CNTM vs BKSY vs SPIR Stock Comparison

ConnectM Technology Solutions, BlackSky Technology and Spire Global Prices as of Nov 3, 2026 Peers: Industry group
1 more company in this comparison (FCCN) Create a free account to keep reading and compare up to 10 companies.
SPIR Spire Global, Inc.
$8.72 -21.4% 1M -21.9% 1Y
Market cap
$319.57M
P/E
–
Revenue (TTM)
$62.38M
Div. yield
–
AI Platforms Technology

Head to Head

8 decided of 12

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

QuestionCNTMBKSYSPIRLeader
Larger companyMarket capitalisation $23.00M $639.95M $319.57M BKSY
Cheaper on earningsLower P/E, profitable companies only 188.0x -9.6x -3.5x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS — — — –
Faster revenue growthRevenue growth, trailing twelve months +24.4% +4.1% -33.1% CNTM
More profitableNet margin, trailing twelve months 0.3% -61.2% -145.0% CNTM
Better return on capitalReturn on invested capital — -13.4% — –
Less leveragedLower net debt / EBITDA -1.4x 1.7x — CNTM
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -59.9% -14.5% -21.9% BKSY
Better 5-year returnAnnualised price return, 5 years — -26.8%/yr -28.8%/yr BKSY
Less volatileAnnualised volatility, 1 year 129.2% 100.4% 100.4% BKSY
Higher overall scoreMean of the five percentile scores vs peers 34/100 31/100 18/100 CNTM

Percentile Scorecard

CNTMBKSYSPIR

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

AxisCNTMBKSYSPIR
Valuation 46 #68 of 124 26 #92 of 124 19 #101 of 124
Growth 36 #73 of 114 27 #84 of 114 9 #104 of 114
Profitability 43 #64 of 111 32 #76 of 111 16 #93 of 111
Financial Health 11 #114 of 128 49 #66 of 128 41 #76 of 128
Shareholder Returns – 22 #57 of 73 6 #69 of 73
Overall 34 31 18
  • CNTM ranked among 136 companies in Infrastructure Software
  • BKSY ranked among 136 companies in Infrastructure Software
  • SPIR ranked among 136 companies in Infrastructure Software

Price Performance

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

Returns

PeriodCNTMBKSYSPIRSPY
1 month -13.2%-20.4%-21.4% -2.0%
3 months -20.8%-31.2%-35.3% -2.2%
6 months -37.2%-51.5%-47.0% +4.2%
Year to date -68.9%-6.9%+16.3% +10.6%
1 year -59.9%-14.5%-21.9% +10.4%
3 years -98.8%+93.0%+110.6% +73.6%
3 years, per year -77.2%+24.5%+28.2% +20.2%
5 years —-78.9%-81.7% +61.6%
5 years, per year —-26.8%-28.8% +10.1%

Risk

MeasureCNTMBKSYSPIRSPY
Volatility, 1Y 129.2%100.4%100.4% 12.8%
Downside volatility, 1Y 130.8%100.4%99.0% 12.8%
Beta vs S&P 500, 1Y -0.033.143.32 1.00
Return / volatility, 1Y -0.46-0.14-0.22 0.81
Max drawdown, 5Y -100.0%-95.2%-93.0% -25.4%
From 52-week high -74.5%-66.2%-65.8% -3.2%
52-week high $16.00$51.63$25.48 $779.14
52-week low $3.90$13.14$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.

MultipleCNTMBKSYSPIR
P/E now vs peer median 183.5xmedian 38.8x -10.1xmedian 38.8x -3.7xmedian 38.8x
P/S now vs peer median 0.6xmedian 4.4x 6.5xmedian 4.4x 5.7xmedian 4.4x
EV/EBITDA now vs peer median -3.7xmedian 28.6x -49.2xmedian 28.6x -3.4xmedian 28.6x
P/FCF now vs peer median -2.3xmedian 23.6x -6.3xmedian 23.6x -3.6xmedian 23.6x
P/B now vs peer median 1.5xmedian 3.1x 3.4xmedian 3.1x 2.5xmedian 3.1x
PEG now vs peer median 7.05median 1.27 -0.36median 1.27 -0.18median 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 monthsCNTMBKSYSPIR
Revenue $36.27M $108.92M $62.38M
Gross profit $10.15M $76.09M $23.54M
Operating income -$12.13M -$47.32M -$88.63M
Net income $406.61K -$66.71M -$90.58M
Free cash flow -$10.07M -$113.03M -$99.62M
R&D – $632.00K $34.70M
EPS (diluted) $0.00 $-1.74 $-2.36
Cash & equivalents $2.39M $36.90M $38.81M
Total debt $16.48M $210.84M –
Shares (diluted) 72.32M 38.42M 38.30M
Enterprise value $13.18M $19.31M -$88.71K

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
MetricCNTMBKSYSPIR
P/E 183.5x -10.1x -3.7x
P/FCF -2.3x -6.3x -3.6x
P/Operating cash flow -2.3x -13.1x -5.4x
P/S 0.6x 6.5x 5.7x
P/B 1.5x 3.4x 2.5x
P/Tangible book 1.6x 3.4x 2.6x
EV/EBITDA -3.7x -49.2x -3.4x
EV/EBIT -3.1x -14.5x -3.0x
EV/Revenue 1.0x 6.3x 4.2x
EV/FCF -3.7x -6.1x -2.6x
EV/Operating cash flow -3.7x -12.7x -4.0x
PEG (3Y EPS CAGR) 7.05 -0.36 -0.18

