Diverse PortfolioAnalyst is encouraged by Compass's diverse portfolio, history of strong capital allocation, and internal execution evidenced by its generation of 19% unlevered rate of returns on investments.
Financial FlexibilityFinancial leverage declined to 3.6x (or 3.4x net of one-time charges), indicating the company is comfortably leveraged with ample flexibility to pursue incremental M&A on an opportunistic basis.
Growth PerformanceRevenue and EBITDA growth accelerated in 4Q to 14% and 29% y/y, respectively, which was well-ahead of initial expectations.