Is Compass Point a reliable analyst?

In short — Over 1 year, 65.7% of Compass Point's targets proved profitable, for an average gain of +15.2% per call (all calls, winners and losers) — i.e. +3.7% vs its sector, across 70 timestamped calls replayed against real prices. JPI verdict: fairly reliable. An analyst can be good in one sector and poor in another — details below.

65.7%profitable calls

+15.2%avg gain / call

+3.7%vs sector

70scored calls

In which sectors is Compass Point reliable?

Sector

Calls

% profitable

Avg gain 2015+

Avg gain 2020+

Last 12 months

▸ Finance

72.5%

+20.6%

+24.7%

+19.5% (6)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
MA	▲ Buy	Jan 13, 26	Jan 13, 27	$544.99	🎯$735	$531.62	+35%	-2% so far
COIN	▼ Sell	Dec 15, 25	Dec 15, 26	$252.61	🎯$230	$163.51	-9%	-35% so far
JKHY	▲ Buy	Nov 6, 25	Nov 6, 26	$163.08	🎯$187	$146.71	+15%	-10% so far
COIN	▼ Sell	Oct 20, 25	Oct 20, 26	$338.62	🎯$277	$163.51	-18%	-52% so far
XYZ	▼ Sell	Aug 8, 25	Aug 8, 26	$73.03	🎯$65	$77.56	-11%	+6% so far
COIN	▼ Sell	Aug 4, 25	Aug 4, 26	$318.17	🎯$248	$163.51	-22%	-49% so far
XYZ	▲ Buy	Jul 2, 25	Jul 2, 26	$69.22	🎯$80	$78.91	+16%	+13.9%
HOOD	▲ Buy	Jun 27, 25	Jun 27, 26	$93.63	🎯$96	$102.06	+3%	+8.8%

Sample (2 recent finished + 6 in progress) of 51 calls.

▸ Real estate

53.3%

+0.5%

-1.9%

+30.9% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
HST	▲ Buy	Nov 7, 25	Nov 7, 26	$17.84	🎯$22	$23.35	+23%	+31% so far
BXP	▲ Buy	Nov 14, 24	Nov 14, 25	$79.47	🎯$88	$70.73	+11%	-11.1%
HST	▲ Buy	Oct 17, 24	Oct 17, 25	$18.04	🎯$22	$16.24	+22%	-9.8%
REG	▲ Buy	Sep 10, 24	Sep 10, 25	$74.43	🎯$80	$72.2	+7%	-2.9%
KIM	▲ Buy	Sep 10, 24	Sep 10, 25	$23.49	🎯$28	$22.55	+19%	-4.4%
REG	▲ Buy	Nov 30, 23	Nov 29, 24	$62.78	🎯$72	$75.34	+15%	+20.4%
KIM	▲ Buy	Aug 29, 23	Aug 28, 24	$18.99	🎯$22	$22.98	+16%	+21.2%
KIM	▲ Buy	Aug 28, 23	Aug 27, 24	$18.85	🎯$22	$23.19	+17%	+22.9%

Sample (7 recent finished + 1 in progress) of 15 calls.

The stocks Compass Point covers (track record per stock)

Stock

Calls

% profitable

Avg gain 2015+

Avg gain 2020+

Last 12 months

▸ COIN Coinbase

80%

+72.5%

+45.2% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
COIN	▼ Sell	Dec 15, 25	Dec 15, 26	$252.61	🎯$230	$163.51	-9%	-35% so far
COIN	▼ Sell	Oct 20, 25	Oct 20, 26	$338.62	🎯$277	$163.51	-18%	-52% so far
COIN	▼ Sell	Aug 4, 25	Aug 4, 26	$318.17	🎯$248	$163.51	-22%	-49% so far
COIN	▼ Sell	Apr 28, 25	Apr 28, 26	$205.27	🎯$180	$195.01	-12%	+5.4%
COIN	▲ Buy	Aug 6, 24	Aug 6, 25	$194.17	🎯$295	$302.91	+52%	+56.4%
COIN	▲ Buy	Apr 17, 24	Apr 17, 25	$218.08	🎯$325	$174.46	+49%	-19.7%
COIN	▲ Buy	Jul 19, 23	Jul 18, 24	$101.26	🎯$145	$258.21	+43%	+154.6%
COIN	▲ Buy	Feb 17, 23	Feb 17, 24	$65.2	🎯$100	$173.43	+53%	+165.8%

