ASTS
AST SpaceMobile, Inc.
ASTS offers stronger modeled upside, but that advantage does not outweigh its weaker overall profile.
VNT
Vontier Corporation
VNT has the edge over ASTS overall, supported by lower modeled downside.
ASTS Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Weak | |
| Weak | |
| Unavailable |
ASTS's revenue is currently healthy, but its profitability and cash flow are weak. There isn't enough data to rate its balance sheet.
VNT Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Stable |
VNT's profitability and cash flow are currently healthy, and its revenue and balance sheet are stable.
ASTS PE Valuation
ASTS has no meaningful PE right now: it lost money over the past year.
VNT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 10x | $24.70 | -43% |
| Forward | 11x | $43.18 | — |
| Fair | 13x | $32.92 | -24% |
| Expensive | 16x | $38.45 | -11% |
| Current | 18x | $43.18 | — |
Historical ranges are pointers, not guarantees.
VNT's PE is in its expensive range at 18x. If earnings grow as analysts expect, today's price would be 11x next year's earnings, in its cheap range.
ASTS Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses growing | |
| Strong growth | |
| -- | |
| Limited | |
| Low |
Analysts expect ASTS's losses to grow, with revenue growing. However, they disagree widely on these estimates.
VNT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect VNT's earnings to grow and its profitability to improve, with its revenue holding steady.
ASTS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$2.15 | -$0.91 |
| Q2 2026 | -$2.16 | -$0.27 |
| Q1 2026 | -$1.80 | +$0.19 |
| Q4 2025 | -$1.34 | +$0.61 |
| Q3 2025 | -$1.24 | +$0.88 |
| Q2 2025 | -$1.89 | -$0.64 |
| Q1 2025 | -$1.99 | -$1.01 |
| Q4 2022 | -$0.58 | -$0.21 |
ASTS is still losing money, but far less than before: $2.15 per share over the past year, against $5.76 at its worst in mid-2021.
VNT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.84 | +57% |
| Q3 2026 | $2.44 | -11% |
| Q2 2026 | $2.41 | -8.4% |
| Q1 2026 | $2.83 | +15% |
| Q4 2025 | $2.76 | +0.4% |
| Q3 2025 | $2.73 | +4.2% |
| Q2 2025 | $2.63 | +1.2% |
| Q1 2025 | $2.46 | -11% |
| Q4 2024 | $2.75 | +14% |
VNT has the edge over ASTS on earnings quality, reporting a profit while its opponent remains loss making.
ASTS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $42.3M | +187% |
| Q2 2026 | $31.5M | +2627% |
| Q1 2026 | $14.7M | +1952% |
| Q4 2025 | $54.3M | +2731% |
| Q3 2025 | $14.7M | +1240% |
| Q2 2025 | $1.2M | +28% |
| Q1 2025 | $718K | +44% |
| Q3 2022 | $4.2M | +70% |
ASTS has the edge over VNT on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -415% | +694 points |
| Q2 2026 | -948% | +10744 points |
| Q1 2026 | -1686% | +7083 points |
| Q4 2025 | -175% | +2446 points |
| Q3 2025 | -1109% | +4850 points |
| Q2 2025 | -11692% | -4693 points |
| Q1 2025 | -8769% | +2331 points |
| Q4 2024 | -2621% | N/A |
ASTS's operating margin was −415% last quarter, up 694 points from the same quarter a year ago.
VNT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $736.9M | -2.1% |
| Q2 2026 | $756.7M | -2.2% |
| Q1 2026 | $750.6M | +1.3% |
| Q4 2025 | $808.5M | +4.1% |
| Q3 2025 | $752.5M | +0.3% |
| Q2 2025 | $773.5M | +11% |
| Q1 2025 | $741.1M | -1.9% |
| Q4 2024 | $776.8M | -1.5% |
VNT's revenue fell from its 2022 peak and has held roughly level since: $737M last quarter, down 2.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 22% | +2.6 points |
| Q2 2026 | 19% | +1.8 points |
| Q1 2026 | 18% | +0.4 points |
| Q4 2025 | 19% | -0.3 points |
| Q3 2025 | 19% | +1.4 points |
| Q2 2025 | 18% | +1.3 points |
| Q1 2025 | 18% | -1.3 points |
| Q4 2024 | 19% | +0.7 points |
VNT has the edge over ASTS on profitability, with a higher operating margin.
ASTS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$464.2M | -$161.4M |
| Q2 2026 | -$694.8M | -$341.1M |
| Q1 2026 | -$309.7M | -$160.7M |
| Q4 2025 | -$330.7M | -$220.3M |
| Q3 2025 | -$302.9M | -$239.1M |
| Q2 2025 | -$353.6M | -$315.3M |
| Q1 2025 | -$149M | -$61.3M |
| Q4 2024 | -$110.5M | -$63.2M |
ASTS has burned cash in almost every quarter: −$1.8B over the past year, against −$916M the year before.
