Compass Diversified Preferred Stock Performance

CODI-PC Preferred Stock  USD 19.80  -0.11  -0.55%   
Compass Diversified has a performance score of 14 on a scale of 0 to 100. The company owns a Beta (Systematic Risk) of 0.35, which conveys possible diversification benefits within a given portfolio. With a sub-1 beta, Compass Diversified participates in market rallies at a reduced pace while also limiting downside exposure. Compass Diversified right now owns a risk of 1.04%. Please confirm Compass Diversified the relationship between the standard deviation and total risk alpha.
Risk-Adjusted Performance
Balanced
 
Weak
 
Strong
Compared with the broader market, risk-adjusted returns on Compass Diversified rank lower than 14% of all global equities and portfolios over the last 90 days. Used properly, the ranking helps separate absolute gains from efficient gains. In spite of rather unsteady fundamental indicators, Compass Diversified may actually be approaching a critical reversion point that can send shares even higher in April 2026. Learn More
Begin Period Cash Flow70.7 M
Total Cashflows From Investing Activities-317.5 M
  

Relative Risk vs. Return Landscape

If you had invested $ 1,771 in Compass Diversified on December 19, 2025 and sold it today you would have earned a total of $ 209.00 from holding Compass Diversified or generated 11.8% return on investment over 90 days. Compass Diversified is generating a 0.1914% daily return and shows 1.0427% volatility on return distribution over a 90-day horizon. Simply put, 9% of preferred stocks are less volatile than Compass, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
  Expected Return   
       Risk  
This relative risk-return summary reviews how the instrument behaves against its benchmark. It works best as a comparative read on return quality, drawdown exposure, and volatility burden. Assuming the 90-day trading horizon Compass Diversified is expected to generate 1.26 times more return on investment than the market. However, the company is 1.26 times more volatile than its market benchmark. It trades about 0.18 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.08 per unit of risk.

Target Price Odds to finish over Current Price

A fundamental principle of stock forecasting is that prices tend to revert toward historical averages. For Compass Preferred Stock, this mean-reverting tendency has been a useful tool for valuation. Still, some stocks exhibit persistent mispricings that are only corrected when buying and selling pressure realign.
Current PriceHorizonTarget PriceOdds moving above the current price in 90 days
19.80 90 days 19.80
about 41.57
According to our probability model, the chance of Compass Diversified moving above the current price in 90 days from now is about 41.57 (This probability chart for Compass Diversified depicts the range of likely prices for Compass Preferred Stock over a 90-day horizon).
Assuming the 90-day trading horizon Compass Diversified has a beta of 0.35 suggesting as returns on the market go up, Compass Diversified's average returns are expected to increase less than the benchmark. However, during a bear market, the loss from holding Compass Diversified is expected to be smaller as well. Additionally, Compass Diversified has an alpha of 0.1299, implying that it can generate a 0.1299 percent excess return over Dow Jones Industrial after adjusting for the inherent market risk (beta).
   Compass Diversified Price Density   
       Price  

Predictive Modules for Compass Diversified

Predicting the direction of Compass Diversified and the broader preferred stock market involves a range of quantitative and qualitative techniques. Although accurate forecasting remains elusive, the process of modeling future scenarios is a valuable part of investment decision-making. Comparing results from different methods helps investors gauge the confidence level of their predictions.
The concept of mean reversion suggests that Compass Diversified's price will eventually return toward its long-run average. High prices may deter value investors, while unusually low prices often attract buyers who anticipate a recovery.
Hype
Prediction
LowEstimatedHigh
18.7619.8020.84
Details
Intrinsic
Valuation
LowRealHigh
17.8222.6823.72
Details
Naive
Forecast
LowNextHigh
18.6319.6720.72
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
19.7520.4521.16
Details
Competitive analysis for Compass Diversified compares its financial performance, valuation multiples, and growth trajectory against sector peers. This peer-relative view often uncovers mispricing that single-company analysis would miss.

Primary Risk Indicators

Market volatility over the last 10-20 years has created both risk and opportunity for preferred stock investors. Compass Diversified has seen its share of dramatic price swings during this period. Implementing a hedging strategy and tracking Compass Diversified's volatility and elasticity can help investors in Compass Diversified limit the impact of adverse market moves.
α
Alpha over Dow Jones
0.13
β
Beta against Dow Jones0.35
σ
Overall volatility
1.08
Ir
Information ratio 0.18

Investor Alerts and Insights

Real-time alerts for Compass Diversified allow investors to track important stock developments as they happen. Reviewing ongoing notifications for Compass Diversified helps identify opportunities and risks before they are fully priced into the market.
Latest headline from finance.yahoo.com: Specialized Technology Stocks Q 4 Results Benchmarking Napco

Price Density Drivers

Market volatility will typically increase when uncertainty rises among traders holding long positions. The future price of Compass Preferred Stock depends not only on investor outlook but also on the dynamics between participants with different trading approaches. Because risk indicators may produce small false signals, reviewing multiple metrics is recommended. Compass Diversified's short-sentiment indicators are summarized below.
Common Stock Shares Outstanding62.6 M
Cash And Short Term Investments157.1 M

Compass Diversified Fundamentals Growth

Investors assess Compass Preferred Stock by examining Compass Diversified's underlying financial health. Revenue trajectory, earnings quality, profit margins, and leverage levels are among the most closely watched fundamentals that shape Compass Preferred Stock market performance.

Performance Metrics & Calculation Methodology

Compass Diversified performance is measured on a risk-adjusted basis against benchmarks. Relative performance helps interpret behavior versus benchmarks or category peers. Compass Diversified shows ROE of 4.69%, ROA of 3.54%.

For Compass Diversified, this section uses periodic company reporting and market reference feeds with Macroaxis normalization rules applied to keep cross-asset comparisons consistent. Intraday timing differences may exist. Return and risk statistics are calculated from historical price series.

This content is curated and reviewed by:

Michael Smolkin - Member of Macroaxis Board of Directors
Last reviewed on March 8th, 2026