Head-To-Head Analysis: Pony AI (NASDAQ:PONY) versus Kyndryl (NYSE:KD)

Pony AI (NASDAQ:PONY) and Kyndryl (NYSE:KD) are both mid-cap transportation companies, but which is the superior investment? We will contrast the two companies based on the strength of their profitability, dividends, institutional ownership, earnings, analyst recommendations, valuation and risk.

Analyst Recommendations

This is a breakdown of current ratings and price targets for Pony AI and Kyndryl, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Pony AI	0	0	3	0	3.00
Kyndryl	0	0	4	0	3.00

Pony AI currently has a consensus price target of $19.20, suggesting a potential upside of 19.48%. Kyndryl has a consensus price target of $39.75, suggesting a potential upside of 4.41%. Given Pony AI’s higher possible upside, research analysts plainly believe Pony AI is more favorable than Kyndryl.

Valuation and Earnings

This table compares Pony AI and Kyndryl”s revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Pony AI	$84.33 million	66.50	N/A	N/A	N/A
Kyndryl	$15.11 billion	0.59	-$340.00 million	$0.55	69.22

Pony AI has higher earnings, but lower revenue than Kyndryl.

Profitability

This table compares Pony AI and Kyndryl’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Pony AI	N/A	N/A	N/A
Kyndryl	0.91%	7.22%	0.81%

Insider & Institutional Ownership

71.5% of Kyndryl shares are held by institutional investors. 1.0% of Kyndryl shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Summary

Kyndryl beats Pony AI on 7 of the 9 factors compared between the two stocks.

About Pony AI

Pony AI Inc., through its subsidiaries, engages in the autonomous mobility principally in the People’s Republic of China and the United States. The company provides robotruck services, such as transportation services to the logistics platforms. Pony AI Inc. is based in Guangzhou, the People’s Republic of China.

About Kyndryl

Kyndryl Holdings, Inc. operates as a technology services company and IT infrastructure services provider worldwide. The company offers cloud services; core enterprise and zCloud services; application, data, and artificial intelligence services; digital workplace services; security and resiliency services; and network services and edge services. It serves financial, communications, retail and travel, and automotive industries. The company was incorporated in 2020 and is headquartered in New York, New York.