▸ TFC Truist Financial

60%

+30.6%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TFC	▲ Buy	Dec 10, 24	Dec 10, 25	$45.66	🎯$56	$49.77	+23%	+8.9%
TFC	▲ Buy	Apr 23, 24	Apr 23, 25	$38.79	🎯$42	$38.01	+8%	-2.3%
TFC	▲ Buy	May 18, 21	May 18, 22	$61.19	🎯$67	$46.5	+9%	-24.2%
TFC	▲ Buy	May 13, 20	May 13, 21	$31.63	🎯$41	$60.73	+30%	+91.5%
TFC	▲ Buy	Apr 14, 20	Apr 14, 21	$33.36	🎯$40	$59.71	+20%	+78.9%

▸ SYF Synchrony Financial

100%

+28.4%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
SYF	▲ Buy	Dec 10, 24	Dec 10, 25	$68.53	🎯$77	$85.66	+12%	+25%
SYF	▲ Buy	Oct 16, 24	Oct 16, 25	$56.7	🎯$60	$71.44	+6%	+26.1%
SYF	▲ Buy	Jul 16, 24	Jul 16, 25	$51.71	🎯$56	$69.29	+8%	+34%

▸ REG Regency Centers

75%

+26.5%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
REG	▲ Buy	Sep 10, 24	Sep 10, 25	$74.43	🎯$80	$72.2	+7%	-2.9%
REG	▲ Buy	Nov 30, 23	Nov 29, 24	$62.78	🎯$72	$75.34	+15%	+20.4%
REG	▲ Buy	Jan 25, 21	Jan 25, 22	$47.7	🎯$54	$70.6	+13%	+48.3%
REG	▲ Buy	Mar 27, 20	Mar 27, 21	$40.49	🎯$60	$56.69	+48%	+40.2%

▸ PYPL PayPal

66.7%

+41.4%

+20.3%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
PYPL	▼ Sell	Apr 23, 25	Apr 23, 26	$62.46	🎯$56	$49.97	-10%	+20.4%
PYPL	▲ Buy	Dec 5, 19	Dec 4, 20	$104.59	🎯$120	$217.55	+15%	+108.2%
PYPL	▲ Buy	Jul 31, 15	Jul 30, 16	$38.7	🎯$54	$37.15	+40%	-4.2%

▸ KIM Kimco Realty

60%

-11.9%

-23.2%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
KIM	▲ Buy	Sep 10, 24	Sep 10, 25	$23.49	🎯$28	$22.55	+19%	-4.4%
KIM	▲ Buy	Aug 29, 23	Aug 28, 24	$18.99	🎯$22	$22.98	+16%	+21.2%
KIM	▲ Buy	Aug 28, 23	Aug 27, 24	$18.85	🎯$22	$23.19	+17%	+22.9%
KIM	▼ Sell	Apr 16, 20	Apr 16, 21	$8.48	—	$19.76	—	-132.5%
KIM	▼ Sell	Sep 4, 19	Sep 3, 20	$18.82	🎯$17.75	$12.42	-6%	+33.5%

▸ FIS Fidelity National Information Services

33.3%

-12.3%

-31.3%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
FIS	▲ Buy	Feb 12, 25	Feb 12, 26	$72.58	🎯$113	$47.18	+56%	-35.3%
FIS	▲ Buy	Nov 20, 24	Nov 20, 25	$85.9	🎯$126	$62.71	+47%	-27.4%
FIS	▲ Buy	Apr 15, 16	Apr 15, 17	$64.06	🎯$72	$80.72	+12%	+25.9%

% profitable = share of its calls that made money (1 year). Avg gain / call = average absolute gain per call (winners and losers). Point-in-time, S&P 500 backtest.