CNTM vs BBAI vs BKSY Stock Comparison

ConnectM Technology Solutions, BigBear.ai Holdings and BlackSky Technology Prices as of Oct 23, 2026 Peers: Industry group

Head to Head

8 decided of 12

ConnectM Technology Solutions leads on 3 of the 12 questions below (ConnectM Technology Solutions 3, BlackSky Technology 3, BigBear.ai Holdings 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionCNTMBBAIBKSYLeader
Larger companyMarket capitalisation $23.11M $1.01B $686.25M BBAI
Cheaper on earningsLower P/E, profitable companies only 10.2x -11.8x -10.3x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS — — — –
Faster revenue growthRevenue growth, trailing twelve months +23.6% -13.7% +4.1% CNTM
More profitableNet margin, trailing twelve months 6.3% -65.2% -61.2% CNTM
Better return on capitalReturn on invested capital — -15.5% -13.4% BKSY
Less leveragedLower net debt / EBITDA — 2.4x 1.7x BKSY
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -32.8% -68.6% -23.1% BKSY
Better 5-year returnAnnualised price return, 5 years — — -25.3%/yr –
Less volatileAnnualised volatility, 1 year 132.9% 76.8% 100.5% BBAI
Higher overall scoreMean of the five percentile scores vs peers 55/100 31/100 31/100 CNTM

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 81 #24 of 124 27 #91 of 124 24 #95 of 124
Growth 71 #33 of 113 12 #100 of 113 24 #86 of 113
Profitability 55 #50 of 110 26 #82 of 110 34 #73 of 110
Financial Health 12 #114 of 129 87 #18 of 129 48 #67 of 129
Shareholder Returns – 5 #65 of 68 24 #52 of 68
Overall 55 31 31
  • CNTM ranked among 137 companies in Infrastructure Software
  • BBAI ranked among 137 companies in Infrastructure Software
  • BKSY ranked among 137 companies in Infrastructure Software

Price Performance

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

Returns

PeriodCNTMBBAIBKSYSPY
1 month -12.4%-25.5%-21.0% -1.0%
3 months -14.8%-23.1%-18.4% +2.9%
6 months -42.4%-42.4%-48.0% +6.4%
Year to date -64.9%-60.6%-6.2% +11.4%
1 year -32.8%-68.6%-23.1% +13.1%
3 years -98.7%+60.2%+61.6% +79.4%
3 years, per year -76.3%+17.0%+17.4% +21.5%
5 years ——-76.7% +67.7%
5 years, per year ——-25.3% +10.9%

Risk

MeasureCNTMBBAIBKSYSPY
Volatility, 1Y 132.9%76.8%100.5% 12.7%
Downside volatility, 1Y 131.9%72.5%99.8% 12.7%
Beta vs S&P 500, 1Y -0.043.233.07 1.00
Return / volatility, 1Y -0.25-0.89-0.23 1.03
Max drawdown, 5Y -100.0%-95.0%-95.2% -25.4%
From 52-week high -71.3%-70.3%-66.0% -2.5%
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 11.1xmedian 37.4x -11.9xmedian 37.4x -10.1xmedian 37.4x
P/S now vs peer median 0.7xmedian 4.4x 7.8xmedian 4.4x 6.6xmedian 4.4x
EV/EBITDA now vs peer median —median 35.0x -5.6xmedian 35.0x -49.6xmedian 35.0x
P/FCF now vs peer median —median 27.2x -14.0xmedian 27.2x -6.3xmedian 27.2x
P/B now vs peer median 1.6xmedian 3.4x 1.3xmedian 3.4x 3.4xmedian 3.4x
PEG now vs peer median 0.42median 1.27 -0.36median 1.27 -0.37median 1.27

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 $36.02M $131.63M $108.92M
Gross profit $11.16M $36.75M $76.09M
Operating income -$12.45M -$155.20M -$47.32M
Net income $2.42M -$85.82M -$66.71M
Free cash flow – -$72.70M -$113.03M
R&D – $21.29M $632.00K
EPS (diluted) $0.03 $-0.18 $-1.74
Cash & equivalents $2.39M $36.28M $36.90M
Total debt $56.72M $16.64M $210.84M
Shares (diluted) 72.32M 479.12M 38.42M
Enterprise value $13.11M -$399.45M $65.61M

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 11.1x -11.9x -10.1x
P/FCF – -14.0x -6.3x
P/Operating cash flow – -14.3x -13.2x
P/S 0.7x 7.8x 6.6x
P/B 1.6x 1.3x 3.4x
P/Tangible book 1.8x 1.6x 3.4x
EV/EBITDA – -5.6x -49.6x
EV/EBIT -3.2x -4.6x -14.6x
EV/Revenue 1.1x 5.5x 6.3x
EV/FCF – -9.9x -6.1x
EV/Operating cash flow – -10.0x -12.8x
PEG (3Y EPS CAGR) 0.42 -0.36 -0.37

