CODI (Compass Diversified Holdings) Tariff Resilience Score: 7/10 (As of Jul. 06, 2026)


CODI Compass Diversified Holdings CODI
56 GF Score
Price $10.40
GF Value $20.95
Valuation Possible Value Trap
! 6 Warning Signs
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What is Compass Diversified Holdings Tariff Resilience Score?

Compass Diversified Holdings CODI -1.98% 56 Tariff Resilience Score is 7 as of Jul. 06, 2026. GuruFocus rates CODI with a GF Score™ of 56/100 and a GF Value™ of $20.95 (Possible Value Trap). The stock has 6 warning signs investors should review. Among 623 Conglomerates companies, Compass Diversified Holdings ranks better than 99.36% on this metric.

Compass Diversified Holdings has the Tariff Resilience Score of 7, which implies that the company might have Highly Resilient.

Compass Diversified Holdings has Diversified portfolio reduces overall tariff risk. Some subsidiaries may face exposure, but overall impact is mitigated by varied industries and strong domestic market presence.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Compass Diversified Holdings might have Highly Resilient.

Compass Diversified Holdings  (NYSE:CODI) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Compass Diversified Holdings Tariff Resilience Score Related Terms

CODI vs FBYD, MATW, FIP: Tariff Resilience Score Comparison

For the Conglomerates subindustry, Compass Diversified Holdings's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Compass Diversified Holdings Tariff Resilience Score vs Conglomerates Industry

For the Conglomerates industry and Industrials sector, Compass Diversified Holdings's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Compass Diversified Holdings's Tariff Resilience Score falls into.


CODI
56GF Score
Compass Diversified Holdings CODI
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 7 mean?
Compass Diversified Holdings (CODI) has a Tariff Resilience Score of 7 as of Jul. 06, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Compass Diversified Holdings ranks #4 out of 623 companies in the Conglomerates industry, placing it in the top 0.59999999999999%.
Is Compass Diversified Holdings' Tariff Resilience Score too high?
Compass Diversified Holdings' current Tariff Resilience Score is 7. Based on the distribution chart, Compass Diversified Holdings ranks #4 out of 623 companies in the Conglomerates industry, which is in the top quartile — a strong position relative to peers. Overall, Compass Diversified Holdings has a GF Score™ of 56/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Compass Diversified Holdings' Tariff Resilience Score compare to FBYD and MATW?
According to the Conglomerates industry distribution chart, Compass Diversified Holdings ranks #4 out of 623 companies for Tariff Resilience Score. This places Compass Diversified Holdings in the top 1% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Conglomerates company?
A good Tariff Resilience Score depends on the Conglomerates industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Compass Diversified Holdings's current Tariff Resilience Score is 7. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Compass Diversified Holdings stock overvalued right now?
Based on GuruFocus' analysis, Compass Diversified Holdings (CODI) is currently considered Possible Value Trap. The stock's GF Value™ is $20.95, compared to a current price of $10.40 — trading 50.4% below its estimated fair value. The current Tariff Resilience Score is 7. Compass Diversified Holdings' overall GF Score™ is 56/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Compass Diversified Holdings (CODI), the current Tariff Resilience Score is 7 as of Jul. 06, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Compass Diversified Holdings (CODI) Overvalued in 2026?

Based on GuruFocus' analysis, Compass Diversified Holdings stock appears to be undervalued. The current stock price of $10.40 is trading 50.4% below its estimated GF Value™ of $20.95. GuruFocus considers Compass Diversified Holdings to be Possible Value Trap.

Key valuation signals for CODI:

  • Tariff Resilience Score: 7
  • GF Value™: $20.95 vs. price of $10.40 (50.4% below fair value)
  • GF Score™: 56/100 with 6 warning signs

No single metric tells the full story. See the CODI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Compass Diversified Holdings Business Description

Address 301 Riverside Avenue, Second Floor, Westport, CT, USA, 06880
Compass Diversified Holdings is a diversified business conglomerate based in the United States having two groups: branded consumer business and industrial business. Branded consumer businesses are characterized as those businesses that capitalize on a valuable brand name in their respective market sector. It includes 5.11, Ergobaby, Liberty Safe, and Velocity Outdoor. Industrial businesses are characterized as those businesses that focus on manufacturing and selling particular products and industrial services within a specific market sector. The company has operations in the United States, Canada, Europe, Asia Pacific, and other International areas.
56GF Score

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Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$10.40
Price
$20.95
GF Value