BigBear.ai Holdings, Inc. (BBAI) vs Concentrix Corporation (CNXC)

BigBear.ai Holdings, Inc. and Concentrix Corporation are both Information Technology Services companies. Concentrix Corporation is the larger, with a market value of $1.8B against $1.4B — 1.3× the size. Concentrix Corporation grew revenue faster over the last twelve months: 3.89% against −13.7%. Concentrix Corporation has the higher net margin (−13.2% vs −65.2%) and the higher return on invested capital (−9.08% vs −21.3%). Across the 18 metrics below, Concentrix Corporation leads on 13 and BigBear.ai Holdings, Inc. on 5.

Valuation

Metric BBAI CNXC Information Technology Services median
P/E n/m n/m 14.63
P/S 10.19 0.16 1.13
P/B 1.74 0.61 2.10
Price to free cash flow n/m 3.11 10.11
EV/EBITDA n/m n/m 8.56
EV/Sales 7.79 0.60 1.20
Earnings yield (6.20%) (78.73%) 4.56%
Free cash flow yield (5.50%) 32.20% 4.37%

Profitability

Metric BBAI CNXC Information Technology Services median
Gross margin 27.92% 34.04% 31.05%
Operating margin (117.91%) (10.22%) 3.30%
Net margin (65.20%) (13.17%) 2.09%
Free cash flow margin (56.10%) 5.31% 0.00%
Return on equity (16.55%) (37.74%) 4.12%
Return on assets (11.91%) (11.50%) 0.61%
Return on invested capital (21.34%) (9.08%) 0.57%

Growth

Metric BBAI CNXC Information Technology Services median
Revenue growth (TTM) (13.72%) 3.89% 7.12%
EPS growth (last fiscal year) 25.45% (648.79%) —
Revenue growth, 5-year CAGR 6.93% 15.80% 7.71%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric BBAI CNXC Information Technology Services median
Debt to equity 0.01 1.70 0.45
Current ratio 5.67 1.18 1.66
Net debt to EBITDA 1.65 (18.41) 0.44

Dividend

Metric BBAI CNXC Information Technology Services median
Dividend yield — 0.89% 1.21%
Payout ratio 0.00 0.16 0.00

Size

Metric BBAI CNXC Information Technology Services median
Market cap 1.36b 1.79b 1.36b

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