CNTM vs RUN vs BKSY Stock Comparison

ConnectM Technology Solutions, Sunrun and BlackSky Technology Prices as of Oct 27, 2026 Peers: Industry group
RUN Sunrun Inc.
$7.53 -7.2% 1M -63.3% 1Y
Market cap
$1.75B
P/E
4.3x
Revenue (TTM)
$3.48B
Div. yield
–
Solar Installers Industrials
6 wins

Head to Head

10 decided of 12

Sunrun leads on 6 of the 12 questions below (Sunrun 6, BlackSky Technology 3, ConnectM Technology Solutions 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionCNTMRUNBKSYLeader
Larger companyMarket capitalisation $24.48M $1.75B $719.68M RUN
Cheaper on earningsLower P/E, profitable companies only 10.8x 4.3x -10.8x RUN
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 5.4x — –
Faster revenue growthRevenue growth, trailing twelve months +23.6% +63.2% +4.1% RUN
More profitableNet margin, trailing twelve months 6.3% 11.6% -61.2% RUN
Better return on capitalReturn on invested capital — 0.5% -13.4% RUN
Less leveragedLower net debt / EBITDA — 17.3x 1.7x BKSY
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -38.6% -63.3% -17.9% BKSY
Better 5-year returnAnnualised price return, 5 years — -33.1%/yr -25.2%/yr BKSY
Less volatileAnnualised volatility, 1 year 132.4% 82.1% 100.7% RUN
Higher overall scoreMean of the five percentile scores vs peers 55/100 44/100 31/100 CNTM

Percentile Scorecard

CNTMRUNBKSY

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

AxisCNTMRUNBKSY
Valuation 82 #23 of 124 78 #12 of 52 24 #95 of 124
Growth 71 #34 of 113 92 #4 of 37 24 #86 of 113
Profitability 56 #49 of 109 31 #26 of 37 34 #72 of 109
Financial Health 12 #112 of 127 5 #54 of 57 48 #66 of 127
Shareholder Returns – 15 #23 of 27 23 #50 of 65
Overall 55 44 31
  • CNTM ranked among 137 companies in Infrastructure Software
  • RUN ranked among 57 companies in Construction Services
  • 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

PeriodCNTMRUNBKSYSPY
1 month -13.9%-7.2%-17.6% -0.2%
3 months -28.3%-21.8%-12.8% +3.9%
6 months -31.0%-41.9%-38.7% +8.2%
Year to date -65.5%-59.1%+2.1% +12.9%
1 year -38.6%-63.3%-17.9% +12.3%
3 years -98.7%-14.8%+87.0% +87.4%
3 years, per year -76.4%-5.2%+23.2% +23.3%
5 years —-86.6%-76.6% +67.9%
5 years, per year —-33.1%-25.2% +10.9%
10 years —+40.2%— +261.1%
10 years, per year —+3.4%— +13.7%

Risk

MeasureCNTMRUNBKSYSPY
Volatility, 1Y 132.4%82.1%100.7% 12.7%
Downside volatility, 1Y 132.1%91.0%100.2% 12.7%
Beta vs S&P 500, 1Y -0.072.773.12 1.00
Return / volatility, 1Y -0.29-0.77-0.18 0.97
Max drawdown, 5Y -100.0%-90.4%-95.2% -25.4%
From 52-week high -71.8%-64.8%-62.9% -1.2%
52-week high $16.00$21.41$51.63 $779.14
52-week low $3.90$6.89$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.

MultipleCNTMRUNBKSY
P/E now vs peer median 10.9xmedian 38.6x 4.5xmedian 26.7x -11.0xmedian 38.6x
P/S now vs peer median 0.7xmedian 4.4x 0.5xmedian 0.8x 7.1xmedian 4.4x
EV/EBITDA now vs peer median —median 34.5x 19.4xmedian 13.1x -54.2xmedian 34.5x
P/FCF now vs peer median —median 29.4x 6.3xmedian 23.0x -6.9xmedian 29.4x
P/B now vs peer median 1.6xmedian 3.3x 0.4xmedian 2.4x 3.7xmedian 3.3x
PEG now vs peer median 0.41median 1.28 0.08median 0.57 -0.40median 1.28

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 monthsCNTMRUNBKSY
Revenue $36.02M $3.48B $108.92M
Gross profit $11.16M $1.23B $76.09M
Operating income -$12.45M $92.29M -$47.32M
Net income $2.42M -$958.46M -$66.71M
Free cash flow – $287.45M -$113.03M
R&D – $38.46M $632.00K
EPS (diluted) $0.03 $1.47 $-1.74
Cash & equivalents $2.39M – $36.90M
Total debt $56.72M $14.53B $210.84M
Shares (diluted) 72.32M 274.00M 38.42M
Enterprise value $14.48M $1.75B $99.04M

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
MetricCNTMRUNBKSY
P/E 10.9x 4.5x -11.0x
P/FCF – 6.3x -6.9x
P/Operating cash flow – -9.0x -14.4x
P/S 0.7x 0.5x 7.1x
P/B 1.6x 0.4x 3.7x
P/Tangible book 1.8x 0.4x 3.7x
EV/EBITDA – 19.4x -54.2x
EV/EBIT -3.2x 177.0x -15.9x
EV/Revenue 1.1x 4.7x 6.9x
EV/FCF – 56.8x -6.7x
EV/Operating cash flow – -81.6x -13.9x
PEG (3Y EPS CAGR) 0.41 0.08 -0.40

