WallStSmart

Compass Diversified Holdings (CODI)vsOtter Tail Corporation (OTTR)

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Smart Verdict

WallStSmart Research — data-driven comparison

Compass Diversified Holdings generates 44% more annual revenue ($1.87B vs $1.30B). OTTR leads profitability with a 21.2% profit margin vs -12.1%. OTTR appears more attractively valued with a PEG of 1.72. OTTR earns a higher WallStSmart Score of 63/100 (C+).

CODI

Avoid

34

out of 100

Grade: F

Growth: 2.7Profit: 3.5Value: 4.0Quality: 2.5
Piotroski: 2/9Altman Z: -0.40

OTTR

Buy

63

out of 100

Grade: C+

Growth: 2.7Profit: 7.5Value: 7.3Quality: 6.3
Piotroski: 2/9Altman Z: 1.67
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for CODI.

OTTRSignificantly Overvalued (-92.9%)

Margin of Safety

-92.9%

Fair Value

$44.54

Current Price

$86.55

$42.01 premium

UndervaluedFair: $44.54Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CODI0 strengths · Avg: 0/10

No standout strengths identified

OTTR4 strengths · Avg: 8.3/10
Profit MarginProfitability
21.2%9/10

Keeps 21 of every $100 in revenue as profit

P/E RatioValuation
13.3x8/10

Attractively priced relative to earnings

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Operating MarginProfitability
22.2%8/10

Strong operational efficiency at 22.2%

Areas to Watch

CODI4 concerns · Avg: 2.5/10
Market CapQuality
$419.82M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
2.652/10

Expensive relative to growth rate

Return on EquityProfitability
-53.7%2/10

ROE of -53.7% — below average capital efficiency

OTTR4 concerns · Avg: 3.8/10
PEG RatioValuation
1.724/10

Expensive relative to growth rate

Revenue GrowthGrowth
1.6%4/10

1.6% revenue growth

Altman Z-ScoreHealth
1.674/10

Distress zone — elevated risk

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : CODI

CODI has a balanced fundamental profile.

Bull Case : OTTR

The strongest argument for OTTR centers on Profit Margin, P/E Ratio, Price/Book. Profitability is solid with margins at 21.2% and operating margin at 22.2%.

Bear Case : CODI

The primary concerns for CODI are Market Cap, Piotroski F-Score, PEG Ratio. Debt-to-equity of 3.62 is elevated, increasing financial risk.

Bear Case : OTTR

The primary concerns for OTTR are PEG Ratio, Revenue Growth, Altman Z-Score.

Key Dynamics to Monitor

CODI profiles as a turnaround stock while OTTR is a value play — different risk/reward profiles.

CODI carries more volatility with a beta of 1.04 — expect wider price swings.

OTTR is growing revenue faster at 1.6% — sustainability is the question.

CODI generates stronger free cash flow (37M), providing more financial flexibility.

Bottom Line

OTTR scores higher overall (63/100 vs 34/100), backed by strong 21.2% margins. Both earn "Buy" and "Avoid" 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 Diversified Holdings

INDUSTRIALS · CONGLOMERATES · USA

Compass Diversified Holdings (CODI) is a leading private equity firm specializing in the acquisition and management of a diversified portfolio of middle-market companies across various sectors, including consumer products, industrials, and outdoor goods. The firm employs a proactive operational strategy aimed at driving sustainable growth and enhancing the performance of its portfolio entities. Leveraging deep industry expertise and a disciplined acquisition approach, CODI positions itself as a significant player in the alternative investment landscape, committed to delivering long-term value creation and robust risk-adjusted returns for its investors.

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Otter Tail Corporation

INDUSTRIALS · CONGLOMERATES · USA

Otter Tail Corporation is engaged in electrical service, manufacturing and plastic piping businesses in the United States. The company is headquartered in Fergus Falls, Minnesota.

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