VNT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $122M | +35% |
| Q2 2026 | $94.9M | +14% |
| Q1 2026 | $24.8M | -73% |
| Q4 2025 | $174.8M | +18% |
| Q3 2025 | $90.3M | -13% |
| Q2 2025 | $83.3M | +274% |
| Q1 2025 | $92.7M | +30% |
| Q4 2024 | $148M | -0.2% |
VNT has the edge over ASTS on cash generation, producing positive trailing cash flow while its opponent burns cash.
ASTS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.4% | +1.1M shares |
| 1 year | +10% | +27.3M shares |
| 3 years | +235% | +211M shares |
| 5 years | +480% | +248M shares |
| Available history | +944% | +271M shares |
ASTS has 300M diluted shares, up 10% from a year ago.
| Quarter | Spent |
|---|---|
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
| Q3 2023 | — |
| Q2 2023 | — |
VNT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -3.1% | -4.4M shares |
| 1 year | -8.1% | -12M shares |
| 3 years | -13% | -20.4M shares |
| 5 years | -20% | -34.9M shares |
| Available history | -20% | -34.3M shares |
VNT has the edge over ASTS on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $80M |
| Q2 2026 | $130M |
| Q1 2026 | $70M |
| Q4 2025 | $125.1M |
| Q3 2025 | $70M |
| Q2 2025 | $50.1M |
| Q1 2025 | $55M |
| Q4 2024 | $60.1M |
VNT spent $405M buying back its own shares over the past year, up 72% from the year before.
ASTS Net Leverage
ASTS's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
VNT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 2.6x | Moderate |
| Q2 2026 | 2.6x | Moderate |
| Q1 2026 | 2.7x | Moderate |
| Q4 2025 | 2.6x | Moderate |
| Q3 2025 | 2.7x | Moderate |
| Q2 2025 | 2.9x | Moderate |
| Q1 2025 | 3.1x | Elevated |
| Q4 2024 | 3.1x | Elevated |
VNT's net debt is about 2.6 years of its operating earnings (EBITDA), about the same as a year ago.
ASTS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 34.1 | Neutral |
| Stochastic | 11.9 | Oversold |
ASTS's weekly RSI is 34 (neutral) and its Stochastic is 12 (oversold).
VNT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 75.3 | Overbought |
| Stochastic | 91.1 | Overbought |
VNT's weekly RSI is 75 (overbought) and its Stochastic is 91 (overbought).
ASTS PE vs Technology Sector
ASTS has no meaningful PE right now: it lost money over the past year.
VNT PE vs Technology Sector
| Metric | VNT | Sector median | Relative |
|---|---|---|---|
| PE | 18x | 28x | 36% below |
| PE % | 94 | 38 | 56 pts above |
VNT is trading at 18x earnings, a 36% discount to the Technology sector's median of 28x.
ASTS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $44.9 | 23% below |
| 20 week MA | $57.1 | 40% below |
| 50 week MA | $75.5 | 54% below |
| 100 week MA | $57.8 | 40% below |
| 200 week MA | $33.6 | 2.8% above |
ASTS has fallen below most of its moving averages, though it's still 2.8% above its 200-week average.
VNT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $35.5 | 22% above |
| 20 week MA | $33.3 | 30% above |
| 50 week MA | $34.6 | 25% above |
| 100 week MA | $36.0 | 20% above |
| 200 week MA | $34.9 | 24% above |
VNT has the edge over ASTS on trend strength, trading above more of its moving averages.
ASTS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.87 | $13.4 | +36% |
| 2021 | $13.4 | $8.71 | -35% |
| 2022 | $8.71 | $3.97 | -54% |
| 2023 | $3.97 | $6.03 | +52% |
| 2024 | $6.03 | $22.9 | +280% |
| 2025 | $22.9 | $72.0 | +214% |
| 2026 YTD | $72.0 | $34.5 | -52% |
ASTS's yearly returns have swung widely, from +280% in 2024 to −54% in 2022. It's down 52% so far in 2026.
VNT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $34.0 | $34.0 | -0.1% |
| 2021 | $34.0 | $30.4 | -11% |
| 2022 | $30.4 | $18.9 | -38% |
| 2023 | $18.9 | $34.6 | +83% |
| 2024 | $34.6 | $36.6 | +6% |
| 2025 | $36.6 | $38.1 | +4.1% |
| 2026 YTD | $38.1 | $43.2 | +13% |
VNT has the edge over ASTS on returns for 2026, with the stronger performance.