Compass Diversified Holdings (CODI) vs Deluxe Corporation (DLX)
Compass Diversified Holdings and Deluxe Corporation are both Conglomerates companies. Deluxe Corporation is the larger, with a market value of $1.1B against $846.4M — 1.3× the size. Compass Diversified Holdings has negative trailing earnings, so its P/E is not meaningful; Deluxe Corporation trades at 10.8×. Deluxe Corporation grew revenue faster over the last twelve months: 0.28% against −4.83%. Deluxe Corporation has the higher net margin (4.76% vs −5.29%) and the higher return on invested capital (7.47% vs 1.84%). Both pay a dividend; Deluxe Corporation yields more (5.88% vs 4.54%). 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% | 52.51% | 33.55% |
| Operating margin | 3.46% | 11.88% | 3.36% |
| Net margin | (5.29%) | 4.76% | 0.97% |
| Free cash flow margin | 4.44% | 9.90% | (0.94%) |
| Return on equity | (304.87%) | 14.94% | 0.75% |
| Return on assets | (3.15%) | 3.95% | 0.10% |
| Return on invested capital | 1.84% | 7.47% | 0.73% |
Growth
Health
Dividend
Size
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