Growth

14 metrics
MetricCNTMBKSYSPIR
Revenue growth (1Y) 24.4% 4.1% -33.1%
Revenue CAGR (3Y) – 13.7% -9.7%
Gross profit growth (1Y) 22.7% 5.2% -37.8%
Gross profit CAGR (3Y) – 20.0% 2.6%
Operating income growth (1Y) 22.0% -4.6% 8.4%
Operating income CAGR (3Y) -61.0% 14.1% -7.5%
Net income growth (1Y) 101.4% 22.5% -360.2%
Net income CAGR (3Y) 26.9% 5.3% -1.8%
EPS growth (1Y) 100.3% 34.5% -303.0%
EPS CAGR (3Y) 26.0% 27.7% 20.2%
Operating cash flow growth (1Y) -28.3% -382.3% -35.3%
Operating cash flow CAGR (3Y) -119.8% -18.8% -16.3%
Free cash flow growth (1Y) -28.0% -405.5% -32.4%
Free cash flow CAGR (3Y) -119.8% -12.6% -20.4%

Profitability

14 metrics
MetricCNTMBKSYSPIR
Gross margin 28.0% 69.9% 37.7%
EBITDA margin -28.0% -12.8% -122.0%
Operating margin -33.5% -43.4% -142.1%
Pretax margin -40.1% -61.2% -141.8%
Net margin 0.3% -61.2% -145.0%
FCF margin -27.8% -103.8% -159.7%
Operating cash flow margin -27.8% -49.7% -105.7%
Return on equity 4.6% -45.6% -76.9%
Return on assets 0.9% -15.0% -44.2%
Return on invested capital – -13.4% –
Return on capital employed -119.2% -12.1% -60.7%
Asset turnover 0.8x 0.2x 0.3x
Cash conversion (OCF / net income) -24.8x 0.8x 0.7x
Stock comp / revenue 3.5% 15.0% 23.4%

Financial Health

11 metrics
MetricCNTMBKSYSPIR
Debt / assets 31.1% 40.8% –
Debt / equity 1.0x 1.0x –
Net debt / EBITDA -1.4x 1.7x –
Debt / FCF -1.6x -1.9x –
Liabilities / assets 70.1% 59.1% 36.3%
Equity / assets 29.9% 40.9% 63.7%
Interest coverage -5.7x -3.0x -44,317x
Current ratio 0.2x 5.8x 1.9x
Quick ratio 0.1x 5.4x 1.8x
Cash ratio 0.1x 4.4x 1.6x
Altman Z-score -1.85 -0.21 -1.46

Shareholder Returns

7 metrics
MetricCNTMBKSYSPIR
Dividend yield – – –
Net buyback yield – -1.9% -20.2%
Shareholder yield – -1.9% -20.2%
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.

ConsensusCNTMBKSYSPIR
EPS, next fiscal year $-3.87FY2026 $-1.43FY2026 $-1.24FY2026
Revenue, next fiscal year $76.76MFY2026 $136.05MFY2026 $76.07MFY2026
Revenue growth, next FY +114.2%FY2026 +27.6%FY2026 +6.2%FY2026
Revenue growth, the year after +15.7% +48.6% +39.3%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersCNTMBKSYSPIR
Held by institutions – 77.7% 55.0%
Institutions holding – 228 131
Change in shares held, QoQ – +33.1% +62.9%
Institutions buying – 153 95
Institutions selling – 46 21
Buyers to sellers – 3.33 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.

CNTMBKSYSPIR
CNTM 1.00 -0.06 0.00
BKSY -0.06 1.00 0.66
SPIR 0.00 0.66 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, CNTM, BKSY and SPIR?

BlackSky Technology (BKSY) is the largest by market capitalisation: ConnectM Technology Solutions (CNTM) $23.00M, BlackSky Technology (BKSY) $639.95M, Spire Global (SPIR) $319.57M.

Which company is growing faster?

ConnectM Technology Solutions (CNTM) grew revenue fastest over the trailing twelve months: ConnectM Technology Solutions (CNTM) +24.4%, BlackSky Technology (BKSY) +4.1%, Spire Global (SPIR) -33.1%.

Which company is more profitable?

ConnectM Technology Solutions (CNTM) has the highest net margin (ConnectM Technology Solutions (CNTM) 0.3%, BlackSky Technology (BKSY) -61.2%, Spire Global (SPIR) -145.0%).

Which stock has performed better?

Over the past year BlackSky Technology (BKSY) returned the most: ConnectM Technology Solutions (CNTM) -59.9%, BlackSky Technology (BKSY) -14.5%, Spire Global (SPIR) -21.9%. Over five years, BlackSky Technology (BKSY) compounded fastest (BlackSky Technology (BKSY) -26.8%/yr, Spire Global (SPIR) -28.8%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, BlackSky Technology (BKSY) has been the steadiest (ConnectM Technology Solutions (CNTM) 129.2%, BlackSky Technology (BKSY) 100.4%, Spire Global (SPIR) 100.4%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, CNTM, BKSY 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, 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.