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Side-by-side financial comparison of Compass Diversified Holdings (CODI) and Royalty Pharma plc (RPRX). Click either name above to swap in a different company.
Royalty Pharma plc is the larger business by last-quarter revenue ($622.0M vs $468.6M, roughly 1.3× Compass Diversified Holdings). Royalty Pharma plc runs the higher net margin — 34.4% vs -16.8%, a 51.3% gap on every dollar of revenue. On growth, Royalty Pharma plc posted the faster year-over-year revenue change (4.8% vs -5.1%). Over the past eight quarters, Compass Diversified Holdings's revenue compounded faster (6.8% CAGR vs 4.6%).
Compass Diversified Holdings is a publicly traded holding firm that acquires and operates a diverse portfolio of middle-market businesses across sectors including consumer goods, industrial manufacturing, outdoor recreation, and food & beverage. It partners with portfolio company leadership teams to drive long-term operational growth and value creation, primarily serving North American markets.
Acceleron Pharma, Inc. is an American clinical stage biopharmaceutical company based in Cambridge, Massachusetts with a broad focus on developing medicines that regulate the transforming growth factor beta (TGF-β) superfamily of proteins, which play fundamental roles in the growth and repair of cells and tissues such as red blood cells, muscle, bone, and blood vessels.
CODI vs RPRX — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $468.6M | $622.0M |
| Net Profit | $-78.8M | $214.2M |
| Gross Margin | 43.1% | — |
| Operating Margin | 9.8% | 62.4% |
| Net Margin | -16.8% | 34.4% |
| Revenue YoY | -5.1% | 4.8% |
| Net Profit YoY | -14.4% | 2.9% |
| EPS (diluted) | $-0.91 | $0.49 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $468.6M | $622.0M | ||
| Q3 25 | $472.6M | $609.3M | ||
| Q2 25 | $478.7M | $578.7M | ||
| Q1 25 | $453.8M | $568.2M | ||
| Q4 24 | $493.9M | $593.6M | ||
| Q3 24 | $456.6M | $564.7M | ||
| Q2 24 | $426.7M | $537.3M | ||
| Q1 24 | $410.8M | $568.0M |
| Q4 25 | $-78.8M | $214.2M | ||
| Q3 25 | $-74.0M | $288.2M | ||
| Q2 25 | $-51.2M | $30.2M | ||
| Q1 25 | $-30.0M | $238.3M | ||
| Q4 24 | $-68.9M | $208.2M | ||
| Q3 24 | $-36.0M | $544.0M | ||
| Q2 24 | $-73.1M | $102.0M | ||
| Q1 24 | $-56.2M | $4.8M |
| Q4 25 | 43.1% | — | ||
| Q3 25 | 44.0% | — | ||
| Q2 25 | 43.6% | — | ||
| Q1 25 | 43.2% | — | ||
| Q4 24 | 38.6% | — | ||
| Q3 24 | 43.1% | — | ||
| Q2 24 | 44.1% | — | ||
| Q1 24 | 42.6% | — |
| Q4 25 | 9.8% | 62.4% | ||
| Q3 25 | -2.3% | 70.1% | ||
| Q2 25 | -5.7% | 36.3% | ||
| Q1 25 | 0.8% | 94.0% | ||
| Q4 24 | -3.8% | 60.9% | ||
| Q3 24 | 1.8% | — | ||
| Q2 24 | 1.8% | 50.2% | ||
| Q1 24 | -2.9% | -13.0% |
| Q4 25 | -16.8% | 34.4% | ||
| Q3 25 | -15.7% | 47.3% | ||
| Q2 25 | -10.7% | 5.2% | ||
| Q1 25 | -6.6% | 41.9% | ||
| Q4 24 | -13.9% | 35.1% | ||
| Q3 24 | -7.9% | 96.3% | ||
| Q2 24 | -17.1% | 19.0% | ||
| Q1 24 | -13.7% | 0.8% |
| Q4 25 | $-0.91 | $0.49 | ||
| Q3 25 | $-1.21 | $0.67 | ||
| Q2 25 | $-0.88 | $0.07 | ||
| Q1 25 | $-0.59 | $0.55 | ||
| Q4 24 | $-0.57 | $0.46 | ||
| Q3 24 | $-0.62 | $1.21 | ||
| Q2 24 | $-1.12 | $0.23 | ||
