MetaCap

Pony AI (PONY) vs VNET Group (VNET)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 10, 2026.

Summary

VNET Group (VNET) has outperformed Pony AI (PONY) over the past year, losing 42.3% versus a loss of 72.8%. Pony AI is the larger company by market cap ($2.63 billion vs $1.58 billion), about 1.7 times the size.

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

Relative performance

PONY-72.84%VNET-42.28%
+52%-14%-80%
Oct 9, 20251 yearOct 9, 2026
PONY-53.61%VNET+33.25%
+293%+105%-83%
Nov 25, 20245 yearsOct 5, 2026

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

Head-to-head

PONY versus VNET key metrics
MetricPONYVNET
Share price$6.04$5.53
Market cap$2.63B$1.58B
1-day change+4.86%+6.96%
YTD return-58.34%-34.63%
1-year return-72.84%-42.28%
5-year return—-70.51%
Forward P/E—36.29
EPS (TTM)$-0.35$-1.22
Dividend yield0.00%0.00%
Annual dividend$0.00$0.00
Revenue (latest FY)$90.00M—
Revenue growth (YoY)+19.96%—
Net income (latest FY)$-133.97M$-36.01M
Gross margin15.73%—
Operating margin-289.84%—
Net margin-148.85%—
52-week high$22.70$14.48
52-week low$5.71$5.07
Distance from 52-week high-73.39%-61.81%
Analyst consensusstrong_buystrong_buy
Avg. price target upside+233.11%+146.29%
Average volume3.85M4.43M
Shares outstanding354.10M280.10M
Employees1,6692,784
SectorTechnologyTechnology
IndustryEDP ServicesComputer Software: Programming Data Processing

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

  • VNET has outperformed PONY by 30.6 percentage points over the past year.

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

About VNET Group

VNET stock →

VNET Group, Inc. provides data center hosting and related services in China.

Technology · Computer Software: Programming Data Processing · 2,784 employees

PONY vs VNET FAQ

Which is bigger, Pony AI or VNET Group?

Pony AI (PONY) is larger, with a market capitalization of $2.63B compared with $1.58B for VNET Group (VNET).

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

VNET returned -42.28% over the past 12 months, compared with -72.84% for PONY (price return, excluding dividends). Past performance does not predict future results.

Are Pony AI and VNET Group in the same industry?

Both are in the Technology sector, but in different industries: EDP Services for Pony AI and Computer Software: Programming Data Processing for VNET Group.

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