Growth

14 metrics
MetricCNTMRUNBKSY
Revenue growth (1Y) 23.6% 63.2% 4.1%
Revenue CAGR (3Y) – 12.8% 13.7%
Gross profit growth (1Y) 35.0% 192.3% 5.2%
Gross profit CAGR (3Y) – 70.2% 20.0%
Operating income growth (1Y) 19.9% 102.6% -4.6%
Operating income CAGR (3Y) -62.4% 28.5% 14.1%
Net income growth (1Y) 108.3% 74.8% 22.5%
Net income CAGR (3Y) 31.4% -6.5% 5.3%
EPS growth (1Y) 106.0% 115.0% 34.5%
EPS CAGR (3Y) 26.7% 54.4% 27.7%
Operating cash flow growth (1Y) – 75.3% -382.3%
Operating cash flow CAGR (3Y) – 42.2% -18.8%
Free cash flow growth (1Y) – 128.3% -405.5%
Free cash flow CAGR (3Y) – 27.8% -12.6%

Profitability

14 metrics
MetricCNTMRUNBKSY
Gross margin 31.0% 35.3% 69.9%
EBITDA margin – 24.2% -12.8%
Operating margin -34.6% 2.7% -43.4%
Pretax margin -41.0% -26.4% -61.2%
Net margin 6.3% 11.6% -61.2%
FCF margin – 8.3% -103.8%
Operating cash flow margin – -5.8% -49.7%
Return on equity 27.8% -22.2% -45.6%
Return on assets 5.4% -4.2% -15.0%
Return on invested capital – 0.5% -13.4%
Return on capital employed -149.0% 0.4% -12.1%
Asset turnover 0.8x 0.2x 0.2x
Cash conversion (OCF / net income) – 0.2x 0.8x
Stock comp / revenue – 3.0% 15.0%

Financial Health

11 metrics
MetricCNTMRUNBKSY
Debt / assets 31.1% 62.2% 40.8%
Debt / equity 1.0x 3.3x 1.0x
Net debt / EBITDA – 17.3x 1.7x
Debt / FCF – 50.5x -1.9x
Liabilities / assets 70.1% 81.2% 59.1%
Equity / assets 29.9% 18.8% 40.9%
Interest coverage -7.6x – -3.0x
Current ratio 0.2x 1.4x 5.8x
Quick ratio 0.1x – 5.4x
Cash ratio 0.1x – 4.4x
Altman Z-score -1.83 0.04 -0.07

Shareholder Returns

7 metrics
MetricCNTMRUNBKSY
Dividend yield – – –
Net buyback yield – -0.7% -1.7%
Shareholder yield – -0.7% -1.7%
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.

ConsensusCNTMRUNBKSY
Forward P/E – 5.4xFY2026 –
EPS, next fiscal year $-3.87FY2026 $1.40FY2026 $-1.43FY2026
EPS growth, next FY – -18.1%FY2026 –
EPS growth, the year after – -54.3% –
Revenue, next fiscal year $76.76MFY2026 $3.22BFY2026 $136.05MFY2026
Revenue growth, next FY +114.2%FY2026 +8.8%FY2026 +27.6%FY2026
Revenue growth, the year after +15.7% -2.8% +48.6%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersCNTMRUNBKSY
Held by institutions – 100.0% 77.7%
Institutions holding – 396 227
Change in shares held, QoQ – +4.4% +33.1%
Institutions buying – 225 152
Institutions selling – 107 46
Buyers to sellers – 2.10 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.

CNTMRUNBKSY
CNTM 1.00 0.04 -0.06
RUN 0.04 1.00 0.22
BKSY -0.06 0.22 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, CNTM, RUN and BKSY?

Sunrun (RUN) is the largest by market capitalisation: ConnectM Technology Solutions (CNTM) $24.48M, Sunrun (RUN) $1.75B, BlackSky Technology (BKSY) $719.68M.

Which stock is cheaper, CNTM, RUN and BKSY?

Sunrun (RUN) trades on the lowest price-to-earnings ratio (ConnectM Technology Solutions (CNTM) 10.8x, Sunrun (RUN) 4.3x, BlackSky Technology (BKSY) -10.8x). 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%, Sunrun (RUN) +63.2%, BlackSky Technology (BKSY) +4.1%.

Which company is more profitable?

Sunrun (RUN) has the highest net margin (ConnectM Technology Solutions (CNTM) 6.3%, Sunrun (RUN) 11.6%, BlackSky Technology (BKSY) -61.2%). On return on invested capital, Sunrun (RUN) leads (Sunrun (RUN) 0.5%, BlackSky Technology (BKSY) -13.4%).

Which stock has performed better?

Over the past year BlackSky Technology (BKSY) returned the most: ConnectM Technology Solutions (CNTM) -38.6%, Sunrun (RUN) -63.3%, BlackSky Technology (BKSY) -17.9%. Over five years, BlackSky Technology (BKSY) compounded fastest (Sunrun (RUN) -33.1%/yr, BlackSky Technology (BKSY) -25.2%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Sunrun (RUN) has been the steadiest (ConnectM Technology Solutions (CNTM) 132.4%, Sunrun (RUN) 82.1%, BlackSky Technology (BKSY) 100.7%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, CNTM, RUN 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, Sunrun (RUN) leads on 6. 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.