CNTM vs BBAI vs BKSY Stock Comparison

ConnectM Technology Solutions, BigBear.ai Holdings and BlackSky Technology Prices as of Nov 5, 2026 Peers: Industry group
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Head to Head

8 decided of 12

BlackSky Technology leads on 4 of the 12 questions below (BlackSky Technology 4, BigBear.ai Holdings 2, ConnectM Technology Solutions 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionCNTMBBAIBKSYLeader
Larger companyMarket capitalisation $22.62M $1.07B $785.87M BBAI
Cheaper on earningsLower P/E, profitable companies only 179.9x -5.9x -23.7x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS — — — –
Faster revenue growthRevenue growth, trailing twelve months +24.4% -1.5% +29.9% BKSY
More profitableNet margin, trailing twelve months 0.3% -126.8% -24.9% CNTM
Better return on capitalReturn on invested capital — -28.0% -6.9% BKSY
Less leveragedLower net debt / EBITDA -1.4x 1.3x 2.0x CNTM
Higher dividend yieldTrailing dividend yield — — — –
Better 1-year returnPrice return, last 12 months -55.8% -63.6% +1.8% BKSY
Better 5-year returnAnnualised price return, 5 years — — -25.7%/yr –
Less volatileAnnualised volatility, 1 year 128.7% 77.8% 101.0% BBAI
Higher overall scoreMean of the five percentile scores vs peers 33/100 36/100 49/100 BKSY

Percentile Scorecard

CNTMBBAIBKSY

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisCNTMBBAIBKSY
Valuation 44 #70 of 124 25 #93 of 124 43 #71 of 124
Growth 35 #74 of 114 11 #102 of 114 72 #33 of 114
Profitability 41 #66 of 111 21 #88 of 111 44 #63 of 111
Financial Health 12 #113 of 128 83 #23 of 128 48 #67 of 128
Shareholder Returns – 40 #45 of 74 38 #46 of 74
Overall 33 36 49
  • CNTM ranked among 136 companies in Infrastructure Software
  • BBAI ranked among 136 companies in Infrastructure Software
  • BKSY ranked among 136 companies in Infrastructure Software

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodCNTMBBAIBKSYSPY
1 month +2.6%-13.9%-15.6% -5.9%
3 months -23.8%-25.9%-31.3% -4.6%
6 months -33.3%-46.5%-40.7% +0.2%
Year to date -69.5%-58.7%+2.0% +7.5%
1 year -55.8%-63.6%+1.8% +8.2%
3 years -98.8%+51.7%+119.3% +68.3%
3 years, per year -77.3%+14.9%+29.9% +19.0%
5 years ——-77.4% +56.5%
5 years, per year ——-25.7% +9.4%

Risk

MeasureCNTMBBAIBKSYSPY
Volatility, 1Y 128.7%77.8%101.0% 13.6%
Downside volatility, 1Y 129.7%72.7%99.8% 14.2%
Beta vs S&P 500, 1Y 0.023.122.35 1.00
Return / volatility, 1Y -0.43-0.820.02 0.60
Max drawdown, 5Y -100.0%-95.0%-95.1% -25.4%
From 52-week high -75.0%-68.9%-63.0% -5.9%
52-week high $16.00$7.17$51.63 $779.14
52-week low $3.90$2.12$13.14 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleCNTMBBAIBKSY
P/E now vs peer median 179.9xmedian 39.4x -5.9xmedian 39.4x -23.7xmedian 39.4x
P/S now vs peer median 0.6xmedian 4.0x 7.5xmedian 4.0x 5.9xmedian 4.0x
EV/EBITDA now vs peer median -3.6xmedian 34.1x -3.9xmedian 34.1x 219.2xmedian 34.1x
P/FCF now vs peer median -2.2xmedian 22.7x -14.7xmedian 22.7x -11.1xmedian 22.7x
P/B now vs peer median 1.4xmedian 2.9x 1.6xmedian 2.9x 3.3xmedian 2.9x
PEG now vs peer median 6.91median 1.32 -1.53median 1.32 -0.58median 1.32

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsCNTMBBAIBKSY
Revenue $36.27M $142.07M $132.15M
Gross profit $10.15M $42.91M $97.05M
Operating income -$12.13M -$233.30M -$30.09M
Net income $406.61K -$180.20M -$32.85M
Free cash flow -$10.07M -$72.72M -$70.84M
R&D – $23.30M $1.06M
EPS (diluted) $0.00 $-0.38 $-0.76
Cash & equivalents $2.39M $77.11M $27.42M
Total debt $16.48M $16.69M $219.87M
Shares (diluted) 72.32M 480.32M 43.28M
Enterprise value $12.81M -$170.60M $98.93M

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricCNTMBBAIBKSY
P/E 179.9x -5.9x -23.7x
P/FCF -2.2x -14.7x -11.1x
P/Operating cash flow -2.2x -15.0x -67.5x
P/S 0.6x 7.5x 5.9x
P/B 1.4x 1.6x 3.3x
P/Tangible book 1.6x 1.9x 3.4x
EV/EBITDA -3.6x -3.9x 219.2x
EV/EBIT -3.0x -3.4x -26.4x
EV/Revenue 1.0x 5.6x 6.0x
EV/FCF -3.6x -11.0x -11.2x
EV/Operating cash flow -3.6x -11.2x -68.1x
PEG (3Y EPS CAGR) 6.91 -1.53 -0.58

