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PONYPony AI Inc. American Depositary Shares
$6.58$2.3B
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Pony AI Inc. American Depositary Shares (PONY) Financial Ratios

Latest Ratios: P/E Ratio -18.8x · EV/EBITDA N/A · ROE -10.0%. (2021–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

PONY Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021
Market Cap$2.3B$5.5B$1.6B———
Enterprise Value$2.1B$5.2B$1.1B———
P/E Ratio →-18.80—————
P/S Ratio25.7061.0521.87———
P/B Ratio1.463.221.69———
P/FCF——————
P/OCF——————

P/E links to full P/E history page with 30-year chart

PONY EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021
EV / Revenue—58.0914.91———
EV / EBITDA——————
EV / EBIT——————
EV / FCF——————

PONY Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021
Gross Margin15.7%15.7%15.2%23.5%46.9%77.7%
Operating Margin-289.8%-289.8%-380.6%-199.2%-249.6%-2652.5%
Net Profit Margin-148.9%-148.9%-365.4%-173.6%-216.4%-2768.3%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021
ROE-10.0%-10.0%-32.9%-160.4%——
ROA-9.4%-9.4%-30.5%-16.4%-20.0%-31.7%
ROIC-20.8%-20.8%-59.2%-38.8%——
ROCE-19.4%-19.4%-34.0%-20.1%-24.3%-31.7%

PONY Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021
Debt / Equity0.020.020.010.01——
Debt / EBITDA——————
Net Debt / Equity—-0.16-0.54-0.60——
Net Debt / EBITDA——————
Debt / FCF——————
Interest Coverage——————

Net cash position: cash ($295M) exceeds total debt ($29M)

PONY Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021
Current Ratio13.6713.6711.7713.8313.3814.69
Quick Ratio13.6713.6711.7713.8313.3814.69
Cash Ratio12.7612.7610.5112.2412.0113.91
Asset Turnover—0.050.070.100.090.01
Inventory Turnover——————
Days Sales Outstanding—141.50179.41189.00182.5697.53

PONY Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021
Dividend Yield0.3%0.1%————
Payout Ratio——————

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021
Earnings Yield——————
FCF Yield——————
Buyback Yield0.0%0.0%0.0%———
Total Shareholder Yield0.3%0.1%0.0%———
Shares Outstanding—$380M$114M$89M$349M$349M

Key Metrics

Growth RegimeMixed
ProfitabilityNegative
Balance SheetAdequate
Cash FlowBurning
Top Statement Risk

Unsustainable cash burn rate

Premium Pricing Amidst Unproven Monetization

Based on reported figures, Pony AI trades at a P/S ratio of 26.83, a valuation that appears to price in significant future software-licensing success rather than the current, capital-intensive Robotaxi service model that currently dominates the company's revenue mix and operational footprint.

The current P/S multiple suggests that investors are valuing the firm as a high-growth software entity, yet the underlying financials show a business still heavily tethered to hardware-intensive operations. This valuation gap warrants caution, as it implies a rapid transition to high-margin licensing that remains unproven in the current competitive landscape.

Capital Efficiency Constrained by R&D

According to recent financial statements, Pony AI's ROIC has remained consistently negative, bottoming at -20.9% in 2024Q3, which reflects the massive, non-productive capital outlays required to sustain the company's autonomous driving research and development efforts relative to its current revenue generation.

The persistent negative return on invested capital indicates that the company is currently destroying shareholder value through its aggressive expansion strategy. Until the firm can demonstrate a clear path to scaling its software stack without proportional increases in hardware-related capital expenditure, these returns are unlikely to turn positive.

Working Capital Cycles Reflect Complexity

As reported in quarterly filings, the company's Days Sales Outstanding (DSO) has fluctuated significantly, reaching as high as 216 days in 2025Q1, which suggests that Pony AI faces substantial challenges in converting its project-based licensing and service contracts into actual cash inflows.

The extended collection periods indicate that the company may have limited leverage over its OEM partners and government clients, potentially creating a structural drag on liquidity. Investors should monitor whether these DSO trends stabilize as the company attempts to shift toward more standardized, high-volume commercial contracts.

Liquidity Buffer Under Operational Pressure

Based on the latest quarterly data, Pony AI maintains a current ratio of 13.67, which appears robust on the surface but masks the reality that the company's cash reserves are being rapidly depleted by operating losses and high capital intensity in its autonomous fleet.

While the high current ratio provides a temporary cushion, the lack of positive operating cash flow means that this liquidity is essentially a finite runway rather than a sustainable working capital base. The company's reliance on external financing to maintain this liquidity position remains a critical risk factor for long-term solvency.

Misapplication of Traditional Revenue Metrics

The market frequently misapplies traditional revenue growth metrics to Pony AI, failing to account for the lumpy, project-based nature of its licensing income which obscures the underlying, more stable, but currently loss-making, Robotaxi service utilization rates.

Investors should prioritize 'Miles per Disengagement' and 'Fleet Utilization Rates' over top-line revenue growth to gauge the true health of the business model. Relying on standard revenue multiples ignores the reality that current growth may be driven by one-time OEM integration fees rather than recurring, scalable autonomous service demand.

Download Financial Ratios Data

Includes 30+ ratios · 5 years · Updated daily

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PONY — Frequently Asked Questions

Quick answers to the most common questions about buying PONY stock.

What is Pony AI Inc. American Depositary Shares's P/E ratio?

Pony AI Inc. American Depositary Shares's current P/E ratio is -18.8x. This places it at the 50th percentile of its historical range.

What is Pony AI Inc. American Depositary Shares's ROE?

Pony AI Inc. American Depositary Shares's return on equity (ROE) is -10.0%. The historical average is -67.8%.

Is PONY stock overvalued?

Based on historical data, Pony AI Inc. American Depositary Shares is trading at a P/E of -18.8x. This is at the 50th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Pony AI Inc. American Depositary Shares's dividend yield?

Pony AI Inc. American Depositary Shares's current dividend yield is 0.26%.

What are Pony AI Inc. American Depositary Shares's profit margins?

Pony AI Inc. American Depositary Shares has 15.7% gross margin and -289.8% operating margin.