COMPReal Estate · Real Estate ServicesThe 12 Wall Street analysts covering Compass, Inc. (New York) hold a median 12-month price target of $16 — +47.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 36 of 100 as at 10 Sept 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Compass, Inc. (New York) on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (80): Analysts have, on balance, been raising their forecasts.
Issuance (6): The company has been issuing shares or taking on financing, diluting existing holders.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on COMP, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +47.5% from it.
Of the 20 most recent actions, 7 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 6 Aug 2026 | Zelman & Assoc | Downgrade | Neutral | $14 |
| 5 Aug 2026 | Barclays | Maintains | Overweight | $15 → $16 |
| 5 Aug 2026 | Goldman Sachs | Maintains | Neutral | $11 → $12 |
| 5 Aug 2026 | Oppenheimer | Maintains | Outperform | $15 → $18 |
| 5 Aug 2026 | Wells Fargo | Maintains | Equal-Weight | $12 → $13 |
| 31 July 2026 | UBS | Maintains | Buy | $12 → $17 |
| 14 July 2026 | Barclays | Maintains | Overweight | $12 → $15 |
| 14 July 2026 | Barclays | Maintains | Overweight | — |
| 7 July 2026 | Wells Fargo | Maintains | Equal-Weight | $9.00 → $12 |
| 7 July 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 6 May 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 28 Apr 2026 | UBS | Maintains | Buy | — |
| 8 Apr 2026 | Barclays | Maintains | Overweight | — |
| 6 Apr 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 26 Mar 2026 | Benchmark | Initiates | Buy | — |
| 26 Jan 2026 | JP Morgan | Initiates | Overweight | — |
| 15 Jan 2026 | Barclays | Maintains | Overweight | — |
| 13 Jan 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 8 Jan 2026 | BTIG | Maintains | Buy | — |
| 8 Dec 2025 | Barclays | Upgrade | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. COMP appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 11 Sept 2026, Compass, Inc. (New York) returned +11.5% against +17.5% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 4% of US stocks
Cheaper than 74% of US stocks
Cheaper than 36% of US stocks
Cheaper than 8% of US stocks
Higher than 93% of US stocks
Higher than 87% of US stocks
Higher than 27% of US stocks
Higher than 52% of US stocks
Higher than 48% of US stocks
Higher than 51% of US stocks
Higher than 42% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Compass, Inc. (New York) has a market value of $8.1B and an enterprise value of $11.1B.
Revenue in the twelve months to 30 June 2026: $10.6B. The latest quarter grew 109.0% year on year.
Net income over the same four quarters: $66.9M, a 0.6% net margin.
Diluted earnings per share, trailing twelve months: $0.06.
Free cash flow in the twelve months to 30 June 2026: $128.3M, after $26.4M of capital spending.
Trailing P/E: 175.2×; forward P/E: 12.4× — the forward figure prices analyst consensus estimates, not reported earnings.
Compass, Inc. (New York) employs 3,200 people — $3.3M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Compass, Inc. (New York) — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Compass CEO Robert Reffkin appeared on CNBC and cited a data point that 42% of homes took a price cut, alongside a buyer-friendly pitch. The segment highlighted market conditions affecting home pricing.
Why it matters — A COMP watcher would care because the CEO's public commentary signals how the company is framing current housing-market conditions for its brokerage business.
Real-estate giants Compass and Zillow are competing for control over home listings, a dispute described as a "private-listing war." Consumer advocates and industry experts warn that the conflict could come at a cost to home buyers and sellers.
Why it matters — For Compass watchers, the listing dispute with Zillow could signal competitive and regulatory pressures on the company's core real-estate platform business.
Christie's International Real Estate is launching a new agency in Abu Dhabi, owned by Jackie Johns and Dinesh Chhatwani, the team behind the brand's Dubai affiliate. The expansion brings its global luxury real estate network to an international housing market experiencing significant growth.
Why it matters — This signals continued expansion of luxury real estate brokerage activity in high-growth international markets, a segment relevant to Compass's competitive landscape.
Guaranteed Rate Affinity announced the formation of The Mina Group, led by vice president of mortgage lending Mina Yasuda, who is marking 10 years in the mortgage industry. The new team will expand Yasuda's ability to help borrowers understand financing options and navigate the homebuying process.
Why it matters — The formation of a new lending team at Guaranteed Rate Affinity signals continued growth in the mortgage business, which is relevant to Compass as a real-estate industry peer.
Compass is outperforming the real estate industry despite a weak housing market, citing its acquisition of Anywhere Real Estate and rapid synergy realization. Q2 results showed 16% brokerage GTV growth and $363M adjusted EBITDA, with margins expanding and synergy targets raised.
Why it matters — A COMP watcher would care because the company is demonstrating stronger transaction and GTV growth than peers while expanding margins, even in a challenging housing market.
The 12 Wall Street analysts covering Compass, Inc. (New York) have a median 12-month price target of $16, with estimates ranging from $12 to $18. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 12 analysts covering Compass, Inc. (New York), 9 rate it a Buy, 3 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Compass, Inc. (New York) 36 out of 100 across roughly 4,600 US stocks as at 10 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 10 Sept 2026, Compass, Inc. (New York) ranks 36 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (80 of 100).
No one can know that. What the data says: the median 12-month target from 12 analysts implies +47.5% from the last close, and Ticker Nerd's factor model ranks Compass, Inc. (New York) 36 out of 100 as at 10 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Compass, Inc. (New York) publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for COMP are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $12 to $18 over the next 12 months.
Compass, Inc. (New York) returned +11.5% over the 12 months to 11 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Compass Inc. Class A Common Stock represents Compass, a technology-enabled residential real estate company focused on supporting agents, buyers, and sellers across the United States.
The most recent item we track (24/7 Wall Street, 10 Sept 2026): "Compass CEO Says 42% of Homes Took a Price Cut". Compass CEO Robert Reffkin appeared on CNBC and cited a data point that 42% of homes took a price cut, alongside a buyer-friendly pitch. The segment highlighted market conditions affecting home pricing.
Compass Inc. Class A Common Stock represents Compass, a technology-enabled residential real estate company focused on supporting agents, buyers, and sellers across the United States. Compass provides an integrated platform that combines cloud-based software for customer relationship management, marketing, client service, brokerage operations, and other real estate workflows with adjacent services such as title, escrow, and mortgage solutions. The company also operates the Christie's International Real Estate and Anywhere tools and services platforms, extending its reach across brokerage and affiliated real estate services. In addition, Compass Concierge helps home sellers access capital for selected home improvement services. Founded in 2012 and headquartered in New York, Compass plays a significant role in modern residential real estate by pairing brokerage capabilities with digital tools and transaction support.
CEO Mr. Robert L. Reffkin · 3,200 employees · United States · https://www.compass.com
