Compass
COMP · Real Estate Services
$9.75
2.2%Weyerhaeuser
WY · Timber REITs
$19.49
1.7%The short version
- Compass is the larger business, with $7.0B of revenue in fiscal 2025 against $6.9B for Weyerhaeuser.
- Compass grew revenue faster (23.7%, against −3.1%).
- Weyerhaeuser kept more of each dollar of sales as operating profit (10.6% operating margin, against −0.9% operating margin).
- Investors pay more for each dollar of Compass’s earnings: a P/E of 162.5x against 29.5x for Weyerhaeuser.
| Latest fiscal year | COMP · FY25 | WY · FY25 |
|---|---|---|
| Size | ||
| Market cap | $8.2B | $14.1B |
| Revenue | $7.0B | $6.9B |
| Free cash flow | $203M | — |
| Net income | −$58.5M | $324M |
| Growth | ||
| Revenue growth | 23.7% | −3.1% |
| 5-year growth | 13.4% | −1.7% |
| Share count change | 12.1% | −0.7% |
| Profitability | ||
| Gross margin | — | 14.8% |
| Operating margin | −0.9% | 10.6% |
| Net margin | −0.8% | 4.7% |
| FCF margin | 2.9% | — |
| Return on capital | — | 5.1% |
| Return on equity | −9.8% | 3.4% |
| Balance sheet | ||
| Net debt | — | $5.1B |
| Net debt / EBITDA | — | 4.1x |
| Dividends and buybacks | $0.0M | $766M |
| Valuation & quality | ||
| P/E | 162.5x | 29.5x |
| Piotroski F-score | — | 4 |
FY16
COMP —
WY $6.4B
FY17
COMP —
WY $7.2B
FY18
COMP —
WY $7.5B
FY19
COMP $2.4B
WY $6.6B
FY20
COMP $3.7B
WY $7.5B
FY21
COMP $6.4B
WY $10.2B
FY22
COMP $6.0B
WY $10.2B
FY23
COMP $4.9B
WY $7.7B
FY24
COMP $5.6B
WY $7.1B
FY25
COMP $7.0B
WY $6.9B
COMP
WY
FY16
COMP —
WY 12.9%
FY17
COMP —
WY 15.7%
FY18
COMP —
WY 18.7%
FY19
COMP −16.8%
WY 9.9%
FY20
COMP −7.4%
WY 22.7%
FY21
COMP −7.7%
WY 35.7%
FY22
COMP −9.8%
WY 30.2%
FY23
COMP −6.5%
WY 15.5%
FY24
COMP −2.8%
WY 9.6%
FY25
COMP −0.9%
WY 10.6%
COMP
WY
FY16
COMP —
WY —
FY17
COMP —
WY —
FY18
COMP —
WY —
FY19
COMP −$451M
WY —
FY20
COMP −$101M
WY —
FY21
COMP −$78.7M
WY —
FY22
COMP −$362M
WY —
FY23
COMP −$37.1M
WY —
FY24
COMP $106M
WY —
FY25
COMP $203M
WY —
COMP
WY
FY16
COMP —
WY 5.7%
FY17
COMP —
WY 6.3%
FY18
COMP —
WY 9.0%
FY19
COMP —
WY 3.6%
FY20
COMP —
WY 9.9%
FY21
COMP —
WY 20.7%
FY22
COMP —
WY 17.8%
FY23
COMP —
WY 7.5%
FY24
COMP —
WY 4.5%
FY25
COMP —
WY 5.1%
COMP
WY
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