CNTM vs BBAI vs SPIR Stock Comparison

ConnectM Technology Solutions, BigBear.ai Holdings and Spire Global Prices as of Oct 23, 2026 Peers: Industry group
SPIR Spire Global, Inc.
$9.07 -25.7% 1M -17.8% 1Y
Market cap
$350.02M
P/E
6.4x
Revenue (TTM)
$65.73M
Div. yield
–
AI Platforms Technology
3 wins

Head to Head

7 decided of 12

Spire Global leads on 3 of the 12 questions below (Spire Global 3, 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.

QuestionCNTMBBAISPIRLeader
Larger companyMarket capitalisation $23.11M $1.01B $350.02M BBAI
Cheaper on earningsLower P/E, profitable companies only 10.2x -11.8x 6.4x SPIR
Cheaper on forward earningsLower price / next fiscal year consensus EPS — — — –
Faster revenue growthRevenue growth, trailing twelve months +23.6% -13.7% -29.5% CNTM
More profitableNet margin, trailing twelve months 6.3% -65.2% 83.1% SPIR
Better return on capitalReturn on invested capital — -15.5% — –
Less leveragedLower net debt / EBITDA — 2.4x — –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -32.8% -68.6% -17.8% SPIR
Better 5-year returnAnnualised price return, 5 years — — -27.3%/yr –
Less volatileAnnualised volatility, 1 year 132.9% 76.8% 100.3% BBAI
Higher overall scoreMean of the five percentile scores vs peers 55/100 31/100 51/100 CNTM

Percentile Scorecard

CNTMBBAISPIR

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

AxisCNTMBBAISPIR
Valuation 81 #24 of 124 27 #91 of 124 73 #34 of 124
Growth 71 #33 of 113 12 #100 of 113 28 #82 of 113
Profitability 55 #50 of 110 26 #82 of 110 59 #46 of 110
Financial Health 12 #114 of 129 87 #18 of 129 43 #74 of 129
Shareholder Returns – 5 #65 of 68 –
Overall 55 31 51
  • CNTM ranked among 137 companies in Infrastructure Software
  • BBAI ranked among 137 companies in Infrastructure Software
  • SPIR ranked among 137 companies in Infrastructure Software

Price Performance

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

Returns

PeriodCNTMBBAISPIRSPY
1 month -12.4%-25.5%-25.7% -1.0%
3 months -14.8%-23.1%-17.5% +2.9%
6 months -42.4%-42.4%-45.1% +6.4%
Year to date -64.9%-60.6%+20.9% +11.4%
1 year -32.8%-68.6%-17.8% +13.1%
3 years -98.7%+60.2%+143.8% +79.4%
3 years, per year -76.3%+17.0%+34.6% +21.5%
5 years ——-79.6% +67.7%
5 years, per year ——-27.3% +10.9%

Risk

MeasureCNTMBBAISPIRSPY
Volatility, 1Y 132.9%76.8%100.3% 12.7%
Downside volatility, 1Y 131.9%72.5%98.1% 12.7%
Beta vs S&P 500, 1Y -0.043.233.26 1.00
Return / volatility, 1Y -0.25-0.89-0.18 1.03
Max drawdown, 5Y -100.0%-95.0%-93.3% -25.4%
From 52-week high -71.3%-70.3%-64.4% -2.5%
52-week high $16.00$7.17$25.48 $779.14
52-week low $3.90$2.12$7.02 $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.

MultipleCNTMBBAISPIR
P/E now vs peer median 11.1xmedian 37.4x -11.9xmedian 37.4x 6.4xmedian 37.4x
P/S now vs peer median 0.7xmedian 4.4x 7.8xmedian 4.4x 5.6xmedian 4.4x
EV/EBITDA now vs peer median —median 35.0x -5.6xmedian 35.0x —median 35.0x
P/FCF now vs peer median —median 27.2x -14.0xmedian 27.2x —median 27.2x
P/B now vs peer median 1.6xmedian 3.4x 1.3xmedian 3.4x 2.6xmedian 3.4x
PEG now vs peer median 0.42median 1.27 -0.36median 1.27 0.20median 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 monthsCNTMBBAISPIR
Revenue $36.02M $131.63M $65.73M
Gross profit $11.16M $36.75M $26.61M
Operating income -$12.45M -$155.20M -$87.59M
Net income $2.42M -$85.82M $54.85M
Free cash flow – -$72.70M –
R&D – $21.29M $36.19M
EPS (diluted) $0.03 $-0.18 $1.43
Cash & equivalents $2.39M $36.28M $38.81M
Total debt $56.72M $16.64M –
Shares (diluted) 72.32M 479.12M 38.30M
Enterprise value $13.11M -$399.45M -$37.80M

