Compass Diversified Holdings (CODI)
NYSEIndustrialsConglomeratesSnapshot 2026-11-05
$11.47-6.82%
Close 2026-11-05 · 1-day change
NYSEIndustrialsConglomeratesSnapshot 2026-11-05
QuarterlyIQ Insights · CODI
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -40.6% |
| Our one-year growth estimate | diamond | -0.5% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 40.2 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Worth watching into the next print: this name has erratic recent earnings surprises and operates in a high-miss-rate industry. A fundamental tilt, not a price call.
Model as of 2026-11-05 · Compared with 5 industry peers · Company calendar date is not available
CODI — debt issuance
Dated 2026-11-04
Regulation FD Disclosure Consent Solicitation Relating to Senior Notes On November 4, 2026, Compass Group Diversified Holdings LLC (the “ Company ”) commenced solicitations of consents from holders of its outstanding 5.250% Senior Notes due 2029 and 5.000% Senior Notes due 2032 (collectively, the “ Notes ”) to certain proposed amendments to the indentures governing the Notes and to the replacement of U.S. Bank Trust Company, National Association, with Computershare Trust Company, N.A. as trus…
Why it matters: CODI named its COO as CEO successor. The change will test whether the new leader keeps debt cuts and business sales on track.
Watch forCODI confirms Sawtelle takes the CEO role on December 31, 2026, and keeps its stated debt and sale plans.
Also watch forCODI delays the handover, names a different CEO, or reports a change to its stated debt and sale plans.
Why it matters: The amended agreement lowers expected fees from 2027 and ties more pay to results. Reported fees will show whether the change takes effect.
Supportive ifCODI reports lower management fees in 2027 than the $13.8 million paid in Q2 2026.
Worry ifCODI reports management fees at or above the Q2 2026 level after the fee cut begins.
Why it matters: CODI used more than $280 million from the Sterno sale to cut debt. Debt and leverage updates will show whether that progress lasts.
Watch forCODI reports total debt below $1.59 billion and leverage below 4.8x at the next update.
Also watch forTotal debt rises above $1.59 billion or leverage rises above 4.8x at the next update.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$121 on $10,000 · ±1.2% | How much price usually moves either way. |
| Bad day | $605 loss on $10,000 · 6.0% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,699 loss on $10,000 · 37.0% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.