Currently at all-time peak NRR of 118%.
Compass is above the Real Estate SaaS Public median by +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% - 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.
Contract shape and forward-booked revenue.
Logo flow per period (count-side complement to dollar-based NRR).
Revenue, ARR, and team-size denominators for the productivity ratios.
CS team segments: Strategic · Enterprise · Mid-Market · SMB
CSM model: account-named
Education programs: mandatory employee AI learning initiative
Computed from the data above. Shows where value comes from and where leakage hides.
Named CS initiatives across recent disclosures (newest first).
Integration of Anywhere Real Estate Inc. to expand global network and brand portfolio.
"On January 9, 2026, the Company completed its acquisition of Anywhere Real Estate Inc."
Closed the Anywhere Real Estate transaction to expand national presence and growth in franchise and title sectors.
"Early in 2026, we closed the Anywhere Real Estate transaction, significantly expanding our national presence"
Advanced the integration and expansion of the Christie’s International Real Estate affiliate business.
"During 2025, we also advanced key strategic initiatives, including the integration and expansion of the Christie’s"
A new end-to-end design and project management tool for agents to manage home renovations.
"Compass Makeroom, a new end-to-end design and project management tool"
Fully integrating AI into agent workflows for suggestion models and lead surfacing.
"we are fully integrating Compass AI 2.0 into their workflow to create an on-demand partner"
Embedding Rocket pre-qualification and listing Coming Soons on Redfin.
"moving forward with our digital mortgage partnership with Rocket Mortgage"
A three-year partnership providing 1.2 million leads and syndicating unique inventory to Redfin.com.
"The Rocket Redfin partnership we announced today stands up for home seller choice"
Initiative to identify operational efficiencies and automate workflows using AI.
"in the five short months since we rolled out an enterprise-wide AI learn effort at Compass"
Challenges acknowledged by management. Useful peer signals - your team is probably not alone.
Ongoing industry-wide antitrust class action litigation regarding real estate commissions.
"Ongoing industry antitrust class action litigation (including the antitrust lawsuits filed against us and Anywhere)"
Macroeconomic pressure from elevated interest rates impacting transaction volume.
"High mortgage interest rates; Low home inventory levels"
Elevated mortgage rates, affordability challenges, and constrained inventory levels in the residential market.
"market continued to face elevated mortgage rates, affordability challenges, and constrained inventory levels."
Significant percentage of attrition related to non-performing agents with zero or low GCI.
"attrition during the quarter... was really kind of underperforming or non-performing agents"
Restrictive rules forcing brokerages to make proprietary data public or face platform bans.
"the Zillow ban forces home sellers to give them their listings within 24 hours of publicly marketing a property"
Winter storms delaying closings and reducing mortgage applications in early 2026.
"observed softness in specific markets in January and particularly February due to the extreme winter weather"
Curated quotes about customer outcomes, retention, renewals.
"Compass will be known as the company that protected homeowner value by giving the playbook that homebuilders give to themselves to the individual seller of homes."
"Compass exists to make agents more successful. If we cannot make agents more successful, we have no reason to exist."
"The churn we saw in Q1 was right in line with our historical levels... Q1 is typically when we go through our renewal process."
"Our agents are our customers, and it's been a true honor to work for and serve our roughly 38,000 agents."
"The Compass platform hit a record 24 average weekly sessions per agent in Q2, representing 37% growth."
"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."
Side-by-side NRR, customer cohorts, commercial structure, and CS motion.
Compass appears on 5 of our retention leaderboards.
Free to embed on your blog or board deck. Includes a small backlink to cust.co.
Or grab the data: JSON API →
| Period | NRR | GRR | Source type | Filing |
|---|---|---|---|---|
| FY2025-Q4 | 118% | 94% | presentation-pdf | source ↗ |
Generate a live retention report against Compass and your full peer cell. Ungated. Downloadable as PDF.