Compass Inc (COMP)vsFangdd Network Group Ltd (DUO)
COMP
Compass Inc
$10.48
+1.45%
REAL ESTATE · Cap: $7.78B
DUO
Fangdd Network Group Ltd
$0.52
-2.13%
REAL ESTATE · Cap: $19.70M
Smart Verdict
WallStSmart Research — data-driven comparison
Compass Inc generates 3851% more annual revenue ($10.56B vs $267.17M). COMP leads profitability with a 0.6% profit margin vs -30.2%. COMP earns a higher WallStSmart Score of 57/100 (C).
COMP
Buy57
out of 100
Grade: C
DUO
Hold37
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-44.7%
Fair Value
$7.74
Current Price
$10.48
$2.74 premium
Intrinsic value data unavailable for DUO.
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
Reasonable price relative to book value
Conservative balance sheet, low leverage
Earnings expanding 23.0% YoY
Areas to Watch
ROE of 0.5% — below average capital efficiency
0.6% margin — thin
Operating margin of 3.8%
Elevated debt levels
Smaller company, higher risk/reward
Weak financial health signals
ROE of -3.9% — below average capital efficiency
Revenue declined 43.1%
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 : DUO
The strongest argument for DUO centers on Price/Book, Debt/Equity, EPS Growth.
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 : DUO
The primary concerns for DUO are Market Cap, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
COMP profiles as a hypergrowth stock while DUO is a turnaround 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.
Monitor REAL ESTATE SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
COMP scores higher overall (57/100 vs 37/100) 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.
Fangdd Network Group Ltd
REAL ESTATE · REAL ESTATE SERVICES · USA
Fangdd Network Group Ltd. is an online real estate market in the People's Republic of China. The company is headquartered in Shenzhen, the People's Republic of China.
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