Compass Pathways Plc Stock Analysis

CMPS Stock  USD 5.41  -0.32  -5.58%   
Long-term price data for Compass Pathways Plc is charted from September 18, 2020 to the present. Corporate action adjustments are included in the dataset. Historical downturns are aligned with price trends.
 200 Day MA
5.5959
 50 Day MA
6.9605
 Beta
1.981
Macro event markers
 
Covid
 
Interest Hikes
Compass Pathways Plc is currently estimated as undervalued with a Real Value of $9.72 and a Target Price of $21.92. This stock analysis focuses on estimating intrinsic value. The estimate helps distinguish economic value from observed trading price. This stock framework combines fundamental analysis with technical analysis.
Compass Pathways Plc holds a debt-to-equity ratio of 0.013. Debt To Assets are demonstrating a gaining momentum trajectory compared to prior periods. One year earlier, Debt To Assets were recorded at 0.17. As of last month (February 2026), Total Debt To Capitalization is projected to grow to 0.23, although Short and Long Term Debt Total is expected to fall to slightly above 20.2 M. Higher leverage ratios can signal increased financial risk for Compass Pathways. Debt service obligations can constrain earnings growth over time. Values are based on disclosed financial data across reporting cycles.

Asset vs Debt

Equity vs Debt

Compared to last year, Total Debt To Capitalization is expected to move by about 13.04%. Compass Pathways closed last year with Total Debt To Capitalization at 0.20. As of last month (February 2026), Debt Ratio is projected to grow to 0.21, although Enterprise Value is expected to fall to slightly above 133.5 M.
 Price Book
17.3185
 Book Value
0.392
 Enterprise Value
500.3 M
 Enterprise Value Ebitda
-3.51
 Shares Float
73.4 M
Latest disclosures for Compass Pathways Plc show an improvement of $11.5 million in Net Income, a net loss of $155.1 million, and a net loss attributable to common shareholders of $78.2 million.
Expanded financial statements are available at Reconciled Depreciation and Total Operating Expenses.

Stock Analysis Notes

About 52.0% of the company shares are held by institutions such as insurance companies. The company recorded a loss per share of 2.72. Compass Pathways Plc had not issued any dividends in recent years. Latest disclosures for Compass Pathways Plc show $213.7 million in Total Assets, a Return On Tangible Assets of -88.0%, and a Debt To Assets of 21.0%.

Investor Insights and Alerts

Compass Pathways Plc generated a negative expected return over the last 90 days
Compass Pathways Plc has high historical volatility and very poor performance
Net Loss for the year was -155.12 M with profit before overhead, payroll, taxes, and interest of 0.
Compass Pathways Plc currently holds about 207.18 M in cash with -119.19 M of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 4.87.
Compass Pathways Plc has a frail financial position based on the latest SEC disclosures
Latest headline from MacroaxisInsider: Disposition of 22794 shares by George Goldsmith of Compass Pathways at 10.5621 subject to Rule 16 b-3

Largest EPS Surprises

When Compass Pathways reports EPS above analyst consensus, investors often revise their forward assumptions upward. A persistent pattern of beats can gradually rerate the stock's valuation multiple. For this stock, read EPS surprises with profitability quality and forward revisions.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2024-05-08
2024-03-31-0.49-0.55-0.0612 
2023-08-03
2023-06-30-0.69-0.620.0710 
2025-05-06
2025-03-31-0.49-0.41850.071514 
View All Earnings Estimates

Environmental, Social, and Governance (ESG) Scores

ESG analysis for Compass Pathways Plc goes beyond values-based screening. It highlights practices with real financial consequences. For long-term investors, ESG trends add context on durability and the odds of avoidable setbacks.

Top Institutional Investors Holding Compass Stock

Institutions hold about 52.42% of shares while insiders own roughly 9.34%. Revenue scale should be reviewed against peers and reporting history. How the institutional base reacts to earnings changes can move Compass Pathways Plc in the short term. The business currently sits in the Health Care sector and the Health Care Equipment & Services industry. That institutional share is enough to anchor governance but can also amplify selling when risk sentiment shifts.
Shares
Jefferies Financial Group Inc2025-09-30
1.4 M
Hsbc Holdings Plc2025-09-30
1.3 M
Ameriprise Financial Inc2025-09-30
1.2 M
Aisling Capital Management Lp2025-12-31
1.2 M
Morgan Stanley - Brokerage Accounts2025-09-30
M
The Toronto-dominion Bank2025-09-30
1000 K
Siren, L.l.c.
1000 K
Renaissance Technologies Corp2025-12-31
967.8 K
Propel Bio Management Llc2025-12-31
861.8 K
Rtw Investments, Llc2025-12-31
8.8 M
Deep Track Capital, Lp2025-09-30
7.9 M
At 650.45 Million market cap, Compass Pathways Plc smaller-cap scale means institutional moves shape liquidity but do not guarantee above-market returns. Revenue scale should be reviewed against peers and reporting history. At this size, institutional entries and exits have a more visible impact on daily volume.

