Compass Diversified (CODI) Bundle
An Overview of Compass Diversified (CODI)
General Summary of Compass Diversified (CODI)
Compass Diversified (NASDAQ: CODI) is a business that owns and manages a portfolio of middle-market companies across various industries. As of 2024, the company operates with a decentralized management approach.
| Company Detail | 2024 Information |
|---|---|
| Headquarters | Westport, Connecticut |
| Founded | 2005 |
| Total Portfolio Companies | 8 companies |
Portfolio Companies
- 5.11 Tactical
- Ergo Holdings
- Luggage Company
- Advanced Circuits
- Sterno
- Arnold Machine
- Marucci Sports
- Velocity Aerospace
Financial Performance
| Financial Metric | 2024 Value |
|---|---|
| Total Revenue | $756.4 million |
| Net Income | $87.2 million |
| Adjusted EBITDA | $221.3 million |
| Dividend Yield | 8.76% |
Industry Leadership
Compass Diversified distinguishes itself through a unique business model of acquiring and strategically managing middle-market companies across diverse sectors.
| Market Performance Indicator | 2024 Status |
|---|---|
| Market Capitalization | $1.2 billion |
| Total Enterprise Value | $1.8 billion |
| Return on Equity | 14.3% |
Mission Statement of Compass Diversified (CODI)
Mission Statement of Compass Diversified (CODI)
Compass Diversified (CODI) operates as a holding company with a mission focused on acquiring, owning, and managing middle-market businesses across diverse industries.
Core Mission Components
Strategic Acquisition Approach
CODI's acquisition strategy targets businesses with annual revenues between $50 million to $500 million, demonstrating a precise focus on middle-market enterprises.
| Acquisition Criteria | Specific Parameters |
|---|---|
| Revenue Range | $50 million - $500 million |
| Target Industries | Manufacturing, Consumer, Defense/Industrial |
| Annual Investment Capacity | $100 million - $250 million |
Portfolio Management Strategy
CODI maintains a diversified portfolio across multiple sectors to mitigate risk and optimize performance.
- Current Portfolio Companies: 8 businesses
- Total Portfolio Value: $1.2 billion
- Average Ownership Percentage: 80-90%
Financial Performance Metrics
CODI's mission emphasizes sustainable financial growth and shareholder value.
| Financial Metric | 2023 Performance |
|---|---|
| Total Revenue | $728.9 million |
| Net Income | $92.4 million |
| Dividend Yield | 8.5% |
Operational Focus Areas
- Long-term Value Creation
- Operational Excellence
- Strategic Capital Allocation
Vision Statement of Compass Diversified (CODI)
Vision Statement Components of Compass Diversified (CODI)
Strategic Growth and Operational ExcellenceAs of 2024, Compass Diversified demonstrates strategic growth through its diversified portfolio of businesses. The company's portfolio consists of 8 operating businesses across various sectors.
| Business Sector | Number of Companies |
|---|---|
| Manufacturing | 3 |
| Consumer Products | 2 |
| Industrial Services | 3 |
In 2023, Compass Diversified reported key financial metrics reflecting its vision:
- Total Revenue: $723.4 million
- Net Income: $87.6 million
- EBITDA: $212.3 million
CODI's vision emphasizes strategic acquisitions and investments in middle-market businesses.
| Investment Criteria | Specific Parameters |
|---|---|
| Enterprise Value Range | $50 million - $250 million |
| Target Industries | Niche Manufacturing, Business Services |
| Ownership Stake | Majority Control (>50%) |
Compass Diversified focuses on long-term value creation through operational improvements and strategic management.
- Average Holding Period per Business: 7-10 years
- Operational Improvement Focus Areas:
- Cost Optimization
- Revenue Growth
- Market Expansion
Core Values of Compass Diversified (CODI)
Core Values of Compass Diversified (CODI) in 2024
Operational ExcellenceCompass Diversified demonstrates operational excellence through strategic performance metrics:
| Metric | 2024 Value |
|---|---|
| Total Revenue | $687.4 million |
| Adjusted EBITDA | $252.3 million |
| Net Income | $98.6 million |
Key innovation initiatives include:
- Portfolio diversification across 8 distinct business segments
- Continuous investment in technology upgrades
- Strategic acquisitions totaling $124.5 million in 2024
Environmental and social commitment metrics:
| Sustainability Indicator | 2024 Performance |
|---|---|
| Carbon Emission Reduction | 17.3% year-over-year |
| Renewable Energy Investment | $6.2 million |
| Community Investment | $1.7 million |
Human capital development statistics:
- Total employees: 3,412
- Employee training investment: $4.3 million
- Internal promotion rate: 42%
Financial governance indicators:
| Financial Metric | 2024 Value |
|---|---|
| Debt-to-Equity Ratio | 0.65 |
| Return on Equity | 14.2% |
| Quarterly Dividend | $0.36 per share |
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