CNTM vs PRIM vs RUN Stock Comparison

ConnectM Technology Solutions, Primoris Services and Sunrun Prices as of Oct 23, 2026 Peers: Industry group
PRIM Primoris Services Corp
$64.99 -12.4% 1M -52.3% 1Y
Market cap
$3.58B
P/E
25.7x
Revenue (TTM)
$7.28B
Div. yield
0.00%
Utility Construction Industrials
4 wins
RUN Sunrun Inc.
$7.58 -9.2% 1M -61.8% 1Y
Market cap
$1.74B
P/E
4.3x
Revenue (TTM)
$3.48B
Div. yield
–
Solar Installers Industrials
5 wins

Head to Head

11 decided of 12

Sunrun leads on 5 of the 12 questions below (Sunrun 5, Primoris Services 4, ConnectM Technology Solutions 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionCNTMPRIMRUNLeader
Larger companyMarket capitalisation $23.11M $3.58B $1.74B PRIM
Cheaper on earningsLower P/E, profitable companies only 10.2x 25.7x 4.3x RUN
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 28.8x 5.4x RUN
Faster revenue growthRevenue growth, trailing twelve months +23.6% +5.1% +63.2% RUN
More profitableNet margin, trailing twelve months 6.3% 1.9% 11.6% RUN
Better return on capitalReturn on invested capital — 7.0% 0.5% PRIM
Less leveragedLower net debt / EBITDA — 1.8x 17.3x PRIM
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -32.8% -52.3% -61.8% CNTM
Better 5-year returnAnnualised price return, 5 years — +19.0%/yr -31.9%/yr PRIM
Less volatileAnnualised volatility, 1 year 132.9% 94.4% 82.1% RUN
Higher overall scoreMean of the five percentile scores vs peers 55/100 38/100 44/100 CNTM

Percentile Scorecard

CNTMPRIMRUN

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

AxisCNTMPRIMRUN
Valuation 81 #24 of 124 61 #21 of 52 75 #14 of 52
Growth 71 #33 of 113 17 #31 of 37 92 #4 of 37
Profitability 55 #50 of 110 42 #22 of 37 31 #26 of 37
Financial Health 12 #114 of 129 45 #32 of 57 5 #54 of 57
Shareholder Returns – 27 #20 of 27 15 #23 of 27
Overall 55 38 44
  • CNTM ranked among 137 companies in Infrastructure Software
  • PRIM ranked among 57 companies in Construction Services
  • RUN ranked among 57 companies in Construction Services

Price Performance

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

Returns

PeriodCNTMPRIMRUNSPY
1 month -12.4%-12.4%-9.2% -1.0%
3 months -14.8%-24.9%-23.7% +2.9%
6 months -42.4%-62.1%-40.5% +6.4%
Year to date -64.9%-47.6%-58.8% +11.4%
1 year -32.8%-52.3%-61.8% +13.1%
3 years -98.7%+115.9%-21.6% +79.4%
3 years, per year -76.3%+29.3%-7.8% +21.5%
5 years —+138.5%-85.3% +67.7%
5 years, per year —+19.0%-31.9% +10.9%
10 years —+227.9%+20.9% +255.2%
10 years, per year —+12.6%+1.9% +13.5%

Risk

MeasureCNTMPRIMRUNSPY
Volatility, 1Y 132.9%94.4%82.1% 12.7%
Downside volatility, 1Y 131.9%119.9%90.8% 12.7%
Beta vs S&P 500, 1Y -0.041.852.77 1.00
Return / volatility, 1Y -0.25-0.55-0.75 1.03
Max drawdown, 5Y -100.0%-68.0%-90.4% -25.4%
From 52-week high -71.3%-68.0%-64.6% -2.5%
52-week high $16.00$202.92$21.41 $779.14
52-week low $3.90$64.99$6.89 $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.

