Compass Inc (COMP)vsOpendoor Technologies Inc (OPEN)
COMP
Compass Inc
$10.51
+3.75%
REAL ESTATE · Cap: $7.78B
OPEN
Opendoor Technologies Inc
$2.79
-0.36%
REAL ESTATE · Cap: $2.98B
Smart Verdict
WallStSmart Research — data-driven comparison
Compass Inc generates 224% more annual revenue ($10.56B vs $3.25B). COMP leads profitability with a 0.6% profit margin vs -46.7%. COMP earns a higher WallStSmart Score of 57/100 (C).
COMP
Buy57
out of 100
Grade: C
OPEN
Avoid31
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-44.7%
Fair Value
$7.74
Current Price
$10.51
$2.77 premium
Intrinsic value data unavailable for OPEN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 109.0% year-over-year
Earnings expanding 60.3% YoY
Reasonable price relative to book value
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
ROE of 0.5% — below average capital efficiency
0.6% margin — thin
Operating margin of 3.8%
Elevated debt levels
0.0% earnings growth
ROE of -145.5% — below average capital efficiency
Revenue declined 43.7%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : COMP
The strongest argument for COMP centers on Revenue Growth, EPS Growth, Price/Book. Revenue growth of 109.0% demonstrates continued momentum.
Bull Case : OPEN
The strongest argument for OPEN centers on Debt/Equity, Price/Book.
Bear Case : COMP
The primary concerns for COMP are Return on Equity, Profit Margin, Operating Margin. A P/E of 168.8x leaves little room for execution misses. Thin 0.6% margins leave little buffer for downturns.
Bear Case : OPEN
The primary concerns for OPEN are EPS Growth, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
COMP profiles as a hypergrowth stock while OPEN is a turnaround play — different risk/reward profiles.
OPEN carries more volatility with a beta of 3.56 — expect wider price swings.
COMP is growing revenue faster at 109.0% — sustainability is the question.
COMP generates stronger free cash flow (180M), providing more financial flexibility.
Bottom Line
COMP scores higher overall (57/100 vs 31/100) and 109.0% revenue growth. 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 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.
Opendoor Technologies Inc
REAL ESTATE · REAL ESTATE SERVICES · USA
Opendoor Technologies Inc. operates a digital platform for residential real estate in the United States. The company is headquartered in San Francisco, California.
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