CODI vs HNI
Compass Diversified Holdings and HNI Corp., side by side — 10 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | CODI | HNI |
|---|---|---|
| Revenue | $1.9B | $2.8B |
| Net income | $-226.4M | $54.2M |
| Gross margin | 43.5% | 41.4% |
| Net margin | −15.7% | 1.9% |
| Return on equity | −40.4% | 4.1% |
| Diluted EPS | −$3.59 | $1.11 |
| Dividend / share | $0.50 | $1.35 |
| Payout ratio | · | 116.4% |
| Free cash flow | $-51.1M | $208.5M |
| Equity | $442.0M | $1.8B |
| Net debt / equity | 4.09× | 0.59× |
| Current ratio | 2.42× | 1.24× |
| Revenue CAGR 5y | 5.3% | 7.7% |
| Profit CAGR 5y | · | 5.3% |
HNI bills 1.5× the revenue of CODI, and CODI closed the last reported year at a loss.
The stronger figure of the pair is set in bold. That is arithmetic, not a recommendation — this page does not pick a winner. "·" marks a figure not available in our data.
10 years side by side
| Fiscal year | CODI | HNI |
|---|---|---|
| FY2025 | $1.9B | $2.8B |
| FY2024 | $1.8B | $2.5B |
| FY2023 | $1.7B | $2.4B |
| FY2022 | $1.8B | $2.4B |
| FY2021 | $1.7B | $2.2B |
| FY2020 | $1.4B | $2.0B |
| FY2019 | $1.3B | $2.2B |
| FY2018 | $1.4B | $2.3B |
| FY2017 | $1.0B | $2.2B |
| FY2016 | $978.3M | $2.2B |
Bottom line
| Fiscal year | CODI | HNI |
|---|---|---|
| FY2025 | $-226.4M | $54.2M |
| FY2024 | $-208.9M | $139.5M |
| FY2023 | $108.6M | $49.2M |
| FY2022 | $-59.2M | $123.9M |
| FY2021 | $114.6M | $59.8M |
| FY2020 | $22.8M | $41.9M |
| FY2019 | $301.9M | $110.5M |
| FY2018 | $-5.7M | $93.4M |
| FY2017 | $28.0M | $89.8M |
| FY2016 | $54.7M | $85.6M |
17 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −$965,416,000 | HNI |
| FY2024 | −$738,387,000 | HNI |
| FY2023 | −$744,080,000 | HNI |
| FY2022 | −$604,991,000 | HNI |
| FY2021 | −$460,898,000 | HNI |
| FY2020 | −$507,758,000 | HNI |
| FY2019 | −$983,649,000 | HNI |
| FY2018 | −$900,575,000 | HNI |
| FY2017 | −$1,173,099,000 | HNI |
| FY2016 | −$1,225,180,000 | HNI |
| FY2015 | −$1,576,441,000 | HNI |
| FY2014 | −$1,586,020,000 | HNI |
| FY2013 | −$1,319,253,000 | HNI |
| FY2012 | −$1,119,282,000 | HNI |
| FY2011 | −$1,226,806,000 | HNI |
| FY2010 | −$1,182,069,000 | HNI |
| FY2009 | −$1,119,927,000 | HNI |
HNI has reported the higher revenue in every one of these 17 fiscal years. The gap has narrowed since the earliest year compared.
17 of 18 comparable fiscal years — a year missing data on either side is not counted.
17 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −17.6 pp | HNI |
| FY2024 | −23.6 pp | HNI |
| FY2023 | −0.1 pp | HNI |
| FY2022 | −11.4 pp | HNI |
| FY2021 | +4.6 pp | CODI |
| FY2020 | −0.3 pp | HNI |
| FY2019 | +19.4 pp | CODI |
| FY2018 | −4.3 pp | HNI |
| FY2017 | −0.8 pp | HNI |
| FY2016 | +1.9 pp | CODI |
| FY2015 | +18.2 pp | CODI |
| FY2014 | +43.0 pp | CODI |
| FY2013 | +7.6 pp | CODI |
| FY2012 | −1.9 pp | HNI |
| FY2011 | +9.5 pp | CODI |
| FY2010 | −10.5 pp | HNI |
| FY2009 | −7.5 pp | HNI |
The higher net margin has changed hands between CODI and HNI over this period.
17 of 18 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
CODI's net margin has been more volatile than HNI's over the 17 comparable fiscal years — 15.2 percentage points of standard deviation against 1.5.
17 of 18 comparable fiscal years — a year missing data on either side is not counted.
Year by year
The lead in net margin changed hands between CODI and HNI over these 17 fiscal years — CODI led in 7 and HNI in 10.
17 of 18 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
CODI's return on equity has been more volatile than HNI's over the 16 comparable fiscal years — 19.7 percentage points of standard deviation against 5.5.
16 of 18 comparable fiscal years — a year missing data on either side is not counted.
Year by year
The lead in return on equity changed hands between CODI and HNI over these 16 fiscal years — CODI led in 6 and HNI in 10.
16 of 18 comparable fiscal years — a year missing data on either side is not counted.