Market Capitalization

Compass Pathways Plc market cap comes in at 650.45 M, aligning the company with the small-cap end of health care providers & services. Supporting market cap data includes about 113.52 M shares outstanding, enterprise value near 500.27 M, and a workforce of about 166 people.

Profitability

Understanding Compass Pathways' profitability goes beyond headline earnings. Margin durability, leverage, and capital needs all matter. The key question is whether current profitability is lasting, cyclical, or boosted by items that may not repeat.
Last ReportedEnd Of Year Estimate
Return On Tangible Assets-0.83 -0.88
Return On Capital Employed-0.89 -0.94
Return On Assets-0.83 -0.88
Return On Equity-1.15 -1.21

Management Efficiency

The company has return on total asset (ROA) of -38.43 % which indicates that it has lost $38.43 on every $100 of assets deployed. This is much lower than what is typical in the sector. Similarly, it shows a return on stockholder's equity (ROE) of -205.81 %, which implies that the business failed to generate returns adequate to cover equity costs.
Last ReportedEnd Of Year Estimate
Book Value Per Share 2.06 2.45
Tangible Book Value Per Share 2.06 2.45
Enterprise Value Over EBITDA-0.74 -0.78
Price Book Value Ratio 1.90 1.80
Enterprise Value Multiple-0.74 -0.78
Price Fair Value 1.90 1.80
Enterprise Value140.5 M133.5 M
Management quality at Compass Pathways Plc matters because strategic decisions eventually show up in margins, cash conversion, capital allocation, and the market's willingness to assign a premium multiple. This is why investors usually compare operating efficiency, capital deployment, and guidance credibility before deciding how much confidence management deserves.
 Three Month Return
-15.07
 Short Long Term Debt Total
20.2 M
 Ten Year Return
-81.34
 Three Year Return
-36.20
 Expected Return
-0.15

Technical Drivers

As of the 21st of March, Compass Pathways registers 5.41 per share in market pricing. Volatility and momentum metrics display Standard Deviation of 5.79, risk adjusted performance of -0.01, and Mean Deviation of 3.77. Quantitative signals are calculated from volatility clustering and momentum shifts. Relative strength metrics are assessed within peer group data.

Compass Pathways Plc Price Movement Analysis

This analysis covers twenty-six data points across the selected time horizon. The Mid-point over period is an average of Compass Pathways Plc highest and lowest values attained during the given period.

Insider Trading Activities

Insider activity around Compass Pathways Plc matters because officers and directors often act on business changes before the market catches up. The goal is to tell routine pay-related sales apart from trades that reflect genuine conviction.
 
George Goldsmith a day ago
Disposition of 22794 shares by George Goldsmith of Compass Pathways at 10.5621 subject to Rule 16 b-3
 
Jenkins Annalisa six days ago
Disposition of 211 shares by Jenkins Annalisa of Compass Pathways at 8.48 subject to Rule 16 b-3
 
Loxam Teri over a week ago
Disposition of 1781 shares by Loxam Teri of Compass Pathways at 6.89 subject to Rule 16 b-3
 
Loxam Teri over two weeks ago
Disposition of 4467 shares by Loxam Teri of Compass Pathways at 7.02 subject to Rule 16 b-3
 
Nath Kabir over a month ago
Disposition of 16181 shares by Nath Kabir of Compass Pathways at 6.61 subject to Rule 16 b-3
 
George Goldsmith over a month ago
Disposition of 8900 shares by George Goldsmith of Compass Pathways at 7.9078 subject to Rule 16 b-3
 
Atai Life Sciences N.v. over three months ago
Disposition of 2660000 shares by Atai Life Sciences N.v. of Compass Pathways at 6.05 subject to Rule 16 b-3
 
Gover Justin D. over three months ago
Insider Trading
 
George Goldsmith over six months ago
Disposition of 15740 shares by George Goldsmith of Compass Pathways at 10.5803 subject to Rule 16 b-3
 
Jenkins Annalisa over six months ago
Acquisition by Jenkins Annalisa of 26000 shares of Compass Pathways at 4.52 subject to Rule 16 b-3
 
Malievskaia Ekaterina over six months ago
Disposition of 9621 shares by Malievskaia Ekaterina of Compass Pathways at 8.2902 subject to Rule 16 b-3
 
George Goldsmith over a year ago
Disposition of 11862 shares by George Goldsmith of Compass Pathways at 10.0594 subject to Rule 16 b-3

Outstanding Bonds

Reviewing Compass Pathways Plc bond obligations provides context for understanding how much of the business is financed with fixed-income capital rather than purely with equity. Current market capitalization is about 650.45 Million. Bond investors and equity investors often care about the same cash flows, but they rank the risks differently.

Predictive Daily Indicators

Short-horizon indicators in Compass Pathways Plc turn fast-changing price action into clearer risk and execution cues. The best setups combine these signals with strict risk limits, since short-term data can reverse fast when liquidity thins.

