Currently at all-time peak NRR of 118.0%.
Compass is above the Real Estate SaaS Public median by +0.0pp (cell median: 118%)
Compass (COMP) is a real estate saas company at the public stage. As of its most recent disclosure (FY2025-Q4), Compass reported a Net Revenue Retention rate of 118.0% - a strong result for B2B SaaS at this segment.
Compass is currently at or near its all-time NRR peak.
Within its peer set (real estate saas companies at public stage in the $5k-$25k acv band), Compass's NRR is roughly in line with the cell median of 118%. Compare against the full peer cell aggregate for distribution and top performers.
CS team segments: Principal Agents · Boutique Brokerages (Walkovers)
CSM model: account-named
Education programs: Fall Adoption Efforts
Computed from the data above. Shows where value comes from and where leakage hides.
Named CS initiatives across recent disclosures (newest first).
Integration and expansion of the Christie’s International Real Estate affiliate business.
"advanced key strategic initiatives, including the integration and expansion of the Christie’s International Real Estate"
Closed the Anywhere Real Estate transaction, expanding national presence in franchise and title sectors.
"Early in 2026, we closed the Anywhere Real Estate transaction, significantly expanding our national presence"
Fully integrating AI into agent workflows to unearth business opportunities and streamline tasks.
"we are fully integrating Compass AI 2.0 into their workflow to create an on-demand partner"
Launching Coming Soon listings on Redfin to drive buyer inquiries back to listing agents.
"Compass 3-phase marketing option with the Coming Soon phase also being on Redfin"
Agentic AI initiative to automate administrative work and redefine agent productivity.
"In Q3, we completed an alpha that included hundreds of real estate professionals who tested Compass AI"
Transformational merger to create a premier platform and drive $300M+ in net cost synergies.
"I am personally committing today that we will deliver more than $300 million in net cost synergies"
Integration of title and escrow services directly into the agent workflow to drive attach rates.
"for users of our one-click title feature that goes through our platform, we are seeing attach rates closer to 75%."
Challenges acknowledged by management. Useful peer signals — your team is probably not alone.
Elevated mortgage rates, affordability challenges, and constrained inventory levels.
"residential real estate market continued to face elevated mortgage rates, affordability challenges"
Complexity of integrating Anywhere's legacy reports and technology onto a single platform.
"identified over 6,000 legacy reports and have already deprecated over half of them"
Operating in a difficult macro environment for residential real estate transactions.
"In what remains a trough-level housing market, I am pleased to share that the Compass team produced the strongest Q3"
High interest rates and low inventory creating a difficult environment for transactions.
"Thank you for joining us today for our second quarter conference call in what remains a trough level housing market."
Third-party platforms restricting how agents market listings, creating friction in the agent-client relationship.
"The purpose of control is to get the homeowners' listings from agents for free and to monetize those listings"
Curated quotes about customer outcomes, retention, renewals.
"The Compass platform hit a record 24 average weekly sessions per agent in Q2, representing 37% growth compared to Q2."
"Our agents are our customers, and it's been a true honor to work for and serve our roughly 38,000 agents."
"The only reason Compass exists is to support the real estate agent. If we can't help real estate agents create more success, we have no reason to exist."
"Our customers are agents... this allows being able to support different brands allows us to serve more agents."
"we are focused on capturing planned synergies, operating with discipline, and ensuring a seamless experience for real estate professionals and their clients"
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| Period | NRR | GRR | Source type | Filing |
|---|---|---|---|---|
| FY2025-Q4 | 118.0% | 94.0% | presentation-pdf | source ↗ |
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