CHPT vs BLNK: ChargePoint vs Blink Charging Stock Comparison: AI Score, Valuation, Performance and Upside
ChargePoint is the larger, software-platform-focused EV charging leader with a partner-funded network model while Blink is a smaller mixed-model charger operator. ChargePoint's size and software subscription approach position it better for long-term scale; Blink's smaller scale creates higher risk but potentially higher return if unit economics improve.
CHPT vs BLNK is the EV charging software platform leader versus a smaller mixed-model charging operator — ChargePoint's scale and subscription model offer a cleaner long-term thesis; Blink is a higher-risk, smaller-scale bet on EV charging network growth.
BLNK holds the edge across 4 of 5 key metrics in this comparison. BLNK leads on both 1-year return (-40.46%) and forward P/E quality (-2.72x vs -3.12x for CHPT), a relatively favorable combination of momentum and valuation. Analyst consensus implies meaningfully more upside for BLNK (+293.63%) than for CHPT (+4.08%).
- →prefer the scale of the largest US charging network with software subscription upside
- →want asset-light growth from partner-funded hardware and ChargePoint software services
- →value fleet charging as a differentiated high-value segment vs retail consumer charging
- →are comfortable with ChargePoint's significant cash burn as it scales toward profitability
- →want exposure to a smaller EV charging company with international diversification
- →believe Blink's mixed Level 2 and DCFC portfolio serves diverse market needs
- →prefer lower-priced entry into the EV charging sector despite higher risk
- →are comfortable with execution risk in exchange for the upside of a smaller company improving unit economics
| Metric | CHPT | BLNK |
|---|---|---|
| AI score | 22.5 | 25.0 |
| AI rank | #4090 | #2916 |
| Latest close | $6.32 | $0.57 |
| 1M return | -11.41% | -13.00% |
| 6M return | -10.16% | -37.80% |
| 1Y return | -50.66% | -40.46% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | CHPT | BLNK |
|---|---|---|
| 1Y ago | $4.93K (-50.7%) started 2025-07-14 | $5.95K (-40.5%) started 2025-07-14 |
| 5Y ago | $128.98 (-98.7%) started 2021-07-14 | $183.68 (-98.2%) started 2021-07-14 |
| 10Y ago | $324.03 (-96.8%) started 2019-09-16 | $293.13 (-97.1%) started 2016-07-14 |
Hypothetical — past performance does not guarantee future results.
| Metric | CHPT | BLNK |
|---|---|---|
| Market cap | $163.8M | $82.13M |
| Trailing P/E | N/A | N/A |
| Forward P/E | -3.12 | -2.72 |
| Price/Sales | 0.39 | 0.79 |
| EV/Revenue | 0.76 | 0.46 |
| Analyst target | $6.58 | $2.25 |
| Target upside | +4.08% | +293.63% |
| Metric | CHPT | BLNK |
|---|---|---|
| Revenue growth | 4.30% | 0.30% |
| Earnings growth | N/A | N/A |
| EPS growth | N/A | N/A |
| FCF margin | +7.84% | +10.05% |
| Operating margin | N/A | N/A |
| Profit margin | -49.66% | -71.38% |
| ROIC proxy | -376.81% | -94.42% |
| Return on equity | -376.81% | -94.42% |
| Dividend yield | 0.00% | 0.00% |
| Beta | 1.72 | 2.03 |
| Debt/equity | N/A | 13.69 |
| Current ratio | 1.15 | 1.23 |
| Quick ratio | 0.50 | 0.92 |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | CHPT | BLNK |
|---|---|---|---|
| 1Y | Growth | -50.66% | -40.46% |
| CAGR | -50.69% | -40.48% | |
| Sharpe ratio | -0.65 | -0.15 | |
| Max drawdown | 66.24% | 79.96% | |
| Max daily drop | 18.90% | 15.49% | |
| Max wkly drop | 32.97% | 37.61% | |
| 5Y | Growth | -98.71% | -98.16% |
| CAGR | -58.12% | -55.05% | |
| Sharpe ratio | -0.74 | -0.61 | |
| Max drawdown | 99.19% | 98.93% | |
| Max daily drop | 35.46% | 16.92% | |
| Max wkly drop | 40.66% | 37.61% | |
| 10Y | Growth | -96.76% | -97.07% |
| CAGR | -39.50% | -29.74% | |
| Sharpe ratio | -0.32 | 0.21 | |
| Max drawdown | 99.51% | 99.17% | |
| Max daily drop | 35.46% | 63.34% | |
| Max wkly drop | 40.66% | 64.63% |
| Category | CHPT | BLNK |
|---|---|---|
| Company | ChargePoint Holdings, Inc. | Blink Charging Co. |
| Sector | Industrials | Industrials |
| Industry | N/A | N/A |
| Core business | Largest US EV charging network by port count using a partner-funded model where property owners purchase ChargePoint hardware and subscribe to cloud software. ChargePoint earns hardware, software subscription, and network services revenue. | EV charging operator with a mix of Level 2 and DC fast chargers at commercial, multifamily, and public locations. Blink uses a hybrid own-and-operate and network-partner model with US and international operations. |
| Investor focus | Subscription software revenue growth, networked port count, fleet charging expansion, and operating leverage toward profitability. | Owned station revenue per unit, network expansion, international revenues, and gross margin improvement. |
- →Over 300,000 networked ports globally make ChargePoint the largest EV charging network by port count
- →Software subscription model provides recurring revenue that scales without proportional capex growth
- →Fleet operator focus is a differentiated high-value segment where ChargePoint's energy management software excels
- →Diversified Level 2 and DC fast-charging portfolio serves multiple property types and customer needs
- →International expansion in Europe provides revenue diversification beyond the US market
- →Smaller size means higher percentage upside if unit economics improve materially
- →Hardware revenue is low-margin and competitive with Chinese manufacturers offering cheaper units
- →Revenue growth deceleration in 2024 raised questions about EV demand and partner investment pace
- →Path to profitability requires significant subscription revenue scale that hasn't yet materialized
- →Station reliability concerns have historically weighed on user satisfaction and operator trust
- →Blink is significantly smaller than ChargePoint with less software subscription revenue leverage
- →International operations add complexity without commensurate scale benefits at current size
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