Compass Minerals International, Inc. (CMP) AI Stock Analysis

Compass Minerals International, Inc. produces and distributes essential minerals primarily in the United States, Canada, and the United Kingdom. The company operates through two segments: Salt and Plant Nutrition. The Salt segment produces sodium chloride and magnesium chloride, offering rock salt, evaporated salt, brine, and flake magnesium chloride for road deicing, water treatment, industrial processes, and animal and human nutrition. It also processes potassium chloride and calcium chloride. The Plant Nutrition segment manufactures sulfate of potash specialty fertilizers under the Protassium+ brand for agricultural crops and turf products for golf courses and ornamental spaces, distributing through retailers and distributors.

Over five fiscal years from FY2020 to FY2025, revenue achieved a CAGR of 4.4%. Revenue rose from $836.2M in FY2021 to $1.25B in FY2022, before declining 3.3% in FY2023 to $1.20B and falling 7.2% in FY2024 to $1.12B. In FY2025, revenue rebounded 11.3% to $1.24B, while operating margin was 2.0% and net income was -$79.8M, compared to net income of $10.5M in FY2023 and -$206.1M in FY2024. Over the trailing twelve months, revenue reached $1.29B with an operating margin of 5.1% and a profit margin of 1.4%. In the latest quarter ended June 30, 2026, quarterly revenue grew 0.3% year-over-year, while quarterly earnings declined 91.7%.

As of June 30, 2026, Compass Minerals held $56.3M in cash and short-term investments against $728.1M in total debt, resulting in net debt of $671.8M. Shareholders' equity stood at $263.5M, yielding a debt-to-equity ratio of 2.76, while total assets were $1.35B and the current ratio was 2.01. In FY2025, operating cash flow was $197.7M, supporting capital expenditures of $69.7M and free cash flow of $128.0M. Cash used for share buybacks totaled $1.4M in FY2025, while share count expanded 23.9% over five years.

CMP closed at $22.26 on October 16, 2026, representing a market capitalization of $934.5M and an enterprise value of $1.69B. Compass Minerals trades at a trailing P/E of 53.0x and a forward P/E of 14.8x, compared to medians of 19.7x and 13.4x for its US-listed Basic Materials peers. Its EV/EBITDA multiple is 7.9x versus the peer median of 10.5x, and its price-to-sales ratio is 0.7x against the peer median of 1.8x. Over the past year, the stock gained 21.6%, exceeding the 16.8% return of the S&P 500, but its 5-year return of -68.8% lagged the S&P 500's 83.0% gain.

Among four covering analysts, Compass Minerals has 2 Strong Buy ratings, 0 Buy ratings, 1 Hold rating, and 1 Sell rating. The mean price target of $29.50 represents an upside of 32.5% from the last close of $22.26. For the fiscal year ending September 30, 2026, analysts estimate EPS of $0.89, representing growth of 286.3%, on revenue of $1.29B. For the next fiscal year, consensus estimates anticipate EPS of $1.26 and revenue of $1.33B. The company beat EPS estimates in 3 of the last 4 quarters.

This page is an AI-written research summary of Compass Minerals International, Inc. (CMP). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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