CNTM vs RUN vs SPWR Stock Comparison

ConnectM Technology Solutions, Sunrun and SunPower Prices as of Oct 26, 2026 Peers: Industry group
RUN Sunrun Inc.
$7.27 -10.4% 1M -65.1% 1Y
Market cap
$1.80B
P/E
4.5x
Revenue (TTM)
$3.48B
Div. yield
–
Solar Installers Industrials
6 wins
SPWR SunPower Inc.
$0.23 -25.8% 1M -89.1% 1Y
Market cap
$36.17M
P/E
–
Revenue (TTM)
$283.12M
Div. yield
–
Solar Installers Industrials

Head to Head

8 decided of 12

Sunrun leads on 6 of the 12 questions below (Sunrun 6, ConnectM Technology Solutions 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionCNTMRUNSPWRLeader
Larger companyMarket capitalisation $24.70M $1.80B $36.17M RUN
Cheaper on earningsLower P/E, profitable companies only 10.9x 4.5x -3.4x RUN
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 5.2x — –
Faster revenue growthRevenue growth, trailing twelve months +23.6% +63.2% +18.6% RUN
More profitableNet margin, trailing twelve months 6.3% 11.6% -3.8% RUN
Better return on capitalReturn on invested capital — 0.5% -66.9% RUN
Less leveragedLower net debt / EBITDA — 17.3x — –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -47.1% -65.1% -89.1% CNTM
Better 5-year returnAnnualised price return, 5 years — -33.1%/yr — –
Less volatileAnnualised volatility, 1 year 132.4% 82.2% 104.8% RUN
Higher overall scoreMean of the five percentile scores vs peers 56/100 44/100 24/100 CNTM

Percentile Scorecard

CNTMRUNSPWR

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

AxisCNTMRUNSPWR
Valuation 85 #20 of 124 78 #12 of 52 16 #44 of 52
Growth 71 #33 of 113 92 #4 of 37 61 #15 of 37
Profitability 55 #50 of 110 31 #26 of 37 17 #31 of 37
Financial Health 12 #114 of 129 5 #54 of 57 4 #55 of 57
Shareholder Returns – 15 #23 of 27 –
Overall 56 44 24
  • CNTM ranked among 137 companies in Infrastructure Software
  • RUN ranked among 57 companies in Construction Services
  • SPWR ranked among 57 companies in Construction Services

Price Performance

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

Returns

PeriodCNTMRUNSPWRSPY
1 month -20.0%-10.4%-25.8% -0.8%
3 months -25.7%-27.2%-52.1% +3.5%
6 months -47.2%-44.2%-74.4% +7.0%
Year to date -68.0%-60.5%-85.4% +12.2%
1 year -47.1%-65.1%-89.1% +13.0%
3 years -98.8%-17.8%-78.7% +86.3%
3 years, per year -77.0%-6.3%-40.3% +23.1%
5 years —-86.6%— +68.6%
5 years, per year —-33.1%— +11.0%
10 years —+31.5%— +258.0%
10 years, per year —+2.8%— +13.6%

Risk

MeasureCNTMRUNSPWRSPY
Volatility, 1Y 132.4%82.2%104.8% 12.7%
Downside volatility, 1Y 132.1%91.0%112.6% 12.7%
Beta vs S&P 500, 1Y -0.102.762.30 1.00
Return / volatility, 1Y -0.36-0.79-0.85 1.02
Max drawdown, 5Y -100.0%-90.4%-97.9% -25.4%
From 52-week high -73.8%-66.0%-88.7% -1.8%
52-week high $16.00$21.41$2.04 $779.14
52-week low $3.90$6.89$0.22 $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.

MultipleCNTMRUNSPWR
P/E now vs peer median 10.2xmedian 38.1x 4.3xmedian 25.7x -3.2xmedian 25.7x
P/S now vs peer median 0.7xmedian 4.3x 0.5xmedian 0.8x 0.1xmedian 0.8x
EV/EBITDA now vs peer median —median 35.4x 19.4xmedian 12.9x —median 12.9x
P/FCF now vs peer median —median 27.1x 6.1xmedian 22.5x -0.6xmedian 22.5x
P/B now vs peer median 1.5xmedian 3.4x 0.4xmedian 2.3x -1.3xmedian 2.3x
PEG now vs peer median 0.38median 1.27 0.08median 0.56 -0.05median 0.56

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 monthsCNTMRUNSPWR
Revenue $36.02M $3.48B $283.12M
Gross profit $11.16M $1.23B $147.70M
Operating income -$12.45M $92.29M -$56.94M
Net income $2.42M -$958.46M -$10.73M
Free cash flow – $287.45M -$60.46M
R&D – $38.46M –
EPS (diluted) $0.03 $1.47 $-0.06
Cash & equivalents $2.39M – $4.10M
Total debt $56.72M $14.53B $105.58M
Shares (diluted) 72.32M 274.00M 185.22M
Enterprise value $14.70M $1.80B $7.88M

