The nations are in a hurry to embrace artificial intelligence (AI) and for a good reason. Like Nvidia CEO Jensen Huang, “World countries recognize AI as the main infrastructure – electricity and internet.”
The Trump management said the United States intends to lead the world in the EU. There are two enterprises that help the government achieve this goal Bigbear.ai(NYSE: BBAB) and C3.ai(NYSE: AI).
Both companies conveyed AI solutions for the Likes of the US Army and the Defense Ministry. But if you had to choose between the two, what is the better AI investment for long riding? A view of each job to answer this question.
Picture source: Getty Images.
BigBear.ai provides various AI solutions to national security and infrastructure. For example, it provides a facial recognition program to display passengers for security risks, and it helps build submarines with the U.S. Navy AI developed shipyard.
BigBear.Ai’s work has increased by $ 34.8 million in the first quarter, 5% per annum. Also benefited from the training of 2024 warranty from total income to $ 64.7 million in melody.
The company has experienced changes in which the company lives in this year. His CFO went in June and a new General Director Kevin Mcalenan won in January. McAlenan can prove that the United States is the execution of the US Homeland Security Department during the first Trump Office, so the experience can prove that Bigbear.Ai is useful to the government.
This company faces some difficulties. BigBear.ai is not profitable. Its Q1 net loss, some of them in $ 62 million Operating costs Increased year during the year.
BigBear.ai also has a fundamental debt. His G1 total liabilities of $ 198.5 million total liabilities are $ 100.6 million, and this was after $ 58 million after $ 58 million with voluntary conversions of 2029 convertible records. Q1 assets amounted to $ 396.3 million.
C3.ai offers ready-made and special AI solutions. Government customers include US Air Force, Maritime Corps and the National Science Foundation. It also has a large non-governmental business with customers Skewer and Dow.
The company uses partnership to expand sales opportunities. Partners closed the 193 agreement in the 202nd fiscal year of C3.AI.
As a result, C3.AI sales increased more than 25% of 25% to Fiscal 2025 to $ 389.1 million.
BigBear.ai is not profitable as C3.ai. 2025 financial year and 2025 financial loss ended at $ 288.7 million. However, the balance sheet was healthy. Financial Q4 assets 1 billion dollars, and total obligations were $ 187.6 million.
Although both companies see sales growth, the rest of 2025 could be a different story. The US government deficits budgets.
Budget cuts can damage BigBear.ai’s work. The company said: “Most of our income was obtained from federal government agreements.”
The picture is different with C3.ai. The federal government reservations represented only 26% for 2025 fiscal year. As a result, if the budget cut can damage C3.ai, but the impact of their work would be less than the influence of BigBear.A.
The diversified income of C3.AI is a plus on BigBear.ai, but a better investment, another factor is an assessment of the section price. This can be determined by the ratio of selling (P / S) to the price of each company, which requires how much investors will pay for each dollar.
As shown in the diagram, both enterprises have a more reasonable P / S multiple in the past year. The proportion of the AI leader NVIDIA’s P / S p / s from June 18 to 24 is the attractive of Bigbear.ai and C3.AI shares.
The ratio of Bigbear.Ai remains higher than the p / s ratio, and C3.ai is lower. This shows that the shareholder is a good value, and the AI opponent is not a bargain in 2024.
BigBear.ai, C3.AI’s binding assessment, superior sales increase and powerful balance sheet, invest in better artificial intelligence for a long time.
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Robert Izquierdo There are positions in C3.ai and Nvidia. Motley has a position in FOOX and recommends NVIDIA. Motley is a stupid c3.ai recommends. Motley Fool has a Disclosure Policy.
