CBRE Group Inc (CBRE) is overvalued and Compass Inc (COMP) is overvalued.
Both trade above our estimate of their intrinsic value. CBRE is the closer of the two: -25%, against -30% for COMP.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 9.9% (average of 3 methods) values the shares at $112.47; the price of $141.05 is 25% above that value, and 73% of that value comes from beyond year five.
Leak Score 44/100 on 10 of 12 signals
A 0.9x revenue multiple, discounted for its losses, values the shares at $7.43; the price of $9.67 is 30% above that value.
Leak Score 0/100 on 3 of 12 signals
| Metric | CBRE | COMP |
|---|---|---|
| Verdict | Overvalued | Overvalued |
| Price | $141.05 | $9.67 |
| Intrinsic value | $112.47 | $7.43 |
| Margin of safety | -25% | -30% |
| Leak Score | 44/100 (10/12) | 0/100 (3/12) |
| Market cap | $40.8B | $7.4B |
| Revenue growth, 5 years | 11.2% | 13.4% |
| Operating margin | 2.8% | -0.2% |
| Net margin | 3.0% | 0.6% |
| Return on equity | 15.6% | 3.6% |
| Debt to equity | 1.29 | 1.38 |
| P/E | 32.3x | 181.4x |
| Forward P/E | 15.7x | 37.4x |
| P/B | 4.9x | 2.5x |