Compass vs Newmark Group
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The short version
- Compass is the larger business, with $7.0B of revenue in fiscal 2025 against $3.3B for Newmark Group, about 2.1 times as much.
- Compass grew revenue faster (23.7%, against 20.3%).
- Newmark Group kept more of each dollar of sales as operating profit (7.1% operating margin, against −0.9%).
- Newmark Group turned more of its sales into free cash flow (4.3% FCF margin, against 2.9%).
- Investors pay more for each dollar of Compass’s earnings: a P/E of 162.5x against 14.4x for Newmark Group.
| Latest fiscal year | COMP · FY25 | NMRK · FY25 |
|---|---|---|
| Size | ||
| Market cap | $8.2B | $2.9B |
| Revenue | $7.0B | $3.3B |
| Free cash flow | $203M | $143M |
| Net income | −$58.5M | $126M |
| Growth | ||
| Revenue growth | 23.7% | 20.3% |
| 5-year growth | 13.4% | 11.6% |
| Share count change | 12.1% | 42.6% |
| Profitability | ||
| Gross margin | — | — |
| Operating margin | −0.9% | 7.1% |
| Net margin | −0.8% | 3.8% |
| FCF margin | 2.9% | 4.3% |
| Return on capital | — | 8.6% |
| Return on equity | −9.8% | 9.5% |
| Balance sheet | ||
| Net debt | — | $443M |
| Net debt / EBITDA | — | 1.1x |
| Dividends and buybacks | $0.0M | $127M |
| Valuation & quality | ||
| P/E | 162.5x | 14.4x |
| Piotroski F-score | — | 7 |
Revenue
FY16
COMP —
NMRK $1.4B
FY17
COMP —
NMRK $1.6B
FY18
COMP —
NMRK $2.0B
FY19
COMP $2.4B
NMRK $2.2B
FY20
COMP $3.7B
NMRK $1.9B
FY21
COMP $6.4B
NMRK $2.9B
FY22
COMP $6.0B
NMRK $2.7B
FY23
COMP $4.9B
NMRK $2.5B
FY24
COMP $5.6B
NMRK $2.7B
FY25
COMP $7.0B
NMRK $3.3B
COMP
NMRK
Operating margin
FY16
COMP —
NMRK 12.4%
FY17
COMP —
NMRK 12.5%
FY18
COMP —
NMRK 16.2%
FY19
COMP −16.8%
NMRK 11.1%
FY20
COMP −7.4%
NMRK 9.7%
FY21
COMP −7.7%
NMRK 43.2%
FY22
COMP −9.8%
NMRK 6.9%
FY23
COMP −6.5%
NMRK 5.1%
FY24
COMP −2.8%
NMRK 6.0%
FY25
COMP −0.9%
NMRK 7.1%
COMP
NMRK
Free cash flow
FY16
COMP —
NMRK −$671M
FY17
COMP —
NMRK $835M
FY18
COMP —
NMRK −$353M
FY19
COMP −$451M
NMRK $952M
FY20
COMP −$101M
NMRK −$797M
FY21
COMP −$78.7M
NMRK −$68.4M
FY22
COMP −$362M
NMRK $1.1B
FY23
COMP −$37.1M
NMRK −$321M
FY24
COMP $106M
NMRK −$41.5M
FY25
COMP $203M
NMRK $143M
COMP
NMRK
Return on capital
FY16
COMP —
NMRK —
FY17
COMP —
NMRK —
FY18
COMP —
NMRK 21.2%
FY19
COMP —
NMRK 13.5%
FY20
COMP —
NMRK 10.2%
FY21
COMP —
NMRK 70.0%
FY22
COMP —
NMRK 8.1%
FY23
COMP —
NMRK 4.0%
FY24
COMP —
NMRK 5.4%
FY25
COMP —
NMRK 8.6%
COMP
NMRK
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.