Compass Diversified vs Matthews International
Compass Diversified is the larger business, with $1.87bn of revenue in fiscal 2025 against $1.50bn for Matthews International (1.3 times as much). Compass Diversified grew faster (4.8% against -16.6%). Matthews International kept more of each dollar of sales as profit: a net margin of -1.6% against -12.1%. Matthews International carries less debt relative to equity (147.8% against 427.7%).
| Latest fiscal year | Compass DiversifiedCODI, 2025 | Matthews InternationalMATW, 2025 |
|---|---|---|
| Revenue | $1.87bn | $1.50bn |
| Revenue growth | 4.8% | -16.6% |
| Net income | −$226m | −$24.5m |
| Operating margin | 0.6% | 5.0% |
| Net margin | -12.1% | -1.6% |
| Return on equity | -40.4% | -5.3% |
| Free cash flow | −$51.1m | −$59.4m |
| Cash | $68.0m | $32.4m |
| Total debt | $1.89bn | $711m |
| Debt to equity | 427.7% | 147.8% |
| Dividend per share | — | $1.00 |
| Dividend yield | — | 5.4% |
| Share buybacks | $0 | $12.2m |
| Employees | — | 5,500 |
| Market value | $878m | $626m |
| Price vs our value range | — | — |
| Moat score | 28 (Weak) | 33 (Weak) |
| Insider trades, 12 months | 10 buys, 0 sales | 7 buys, 0 sales |