Compass Inc (COMP)vsFirstService Corp (FSV)
COMP
Compass Inc
$7.77
-4.43%
REAL ESTATE · Cap: $6.33B
FSV
FirstService Corp
$134.25
-2.79%
REAL ESTATE · Cap: $6.53B
Smart Verdict
WallStSmart Research — data-driven comparison
Compass Inc generates 27% more annual revenue ($6.96B vs $5.50B). FSV leads profitability with a 2.6% profit margin vs -84.0%. FSV earns a higher WallStSmart Score of 49/100 (D+).
COMP
Hold44
out of 100
Grade: D
FSV
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for COMP.
Margin of Safety
-30.8%
Fair Value
$120.46
Current Price
$134.25
$13.79 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 75.0% YoY
Revenue surging 23.1% year-over-year
Revenue surging 130.0% year-over-year
Areas to Watch
ROE of -9.8% — below average capital efficiency
Currently unprofitable
Operating margin of -1.7%
Expensive relative to growth rate
2.6% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : COMP
The strongest argument for COMP centers on EPS Growth, Revenue Growth. Revenue growth of 23.1% demonstrates continued momentum.
Bull Case : FSV
The strongest argument for FSV centers on Revenue Growth. Revenue growth of 130.0% demonstrates continued momentum.
Bear Case : COMP
The primary concerns for COMP are Return on Equity, Profit Margin, Operating Margin.
Bear Case : FSV
The primary concerns for FSV are PEG Ratio, Profit Margin, Piotroski F-Score. A P/E of 44.8x leaves little room for execution misses. Thin 2.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
COMP profiles as a growth stock while FSV is a hypergrowth play — different risk/reward profiles.
COMP carries more volatility with a beta of 2.57 — expect wider price swings.
FSV is growing revenue faster at 130.0% — sustainability is the question.
FSV generates stronger free cash flow (89M), providing more financial flexibility.
Bottom Line
FSV scores higher overall (49/100 vs 44/100) and 130.0% revenue growth. Both earn "Hold" and "Hold" 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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