CDW (CDW) vs Pony AI (PONY)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
CDW (CDW) has outperformed Pony AI (PONY) over the past year, losing 11.9% versus a loss of 71.9%. CDW is the larger company by market cap ($17.25 billion vs $2.54 billion), about 6.8 times the size, while Pony AI is growing revenue faster (+20.0% vs +6.8%). CDW pays a dividend yielding 1.82%, while Pony AI does not currently pay one.
CDW converts more of its revenue into profit, with a net margin of 4.8% versus -148.9%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | CDW | PONY |
|---|---|---|
| Share price | $137.95 | $5.84 |
| Market cap | $17.25B | $2.54B |
| 1-day change | +0.82% | -3.87% |
| YTD return | +0.46% | -58.14% |
| 1-year return | -11.87% | -71.90% |
| 5-year return | -23.01% | — |
| P/E ratio (TTM) | 16.58 | — |
| Forward P/E | 11.48 | — |
| EPS (TTM) | $8.32 | $-0.35 |
| Dividend yield | 1.82% | 0.00% |
| Annual dividend | $2.52 | $0.00 |
| Revenue (latest FY) | $22.42B | $90.00M |
| Revenue growth (YoY) | +6.79% | +19.96% |
| Net income (latest FY) | $1.07B | $-133.97M |
| Gross margin | 21.73% | 15.73% |
| Operating margin | 7.38% | -289.84% |
| Net margin | 4.76% | -148.85% |
| 52-week high | $161.10 | $23.62 |
| 52-week low | $97.12 | $5.82 |
| Distance from 52-week high | -14.37% | -75.30% |
| Analyst consensus | none | strong_buy |
| Avg. price target upside | +15.02% | +244.80% |
| Average volume | 1.75M | 3.80M |
| Shares outstanding | 125.02M | 354.10M |
| Employees | 14,800 | 1,669 |
| Sector | Consumer Discretionary | Technology |
| Industry | Catalog/Specialty Distribution | EDP Services |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- CDW is about 6.8 times larger than Pony AI by market value ($17.25B vs $2.54B).
- CDW has outperformed PONY by 60.0 percentage points over the past year.
- CDW offers a meaningfully higher dividend yield (1.82% vs 0.00%).
- CDW is more profitable, keeping 4.8 cents of every revenue dollar as net income versus -148.9 cents for Pony AI.
- Pony AI grew revenue faster in its latest fiscal year (+19.96% vs +6.79%).
- The two companies sit in different sectors: CDW in Consumer Discretionary and Pony AI in Technology.
About CDW
CDW stock →CDW Corporation provides information technology (IT) solutions in the United States, the United Kingdom, and Canada. It operates through three segments: Commercial, Government, and Education.
Consumer Discretionary · Catalog/Specialty Distribution · 14,800 employees
About Pony AI
PONY stock →Pony AI Inc., through its subsidiaries, engages in the autonomous mobility business in the People's Republic of China and internationally. The company provides robotaxi services that include autonomous vehicle (AV) engineering solutions, such as AV software deployment and maintenance; vehicle integration and engineering; and road-testing services to original equipment manufacturers and transportation network companies.
Technology · EDP Services · 1,669 employees
CDW vs PONY FAQ
Which is bigger, CDW or Pony AI?
CDW (CDW) is larger, with a market capitalization of $17.25B compared with $2.54B for Pony AI (PONY).
Which stock has performed better over the past year, CDW or PONY?
CDW returned -11.87% over the past 12 months, compared with -71.90% for PONY (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, CDW or Pony AI?
CDW pays a dividend yielding 1.82%, while Pony AI does not currently pay a regular dividend.
Are CDW and Pony AI in the same industry?
No. CDW is in the Consumer Discretionary sector, while Pony AI is in Technology.