Compass Diversified Holdings (CODI) vs Deluxe Corporation (DLX)
- Compass Diversified Holdings CODI 11.28 −1.66%
- Deluxe Corporation DLX 26.57 −4.08%
Compass Diversified Holdings and Deluxe Corporation are both Conglomerates companies. Deluxe Corporation is the larger, with a market value of $1.3B against $863.0M — 1.5× the size. Compass Diversified Holdings has negative trailing earnings, so its P/E is not meaningful; Deluxe Corporation trades at 16.1×. Deluxe Corporation grew revenue faster over the last twelve months: 0.37% against −4.83%. Deluxe Corporation has the higher net margin (3.76% vs −5.29%) and the higher return on invested capital (20.3% vs 1.84%). Only Deluxe Corporation pays a dividend (4.32%). Across the 22 metrics below, Deluxe Corporation leads on 19 and Compass Diversified Holdings on 3.
Valuation
Profitability
| Metric | CODI | DLX | Conglomerates median |
|---|---|---|---|
| Gross margin | 44.59% | 52.01% | 30.27% |
| Operating margin | 3.46% | 10.72% | 3.46% |
| Net margin | (5.29%) | 3.76% | 1.95% |
| Free cash flow margin | 4.44% | 10.07% | 0.00% |
| Return on equity | (304.87%) | 11.56% | 0.94% |
| Return on assets | (3.15%) | 2.72% | 0.06% |
| Return on invested capital | 1.84% | 20.29% | 0.73% |
Growth
Health
Dividend
Size
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