Compass, Inc. (COMP) vs Opendoor Technologies Inc. (OPEN)

Compass, Inc. and Opendoor Technologies Inc. are both Real Estate Services companies. Compass, Inc. is the larger, with a market value of $7.4B against $2.3B — 3.3× the size. Opendoor Technologies Inc. has negative trailing earnings, so its P/E is not meaningful; Compass, Inc. trades at 130×. Compass, Inc. grew revenue faster over the last twelve months: 67.8% against −37.2%. Compass, Inc. has the higher net margin (0.64% vs −46.7%) and the higher return on invested capital (−3.17% vs −17.1%). Across the 18 metrics below, Compass, Inc. leads on 15 and Opendoor Technologies Inc. on 3.

Valuation

Metric COMP OPEN Real Estate Services median
P/E 130.43 n/m 16.05
P/S 0.66 0.63 1.05
P/B 2.32 2.24 1.22
Price to free cash flow 53.94 n/m 12.55
EV/EBITDA 97.79 n/m 9.04
EV/Sales 0.89 0.93 1.05
Earnings yield 0.77% (81.60%) 1.04%
Free cash flow yield 1.85% (23.21%) (0.91%)

Profitability

Metric COMP OPEN Real Estate Services median
Gross margin 100.00% 8.64% 26.81%
Operating margin (2.61%) (16.01%) 0.00%
Net margin 0.64% (46.74%) 0.11%
Free cash flow margin 1.22% (14.57%) 0.00%
Return on equity 3.64% (196.89%) 0.94%
Return on assets 1.36% (51.84%) 0.00%
Return on invested capital (3.17%) (17.07%) 0.00%

Growth

Metric COMP OPEN Real Estate Services median
Revenue growth (TTM) 67.80% (37.19%) 4.33%
EPS growth (last fiscal year) 67.74% (203.57%) 32.94%
Revenue growth, 5-year CAGR 13.35% 11.09% 5.09%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric COMP OPEN Real Estate Services median
Debt to equity 1.05 2.14 0.08
Current ratio 1.06 2.94 2.10
Net debt to EBITDA (3.96) (0.05) 0.54

Dividend

Metric COMP OPEN Real Estate Services median
Dividend yield — — 1.78%
Payout ratio — — 0.37

Size

Metric COMP OPEN Real Estate Services median
Market cap 7.38b 2.25b 207.59m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack