Compass vs Newmark Group
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KIRAβs take AI analyst
I put Compass and Newmark Group 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 $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 β0.9%).
- 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 Compassβs earnings: a P/E of 161.5x against 14.2x for Newmark Group.
Who comes out ahead
Of the 7 measures where higher (or lower) is clearly better, how many each company leads.
Compass
COMP
3/7
Revenue growth5-year growthShare count change
Newmark Group
NMRK
4/7
Operating marginNet marginFCF marginReturn on equity
Side by side
Best in the row
| 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 | β$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 | β | β |
| Operating margin | β0.9% | 7.1% |
| Net margin | β0.8% | 3.8% |
| FCF margin | 2.9% | 4.3% |
| Return on capital | β | 8.6% |
| Return on equity | β9.8% | 9.5% |
| Balance sheet | ||
| Net debt | β | $443M |
| Net debt / EBITDA | β | 1.1x |
| Dividends and buybacks | $0.0M | $127M |
| Valuation & quality | ||
| P/E | 161.5x | 14.2x |
| Piotroski F-score | β | 7 |
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.