Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

CODI Relative to the S&P 500

CODI Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the Compass Diversified Holdings (NYSE:CODI) seasonal charts above shows that a Buy Date of July 29 and a Sell Date of October 18 has resulted in a geometric average return of 5.06% above the benchmark rate of the S&P 500 Total Return Index over the past 19 years. This seasonal timeframe has shown positive results compared to the benchmark in 15 of those periods. This is a good rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 19 years by an average of 13.73% per year.

The seasonal timeframe correlates Poorly with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

Compass Diversified Holdings, a traded fund in New York Stock Exchange, seeks investment opportunities in small and middle-market companies located in North America with an enterprise value of USD 10-100 million and an annual EBITDA of at least USD 20 million. The fund targets companies operating in industrial and branded consumer sectors. It provides financing for acquisitions, buyouts, and later-stage capital requirements with transaction size ranging from USD 200-800 million utilizing debt and equity. It takes controlling interests and makes investments in public companies.

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Stocks mentioned in this post: CODI