Compass Diversified (CODI)

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The chart shows the growth of an initial investment of $10,000 in Compass Diversified, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Compass Diversified (CODI) has returned 63.75% so far this year and -57.26% over the past 12 months. Over the last ten years, CODI has returned -0.56% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since May 18, 2006, CODI's average daily return is +0.05%, while the average monthly return is +0.95%. At this rate, your investment would double in approximately 6.1 years.

Historically, 53% of months were positive and 47% were negative. The best month was Apr 2020 with a return of +53.3%, while the worst month was May 2025 at -60.9%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.

On a daily basis, CODI closed higher 50% of trading days. The best single day was Mar 23, 2009 with a return of +19.7%, while the worst single day was May 8, 2025 at -62.0%.

Compass Diversified has an annualized alpha of 3.00%, beta of 1.00, and R² of 0.24 versus S&P 500 Index. Calculated based on daily prices since May 19, 2006.

• This stock participated in 122.68% of S&P 500 Index downside but only 106.94% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.24 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

CODI ranks 19 for risk / return — in the bottom 19% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Compass Diversified (CODI) and compare them to a chosen benchmark (S&P 500 Index).

Compass Diversified provided a 3.18% dividend yield over the last twelve months, with an annual payout of $0.25 per share.

The table displays the monthly dividend distributions for Compass Diversified. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Compass Diversified. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Compass Diversified was 83.30%, occurring on Jan 2, 2026. The portfolio has not yet recovered.

The current Compass Diversified drawdown is 71.77%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Compass Diversified over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Compass Diversified is priced in the market compared to other companies in the Conglomerates industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.