MetaCap

Kyndryl (KD) 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

Kyndryl (KD) has outperformed Pony AI (PONY) over the past year, losing 60.5% versus a loss of 75.4%. Kyndryl is the larger company by market cap ($2.59 billion vs $2.51 billion), about 1.0 times the size, while Pony AI is growing revenue faster (+20.0% vs +0.2%). Kyndryl converts more of its revenue into profit, with a net margin of 1.3% versus -148.9%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

KD-60.54%PONY-75.45%
+4%-38%-79%
Oct 8, 20251 yearOct 8, 2026
KD-65.77%PONY-55.76%
+89%+7%-76%
Nov 25, 20245 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

KD versus PONY key metrics
MetricKDPONY
Share price$11.88$5.76
Market cap$2.59B$2.51B
1-day change+3.76%-5.11%
YTD return-55.27%-60.28%
1-year return-60.54%-75.45%
P/E ratio (TTM)32.11—
Forward P/E4.77—
EPS (TTM)$0.37$-0.35
Dividend yield0.00%0.00%
Annual dividend$0.00$0.00
Revenue (latest FY)$15.09B$90.00M
Revenue growth (YoY)+0.23%+19.96%
Net income (latest FY)$198.00M$-133.97M
Gross margin21.79%15.73%
Operating margin—-289.84%
Net margin1.31%-148.85%
52-week high$29.87$23.62
52-week low$10.10$5.71
Distance from 52-week high-60.23%-75.61%
Analyst consensusnonestrong_buy
Avg. price target upside+19.53%+249.31%
Average volume4.13M3.82M
Shares outstanding217.82M354.10M
Employees72,0001,669
SectorTechnologyTechnology
IndustryEDP ServicesEDP 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

  • KD has outperformed PONY by 14.9 percentage points over the past year.
  • Kyndryl is more profitable, keeping 1.3 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 +0.23%).

About Kyndryl

KD stock →

Kyndryl Holdings, Inc. operates as a technology services company and IT infrastructure services provider in the United States, Japan, and internationally.

Technology · EDP Services · 72,000 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

KD vs PONY FAQ

Which is bigger, Kyndryl or Pony AI?

Kyndryl (KD) is larger, with a market capitalization of $2.59B compared with $2.51B for Pony AI (PONY).

Which stock has performed better over the past year, KD or PONY?

KD returned -60.54% over the past 12 months, compared with -75.45% for PONY (price return, excluding dividends). Past performance does not predict future results.

Are Kyndryl and Pony AI in the same industry?

Yes. Both are classified in the EDP Services industry within the Technology sector.

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