organic Gross Principal Agent Adds, T&E revenue, mortgage JV profitability, and weekly agent sessions on the platform," said CEO Robert Reffkin."In Q4, we also continued to outperform the industry as we grew organic transactions by 5.6% and total transactions by 19.7%, while market transactions increased by 0.7% year-over-year. This means organic and total transactions outgrew the market by approximately 5 and 19 percentage points, respectively. For 19 consecutive quarters, spanning our entire history as a public company, Compass has outperformed the market on an organic basis...We completed the acquisition of Christie's International Real Estate, generated record full-year Revenue and record full-year Adjusted EBITDA, as well as record full-year Operating Cash Flow, all while keeping non-GAAP OPEX3 growth to roughly 1%. With the Anywhere transaction now closed, we look forward to bringing the same focus and operational discipline to our newly combined organization to deliver sustainable, long-term value for real estate professionals and our shareholders."
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Analyst Views on COMP
Wall Street analysts forecast COMP stock price to rise
9 Analyst Rating
6 Buy
3 Hold
0 Sell
Moderate Buy
Current: 10.060
Low
10.00
Averages
13.31
High
16.00
Current: 10.060
Low
10.00
Averages
13.31
High
16.00
About COMP
Compass, Inc. provides an end-to-end platform that empowers its residential real estate agents to deliver service to seller and buyer clients. Its platform includes an integrated suite of cloud-based software for customer relationship management, marketing, client service, brokerage services and other critical functionalities, all custom-built for the real estate industry. Its platform also uses proprietary data, analytics, artificial intelligence, and machine learning to simplify the workflows of agents and deliver recommendations and outcomes for both agents and their clients. It also provides integrated services, such as title and escrow and mortgage, both of which are available on its platform. Its Glide tools, which include completion of various real estate forms and offer preparation and eSignature and collaboration capabilities, are offered to non-Compass agents and their clients. Business Tracker provides agents with a centralized view of their entire business.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- New Investment Disclosure: On February 17, 2026, Canyon Capital Advisors disclosed a new position by acquiring 2,000,936 shares of Compass worth $21.15 million, indicating confidence in Compass and a focus on the real estate technology sector.
- Portfolio Adjustment: As of December 31, 2025, Compass represents a significant portion of Canyon Capital's portfolio, reflecting optimism about the company's growth potential, particularly in the integration of technology within the real estate market.
- Strong Financial Performance: Compass generated $6.96 billion in revenue in 2025, with fourth-quarter revenue hitting $1.70 billion, a 23.1% year-over-year increase, showcasing robust performance and sustained transaction growth in the market.
- Market Outlook Analysis: With Compass's technology-driven model and increasing market share, investors should monitor its ability to maintain positive cash flow and whether transaction growth continues to outpace the market to ensure long-term stock growth potential.
See More
Analysis & Outlook: A Reality Assessment
- Market Reaction: Stocks opened significantly lower, indicating a shift away from the previous "ignore geopolitics" mindset.
- Recovery Trend: By late morning, there was a noticeable recovery in stock prices, suggesting some stabilization in the market.
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- Index Performance: The S&P 500 fell by 0.94%, while the Dow Jones Industrial Average decreased by 0.83%.
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