MetaCap

Penguin Solutions (PENG) 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

Penguin Solutions (PENG) has outperformed Pony AI (PONY) over the past year, gaining 215.6% versus a loss of 75.4%. Penguin Solutions is the larger company by market cap ($3.67 billion vs $2.51 billion), about 1.5 times the size, while Pony AI is growing revenue faster (+20.0% vs +16.9%). Penguin Solutions converts more of its revenue into profit, with a net margin of 1.9% versus -148.9%.

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

Relative performance

PENG+215.63%PONY-75.45%
+276%+92%-92%
Oct 8, 20251 yearOct 8, 2026
PENG+294.54%PONY-55.76%
+352%+133%-85%
Nov 25, 20245 yearsOct 5, 2026

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

Head-to-head

PENG versus PONY key metrics
MetricPENGPONY
Share price$71.57$5.76
Market cap$3.67B$2.51B
1-day change-1.43%-5.11%
YTD return+265.90%-60.28%
1-year return+215.63%-75.45%
5-year return+167.40%—
P/E ratio (TTM)27.53—
Forward P/E13.73—
EPS (TTM)$2.60$-0.35
Dividend yield0.00%0.00%
Annual dividend$0.00$0.00
Revenue (latest FY)$1.37B$90.00M
Revenue growth (YoY)+16.91%+19.96%
Net income (latest FY)$25.39M$-133.97M
Gross margin28.80%15.73%
Operating margin4.25%-289.84%
Net margin1.85%-148.85%
52-week high$89.86$23.62
52-week low$16.04$5.71
Distance from 52-week high-20.35%-75.61%
Analyst consensusbuystrong_buy
Avg. price target upside+16.77%+249.31%
Average volume2.86M3.80M
Shares outstanding51.24M354.10M
Employees—1,669
SectorTechnologyTechnology
IndustryInformation Technology 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

  • PENG has outperformed PONY by 291.1 percentage points over the past year.
  • Penguin Solutions is more profitable, keeping 1.9 cents of every revenue dollar as net income versus -148.9 cents for Pony AI.

About Penguin Solutions

PENG stock →

Penguin Solutions, Inc. designs, builds, deploys and manages enterprise solutions worldwide.

Technology · Information Technology 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

PENG vs PONY FAQ

Which is bigger, Penguin Solutions or Pony AI?

Penguin Solutions (PENG) is larger, with a market capitalization of $3.67B compared with $2.51B for Pony AI (PONY).

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

PENG returned +215.63% over the past 12 months, compared with -75.45% for PONY (price return, excluding dividends). Past performance does not predict future results.

Are Penguin Solutions and Pony AI in the same industry?

Both are in the Technology sector, but in different industries: Information Technology Services for Penguin Solutions and EDP Services for Pony AI.

More comparisons