undamentalytics Newsletter

Compass Diversified vs 3M

3M is the larger business, with $24.95bn of revenue in fiscal 2025 against $1.87bn for Compass Diversified (13.3 times as much). Compass Diversified grew faster (4.8% against 1.5%). 3M kept more of each dollar of sales as profit: a net margin of 13.0% against -12.1%. 3M carries less debt relative to equity (268.0% against 427.7%).

Latest fiscal yearCompass DiversifiedCODI, 20253MMMM, 2025
Revenue $1.87bn $24.95bn
Revenue growth 4.8% 1.5%
Net income −$226m $3.25bn
Operating margin 0.6% 18.6%
Net margin -12.1% 13.0%
Return on equity -40.4% 76.1%
Free cash flow −$51.1m $1.40bn
Cash $68.0m $5.24bn
Total debt $1.89bn $12.60bn
Debt to equity 427.7% 268.0%
Dividend per share — $2.92
Dividend yield — 1.7%
Share buybacks $0 $3.25bn
Employees — 60,500
Market value $878m $92.16bn
Price vs our value range — Above our value range
Moat score 28 (Weak) 72 (Strong)
Insider trades, 12 months 10 buys, 0 sales 0 buys, 59 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

Go deeper

Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.