Globant S.A. (GLOB) vs Pony AI Inc. - Sponsored ADR (PONY)

Globant S.A. and Pony AI Inc. - Sponsored ADR are both Information Technology Services companies. Globant S.A. and Pony AI Inc. - Sponsored ADR are of similar size ($1.8B and $1.7B). Pony AI Inc. - Sponsored ADR has negative trailing earnings, so its P/E is not meaningful; Globant S.A. trades at 15.3×. Pony AI Inc. - Sponsored ADR grew revenue faster over the last twelve months: 45.8% against −1.26%. Globant S.A. has the higher net margin (4.63% vs −118.5%) and the higher return on invested capital (4.83% vs −31.8%). Across the 17 metrics below, Globant S.A. leads on 13 and Pony AI Inc. - Sponsored ADR on 4.

Valuation

Metric GLOB PONY Information Technology Services median
P/E 15.26 n/m 16.42
P/S 0.69 17.09 1.06
P/B 0.78 1.25 1.57
Price to free cash flow 8.03 n/m 11.62
EV/EBITDA 10.35 n/m 9.74
EV/Sales 0.79 8.15 1.23
Earnings yield 6.55% (7.30%) 4.25%
Free cash flow yield 12.45% (12.87%) 4.50%

Profitability

Metric GLOB PONY Information Technology Services median
Gross margin 34.52% 16.23% 29.97%
Operating margin 7.65% (214.04%) 3.30%
Net margin 4.63% (118.47%) 2.09%
Free cash flow margin 0.00% (162.83%) 1.51%
Return on equity 5.20% 0.00% 3.67%
Return on assets 3.42% (10.85%) 0.47%
Return on invested capital 4.83% (31.75%) 0.57%

Growth

Metric GLOB PONY Information Technology Services median
Revenue growth (TTM) (1.26%) 45.83% 7.12%
EPS growth (last fiscal year) (38.44%) 85.42% 1.38%
Revenue growth, 5-year CAGR 24.70% — 7.86%
Net income growth, 5-year CAGR 13.68% — 0.00%

Health

Metric GLOB PONY Information Technology Services median
Debt to equity 0.19 0.00 0.45
Current ratio 1.84 15.94 1.66
Net debt to EBITDA 0.32 4.59 0.45

Dividend

Metric GLOB PONY Information Technology Services median
Dividend yield — — 1.97%
Payout ratio — — 0.30

Size

Metric GLOB PONY Information Technology Services median
Market cap 1.69b 1.83b 1.11b

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