Compass Inc (COMP)vsIRSA Inversiones Y Representaciones (IRS)
COMP
Compass Inc
$9.17
-5.76%
REAL ESTATE · Cap: $7.01B
IRS
IRSA Inversiones Y Representaciones
$14.50
-0.62%
REAL ESTATE · Cap: $1.23B
Smart Verdict
WallStSmart Research — data-driven comparison
IRSA Inversiones Y Representaciones generates 6501% more annual revenue ($696.73B vs $10.56B). IRS leads profitability with a 56.5% profit margin vs 0.6%. IRS trades at a lower P/E of 4.0x. IRS earns a higher WallStSmart Score of 65/100 (C+).
COMP
Buy57
out of 100
Grade: C
IRS
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-45.5%
Fair Value
$7.70
Current Price
$9.17
$1.47 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 57 of every $100 in revenue as profit
Strong operational efficiency at 39.1%
Generating 29.6B in free cash flow
Areas to Watch
ROE of 0.5% — below average capital efficiency
0.6% margin — thin
Operating margin of 3.8%
Elevated debt levels
4.1% revenue growth
Smaller company, higher risk/reward
Expensive relative to growth rate
Earnings declined 23.1%
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 : IRS
The strongest argument for IRS centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 56.5% and operating margin at 39.1%.
Bear Case : COMP
The primary concerns for COMP are Return on Equity, Profit Margin, Operating Margin. A P/E of 152.2x leaves little room for execution misses. Thin 0.6% margins leave little buffer for downturns.
Bear Case : IRS
The primary concerns for IRS are Revenue Growth, Market Cap, PEG Ratio.
Key Dynamics to Monitor
COMP profiles as a hypergrowth stock while IRS is a value play — different risk/reward profiles.
COMP carries more volatility with a beta of 2.32 — expect wider price swings.
COMP is growing revenue faster at 109.0% — sustainability is the question.
IRS generates stronger free cash flow (29.6B), providing more financial flexibility.
Bottom Line
IRS scores higher overall (65/100 vs 57/100), backed by strong 56.5% margins. 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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