Growth

14 metrics
MetricCNTMBBAIBKSY
Revenue growth (1Y) 23.6% -13.7% 4.1%
Revenue CAGR (3Y) – -6.6% 13.7%
Gross profit growth (1Y) 35.0% -13.9% 5.2%
Gross profit CAGR (3Y) – -4.9% 20.0%
Operating income growth (1Y) 19.9% -19.2% -4.6%
Operating income CAGR (3Y) -62.4% -36.5% 14.1%
Net income growth (1Y) 108.3% 80.7% 22.5%
Net income CAGR (3Y) 31.4% 0.0% 5.3%
EPS growth (1Y) 106.0% 87.1% 34.5%
EPS CAGR (3Y) 26.7% 32.8% 27.7%
Operating cash flow growth (1Y) – -163.0% -382.3%
Operating cash flow CAGR (3Y) – -19.7% -18.8%
Free cash flow growth (1Y) – -163.1% -405.5%
Free cash flow CAGR (3Y) – -20.1% -12.6%

Profitability

14 metrics
MetricCNTMBBAIBKSY
Gross margin 31.0% 27.9% 69.9%
EBITDA margin – -97.7% -12.8%
Operating margin -34.6% -117.9% -43.4%
Pretax margin -41.0% -81.7% -61.2%
Net margin 6.3% -65.2% -61.2%
FCF margin – -55.2% -103.8%
Operating cash flow margin – -54.4% -49.7%
Return on equity 27.8% -11.0% -45.6%
Return on assets 5.4% -10.1% -15.0%
Return on invested capital – -15.5% -13.4%
Return on capital employed -149.0% -19.8% -12.1%
Asset turnover 0.8x 0.2x 0.2x
Cash conversion (OCF / net income) – 0.8x 0.8x
Stock comp / revenue – 15.0% 15.0%

Financial Health

11 metrics
MetricCNTMBBAIBKSY
Debt / assets 31.1% 2.0% 40.8%
Debt / equity 1.0x 0.0x 1.0x
Net debt / EBITDA – 2.4x 1.7x
Debt / FCF – -0.2x -1.9x
Liabilities / assets 70.1% 8.4% 59.1%
Equity / assets 29.9% 91.6% 40.9%
Interest coverage -7.6x -16.9x -3.0x
Current ratio 0.2x 5.7x 5.8x
Quick ratio 0.1x 5.3x 5.4x
Cash ratio 0.1x 4.9x 4.4x
Altman Z-score -1.83 7.04 -0.20

Shareholder Returns

7 metrics
MetricCNTMBBAIBKSY
Dividend yield – – –
Net buyback yield – -33.5% -1.9%
Shareholder yield – -33.5% -1.9%
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 $-0.25FY2026 $-1.43FY2026
Revenue, next fiscal year $76.76MFY2026 $140.77MFY2026 $136.05MFY2026
Revenue growth, next FY +114.2%FY2026 +10.3%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 – 328 227
Change in shares held, QoQ – +1.0% +33.1%
Institutions buying – 185 152
Institutions selling – 90 46
Buyers to sellers – 2.06 3.30

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 -0.01 -0.07
BBAI -0.01 1.00 0.51
BKSY -0.07 0.51 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) $23.11M, BigBear.ai Holdings (BBAI) $1.01B, BlackSky Technology (BKSY) $686.25M.

Which company is growing faster?

ConnectM Technology Solutions (CNTM) grew revenue fastest over the trailing twelve months: ConnectM Technology Solutions (CNTM) +23.6%, BigBear.ai Holdings (BBAI) -13.7%, BlackSky Technology (BKSY) +4.1%.

Which company is more profitable?

ConnectM Technology Solutions (CNTM) has the highest net margin (ConnectM Technology Solutions (CNTM) 6.3%, BigBear.ai Holdings (BBAI) -65.2%, BlackSky Technology (BKSY) -61.2%). On return on invested capital, BlackSky Technology (BKSY) leads (BigBear.ai Holdings (BBAI) -15.5%, BlackSky Technology (BKSY) -13.4%).

Which stock has performed better?

Over the past year BlackSky Technology (BKSY) returned the most: ConnectM Technology Solutions (CNTM) -32.8%, BigBear.ai Holdings (BBAI) -68.6%, BlackSky Technology (BKSY) -23.1%. 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) 132.9%, BigBear.ai Holdings (BBAI) 76.8%, BlackSky Technology (BKSY) 100.5%). 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, ConnectM Technology Solutions (CNTM) leads on 3. 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.