CODI
Compass Diversified
CODI's outlook is improving, though it still trails on the overall score.
VRT
Vertiv Holdings Co
VRT has the edge over CODI overall, supported by stronger valuation and stronger modeled upside.
CODI Fundamentals
| Metric | Status |
|---|---|
| Under pressure | |
| Stable | |
| Healthy | |
| Weak |
CODI's cash flow is currently healthy, and its profitability is stable, but its revenue and balance sheet are under pressure.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
CODI PE Valuation
CODI has no meaningful PE right now: it lost money over the past year. If it returns to profit as analysts expect, today's price would be 21x next year's earnings.
VRT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 23x | $210 | — |
| Current | 39x | $210 | — |
| Cheap | 58x | $308 | +47% |
| Fair | 72x | $383 | +83% |
| Expensive | 88x | $472 | +125% |
Historical ranges are pointers, not guarantees.
VRT's PE is in its cheap range at 39x. If earnings grow as analysts expect, today's price would be 23x next year's earnings.
CODI Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Returning to profit | |
| Stable | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect CODI to return to profit, with revenue holding steady. However, they disagree widely on these estimates.
VRT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
VRT has the edge over CODI on the outlook, with more favorable revenue expectations.
CODI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.57 | — |
| Q2 2026 | -$2.17 | -$0.04 |
| Q1 2026 | -$3.91 | -$2.21 |
| Q4 2023 | $2.31 | +$2.55 |
| Q3 2023 | $0.27 | +1250% |
| Q2 2023 | $0.39 | -68% |
| Q1 2023 | $0.91 | +40% |
CODI lost $2.17 per share over the past year, about the same as its loss the year before.
VRT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $9.14 | +71% |
| Q3 2026 | $5.35 | +102% |
| Q2 2026 | $4.42 | +111% |
| Q1 2026 | $3.98 | +131% |
| Q4 2025 | $3.41 | +166% |
| Q3 2025 | $2.65 | +75% |
| Q2 2025 | $2.09 | +62% |
| Q1 2025 | $1.72 | +64% |
| Q4 2024 | $1.28 | +7.6% |
VRT has the edge over CODI on earnings quality, reporting a profit while its opponent remains loss making.
CODI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $422.9M | -11% |
| Q2 2026 | $424M | -11% |
| Q1 2026 | $426.9M | -5.9% |
| Q4 2025 | $468.6M | -5.1% |
| Q3 2025 | $472.6M | -19% |
| Q2 2025 | $478.7M | -12% |
| Q1 2025 | $453.8M | -13% |
| Q4 2024 | $493.9M | -13% |
CODI's revenue has slid since its 2022 peak: $423M last quarter, down 11% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 7.5% | +9.9 points |
| Q2 2026 | 6.8% | +13 points |
| Q1 2026 | -0.5% | -1.2 points |
| Q4 2025 | 9.8% | +14 points |
| Q3 2025 | -2.3% | -14 points |
| Q2 2025 | -5.7% | -17 points |
| Q1 2025 | 0.8% | -6.6 points |
| Q4 2024 | -3.8% | -3.1 points |
CODI's operating margin was 7.5% last quarter, up 9.9 points from the same quarter a year ago.
VRT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $4.3B | +61% |
| Q2 2026 | $3.3B | +24% |
| Q1 2026 | $2.6B | +30% |
| Q4 2025 | $2.9B | +23% |
| Q3 2025 | $2.7B | +29% |
| Q2 2025 | $2.6B | +35% |
| Q1 2025 | $2B | +24% |
| Q4 2024 | $2.3B | +26% |
VRT has the edge over CODI on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 23% | +3.5 points |
| Q2 2026 | 19% | +2.7 points |
| Q1 2026 | 17% | +2.3 points |
| Q4 2025 | 20% | +0.7 points |
| Q3 2025 | 19% | +1.4 points |
| Q2 2025 | 17% | -0.4 points |
| Q1 2025 | 14% | +1.9 points |
| Q4 2024 | 19% | +4.2 points |
VRT has the edge over CODI on profitability, with a higher operating margin.
CODI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $44.9M | +9240% |
| Q2 2026 | $23.5M | +$69.5M |
| Q1 2026 | $18.8M | +$61.3M |
| Q4 2025 | $36.9M | +$75.8M |
| Q3 2025 | $481K | +$45.3M |
| Q2 2025 | -$46M | +$311K |
| Q1 2025 | -$42.4M | -$21.5M |
| Q4 2024 | -$39M | -533% |
CODI's free cash flow has turned positive after four years mostly in the red: $124M over the past year.
