Compass Inc (COMP)vsDouglas Elliman Inc (DOUG)
COMP
Compass Inc
$10.51
+3.75%
REAL ESTATE · Cap: $7.78B
DOUG
Douglas Elliman Inc
$1.73
+0.58%
REAL ESTATE · Cap: $157.24M
Smart Verdict
WallStSmart Research — data-driven comparison
Compass Inc generates 949% more annual revenue ($10.56B vs $1.01B). DOUG leads profitability with a 2.5% profit margin vs 0.6%. DOUG trades at a lower P/E of 6.0x. COMP earns a higher WallStSmart Score of 57/100 (C).
COMP
Buy57
out of 100
Grade: C
DOUG
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-44.7%
Fair Value
$7.74
Current Price
$10.51
$2.77 premium
Margin of Safety
-50.6%
Fair Value
$1.68
Current Price
$1.73
$0.05 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 109.0% year-over-year
Earnings expanding 60.3% YoY
Reasonable price relative to book value
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
ROE of 0.5% — below average capital efficiency
0.6% margin — thin
Operating margin of 3.8%
Elevated debt levels
4.5% revenue growth
Smaller company, higher risk/reward
ROE of 2.6% — below average capital efficiency
2.5% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : COMP
The strongest argument for COMP centers on Revenue Growth, EPS Growth, Price/Book. Revenue growth of 109.0% demonstrates continued momentum.
Bull Case : DOUG
The strongest argument for DOUG centers on P/E Ratio, Price/Book.
Bear Case : COMP
The primary concerns for COMP are Return on Equity, Profit Margin, Operating Margin. A P/E of 168.8x leaves little room for execution misses. Thin 0.6% margins leave little buffer for downturns.
Bear Case : DOUG
The primary concerns for DOUG are Revenue Growth, Market Cap, Return on Equity. Thin 2.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
COMP profiles as a hypergrowth stock while DOUG is a value play — different risk/reward profiles.
COMP carries more volatility with a beta of 2.33 — expect wider price swings.
COMP is growing revenue faster at 109.0% — sustainability is the question.
COMP generates stronger free cash flow (180M), providing more financial flexibility.
Bottom Line
COMP scores higher overall (57/100 vs 44/100) and 109.0% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Compass Inc
REAL ESTATE · REAL ESTATE SERVICES · USA
Urban Compass, Inc., which is Compass, is a real estate brokerage company. The company is headquartered in New York, New York.
Douglas Elliman Inc
REAL ESTATE · REAL ESTATE SERVICES · USA
Douglas Elliman Inc (DOUG) is a leading luxury real estate services firm in the United States, established in 1911. The company specializes in high-end residential markets, providing a wide array of tailored services including property management, mortgage solutions, and title insurance specifically designed for high-net-worth clients and sophisticated investors. With a robust presence in major markets like New York City, Los Angeles, and Miami, Douglas Elliman leverages its extensive network of experienced agents and cutting-edge technology to deliver exceptional client experiences while fostering sustainable growth in a competitive landscape.
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