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
MetricCNTMRUNSPWR
P/E 10.2x 4.3x -3.2x
P/FCF – 6.1x -0.6x
P/Operating cash flow – -8.7x -0.6x
P/S 0.7x 0.5x 0.1x
P/B 1.5x 0.4x -1.3x
P/Tangible book 1.7x 0.4x -0.5x
EV/EBITDA – 19.4x –
EV/EBIT -3.0x 176.4x -2.4x
EV/Revenue 1.1x 4.7x 0.5x
EV/FCF – 56.6x -2.3x
EV/Operating cash flow – -81.3x -2.3x
PEG (3Y EPS CAGR) 0.38 0.08 -0.05

Growth

14 metrics
MetricCNTMRUNSPWR
Revenue growth (1Y) 23.6% 63.2% 18.6%
Revenue CAGR (3Y) – 12.8% –
Gross profit growth (1Y) 35.0% 192.3% 65.5%
Gross profit CAGR (3Y) – 70.2% –
Operating income growth (1Y) 19.9% 102.6% 11.2%
Operating income CAGR (3Y) -62.4% 28.5% -52.1%
Net income growth (1Y) 108.3% 74.8% 79.9%
Net income CAGR (3Y) 31.4% -6.5% 24.9%
EPS growth (1Y) 106.0% 115.0% 91.2%
EPS CAGR (3Y) 26.7% 54.4% 61.4%
Operating cash flow growth (1Y) – 75.3% -11.8%
Operating cash flow CAGR (3Y) – 42.2% –
Free cash flow growth (1Y) – 128.3% -11.8%
Free cash flow CAGR (3Y) – 27.8% –

Profitability

14 metrics
MetricCNTMRUNSPWR
Gross margin 31.0% 35.3% 52.2%
EBITDA margin – 24.2% –
Operating margin -34.6% 2.7% -20.1%
Pretax margin -41.0% -26.4% -3.0%
Net margin 6.3% 11.6% -3.8%
FCF margin – 8.3% -21.4%
Operating cash flow margin – -5.8% -21.4%
Return on equity 27.8% -22.2% –
Return on assets 5.4% -4.2% -4.2%
Return on invested capital – 0.5% -66.9%
Return on capital employed -149.0% 0.4% -48.7%
Asset turnover 0.8x 0.2x 1.1x
Cash conversion (OCF / net income) – 0.2x 5.6x
Stock comp / revenue – 3.0% 3.4%

Financial Health

11 metrics
MetricCNTMRUNSPWR
Debt / assets 31.1% 62.2% 42.2%
Debt / equity 1.0x 3.3x -4.0x
Net debt / EBITDA – 17.3x –
Debt / FCF – 50.5x -1.7x
Liabilities / assets 70.1% 81.2% 110.5%
Equity / assets 29.9% 18.8% -10.5%
Interest coverage -7.6x – -2.0x
Current ratio 0.2x 1.4x 0.8x
Quick ratio 0.1x – 0.0x
Cash ratio 0.1x – 0.0x
Altman Z-score -1.86 0.04 -2.15

Shareholder Returns

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

ConsensusCNTMRUNSPWR
Forward P/E – 5.2xFY2026 –
EPS, next fiscal year $-3.87FY2026 $1.40FY2026 $-0.16FY2026
EPS growth, next FY – -18.1%FY2026 –
EPS growth, the year after – -54.3% –
Revenue, next fiscal year $76.76MFY2026 $3.22BFY2026 $258.69MFY2026
Revenue growth, next FY +114.2%FY2026 +8.8%FY2026 -16.2%FY2026
Revenue growth, the year after +15.7% -2.8% +33.6%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersCNTMRUNSPWR
Held by institutions – 100.0% 18.7%
Institutions holding – 396 75
Change in shares held, QoQ – +4.4% -5.4%
Institutions buying – 225 42
Institutions selling – 107 20
Buyers to sellers – 2.10 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.

CNTMRUNSPWR
CNTM 1.00 0.04 -0.08
RUN 0.04 1.00 0.26
SPWR -0.08 0.26 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, CNTM, RUN and SPWR?

Sunrun (RUN) is the largest by market capitalisation: ConnectM Technology Solutions (CNTM) $24.70M, Sunrun (RUN) $1.80B, SunPower (SPWR) $36.17M.

Which stock is cheaper, CNTM, RUN and SPWR?

Sunrun (RUN) trades on the lowest price-to-earnings ratio (ConnectM Technology Solutions (CNTM) 10.9x, Sunrun (RUN) 4.5x, SunPower (SPWR) -3.4x). 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%, Sunrun (RUN) +63.2%, SunPower (SPWR) +18.6%.

Which company is more profitable?

Sunrun (RUN) has the highest net margin (ConnectM Technology Solutions (CNTM) 6.3%, Sunrun (RUN) 11.6%, SunPower (SPWR) -3.8%). On return on invested capital, Sunrun (RUN) leads (Sunrun (RUN) 0.5%, SunPower (SPWR) -66.9%).

Which stock has performed better?

Over the past year ConnectM Technology Solutions (CNTM) returned the most: ConnectM Technology Solutions (CNTM) -47.1%, Sunrun (RUN) -65.1%, SunPower (SPWR) -89.1%. 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) 82.2%, SunPower (SPWR) 104.8%). Volatility measures how widely the price swings, not the risk of the business.

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

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.