Is ARBB or BBAI more undervalued in 2026?

CirclFi compares ARB IOT Group Limited (ARBB) and BigBear.ai, Inc. (BBAI) using 13 institutional-grade valuation models. ARBB has a Quality of Company score of 4.1/10 while BBAI scores 6.0/10.

Which is a better buy — ARBB or BBAI?

Compare intrinsic values from 13 independent models against current market prices. CirclFi also calculates Value Trap scores. This is not financial advice — conduct your own analysis.

How do ARBB and BBAI valuations compare?

ARBB at $5.15 and BBAI at $4.94 are compared across Bayesian DCF, EPV, EROIC Spread, First Chicago, Markov DDM, and 8 additional models.

ARBB vs BBAI Valuation Comparison 2026 — Intrinsic Value Analysis

ARBB

Information Technology Services

ARB IOT Group Limited

Quality

4.1

out of 10

Value Trap

SAFE

Price

$5.15

Last close

Models

7/13

Active

BBAI

Information Technology Services

BigBear.ai, Inc.

Quality

6.0

out of 10

Value Trap

WARN

Price

$4.94

Last close

Models

11/13

Active

Model-by-Model Comparison

Model	Type	ARBB Fair Value	ARBB Upside	BBAI Fair Value	BBAI Upside
Bayesian DCF	Intrinsic	$1.19	-76.9%	$0.99	-80.0%
Earnings Power Value	Intrinsic	—	—	$0.43	-91.2%
EROIC Spread	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
First Chicago	Scenario	$•••.••	••.•%	$•••.••	••.•%
ML-RIV	Intrinsic	$6.05	+30.2%	$0.13	-97.3%
Dynamic NAV	Asset-Based	$•••.••	••.•%	$•••.••	••.•%
PWERM	Option-Based	$•••.••	••.•%	$•••.••	••.•%
Regime Cross-Sectional	Relative	$•••.••	••.•%	$•••.••	••.•%
Sentiment SOTP	Hybrid	$•••.••	••.•%	$•••.••	••.•%
CUCE Ensemble	Ensemble	$•••.••	••.•%	$•••.••	••.•%
FTNN Topology	Relative	$•••.••	••.•%	$•••.••	••.•%

🔒

Unlock Full 13-Model Comparison

Access all valuation models for ARBB vs BBAI — including EROIC Spread, First Chicago, Markov DDM, PWERM, and 7 more.

Access Full Analysis — From $27/mo →

ARBB vs BBAI — Which Stock Is More Undervalued?

BBAI scores higher with a 6.0/10 quality rating vs ARBB's 4.1/10. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

Comparing ARB IOT Group Limited (ARBB) and BigBear.ai, Inc. (BBAI) across 13 institutional-grade valuation models reveals how each company's intrinsic value stacks up against its market price. CirclFi's engine processes SEC EDGAR 10-K and 10-Q filings, FRED macroeconomic data, and GDELT news sentiment to generate independent fair value estimates daily.

ARBB currently trades at $5.15 with a QOC of 4.1/10, while BBAI trades at $4.94 with a QOC of 6.0/10.

Both companies are analyzed with models spanning intrinsic (Bayesian DCF, EPV), scenario-based (First Chicago), regime-switching (Markov DDM, RCMH-DCF), machine learning (ML-RIV, FTNN Topology), and ensemble methods (CUCE).