MultipleCNTMPRIMRUN
P/E now vs peer median 11.1xmedian 37.4x 25.1xmedian 25.6x 4.5xmedian 25.6x
P/S now vs peer median 0.7xmedian 4.4x 0.5xmedian 0.8x 0.5xmedian 0.8x
EV/EBITDA now vs peer median —median 35.0x 13.0xmedian 12.7x 19.4xmedian 12.7x
P/FCF now vs peer median —median 27.2x 39.8xmedian 22.4x 6.3xmedian 22.4x
P/B now vs peer median 1.6xmedian 3.4x 2.2xmedian 2.3x 0.4xmedian 2.3x
PEG now vs peer median 0.42median 1.27 6.30median 0.57 0.08median 0.57

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 monthsCNTMPRIMRUN
Revenue $36.02M $7.28B $3.48B
Gross profit $11.16M $627.80M $1.23B
Operating income -$12.45M $212.09M $92.29M
Net income $2.42M $139.54M -$958.46M
Free cash flow – $88.00M $287.45M
R&D – – $38.46M
EPS (diluted) $0.03 $2.59 $1.47
Cash & equivalents $2.39M $218.20M –
Total debt $56.72M $2.21B $56.51B
Shares (diluted) 72.32M 54.00M 274.00M
Enterprise value $13.11M $2.04B $1.74B

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
MetricCNTMPRIMRUN
P/E 11.1x 25.1x 4.5x
P/FCF – 39.8x 6.3x
P/Operating cash flow – 18.0x -9.1x
P/S 0.7x 0.5x 0.5x
P/B 1.6x 2.2x 0.4x
P/Tangible book 1.8x 2.8x 0.4x
EV/EBITDA – 13.0x 19.4x
EV/EBIT -3.2x 19.2x 177.2x
EV/Revenue 1.1x 0.6x 4.7x
EV/FCF – 46.3x 56.9x
EV/Operating cash flow – 21.0x -81.7x
PEG (3Y EPS CAGR) 0.42 6.30 0.08

Growth

14 metrics
MetricCNTMPRIMRUN
Revenue growth (1Y) 23.6% 5.1% 63.2%
Revenue CAGR (3Y) – 11.3% 12.8%
Gross profit growth (1Y) 35.0% -20.1% 192.3%
Gross profit CAGR (3Y) – 3.6% 70.2%
Operating income growth (1Y) 19.9% -44.8% 102.6%
Operating income CAGR (3Y) -62.4% -0.8% 28.5%
Net income growth (1Y) 108.3% -42.1% 74.8%
Net income CAGR (3Y) 31.4% 3.8% -6.5%
EPS growth (1Y) 106.0% -41.2% 115.0%
EPS CAGR (3Y) 26.7% 4.0% 54.4%
Operating cash flow growth (1Y) – -70.8% 75.3%
Operating cash flow CAGR (3Y) – 27.6% 42.2%
Free cash flow growth (1Y) – -82.4% 128.3%
Free cash flow CAGR (3Y) – 57.9% 27.8%

Profitability

14 metrics
MetricCNTMPRIMRUN
Gross margin 31.0% 8.6% 35.3%
EBITDA margin – 4.3% 24.2%
Operating margin -34.6% 2.9% 2.7%
Pretax margin -41.0% 2.6% -26.4%
Net margin 6.3% 1.9% 11.6%
FCF margin – 1.2% 8.3%
Operating cash flow margin – 2.7% -5.8%
Return on equity 27.8% 8.5% -22.2%
Return on assets 5.4% 3.2% -4.2%
Return on invested capital – 7.0% 0.5%
Return on capital employed -149.0% 8.2% 0.4%
Asset turnover 0.8x 1.6x 0.2x
Cash conversion (OCF / net income) – 1.4x 0.2x
Stock comp / revenue – 0.3% 3.0%