VRT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $654.9M | +41% |
| Q2 2026 | $926.5M | +233% |
| Q1 2026 | $654.2M | +145% |
| Q4 2025 | $885.6M | +143% |
| Q3 2025 | $463.5M | +36% |
| Q2 2025 | $277.9M | -19% |
| Q1 2025 | $266.8M | +162% |
| Q4 2024 | $364.5M | +18% |
VRT has the edge over CODI on cash flow, with more consistent year-over-year improvement.
CODI Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -- |
| 1 year | 0% | -- |
| 3 years | +4.6% | +3.3M shares |
| 5 years | +16% | +10.3M shares |
| Available history | +26% | +15.3M shares |
CODI has the edge over VRT on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2024 | $9.6M |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | $2M |
| Q3 2023 | $1.5M |
| Q2 2023 | $1.9M |
| Q1 2023 | $4M |
VRT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -64.9K shares |
| 1 year | +0.4% | +1.8M shares |
| 3 years | +1.1% | +4.4M shares |
| 5 years | +10% | +36M shares |
| Available history | +63% | +152M shares |
VRT has 393M diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | $599.9M |
CODI Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 5.8x | High |
| Q2 2026 | 7.3x | High |
| Q1 2026 | 12.1x | High |
| Q4 2025 | 11.8x | High |
| Q3 2025 | 23.7x | High |
| Q2 2025 | 11.1x | High |
| Q1 2025 | 6.7x | High |
| Q4 2024 | 5.8x | High |
CODI's net debt is about 5.8 years of its operating earnings (EBITDA), down from more than 20 years a year ago.
VRT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | 0.1x | Very low |
| Q1 2026 | 0.3x | Very low |
| Q4 2025 | 0.6x | Very low |
| Q3 2025 | 0.8x | Very low |
| Q2 2025 | 0.7x | Very low |
| Q1 2025 | 0.8x | Very low |
| Q4 2024 | 1.0x | Healthy |
VRT has the edge over CODI on leverage, with a lower net debt burden relative to earnings.
CODI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 59.2 | Neutral |
| Stochastic | 47.1 | Neutral |
CODI's weekly RSI is 59 (neutral) and its Stochastic is 47 (neutral).
VRT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.0 | Neutral |
| Stochastic | 26.4 | Neutral |
VRT's weekly RSI is 43 (neutral) and its Stochastic is 26 (neutral).
CODI PE vs Industrials Sector
| Metric | CODI | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 24x | — |
CODI has no meaningful PE right now: it lost money over the past year.
VRT PE vs Industrials Sector
| Metric | VRT | Sector median | Relative |
|---|---|---|---|
| PE | 39x | 24x | 63% above |
| PE % | 3 | 58 | 55 pts below |
VRT is trading at 39x earnings, a 63% premium to the Industrials sector's median of 24x.
CODI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $11.0 | 7.7% above |
| 20 week MA | $11.0 | 7.6% above |
| 50 week MA | $9.24 | 28% above |
| 100 week MA | $10.7 | 10% above |
| 200 week MA | $16.0 | 26% below |
CODI has the edge over VRT on trend strength, trading above more of its moving averages.
VRT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $221.8 | 5.5% below |
| 20 week MA | $254.4 | 18% below |
| 50 week MA | $253.9 | 17% below |
| 100 week MA | $189.1 | 11% above |
| 200 week MA | $123.5 | 70% above |
VRT has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 70% above its 200-week average.
CODI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $24.9 | $19.6 | -21% |
| 2021 | $19.6 | $29.7 | +51% |
| 2022 | $29.7 | $18.0 | -39% |
| 2023 | $18.0 | $22.5 | +25% |
| 2024 | $22.5 | $23.1 | +2.9% |
| 2025 | $23.1 | $4.89 | -79% |
| 2026 YTD | $4.89 | $11.8 | +141% |
CODI has the edge over VRT on returns for 2026, with the stronger performance.
VRT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.9 | $18.9 | +73% |
| 2021 | $18.9 | $24.9 | +31% |
| 2022 | $24.9 | $12.8 | -48% |
| 2023 | $12.8 | $48.0 | +275% |
| 2024 | $48.0 | $115.1 | +140% |
| 2025 | $115.1 | $167.6 | +46% |
| 2026 YTD | $167.6 | $209.6 | +25% |
VRT's yearly returns have swung widely, from +275% in 2023 to −48% in 2022. It's up 25% so far in 2026.