Growth

14 metrics
MetricCNTMBBAIBKSY
Revenue growth (1Y) 24.4% -1.5% 29.9%
Revenue CAGR (3Y) – -2.9% 19.0%
Gross profit growth (1Y) 22.7% 9.1% 40.2%
Gross profit CAGR (3Y) – 2.9% 25.3%
Operating income growth (1Y) 22.0% -64.9% 38.4%
Operating income CAGR (3Y) -61.0% -60.1% 24.4%
Net income growth (1Y) 101.4% 57.7% 63.0%
Net income CAGR (3Y) 26.9% -39.3% 20.3%
EPS growth (1Y) 100.3% 60.6% 69.9%
EPS CAGR (3Y) 26.0% 3.9% 41.2%
Operating cash flow growth (1Y) -28.3% -105.0% 44.0%
Operating cash flow CAGR (3Y) -119.8% -35.5% 17.6%
Free cash flow growth (1Y) -28.0% -105.6% -10.3%
Free cash flow CAGR (3Y) -119.8% -36.2% -2.1%

Profitability

14 metrics
MetricCNTMBBAIBKSY
Gross margin 28.0% 30.2% 73.4%
EBITDA margin -28.0% -145.2% 2.7%
Operating margin -33.5% -164.2% -22.8%
Pretax margin -40.1% -142.6% -24.8%
Net margin 0.3% -126.8% -24.9%
FCF margin -27.8% -51.2% -53.6%
Operating cash flow margin -27.8% -50.4% -8.8%
Return on equity 4.6% -24.8% -14.7%
Return on assets 0.9% -22.5% -6.3%
Return on invested capital – -28.0% -6.9%
Return on capital employed -119.2% -32.0% -6.5%
Asset turnover 0.8x 0.2x 0.3x
Cash conversion (OCF / net income) -24.8x 0.4x 0.4x
Stock comp / revenue 3.5% 13.4% 13.1%

Financial Health

11 metrics
MetricCNTMBBAIBKSY
Debt / assets 31.1% 2.2% 41.8%
Debt / equity 1.0x 0.0x 0.9x
Net debt / EBITDA -1.4x 1.3x 2.0x
Debt / FCF -1.6x -0.2x -3.1x
Liabilities / assets 70.1% 10.1% 55.3%
Equity / assets 29.9% 89.9% 44.7%
Interest coverage -5.7x -47.5x -1.9x
Current ratio 0.2x 4.9x 5.3x
Quick ratio 0.1x 4.6x 4.7x
Cash ratio 0.1x 4.0x 3.8x
Altman Z-score -1.86 6.11 0.21

Shareholder Returns

7 metrics
MetricCNTMBBAIBKSY
Dividend yield – – –
Net buyback yield – -0.3% -0.4%
Shareholder yield – -0.3% -0.4%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusCNTMBBAIBKSY
EPS, next fiscal year $-3.87FY2026 $-0.40FY2026 $-1.43FY2026
Revenue, next fiscal year $76.76MFY2026 $149.80MFY2026 $136.05MFY2026
Revenue growth, next FY +114.2%FY2026 +17.3%FY2026 +27.6%FY2026
Revenue growth, the year after +15.7% +23.8% +48.6%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersCNTMBBAIBKSY
Held by institutions – 39.1% 77.7%
Institutions holding – 328 228
Change in shares held, QoQ – +1.0% +33.1%
Institutions buying – 185 153
Institutions selling – 90 46
Buyers to sellers – 2.06 3.33

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

CNTMBBAIBKSY
CNTM 1.00 0.02 -0.07
BBAI 0.02 1.00 0.45
BKSY -0.07 0.45 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, CNTM, BBAI and BKSY?

BigBear.ai Holdings (BBAI) is the largest by market capitalisation: ConnectM Technology Solutions (CNTM) $22.62M, BigBear.ai Holdings (BBAI) $1.07B, BlackSky Technology (BKSY) $785.87M.

Which company is growing faster?

BlackSky Technology (BKSY) grew revenue fastest over the trailing twelve months: ConnectM Technology Solutions (CNTM) +24.4%, BigBear.ai Holdings (BBAI) -1.5%, BlackSky Technology (BKSY) +29.9%.

Which company is more profitable?

ConnectM Technology Solutions (CNTM) has the highest net margin (ConnectM Technology Solutions (CNTM) 0.3%, BigBear.ai Holdings (BBAI) -126.8%, BlackSky Technology (BKSY) -24.9%). On return on invested capital, BlackSky Technology (BKSY) leads (BigBear.ai Holdings (BBAI) -28.0%, BlackSky Technology (BKSY) -6.9%).

Which stock has performed better?

Over the past year BlackSky Technology (BKSY) returned the most: ConnectM Technology Solutions (CNTM) -55.8%, BigBear.ai Holdings (BBAI) -63.6%, BlackSky Technology (BKSY) +1.8%. Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, BigBear.ai Holdings (BBAI) has been the steadiest (ConnectM Technology Solutions (CNTM) 128.7%, BigBear.ai Holdings (BBAI) 77.8%, BlackSky Technology (BKSY) 101.0%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, CNTM, BBAI and BKSY?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, BlackSky Technology (BKSY) leads on 4. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.