Corporate Filings

F4
13th of March 2026
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
F4
3rd of March 2026
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
19th of February 2026
Other Reports
ViewVerify
8K
17th of February 2026
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
F4
3rd of February 2026
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
8K
7th of January 2026
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
13A
14th of November 2025
An amended filing to the original Schedule 13G
ViewVerify
8K
4th of November 2025
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify

Forecast Models

Forecast models for Compass Pathways Plc use past prices and returns to estimate how the stock may behave under similar conditions. They work best when compared with volatility and catalyst risk rather than treated as a single price target.

Financial Strength and Earnings Quality Indicators

Compass Pathways Plc financial ratings play a critical role in determining how much Compass Pathways have to pay to access credit markets, i.e., the amount of interest on their issued debt. The threshold between investment-grade and speculative-grade ratings has important market implications for Compass Pathways' borrowing costs.
Piotroski F Score
3
FrailView
Beneish M Score
-6.18
Unlikely ManipulatorView

Debt to Cash Allocation

Tracking debt and cash allocation over time can show when Compass Pathways is prioritizing expansion, refinancing, or capital return.
Compass Pathways Plc currently holds $32.19 M in liabilities with Debt to Equity (D/E) ratio of 0.01, which may suggest Compass Pathways Plc is not taking enough advantage from borrowing. Compass Pathways Plc has a current ratio of 17.18, suggesting that it is liquid enough and is able to pay its financial obligations when due. Note, when we think about Compass Pathways' use of debt, we should always consider it together with its cash and equity.

Total Assets Over Time

Assets Financed by Debt

The debt-to-assets ratio shows the degree to which Compass Pathways uses debt to finance its assets. It includes both long-term and short-term borrowings maturing within one year. It also includes both tangible and intangible assets, such as goodwill.
Compass Pathways Debt Ratio
    
  21.0   
It appears most of the Compass Pathways' assets are financed through equity. Typically, companies with high debt-to-asset ratios are said to be highly leveraged. The higher the ratio, the greater risk will be associated with the Compass Pathways' operation. In addition, a high debt-to-assets ratio may indicate a low borrowing capacity of Compass Pathways, which in turn will lower the firm's financial flexibility.

Corporate Bonds Issued

Compass Net Debt

Net Debt

-125.58 Million
Compared to last year, Net Debt is expected to move by about 4.76%. Net Debt was pegged at -119.6 Million in the prior reporting cycle.

Stock Analysis Methodology

This diagnostic view of Compass Pathways reviews financial stability, profitability, and risk indicators. Compass Pathways trades at P/B of 17.32. Profitability metrics show ROE of -2.06%, ROA of -38.43%. Balance sheet indicators include debt-to-equity of 0.01 and current ratio of 17.53. Financial distress probability is estimated at 29%, indicating low near-term solvency risk. A beta of 1.5338 indicates amplified sensitivity to market swings. A Sharpe ratio of -0.0244 shows market returns below the risk-free rate over the measurement period, though that reflects recent price performance rather than underlying solvency.

Reported values for Compass Pathways Plc are derived from periodic company reporting and market reference feeds and then standardized by Macroaxis analytics. Professional analyst research is incorporated when coverage is available. Refresh times depend on source availability.

This content is curated and reviewed by:

Ellen Johnson - Member of Macroaxis Editorial Board
Last reviewed on March 8th, 2026

Current Compass Analyst Rating Consensus

Target PriceConsensus# of Analysts
21.92Strong Buy11Odds
Multiple research sources contribute to the analyst recommendation summary for Compass Pathways Plc. Consensus averages are included alongside the recommendation view. The number of analysts contributing to the consensus affects the breadth of the summary. The data shown is informational and should not be interpreted as guidance. Changes in analyst price targets for Compass can be as informative as the ratings themselves. A maintained buy rating with a target cut for Compass Pathways Plc often signals deteriorating near-term expectations despite continued long-term optimism.
Compass Analyst Advice Details

Compass Stock Analysis Indicators

Diagnostics snapshot includes 23 indicators such as Begin Period Cash Flow, Total Stockholder Equity, Capital Lease Obligations.
Begin Period Cash Flow220.6 M
Total Stockholder Equity154.7 M
Capital Lease ObligationsM
Property Plant And Equipment Net2.2 M
Cash And Short Term Investments165.1 M
Net Invested Capital184.9 M
Cash165.1 M
50 Day M A6.9605
Net Interest Income3.8 M
Total Current Liabilities34 M
Interest Expense4.5 M
Stock Based Compensation19.5 M
Long Term Debt24.7 M
Common Stock Shares Outstanding67.5 M
Tax Provision1.6 M
Free Cash Flow-119.2 M
Other Current Assets14.4 M
Accounts Payable12.3 M
Net Debt-132.9 M
Other Operating Expenses178.2 M
Non Current Assets Total12.4 M
Liabilities And Stockholders Equity213.7 M
Non Currrent Assets Other5.9 M

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