Compass Inc (COMP)vsIRSA Inversiones Y Representaciones (IRS)
COMP
Compass Inc
$10.51
+3.75%
REAL ESTATE · Cap: $7.78B
IRS
IRSA Inversiones Y Representaciones
$15.54
-0.19%
REAL ESTATE · Cap: $1.28B
Smart Verdict
WallStSmart Research — data-driven comparison
IRSA Inversiones Y Representaciones generates 6130% more annual revenue ($657.60B vs $10.56B). IRS leads profitability with a 59.8% profit margin vs 0.6%. IRS trades at a lower P/E of 4.5x. IRS earns a higher WallStSmart Score of 64/100 (C+).
COMP
Buy57
out of 100
Grade: C
IRS
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-44.7%
Fair Value
$7.74
Current Price
$10.51
$2.77 premium
Intrinsic value data unavailable for IRS.
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
Keeps 60 of every $100 in revenue as profit
Generating 31.1B in free cash flow
15.2% revenue growth
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
Expensive relative to growth rate
Earnings declined 4.0%
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 : IRS
The strongest argument for IRS centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 59.8% and operating margin at 16.8%. Revenue growth of 15.2% demonstrates continued momentum.
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 : IRS
The primary concerns for IRS are Market Cap, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
COMP profiles as a hypergrowth stock while IRS is a growth 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.
IRS generates stronger free cash flow (31.1B), providing more financial flexibility.
Bottom Line
IRS scores higher overall (64/100 vs 57/100), backed by strong 59.8% margins and 15.2% revenue growth. Both earn "Buy" and "Buy" 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.
IRSA Inversiones Y Representaciones
REAL ESTATE · REAL ESTATE SERVICES · USA
IRSA Inversiones y Representaciones Sociedad Anima is dedicated to diversified real estate activity in Argentina.
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