Skip to content
Screener

Compass COMP Franchise — Recognized

Similar metrics at other companies

Butterfly Network logo
BFLYSoftware and other services — Recognized software and other services revenue
$1.7M
Goosehead Insurance, Inc. logo
GSHDFranchise revenues — Revenue recognized during the period
$0-100%
El Pollo Loco logo
LOCOFranchise — Contract With Customer Liability Revenue Recognized
-$239K-55.2%
Diamondrock Hospitality Company logo
DRHFranchise fees — Franchise fees
$9.6M-3.4%
ManpowerGroup, Inc. logo
MANFranchise — Total Franchise Revenue
$2.4M+9.1%
RE/MAX Holdings logo
RMAXFranchise Sales — Contract With Customer Liability Revenue Recognized
$2M

Other financials

Income statement

See full
Revenue$4.3B+109%
Operating income$124.0M+218%
Net income$92.0M+136%
EPS (diluted)$0.11+57.1%

Balance sheet

See full
Cash & equivalents$694.0M+292%
Total debt$3.9B+743%
Total equity$3.0B+314%
Total assets$8.3B+422%

Cash flow

See full
Operating cash flow$191.0M+162%
CapEx$11.0M+120%
Free cash flow$180.0M+165%

Valuation

See full
Market cap$9.59B+121%
Enterprise value$12.81B+177%
P/E143.5×
P/S0.9×+0.2×

Profitability

See full
Operating margin-2.6%-5.9pp
Net margin0.6%+0.4pp
FCF margin1.2%-1.1pp

Returns & leverage

See full
Return on equity3.6%+2.1pp
Debt / equity1.3×+0.7×
Current ratio1.1×+0.3×

Where this comes from

Reported directly by Compass in its filing.

Tagged under the XBRL concept us-gaap:DeferredRevenueRevenueRecognized1.

The source filing: Compass’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 4:09 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001563190-26-000143

In connection with the Anywhere Merger, the Company assumed $47 million of deferred revenue liabilities related to the acquired franchise business, primarily consisting of the ADFs that are recognized as franchise revenue over a 25-year period. During the six months ended June 30, 2026, the Company recognized $49 million in additional deferred revenue offset by $43 million of revenue recognized from various sources including brand marketing fees. The outstanding balance for deferred revenue was $53 million as of June 30, 2026 related to the Anywhere franchise business.

Item 1. Financial Statements (unaudited)

FAQ

What is Compass's franchise — recognized?
Compass (COMP) reported franchise — recognized of $23M in Q2 2026.
What does franchise — recognized mean?
This represents the revenue earned and recorded in the income statement from franchise operations during the period. It reflects the realization of performance obligations related to franchise fees, royalties, or support services.

Ask your AI about Compass's franchise — recognized.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI
Harbor at dusk
Claude