InsidersTradesSigma
Follow the Compass, Inc. stock price and the full directors' dealings record of the company, a publicly traded company based in United States. Shares are listed on the US market, under the supervision of SEC (Form 4). Operating in the Real Estate sector, Compass, Inc. has logged 343 public disclosures. Market capitalisation: €9bn. The latest transaction was filed on 5 August 2026 (Cession). Among the most active insiders: Wahlers Scott R.. Every trade is free.
343
Insider Decl.
n/a
Thresholds
€154,901
1 ops.
Buy Volume
€411m
40 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Compass, Inc. Buy (bullish), based on 12 analysts. Average price target: US$14.33.
23Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 22,722 of 29,062 companies
32.1
score / 100
Value41
Quality23
FCF yld2.5%
Earn yld-0.7%
EV/EBITDA·
ROE3.6%
Gross mgn18%
Net mgn-0.8%
Debt/EBITDA8.7x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 5 August 2026
Declarations343 total
23,456 shares@ US$11.6999Class A Common StockSEC:0001563190-26-000138:0
2,419 shares0Class A Common StockSEC:0001563190-26-000139:0
47,466 sharesClass A Common StockSEC:0001563190-26-000126:0
24,233 sharesClass A Common StockSEC:0001563190-26-000126:1
101,733 sharesClass A Common StockSEC:0001563190-26-000127:0
50,970 sharesClass A Common StockSEC:0001563190-26-000127:1
2,299 sharesClass A Common StockSEC:0001563190-26-000128:0
1,176 sharesClass A Common StockSEC:0001563190-26-000128:1
35,288 sharesClass A Common StockSEC:0001563190-26-000122:0
35,288 sharesClass A Common StockSEC:0001563190-26-000122:1
22,856 shares@ US$7.67590.0018% mcap0.5% of flowClass A Common StockSEC:0001563190-26-000120:0
600 shares@ US$8.28330.0001% mcap0.0% of flowClass A Common StockSEC:0001563190-26-000120:1
93,824 shares@ US$8.630.0091% mcap100.0% of flowClass A Common StockSEC144:0001968582-26-000524
35,288 shares0Class A Common StockSEC:0001563190-26-000118:0
35,288 shares0Class A Common StockSEC:0001563190-26-000113:0
35,288 shares0Class A Common StockSEC:0001563190-26-000112:0
35,288 shares0Class A Common StockSEC:0001563190-26-000117:0
35,288 shares0Class A Common StockSEC:0001563190-26-000114:0
35,288 shares0Class A Common StockSEC:0001563190-26-000116:0
35,288 shares0Class A Common StockSEC:0001563190-26-000115:0
35,460 shares0Class A Common StockSEC:0001563190-26-000073:0
101,733 shares0Class A Common StockSEC:0001563190-26-000066:0
56,690 shares0Class A Common StockSEC:0001563190-26-000067:0
30,296 shares0Class A Common StockSEC:0001563190-26-000062:0
1,154,593 shares0Class A Common StockSEC:0001563190-26-000028:0
25 of 343 declarations
关于 Compass, Inc.
Compass, Inc. 是一家在美国纽约证券交易所上市的公司，股票代码为 COMP。该公司于 2012 年在特拉华州注册成立，当时名为 Urban Compass, Inc.，旨在通过技术、数据以及为经纪人和消费者提供整合平台来重塑住宅房地产行业。公司总部位于纽约，其在美国证券交易委员会披露的业务地址是 110 Fifth Avenue, New York, NY。([sec.gov](https://www.sec.gov/Archives/edgar/data/1563190/000156319026000101/comp-20260331.htm?utm_source=openai)) Compass 的核心业务是美国的住宅房地产经纪及相关服务。该公司帮助房屋卖家和买家挂牌、营销、销售和寻找房屋，其收入主要来自已完成房屋销售交易的佣金。从战略上讲，Compass 将自己定位为一家技术赋能的经纪公司，拥有专有的软件工具、营销能力、交易管理工作流程和运营支持，旨在提高经纪人生产力并改善客户体验。在 Anywhere 交易之前，Compass 将自己描述为按销售额计算的美国最大的住宅房地产经纪公司，以 Compass 品牌在 39 个州和华盛顿特区运营，拥有大约数万名附属经纪人。([sec.gov](https://www.sec.gov/Archives/edgar/data/1563190/000156319026000101/comp-20260331.htm?utm_source=openai)) 从竞争角度来看，Compass 处于传统经纪业务和数字化赋能的交汇点。这种混合模式使其与传统经纪公司和特许经营网络区分开来，同时也使其与技术主导的房地产平台和其他规模化的全国性运营商展开竞争。其投资案例历来以经纪人招聘和留用、技术带来的生产力提升、高端住宅市场的品牌实力以及在美国大型住房市场扩大份额的能力为中心。([sec.gov](https://www.sec.gov/Archives/edgar/data/1563190/000156319026000101/comp-20260331.htm?utm_source=openai)) 近期的一项重大进展是 Compass 于 2026 年 1 月 9 日完成了对 Anywhere Real Estate Inc. 的收购，这是一项变革性交易，显著增加了公司的规模，并应扩大其地理覆盖范围、分销足迹和整合机会。在最近的另一份运营更新中，Compass 在 2026 年 1 月表示，预计 2025 年第四季度收入将达到指导范围的高端，调整后的 EBITDA 将达到或略高于高端，同时公司在该季度增加了 800 多名主要经纪人。对于投资者而言，Compass 现在看起来是一个美国住宅房地产整合的故事，拥有不断扩大的平台、技术主导的运营模式以及对美国住房市场的显著敞口。([sec.gov](https://www.sec.gov/Archives/edgar/data/1563190/000156319026000101/comp-20260331.htm?utm_source=openai))
