Keel Infrastructure (KEEL) vs Pony AI (PONY)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Keel Infrastructure (KEEL) has outperformed Pony AI (PONY) over the past year, losing 21.3% versus a loss of 75.4%. Pony AI is the larger company by market cap ($2.64 billion vs $1.87 billion), about 1.4 times the size, while Keel Infrastructure is growing revenue faster (+72.0% vs +20.0%). Keel Infrastructure converts more of its revenue into profit, with a net margin of -124.1% 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 | KEEL | PONY |
|---|---|---|
| Share price | $3.04 | $6.07 |
| Market cap | $1.87B | $2.64B |
| 1-day change | -3.65% | +5.30% |
| YTD return | +34.04% | -60.28% |
| 1-year return | -21.25% | -75.45% |
| 5-year return | -41.45% | — |
| EPS (TTM) | $-0.65 | $-0.35 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $229.28M | $90.00M |
| Revenue growth (YoY) | +72.03% | +19.96% |
| Net income (latest FY) | $-284.54M | $-133.97M |
| Gross margin | -8.25% | 15.73% |
| Operating margin | -65.25% | -289.84% |
| Net margin | -124.11% | -148.85% |
| 52-week high | $7.37 | $23.62 |
| 52-week low | $1.68 | $5.71 |
| Distance from 52-week high | -58.82% | -74.32% |
| Analyst consensus | strong_buy | strong_buy |
| Avg. price target upside | +115.82% | +231.74% |
| Average volume | 32.92M | 3.82M |
| Shares outstanding | 617.57M | 354.10M |
| Employees | — | 1,669 |
| Sector | Finance | Technology |
| Industry | Finance: Consumer Services | 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
- KEEL has outperformed PONY by 54.2 percentage points over the past year.
- Keel Infrastructure is more profitable, keeping -124.1 cents of every revenue dollar as net income versus -148.9 cents for Pony AI.
- Keel Infrastructure grew revenue faster in its latest fiscal year (+72.03% vs +19.96%).
- The two companies sit in different sectors: Keel Infrastructure in Finance and Pony AI in Technology.
About Keel Infrastructure
KEEL stock →Keel Infrastructure Corp. operates digital and energy infrastructure with focus on high-performance computing (HPC) and artificial intelligence (AI) workloads in North America, Canada, and the United States.
Finance · Finance: Consumer Services
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
KEEL vs PONY FAQ
Which is bigger, Keel Infrastructure or Pony AI?
Pony AI (PONY) is larger, with a market capitalization of $2.64B compared with $1.87B for Keel Infrastructure (KEEL).
Which stock has performed better over the past year, KEEL or PONY?
KEEL returned -21.25% over the past 12 months, compared with -75.45% for PONY (price return, excluding dividends). Past performance does not predict future results.
Are Keel Infrastructure and Pony AI in the same industry?
No. Keel Infrastructure is in the Finance sector, while Pony AI is in Technology.