D/B/A Compass Diversified (CODI) vs H. B. Fuller (FUL)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
D/B/A Compass Diversified (CODI) has outperformed H. B. Fuller (FUL) over the past year, gaining 67.0% versus a loss of 16.5%. Over five years, FUL leads with a -26.2% price change compared with -63.7% for CODI. H. B. Fuller is the larger company by market cap ($2.72 billion vs $821.6 million), about 3.3 times the size.
On valuation, H. B. Fuller trades at a lower forward P/E (9.7x vs 17.0x for D/B/A Compass Diversified). H. B. Fuller pays a dividend yielding 1.90%, while D/B/A Compass Diversified does not currently pay one.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | CODI | FUL |
|---|---|---|
| Share price | $10.92 | $50.44 |
| Market cap | $821.58M | $2.72B |
| 1-day change | -0.36% | +1.06% |
| YTD return | +127.50% | -15.17% |
| 1-year return | +66.97% | -16.50% |
| 5-year return | -63.72% | -26.19% |
| P/E ratio (TTM) | — | 14.05 |
| Forward P/E | 16.96 | 9.74 |
| EPS (TTM) | $-2.12 | $3.59 |
| Dividend yield | 0.00% | 1.90% |
| Annual dividend | $0.00 | $0.96 |
| Revenue (latest FY) | — | $3.47B |
| Revenue growth (YoY) | — | -2.67% |
| Net income (latest FY) | — | $151.97M |
| Gross margin | — | 31.11% |
| Net margin | — | 4.37% |
| 52-week high | $13.25 | $68.63 |
| 52-week low | $4.58 | $46.70 |
| Distance from 52-week high | -17.58% | -26.50% |
| Analyst consensus | buy | strong_buy |
| Avg. price target upside | +55.68% | +35.39% |
| Average volume | 654.09K | 776.11K |
| Shares outstanding | 75.24M | 53.83M |
| Employees | 4,069 | 7,100 |
| Sector | Consumer Discretionary | Industrials |
| Industry | Home Furnishings | Home Furnishings |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- H. B. Fuller is about 3.3 times larger than D/B/A Compass Diversified by market value ($2.72B vs $821.58M).
- CODI has outperformed FUL by 83.5 percentage points over the past year.
- H. B. Fuller offers a meaningfully higher dividend yield (1.90% vs 0.00%).
- The two companies sit in different sectors: D/B/A Compass Diversified in Consumer Discretionary and H. B. Fuller in Industrials.
About D/B/A Compass Diversified
CODI stock →Compass Diversified is a private equity firm specializing in add on acquisitions, buyouts, industry consolidation, recapitalization, late stage, and middle market investments. It seeks to invest in leading industrial or branded consumer companies, textiles, Apparel and Luxury goods, trading companies and distributors, manufacturing, distribution, consumer discretionary, commercial services and supplies, consumer products, capital good, Leisure Product, consumer service, consumer staples, household durables, business services sector, infrastructure healthcare, safety & security, electronic components, food, and foodservice.
Consumer Discretionary · Home Furnishings · 4,069 employees
About H. B. Fuller
FUL stock →H.B. Fuller Company, together with its subsidiaries, formulates, manufactures, and markets adhesives, sealants, coatings, polymers, tapes, encapsulants, additives, and other specialty chemical products.
Industrials · Home Furnishings · 7,100 employees
CODI vs FUL FAQ
Which is bigger, D/B/A Compass Diversified or H. B. Fuller?
H. B. Fuller (FUL) is larger, with a market capitalization of $2.72B compared with $821.58M for D/B/A Compass Diversified (CODI).
Which stock has performed better over the past year, CODI or FUL?
CODI returned +66.97% over the past 12 months, compared with -16.50% for FUL (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, D/B/A Compass Diversified or H. B. Fuller?
H. B. Fuller pays a dividend yielding 1.90%, while D/B/A Compass Diversified does not currently pay a regular dividend.
Are D/B/A Compass Diversified and H. B. Fuller in the same industry?
Yes. Both are classified in the Home Furnishings industry within the Consumer Discretionary sector.