Pony AI Inc. - Sponsored ADR (PONY) vs VNET Group, Inc. - Unsponsored ADR (VNET)

Pony AI Inc. - Sponsored ADR and VNET Group, Inc. - Unsponsored ADR are both Information Technology Services companies. Pony AI Inc. - Sponsored ADR is the larger, with a market value of $2.4B against $1.9B — 1.3× the size. Pony AI Inc. - Sponsored ADR grew revenue faster over the last twelve months: 45.8% against 26.5%. VNET Group, Inc. - Unsponsored ADR has the higher net margin (−22.1% vs −118.5%) and the higher return on invested capital (2.30% vs −31.8%). Across the 17 metrics below, Pony AI Inc. - Sponsored ADR leads on 9 and VNET Group, Inc. - Unsponsored ADR on 8.

Valuation

Metric PONY VNET Information Technology Services median
P/E n/m n/m 14.63
P/S 23.89 1.20 1.13
P/B 1.75 2.67 2.10
Price to free cash flow n/m n/m 10.11
EV/EBITDA n/m 36.74 8.56
EV/Sales 14.94 2.87 1.20
Earnings yield (5.22%) (19.58%) 4.56%
Free cash flow yield (9.21%) (74.67%) 4.37%

Profitability

Metric PONY VNET Information Technology Services median
Gross margin 16.23% 20.53% 31.05%
Operating margin (214.04%) 7.80% 3.30%
Net margin (118.47%) (22.05%) 2.09%
Free cash flow margin (162.83%) 0.00% 0.00%
Return on equity 0.00% (42.08%) 4.12%
Return on assets (10.85%) (5.40%) 0.61%
Return on invested capital (31.75%) 2.30% 0.57%

Growth

Metric PONY VNET Information Technology Services median
Revenue growth (TTM) 45.83% 26.49% 7.12%
EPS growth (last fiscal year) 85.42% (700.00%) —
Revenue growth, 5-year CAGR — 13.96% 7.71%
Net income growth, 5-year CAGR — 0.00% 0.00%

Health

Metric PONY VNET Information Technology Services median
Debt to equity 0.00 5.22 0.45
Current ratio 15.94 0.97 1.66
Net debt to EBITDA 4.59 5.17 0.44

Dividend

Metric PONY VNET Information Technology Services median
Dividend yield — — 1.21%
Payout ratio — 0.00 0.00

Size

Metric PONY VNET Information Technology Services median
Market cap 2.43b 1.93b 1.36b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack