Compass sits at the heart of the US residential real estate recovery. As housing demand rebounds, Compass stands to gain directly from rising activity. Its tech-enabled platform and scale afford it an edge when sellers return.
Slowing economic data and persistent high rates will eventually force the Fed’s hand. As data turns softer, rate cuts will arrive sooner than expected. Lower rates fuel home buying, Compass’s core driver.
Buyer and seller behaviour matters deeply. As more homes come to market, Compass gains supply. As buyers push in, its tech and platform drive conversions. That sensitivity gives it upside leverage when inertia lifts on both sides.
Since going public, Compass has delivered five straight free-cash-flow-positive quarters. Full-year 2024 saw over $100 million in free cash flow. Momentum continued into early 2025, confirming financial discipline and operating leverage.
The US market remains fragmented. Compass is building a national footprint with aggressive agent recruitment, retention, and its proprietary tech stack. Organic transactions are growing faster than the market. It continues to gain share while competitors retreat.
Technically, Compass has bounced back well above its 200-day moving average of $7.30 per share. The stock recently broke through key resistance and holds near $9.65. Momentum is strong. A push to $11 is on the cards if the macro backdrop continues to support housing.
The forecasts provided herein are intended for informational purposes only and should not be construed as guarantees of future performance. This is an example only to enhance a consumer's understanding of the strategy being described above and is not to be taken as Blueberry Markets providing personal advice.
Slowing economic data and persistent high rates will eventually force the Fed’s hand. As data turns softer, rate cuts will arrive sooner than expected. Lower rates fuel home buying, Compass’s core driver.
Buyer and seller behaviour matters deeply. As more homes come to market, Compass gains supply. As buyers push in, its tech and platform drive conversions. That sensitivity gives it upside leverage when inertia lifts on both sides.
Since going public, Compass has delivered five straight free-cash-flow-positive quarters. Full-year 2024 saw over $100 million in free cash flow. Momentum continued into early 2025, confirming financial discipline and operating leverage.
The US market remains fragmented. Compass is building a national footprint with aggressive agent recruitment, retention, and its proprietary tech stack. Organic transactions are growing faster than the market. It continues to gain share while competitors retreat.
Technically, Compass has bounced back well above its 200-day moving average of $7.30 per share. The stock recently broke through key resistance and holds near $9.65. Momentum is strong. A push to $11 is on the cards if the macro backdrop continues to support housing.
The forecasts provided herein are intended for informational purposes only and should not be construed as guarantees of future performance. This is an example only to enhance a consumer's understanding of the strategy being described above and is not to be taken as Blueberry Markets providing personal advice.
The Blueberry Team
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.