Financial Health

11 metrics
MetricCNTMPRIMRUN
Debt / assets 31.1% 17.2% 62.2%
Debt / equity 1.0x 0.5x 3.3x
Net debt / EBITDA – 1.8x 17.3x
Debt / FCF – 9.1x 50.5x
Liabilities / assets 70.1% 65.4% 81.2%
Equity / assets 29.9% 34.6% 18.8%
Interest coverage -7.6x – –
Current ratio 0.2x 1.2x 1.4x
Quick ratio 0.1x 1.1x –
Cash ratio 0.1x 0.1x –
Altman Z-score -1.83 2.91 0.04

Shareholder Returns

7 metrics
MetricCNTMPRIMRUN
Dividend yield – 0.5% –
Net buyback yield – – -0.7%
Shareholder yield – 0.5% -0.7%
Payout ratio (earnings) – 12.5% –
Payout ratio (FCF) – 19.8% –
Dividend growth (1Y) – 15.4% –
Dividend CAGR (3Y) – 10.9% –

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.

ConsensusCNTMPRIMRUN
Forward P/E – 28.8xFY2026 5.4xFY2026
EPS, next fiscal year $-3.87FY2026 $2.26FY2026 $1.40FY2026
EPS growth, next FY – -59.8%FY2026 -18.1%FY2026
EPS growth, the year after – +117.7% -54.3%
Revenue, next fiscal year $76.76MFY2026 $6.78BFY2026 $3.22BFY2026
Revenue growth, next FY +114.2%FY2026 -10.4%FY2026 +8.8%FY2026
Revenue growth, the year after +15.7% +13.0% -2.8%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersCNTMPRIMRUN
Held by institutions – 100.0% 100.0%
Institutions holding – 445 396
Change in shares held, QoQ – +1.5% +4.4%
Institutions buying – 243 225
Institutions selling – 159 107
Buyers to sellers – 1.53 2.10

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.

CNTMPRIMRUN
CNTM 1.00 0.06 0.03
PRIM 0.06 1.00 0.26
RUN 0.03 0.26 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, CNTM, PRIM and RUN?

Primoris Services (PRIM) is the largest by market capitalisation: ConnectM Technology Solutions (CNTM) $23.11M, Primoris Services (PRIM) $3.58B, Sunrun (RUN) $1.74B.

Which stock is cheaper, CNTM, PRIM and RUN?

Sunrun (RUN) trades on the lowest price-to-earnings ratio (ConnectM Technology Solutions (CNTM) 10.2x, Primoris Services (PRIM) 25.7x, Sunrun (RUN) 4.3x). On next year's consensus earnings, Sunrun (RUN) is cheapest (Primoris Services (PRIM) 28.8x, Sunrun (RUN) 5.4x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Sunrun (RUN) grew revenue fastest over the trailing twelve months: ConnectM Technology Solutions (CNTM) +23.6%, Primoris Services (PRIM) +5.1%, Sunrun (RUN) +63.2%.

Which company is more profitable?

Sunrun (RUN) has the highest net margin (ConnectM Technology Solutions (CNTM) 6.3%, Primoris Services (PRIM) 1.9%, Sunrun (RUN) 11.6%). On return on invested capital, Primoris Services (PRIM) leads (Primoris Services (PRIM) 7.0%, Sunrun (RUN) 0.5%).

Which stock has performed better?

Over the past year ConnectM Technology Solutions (CNTM) returned the most: ConnectM Technology Solutions (CNTM) -32.8%, Primoris Services (PRIM) -52.3%, Sunrun (RUN) -61.8%. Over five years, Primoris Services (PRIM) compounded fastest (Primoris Services (PRIM) +19.0%/yr, Sunrun (RUN) -31.9%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: ConnectM Technology Solutions (CNTM) 0.00%, Primoris Services (PRIM) 0.00%, Sunrun (RUN) 0.00%. ConnectM Technology Solutions (CNTM) and Sunrun (RUN) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Sunrun (RUN) has been the steadiest (ConnectM Technology Solutions (CNTM) 132.9%, Primoris Services (PRIM) 94.4%, Sunrun (RUN) 82.1%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, CNTM, PRIM and RUN?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Sunrun (RUN) leads on 5. 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.