Compass Inc (COMP)vsFirstService Corp (FSV)
COMP
Compass Inc
$8.72
-0.23%
REAL ESTATE · Cap: $6.52B
FSV
FirstService Corp
$134.56
+0.07%
REAL ESTATE · Cap: $6.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Compass Inc generates 49% more annual revenue ($8.31B vs $5.56B). FSV leads profitability with a 2.9% profit margin vs 0.2%. FSV trades at a lower P/E of 37.3x. FSV earns a higher WallStSmart Score of 54/100 (C-).
COMP
Buy51
out of 100
Grade: C-
FSV
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.9%
Fair Value
$29.38
Current Price
$8.72
$20.66 discount
Margin of Safety
+60.0%
Fair Value
$393.42
Current Price
$134.56
$258.86 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 99.4% year-over-year
Earnings expanding 75.0% YoY
Reasonable price relative to book value
Earnings expanding 626.0% YoY
Areas to Watch
ROE of 0.8% — below average capital efficiency
0.2% margin — thin
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Expensive relative to growth rate
Premium valuation, high expectations priced in
2.9% margin — thin
Operating margin of 3.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : COMP
The strongest argument for COMP centers on Revenue Growth, EPS Growth, Price/Book. Revenue growth of 99.4% demonstrates continued momentum.
Bull Case : FSV
The strongest argument for FSV centers on EPS Growth.
Bear Case : COMP
The primary concerns for COMP are Return on Equity, Profit Margin, P/E Ratio. A P/E of 437.0x leaves little room for execution misses. Thin 0.2% margins leave little buffer for downturns.
Bear Case : FSV
The primary concerns for FSV are PEG Ratio, P/E Ratio, Profit Margin. Thin 2.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
COMP profiles as a hypergrowth stock while FSV is a value play — different risk/reward profiles.
COMP carries more volatility with a beta of 2.46 — expect wider price swings.
COMP is growing revenue faster at 99.4% — sustainability is the question.
FSV generates stronger free cash flow (60M), providing more financial flexibility.
Bottom Line
FSV scores higher overall (54/100 vs 51/100). COMP offers better value entry with a 61.9% margin of safety. Both earn "Buy" and "Buy" 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 Inc
REAL ESTATE · REAL ESTATE SERVICES · USA
Urban Compass, Inc., which is Compass, is a real estate brokerage company. The company is headquartered in New York, New York.
FirstService Corp
REAL ESTATE · REAL ESTATE SERVICES · USA
FirstService Corporation provides residential property management and other essential property services to residential and commercial clients in the United States and Canada. The company is headquartered in Toronto, Canada.
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