Compass vs Weyerhaeuser
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KIRAβs take AI analyst
I put Compass and Weyerhaeuser side by side, using each oneβs latest annual report. Here is what stands out:
- 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 β3.1%).
- Weyerhaeuser kept more of each dollar of sales as operating profit (10.6% operating margin, against β0.9%).
- Investors pay more for each dollar of Compassβs earnings: a P/E of 161.5x against 29.7x for Weyerhaeuser.
Who comes out ahead
Of the 6 measures where higher (or lower) is clearly better, how many each company leads.
Compass
COMP
2/6
Revenue growth5-year growth
Weyerhaeuser
WY
4/6
Operating marginNet marginReturn on equityShare count change
Side by side
Best in the row
| Latest fiscal year | COMP FY25 | WY FY25 |
|---|---|---|
| Size | ||
| Market cap | $8.2B | $14.1B |
| Revenue | $7.0B | $6.9B |
| Free cash flow | $203M | β |
| Net income | β$58.5M | $324M |
| Growth | ||
| Revenue growth | 23.7% | β3.1% |
| 5-year growth | 13.4% | β1.7% |
| Share count change | 12.1% | β0.7% |
| Profitability | ||
| Gross margin | β | 14.8% |
| Operating margin | β0.9% | 10.6% |
| Net margin | β0.8% | 4.7% |
| FCF margin | 2.9% | β |
| Return on capital | β | 5.1% |
| Return on equity | β9.8% | 3.4% |
| Balance sheet | ||
| Net debt | β | $5.1B |
| Net debt / EBITDA | β | 4.1x |
| Dividends and buybacks | $0.0M | $766M |
| Valuation & quality | ||
| P/E | 161.5x | 29.7x |
| Piotroski F-score | β | 4 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.