CODI vs LZB
Compass Diversified Holdings and La-z-boy Inc., side by side — 10 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | CODI | LZB |
|---|---|---|
| Revenue | $1.9B | $2.1B |
| Net income | $-226.4M | $102.0M |
| Gross margin | 43.5% | 44.0% |
| Net margin | −15.7% | 4.8% |
| Return on equity | −40.4% | 9.9% |
| Diluted EPS | −$3.59 | $2.47 |
| Dividend / share | $0.50 | $0.76 |
| Payout ratio | · | 37.2% |
| Free cash flow | $-51.1M | $127.8M |
| Equity | $442.0M | $1.0B |
| Net debt / equity | 4.09× | · |
| Current ratio | 2.42× | 1.80× |
| Revenue CAGR 5y | 5.3% | 4.2% |
| Profit CAGR 5y | · | −0.9% |
CODI and LZB book revenue within 15% of each other, 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 | LZB |
|---|---|---|
| FY2025 | $1.9B | $2.1B |
| FY2024 | $1.8B | $2.1B |
| FY2023 | $1.7B | $2.0B |
| FY2022 | $1.8B | $2.3B |
| FY2021 | $1.7B | $2.4B |
| FY2020 | $1.4B | $1.7B |
| FY2019 | $1.3B | $1.7B |
| FY2018 | $1.4B | $1.7B |
| FY2017 | $1.0B | $1.6B |
| FY2016 | $978.3M | $1.5B |
Bottom line
| Fiscal year | CODI | LZB |
|---|---|---|
| FY2025 | $-226.4M | $102.0M |
| FY2024 | $-208.9M | $99.6M |
| FY2023 | $108.6M | $122.6M |
| FY2022 | $-59.2M | $150.7M |
| FY2021 | $114.6M | $150.0M |
| FY2020 | $22.8M | $106.5M |
| FY2019 | $301.9M | $77.5M |
| FY2018 | $-5.7M | $68.6M |
| FY2017 | $28.0M | $80.9M |
| FY2016 | $54.7M | $85.9M |
17 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −$253,051,000 | LZB |
| FY2024 | −$321,194,000 | LZB |
| FY2023 | −$357,107,000 | LZB |
| FY2022 | −$592,624,000 | LZB |
| FY2021 | −$633,309,000 | LZB |
| FY2020 | −$286,602,000 | LZB |
| FY2019 | −$440,684,000 | LZB |
| FY2018 | −$388,081,000 | LZB |
| FY2017 | −$581,164,000 | LZB |
| FY2016 | −$541,751,000 | LZB |
| FY2015 | −$797,420,000 | LZB |
| FY2014 | −$788,720,000 | LZB |
| FY2013 | −$616,607,000 | LZB |
| FY2012 | −$389,156,000 | LZB |
| FY2011 | −$560,061,000 | LZB |
| FY2010 | −$682,484,000 | LZB |
| FY2009 | −$675,812,000 | LZB |
LZB has reported the higher revenue in every one of these 17 fiscal years. The gap has narrowed since the earliest year compared.
17 of 17 comparable fiscal years — a year missing data on either side is not counted.
17 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −20.5 pp | LZB |
| FY2024 | −22.8 pp | LZB |
| FY2023 | −4.2 pp | LZB |
| FY2022 | −12.6 pp | LZB |
| FY2021 | +0.9 pp | CODI |
| FY2020 | −4.3 pp | LZB |
| FY2019 | +19.7 pp | CODI |
| FY2018 | −4.2 pp | LZB |
| FY2017 | −1.8 pp | LZB |
| FY2016 | +0.1 pp | CODI |
| FY2015 | +17.5 pp | CODI |
| FY2014 | +40.7 pp | CODI |
| FY2013 | +6.5 pp | CODI |
| FY2012 | −3.2 pp | LZB |
| FY2011 | +4.4 pp | CODI |
| FY2010 | −10.3 pp | LZB |
| FY2009 | −10.5 pp | LZB |
The higher net margin has changed hands between CODI and LZB over this period.
17 of 17 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 LZB's over the 17 comparable fiscal years — 15.2 percentage points of standard deviation against 1.5.
17 of 17 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 LZB over these 17 fiscal years — CODI led in 7 and LZB in 10.
17 of 17 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 LZB's over the 16 comparable fiscal years — 19.7 percentage points of standard deviation against 3.7.
16 of 17 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 LZB over these 16 fiscal years — CODI led in 4 and LZB in 12.
16 of 17 comparable fiscal years — a year missing data on either side is not counted.