SOUN vs BBAI Stock Comparison: AI Score, Valuation, Performance and Upside
SoundHound AI and BigBear.ai are both small-cap artificial intelligence companies, but SoundHound AI focuses on voice and conversational AI technology for automotive, restaurant, and other commercial industries, while BigBear.ai focuses on AI-powered data analytics and decision support primarily for national security and defense government customers.
SOUN offers exposure to commercial voice AI adoption across diversified industry verticals, while BBAI offers exposure to AI-powered analytics adoption within national security and defense markets. The decision depends on whether you prefer commercial AI diversification or specialized government contract exposure, with both still working toward sustained profitability.
BBAI holds the edge across 4 of 5 key metrics in this comparison. BBAI leads on both 1-year return (-44.60%) and forward P/E quality (-14.35x vs -45.97x for SOUN), a relatively favorable combination of momentum and valuation. On fundamentals, SOUN is growing revenue faster (45.00%), while BBAI maintains the higher operating margin (-74.45%) — a classic growth-versus-profitability split. Analyst consensus implies meaningfully more upside for SOUN (+87.53%) than for BBAI (+39.37%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- Want exposure to voice and conversational AI technology adoption across commercial industries
- Value diversification across automotive, restaurant, and other industry verticals
- Believe proprietary voice AI technology provides differentiated competitive positioning
- Are comfortable distinguishing organic growth from acquisition-related revenue contributions
- Want exposure to AI-powered analytics adoption within national security and defense markets
- Value established government relationships providing access to a specialized market niche
- Believe multi-year government contracts can provide longer-term revenue visibility
- Are comfortable with revenue concentration tied to government budget cycles and contract timing
| Metric | SOUN | BBAI |
|---|---|---|
| AI scorei | 22.9 | 23.6 |
| AI ranki | #3924 | #3617 |
| Latest closei | $6.15 | $2.82 |
| 1M returni | -17.23% | -13.76% |
| 6M returni | -21.36% | -28.79% |
| 1Y returni | -56.66% | -44.60% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | SOUN | BBAI |
|---|---|---|
| 1Y ago | $4.33K (-56.7%) started 2025-09-15 | $5.54K (-44.6%) started 2025-09-15 |
| 5Y ago | $8.2K (-18.0%) started 2022-04-28 | $2.87K (-71.3%) started 2021-09-15 |
| 10Y ago | $8.2K (-18.0%) started 2022-04-28 | $2.87K (-71.3%) started 2021-04-05 |
Hypothetical — past performance does not guarantee future results.
| Metric | SOUN | BBAI |
|---|---|---|
| Market capi | $3.01B | $1.38B |
| Trailing P/Ei | N/A | N/A |
| Forward P/Ei | -45.97 | -14.35 |
| Price/Salesi | N/A | N/A |
| EV/Revenuei | 14.00 | 8.20 |
| Analyst targeti | $12.71 | $4.00 |
| Target upsidei | +87.53% | +39.37% |
| Metric | SOUN | BBAI |
|---|---|---|
| Revenue growthi | 45.00% | 13.20% |
| Earnings growthi | N/A | N/A |
| EPS growthi | N/A | N/A |
| FCF margini | -22.39% | -158.33% |
| Operating margini | -75.93% | -74.45% |
| Profit margini | -67.45% | -65.20% |
| ROIC proxyi | -32.24% | -16.55% |
| Return on equityi | -32.24% | -16.55% |
| Dividend yieldi | N/A | N/A |
| Payout ratioi | 0.00% | 0.00% |
| Dividend growth streaki | N/A | N/A |
| Betai | 2.83 | 3.18 |
| Debt/equityi | 1.11 | 2.95 |
| Current ratioi | 3.91 | 5.67 |
| Quick ratioi | 3.73 | 5.39 |
Over the past year, SOUN and BBAI have moved moderately in the same direction (correlation of 0.65), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | SOUN | BBAI |
|---|---|---|---|
| 1Y | Growthi | -56.66% | -44.60% |
| CAGRi | -56.68% | -44.62% | |