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
MetricCNTMBBAISPIR
P/E 11.1x -11.9x 6.4x
P/FCF – -14.0x –
P/Operating cash flow – -14.3x –
P/S 0.7x 7.8x 5.6x
P/B 1.6x 1.3x 2.6x
P/Tangible book 1.8x 1.6x 2.7x
EV/EBITDA – -5.6x –
EV/EBIT -3.2x -4.6x -3.2x
EV/Revenue 1.1x 5.5x 4.2x
EV/FCF – -9.9x –
EV/Operating cash flow – -10.0x –
PEG (3Y EPS CAGR) 0.42 -0.36 0.20

Growth

14 metrics
MetricCNTMBBAISPIR
Revenue growth (1Y) 23.6% -13.7% -29.5%
Revenue CAGR (3Y) – -6.6% -8.1%
Gross profit growth (1Y) 35.0% -13.9% -29.8%
Gross profit CAGR (3Y) – -4.9% 6.9%
Operating income growth (1Y) 19.9% -19.2% 6.7%
Operating income CAGR (3Y) -62.4% -36.5% -7.1%
Net income growth (1Y) 108.3% 80.7% 57.5%
Net income CAGR (3Y) 31.4% 0.0% 38.2%
EPS growth (1Y) 106.0% 87.1% 22.6%
EPS CAGR (3Y) 26.7% 32.8% 32.1%
Operating cash flow growth (1Y) – -163.0% –
Operating cash flow CAGR (3Y) – -19.7% –
Free cash flow growth (1Y) – -163.1% –
Free cash flow CAGR (3Y) – -20.1% –

Profitability

14 metrics
MetricCNTMBBAISPIR
Gross margin 31.0% 27.9% 40.5%
EBITDA margin – -97.7% –
Operating margin -34.6% -117.9% -133.3%
Pretax margin -41.0% -81.7% 89.4%
Net margin 6.3% -65.2% 83.1%
FCF margin – -55.2% –
Operating cash flow margin – -54.4% –
Return on equity 27.8% -11.0% 42.7%
Return on assets 5.4% -10.1% 25.1%
Return on invested capital – -15.5% –
Return on capital employed -149.0% -19.8% -54.7%
Asset turnover 0.8x 0.2x 0.3x
Cash conversion (OCF / net income) – 0.8x –
Stock comp / revenue – 15.0% 25.6%

Financial Health

11 metrics
MetricCNTMBBAISPIR
Debt / assets 31.1% 2.0% –
Debt / equity 1.0x 0.0x –
Net debt / EBITDA – 2.4x –
Debt / FCF – -0.2x –
Liabilities / assets 70.1% 8.4% 36.3%
Equity / assets 29.9% 91.6% 63.7%
Interest coverage -7.6x -16.9x -51.9x
Current ratio 0.2x 5.7x 1.9x
Quick ratio 0.1x 5.3x 1.8x
Cash ratio 0.1x 4.9x 1.6x
Altman Z-score -1.83 7.04 -1.32

Shareholder Returns

7 metrics
MetricCNTMBBAISPIR
Dividend yield – – –
Net buyback yield – -33.5% –
Shareholder yield – -33.5% –
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.

ConsensusCNTMBBAISPIR
EPS, next fiscal year $-3.87FY2026 $-0.25FY2026 $-1.24FY2026
Revenue, next fiscal year $76.76MFY2026 $140.77MFY2026 $76.07MFY2026
Revenue growth, next FY +114.2%FY2026 +10.3%FY2026 +6.2%FY2026
Revenue growth, the year after +15.7% +23.8% +39.3%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersCNTMBBAISPIR
Held by institutions – 39.1% 55.0%
Institutions holding – 328 131
Change in shares held, QoQ – +1.0% +62.9%
Institutions buying – 185 95
Institutions selling – 90 21
Buyers to sellers – 2.06 4.52

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.

CNTMBBAISPIR
CNTM 1.00 -0.01 0.02
BBAI -0.01 1.00 0.47
SPIR 0.02 0.47 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, CNTM, BBAI and SPIR?

BigBear.ai Holdings (BBAI) is the largest by market capitalisation: ConnectM Technology Solutions (CNTM) $23.11M, BigBear.ai Holdings (BBAI) $1.01B, Spire Global (SPIR) $350.02M.

Which stock is cheaper, CNTM, BBAI and SPIR?

Spire Global (SPIR) trades on the lowest price-to-earnings ratio (ConnectM Technology Solutions (CNTM) 10.2x, BigBear.ai Holdings (BBAI) -11.8x, Spire Global (SPIR) 6.4x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

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%, Spire Global (SPIR) -29.5%.

Which company is more profitable?

Spire Global (SPIR) has the highest net margin (ConnectM Technology Solutions (CNTM) 6.3%, BigBear.ai Holdings (BBAI) -65.2%, Spire Global (SPIR) 83.1%).

Which stock has performed better?

Over the past year Spire Global (SPIR) returned the most: ConnectM Technology Solutions (CNTM) -32.8%, BigBear.ai Holdings (BBAI) -68.6%, Spire Global (SPIR) -17.8%. 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) 132.9%, BigBear.ai Holdings (BBAI) 76.8%, Spire Global (SPIR) 100.3%). Volatility measures how widely the price swings, not the risk of the business.

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

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Spire Global (SPIR) 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.