CODI vs MLKN
Compass Diversified Holdings and MillerKnoll, Inc., side by side — 10 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | CODI | MLKN |
|---|---|---|
| Revenue | $1.9B | $3.8B |
| Net income | $-226.4M | $91.5M |
| Gross margin | 43.5% | 38.8% |
| Net margin | −15.7% | 2.5% |
| Return on equity | −40.4% | 7.0% |
| Diluted EPS | −$3.59 | $1.32 |
| Dividend / share | $0.50 | $0.75 |
| Payout ratio | · | 55.8% |
| Free cash flow | $-51.1M | $77.6M |
| Equity | $442.0M | $1.3B |
| Net debt / equity | 4.09× | 0.83× |
| Current ratio | 2.42× | 1.58× |
| Revenue CAGR 5y | 5.3% | 9.3% |
| Profit CAGR 5y | · | −12.1% |
MLKN bills 2.1× 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 | MLKN |
|---|---|---|
| FY2025 | $1.9B | $3.8B |
| FY2024 | $1.8B | $3.7B |
| FY2023 | $1.7B | $3.6B |
| FY2022 | $1.8B | $4.1B |
| FY2021 | $1.7B | $3.9B |
| FY2020 | $1.4B | $2.5B |
| FY2019 | $1.3B | $2.5B |
| FY2018 | $1.4B | $2.6B |
| FY2017 | $1.0B | $2.4B |
| FY2016 | $978.3M | $2.3B |
Bottom line
| Fiscal year | CODI | MLKN |
|---|---|---|
| FY2025 | $-226.4M | $91.5M |
| FY2024 | $-208.9M | $-36.9M |
| FY2023 | $108.6M | $82.3M |
| FY2022 | $-59.2M | $42.1M |
| FY2021 | $114.6M | $-27.1M |
| FY2020 | $22.8M | $174.6M |
| FY2019 | $301.9M | $-8.7M |
| FY2018 | $-5.7M | $160.5M |
| FY2017 | $28.0M | $128.1M |
| FY2016 | $54.7M | $123.9M |
17 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −$1,968,116,000 | MLKN |
| FY2024 | −$1,881,887,000 | MLKN |
| FY2023 | −$1,938,480,000 | MLKN |
| FY2022 | −$2,330,291,000 | MLKN |
| FY2021 | −$2,222,498,000 | MLKN |
| FY2020 | −$1,017,458,000 | MLKN |
| FY2019 | −$1,223,302,000 | MLKN |
| FY2018 | −$1,209,880,000 | MLKN |
| FY2017 | −$1,378,417,000 | MLKN |
| FY2016 | −$1,299,891,000 | MLKN |
| FY2015 | −$1,536,922,000 | MLKN |
| FY2014 | −$1,505,525,000 | MLKN |
| FY2013 | −$1,141,289,000 | MLKN |
| FY2012 | −$890,179,000 | MLKN |
| FY2011 | −$1,117,456,000 | MLKN |
| FY2010 | −$1,144,541,000 | MLKN |
| FY2009 | −$815,400,000 | MLKN |
MLKN has reported the higher revenue in every one of these 17 fiscal years. The gap has widened 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 | −18.2 pp | MLKN |
| FY2024 | −17.1 pp | MLKN |
| FY2023 | −0.4 pp | MLKN |
| FY2022 | −7.3 pp | MLKN |
| FY2021 | +7.9 pp | CODI |
| FY2020 | −5.4 pp | MLKN |
| FY2019 | +24.9 pp | CODI |
| FY2018 | −6.4 pp | MLKN |
| FY2017 | −2.1 pp | MLKN |
| FY2016 | +0.3 pp | CODI |
| FY2015 | +16.7 pp | CODI |
| FY2014 | +41.2 pp | CODI |
| FY2013 | +11.8 pp | CODI |
| FY2012 | −3.4 pp | MLKN |
| FY2011 | +7.6 pp | CODI |
| FY2010 | −13.2 pp | MLKN |
| FY2009 | −10.0 pp | MLKN |
The higher net margin has changed hands between CODI and MLKN 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 MLKN's over the 17 comparable fiscal years — 15.2 percentage points of standard deviation against 2.7.
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 MLKN over these 17 fiscal years — CODI led in 7 and MLKN 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 MLKN's over the 16 comparable fiscal years — 19.7 percentage points of standard deviation against 15.3.
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 MLKN over these 16 fiscal years — CODI led in 5 and MLKN in 11.
16 of 18 comparable fiscal years — a year missing data on either side is not counted.