| Volatilityi | 71.88% | 84.92% | |
| Sharpe ratioi | -0.88 | -0.34 | |
| Sortino ratioi | -1.30 | -0.53 | |
| Max drawdowni | 73.36% | 70.93% | |
| Current drawdowni | 71.26% | 68.35% | |
| Avg drawdowni | 52.59% | 45.70% | |
| Ulcer Indexi | 56.57% | 49.44% | |
| Max daily dropi | 11.57% | 11.95% | |
| Max wkly dropi | 20.68% | 26.09% | |
| 5Y | Growthi | -18.00% | -71.34% |
| CAGRi | -4.43% | -22.12% | |
| Volatilityi | 132.92% | 166.27% | |
| Sharpe ratioi | 0.54 | 0.39 | |
| Sortino ratioi | 0.98 | 0.88 | |
| Max drawdowni | 93.55% | 95.01% | |
| Current drawdowni | 74.62% | 77.78% | |
| Avg drawdowni | 67.22% | 67.83% | |
| Ulcer Indexi | 69.69% | 72.06% | |
| Max daily dropi | 48.36% | 39.62% | |
| Max wkly dropi | 55.81% | 47.33% | |
| 10Y | Growthi | -18.00% | -71.31% |
| CAGRi | -4.43% | -20.49% | |
| Volatilityi | 132.92% | 159.21% | |
| Sharpe ratioi | 0.54 | 0.37 | |
| Sortino ratioi | 0.98 | 0.84 | |
| Max drawdowni | 93.55% | 95.01% | |
| Current drawdowni | 74.62% | 77.78% | |
| Avg drawdowni | 67.22% | 62.24% | |
| Ulcer Indexi | 69.69% | 68.99% | |
| Max daily dropi | 48.36% | 39.62% | |
| Max wkly dropi | 55.81% | 47.33% |
| Category | SOUN | BBAI |
|---|---|---|
| Company | SoundHound AI, Inc. | BigBear.ai Holdings, Inc. |
| Sector | Technology | Technology |
| Industry | Software - Application | Information Technology Services |
| Core business | A company developing voice artificial intelligence and conversational AI technology, providing voice assistant and speech recognition solutions to automotive, restaurant, and other industry customers. | A company providing artificial intelligence-powered data analytics and decision support solutions primarily to national security, defense, and other government customers, alongside some commercial applications. |
| Investor focus | Revenue growth and diversification across its automotive, restaurant, and other industry verticals, customer concentration trends, and progress toward sustained profitability. | Contract revenue growth and backlog trends tied to government and defense budget priorities, customer diversification beyond its core government contracts, and progress toward sustained profitability. |
- Proprietary voice AI and speech recognition technology provides differentiated capabilities relative to generic conversational AI offerings
- Diversification across automotive, restaurant, and other verticals reduces reliance on any single industry for overall revenue growth
- Growing partnerships and integrations across multiple industries support expanding real-world deployment of its voice AI technology
- Established relationships with national security and defense agencies provide access to a specialized, less commoditized government AI analytics market
- AI-powered decision support capabilities address critical national security and operational planning use cases
- Government contract relationships can provide multi-year revenue visibility once contracts are awarded and executed
- Revenue growth in recent periods has included contributions from acquisitions, requiring investors to distinguish organic from acquired growth
- Faces competition from both large technology companies with their own voice AI capabilities and other specialized conversational AI vendors
- Achieving sustained GAAP profitability alongside continued growth investment remains an ongoing focus
- Revenue concentration in government and defense contracts exposes the company to government budget cycles and contract award timing risk
- Faces competition from both larger established government technology contractors and other specialized AI analytics vendors
- Achieving sustained GAAP profitability alongside continued growth investment remains an ongoing focus
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