Compass Minerals International Inc. (CMP) intrinsic value & 10-year financials
Compass Minerals International Inc. (CMP) has a Graham intrinsic value of $3.35 per share. At $22.26 on Oct 17, 2026, the stock trades 564% above that value. Over the last 10 fiscal years revenue grew 1.0% a year to $1.2B, with an average return on invested capital of 3.5%.
- Graham intrinsic value
- $3.35
- Share price (Oct 17, 2026)
- $22.26
- Price vs Graham value
- 564% above
- Market cap
- $931.1M
- Revenue (FY2025)
- $1.2B
- Revenue growth (10-yr CAGR)
- 1.0%
- ROIC (10-yr avg)
- 3.5%
- Free cash flow (FY2025)
- $128.0M
CMP 10-year financial history
| Fiscal year | Revenue | Net income | EPS (diluted) | Free cash flow | Operating margin | ROIC |
|---|---|---|---|---|---|---|
| FY2025 | $1.2B | -$79.8M | — | $128.0M | 2.0% | 2.3% |
| FY2024 | $1.1B | -$206.1M | -$4.99 | -$99.8M | -10.5% | -9.2% |
| FY2023 | $1.2B | $15.5M | $0.37 | -$48.3M | 6.6% | 3.1% |
| FY2022 | $1.2B | -$25.1M | -$0.74 | $23.8M | 3.4% | 1.7% |
| FY2021 | $1.1B | -$185.2M | -$5.48 | $55.6M | 9.3% | 7.2% |
| FY2020 | $1.4B | $59.5M | $1.72 | $90.3M | 10.2% | 6.6% |
| FY2019 | $1.5B | $62.5M | $1.81 | $61.5M | 11.0% | 6.5% |
| FY2018 | $1.5B | $68.8M | $2.02 | $93.9M | 8.7% | 5.9% |
| FY2017 | $1.4B | $42.7M | $1.25 | $32.8M | 11.7% | 4.0% |
| FY2016 | $1.1B | $162.7M | $4.79 | -$14.9M | 15.3% | 7.3% |
Source: annual 10-K filings on SEC EDGAR. Figures in USD.
Executive summary
COMPASS MINERALS INTERNATIONAL INC has demonstrated mature, steady growth, with revenue compounding at 1.0% annually over the past decade.
COMPASS MINERALS INTERNATIONAL INC has historically struggled to out-earn its cost of capital, averaging just 3.6% ROIC.
COMPASS MINERALS INTERNATIONAL INC has not shown aggressive share repurchases (>10% retirement) or a major balance-sheet leverage increase (>50% net debt growth) over the 10-year window.
Benjamin Graham lens
Under Benjamin Graham's formula using SEC EDGAR fundamentals, COMPASS MINERALS INTERNATIONAL INC is modeled at 1.0% normalized earnings growth with a 5.1% bond-yield adjustment. The resulting Graham intrinsic value estimate is $3.35 per share.