| Q1 24 | $-1.52 | $0.01 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $68.0M | $618.7M |
| Total DebtLower is stronger | $1.9B | $9.0B |
| Stockholders' EquityBook value | $442.0M | $9.7B |
| Total Assets | $3.0B | $19.6B |
| Debt / EquityLower = less leverage | 4.25× | 0.92× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $68.0M | $618.7M | ||
| Q3 25 | $61.1M | $938.9M | ||
| Q2 25 | $73.8M | $631.9M | ||
| Q1 25 | $146.2M | $1.1B | ||
| Q4 24 | $59.7M | $929.0M | ||
| Q3 24 | $64.9M | $950.1M | ||
| Q2 24 | $61.5M | $1.8B | ||
| Q1 24 | $59.5M | $843.0M |
| Q4 25 | $1.9B | $9.0B | ||
| Q3 25 | $1.9B | $8.9B | ||
| Q2 25 | $1.9B | $8.0B | ||
| Q1 25 | $1.9B | $7.6B | ||
| Q4 24 | $1.8B | $7.6B | ||
| Q3 24 | $1.8B | $7.6B | ||
| Q2 24 | $1.7B | $7.6B | ||
| Q1 24 | $1.7B | $6.1B |
| Q4 25 | $442.0M | $9.7B | ||
| Q3 25 | $519.2M | $9.6B | ||
| Q2 25 | $601.9M | $9.5B | ||
| Q1 25 | $680.7M | $9.8B | ||
| Q4 24 | $678.6M | $10.3B | ||
| Q3 24 | $672.2M | $10.3B | ||
| Q2 24 | $711.3M | $9.8B | ||
| Q1 24 | $799.7M | $9.9B |
| Q4 25 | $3.0B | $19.6B | ||
| Q3 25 | $3.2B | $19.3B | ||
| Q2 25 | $3.3B | $18.3B | ||
| Q1 25 | $3.4B | $17.6B | ||
| Q4 24 | $3.3B | $18.2B | ||
| Q3 24 | $3.3B | $18.0B | ||
| Q2 24 | $3.2B | $17.7B | ||
| Q1 24 | $3.3B | $16.1B |
| Q4 25 | 4.25× | 0.92× | ||
| Q3 25 | 3.62× | 0.93× | ||
| Q2 25 | 3.09× | 0.84× | ||
| Q1 25 | 2.73× | 0.78× | ||
| Q4 24 | 2.61× | 0.74× | ||
| Q3 24 | 2.64× | 0.74× | ||
| Q2 24 | 2.42× | 0.78× | ||
| Q1 24 | 2.15× | 0.62× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $47.0M | $827.1M |
| Free Cash FlowOCF − Capex | $36.9M | — |
| FCF MarginFCF / Revenue | 7.9% | — |
| Capex IntensityCapex / Revenue | 2.2% | — |
| Cash ConversionOCF / Net Profit | — | 3.86× |
| TTM Free Cash FlowTrailing 4 quarters | $-51.1M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $47.0M | $827.1M | ||
| Q3 25 | $10.7M | $702.6M | ||
| Q2 25 | $-35.2M | $364.0M | ||
| Q1 25 | $-29.3M | $596.1M | ||
| Q4 24 | $-16.1M | $742.5M | ||
| Q3 24 | $-48.4M | $703.6M | ||
| Q2 24 | $-61.3M | $658.2M | ||
| Q1 24 | $-25.4M | $664.6M |
| Q4 25 | $36.9M | — | ||
| Q3 25 | $481.0K | — | ||
| Q2 25 | $-46.0M | — | ||
| Q1 25 | $-42.4M | — | ||
| Q4 24 | $-39.0M | — | ||
| Q3 24 | $-63.5M | — | ||
| Q2 24 | $-72.2M | — | ||
| Q1 24 | $-33.1M | — |
| Q4 25 | 7.9% | — | ||
| Q3 25 | 0.1% | — | ||
| Q2 25 | -9.6% | — | ||
| Q1 25 | -9.4% | — | ||
| Q4 24 | -7.9% | — | ||
| Q3 24 | -13.9% | — | ||
| Q2 24 | -16.9% | — | ||
| Q1 24 | -8.1% | — |
| Q4 25 | 2.2% | — | ||
| Q3 25 | 2.2% | — | ||
| Q2 25 | 2.3% | — | ||
| Q1 25 | 2.9% | — | ||
| Q4 24 | 4.6% | — | ||
| Q3 24 | 3.3% | — | ||
| Q2 24 | 2.6% | — | ||
| Q1 24 | 1.9% | — |
| Q4 25 | — | 3.86× | ||
| Q3 25 | — | 2.44× | ||
| Q2 25 | — | 12.06× | ||
| Q1 25 | — | 2.50× | ||
| Q4 24 | — | 3.57× | ||
| Q3 24 | — | 1.29× | ||
| Q2 24 | — | 6.45× | ||
| Q1 24 | — | 139.10× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CODI
| Other | $119.5M | 26% |
| A5.11Tactical | $113.9M | 24% |
| Sterno Products | $85.9M | 18% |
| Altor | $60.8M | 13% |
| The Honey Pot | $36.0M | 8% |
| Arnold | $25.4M | 5% |
| Velocity Outdoor | $18.7M | 4% |
| Lugano | $8.3M | 2% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
