CODI vs SGI
Compass Diversified Holdings and Somnigroup International Inc., side by side — 10 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | CODI | SGI |
|---|---|---|
| Revenue | $1.9B | $7.5B |
| Net income | $-226.4M | $384.1M |
| Gross margin | 43.5% | 42.6% |
| Net margin | −15.7% | 5.2% |
| Return on equity | −40.4% | 20.9% |
| Diluted EPS | −$3.59 | $1.84 |
| Dividend / share | $0.50 | $0.60 |
| Payout ratio | · | 33.2% |
| Free cash flow | $-51.1M | $633.2M |
| Equity | $442.0M | · |
| Net debt / equity | 4.09× | 1.44× |
| Current ratio | 2.42× | 0.83× |
| Revenue CAGR 5y | 5.3% | 15.3% |
| Profit CAGR 5y | · | 1.9% |
SGI bills 4.0× 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 | SGI |
|---|---|---|
| FY2025 | $1.9B | $7.5B |
| FY2024 | $1.8B | $4.9B |
| FY2023 | $1.7B | $4.9B |
| FY2022 | $1.8B | $4.9B |
| FY2021 | $1.7B | $4.9B |
| FY2020 | $1.4B | $3.7B |
| FY2019 | $1.3B | $3.1B |
| FY2018 | $1.4B | $2.7B |
| FY2017 | $1.0B | $2.7B |
| FY2016 | $978.3M | $3.1B |
Bottom line
| Fiscal year | CODI | SGI |
|---|---|---|
| FY2025 | $-226.4M | $384.1M |
| FY2024 | $-208.9M | $384.3M |
| FY2023 | $108.6M | $368.1M |
| FY2022 | $-59.2M | $455.7M |
| FY2021 | $114.6M | $624.5M |
| FY2020 | $22.8M | $348.8M |
| FY2019 | $301.9M | $189.5M |
| FY2018 | $-5.7M | $100.5M |
| FY2017 | $28.0M | $151.4M |
| FY2016 | $54.7M | $190.6M |
17 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −$5,602,916,000 | SGI |
| FY2024 | −$3,142,887,000 | SGI |
| FY2023 | −$3,235,480,000 | SGI |
| FY2022 | −$3,164,391,000 | SGI |
| FY2021 | −$3,207,298,000 | SGI |
| FY2020 | −$2,229,258,000 | SGI |
| FY2019 | −$1,842,702,000 | SGI |
| FY2018 | −$1,345,580,000 | SGI |
| FY2017 | −$1,697,817,000 | SGI |
| FY2016 | −$2,101,391,000 | SGI |
| FY2015 | −$2,426,622,000 | SGI |
| FY2014 | −$2,353,125,000 | SGI |
| FY2013 | −$1,723,589,000 | SGI |
| FY2012 | −$518,179,000 | SGI |
| FY2011 | −$811,256,000 | SGI |
| FY2010 | −$600,741,000 | SGI |
| FY2009 | −$327,756,000 | SGI |
SGI 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 | −20.8 pp | SGI |
| FY2024 | −25.9 pp | SGI |
| FY2023 | −5.6 pp | SGI |
| FY2022 | −15.5 pp | SGI |
| FY2021 | −5.3 pp | SGI |
| FY2020 | −7.6 pp | SGI |
| FY2019 | +18.2 pp | CODI |
| FY2018 | −3.7 pp | SGI |
| FY2017 | −1.9 pp | SGI |
| FY2016 | −0.2 pp | SGI |
| FY2015 | +20.7 pp | CODI |
| FY2014 | +42.1 pp | CODI |
| FY2013 | +7.4 pp | CODI |
| FY2012 | −7.1 pp | SGI |
| FY2011 | −3.5 pp | SGI |
| FY2010 | −23.1 pp | SGI |
| FY2009 | −18.1 pp | SGI |
The higher net margin has changed hands between CODI and SGI 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 SGI's over the 17 comparable fiscal years — 15.2 percentage points of standard deviation against 3.8.
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 SGI over these 17 fiscal years — CODI led in 4 and SGI in 13.
17 of 18 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
SGI's return on equity has been more volatile than CODI's over the 12 comparable fiscal years — 107.0 percentage points of standard deviation against 22.4.
12 of 18 comparable fiscal years — a year missing data on either side is not counted.
Year by year
SGI led in return on equity in every one of the 12 comparable fiscal years — a structural lead, not a recent swing.
12 of 18 comparable fiscal years — a year missing data on either side is not counted.