AUR vs PONY vs GOOGL Stock Comparison

Aurora Innovation, Pony AI and Alphabet Prices as of Oct 28, 2026 Peers: Industry group
AUR Aurora Innovation, Inc.
$5.09 -3.8% 1M -2.1% 1Y
Market cap
$10.26B
P/E
–
Revenue (TTM)
$7.00M
Div. yield
–
Autonomous Driving Technology
1 win
PONY Pony AI Inc.
$5.05 -27.2% 1M -76.9% 1Y
Market cap
$2.19B
P/E
–
Revenue (TTM)
$125.04M
Div. yield
–
Autonomous Driving Technology
2 wins
GOOGL Alphabet Inc.
$324.89 -5.2% 1M +21.5% 1Y
Market cap
$3.95T
P/E
16.8x
Revenue (TTM)
$471.10B
Div. yield
0.26%
Digital Advertising Technology
4 wins

Head to Head

7 decided of 12

Alphabet leads on 4 of the 12 questions below (Alphabet 4, Pony AI 2, Aurora Innovation 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionAURPONYGOOGLLeader
Larger companyMarket capitalisation $10.26B $2.19B $3.95T GOOGL
Cheaper on earningsLower P/E, profitable companies only -10.9x -14.0x 16.8x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS — — 15.4x –
Faster revenue growthRevenue growth, trailing twelve months +250.0% +45.8% +22.2% AUR
More profitableNet margin, trailing twelve months -13,328.6% -109.6% — PONY
Better return on capitalReturn on invested capital — — — –
Less leveragedLower net debt / EBITDA — — — –
Higher dividend yieldTrailing dividend yield — — 0.26% –
Better 1-year returnPrice return, last 12 months -2.1% -76.9% +21.5% GOOGL
Better 5-year returnAnnualised price return, 5 years -12.7%/yr — +17.0%/yr GOOGL
Less volatileAnnualised volatility, 1 year 67.0% 66.3% 31.3% GOOGL
Higher overall scoreMean of the five percentile scores vs peers 43/100 78/100 54/100 PONY

Percentile Scorecard

AURPONYGOOGL

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisAURPONYGOOGL
Valuation 33 #9 of 13 67 #5 of 13 30 #117 of 166
Growth 55 #6 of 12 82 #3 of 12 82 #29 of 152
Profitability 9 #11 of 12 73 #4 of 12 62 #58 of 152
Financial Health 75 #4 of 13 92 #2 of 13 79 #38 of 179
Shareholder Returns – – 19 #76 of 94
Overall 43 78 54
  • AUR ranked among 14 companies in Robotics and Automation
  • PONY ranked among 14 companies in Robotics and Automation
  • GOOGL ranked among 185 companies in Internet Platforms

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodAURPONYGOOGLSPY
1 month -3.8%-27.2%-5.2% +0.9%
3 months -14.9%-34.1%-3.5% +5.9%
6 months 0.0%-47.2%-7.2% +8.5%
Year to date +32.6%-65.2%+3.8% +13.3%
1 year -2.1%-76.9%+21.5% +12.4%
3 years +195.9%—+165.9% +88.1%
3 years, per year +43.6%—+38.6% +23.5%
5 years -49.4%—+119.4% +68.2%
5 years, per year -12.7%—+17.0% +11.0%
10 years ——+692.8% +263.4%
10 years, per year ——+23.0% +13.8%

Risk

MeasureAURPONYGOOGLSPY
Volatility, 1Y 67.0%66.3%31.3% 12.7%
Downside volatility, 1Y 67.9%70.4%28.9% 12.7%
Beta vs S&P 500, 1Y 2.972.801.35 1.00
Return / volatility, 1Y -0.03-1.160.69 0.98
Max drawdown, 5Y -93.3%-82.4%-44.3% -25.4%
From 52-week high -39.4%-76.9%-19.3% -0.9%
52-week high $8.40$21.87$402.62 $779.14
52-week low $3.77$4.93$267.47 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleAURPONYGOOGL
P/E now vs peer median -10.9x -14.0x 16.8xmedian 16.8x
P/S now vs peer median 1,465xmedian 17.8x 17.5xmedian 17.8x 8.4xmedian 1.4x
EV/EBITDA now vs peer median -9.5x — —median 13.9x
P/FCF now vs peer median -12.8xmedian 14.9x -10.8xmedian 14.9x 77.8xmedian 11.4x
P/B now vs peer median 5.7xmedian 1.1x 1.4xmedian 1.1x 5.8xmedian 1.8x
PEG now vs peer median -1.83 — 0.29median 0.36

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsAURPONYGOOGL
Revenue $7.00M $125.04M $471.10B
Gross profit -$20.00M $20.29M –
Operating income -$1.01B -$267.63M $156.98B
Net income -$933.00M -$99.78M $235.69B
Free cash flow -$800.00M -$203.60M –
R&D $803.00M $225.02M $74.46B
EPS (diluted) $-0.47 $-0.36 $19.12
Cash & equivalents $141.00M $327.11M $56.33B
Shares (diluted) 2.00B 379.91M 12.31B
Enterprise value $5.50B $1.15B $3.63T

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricAURPONYGOOGL
P/E -10.9x -14.0x 16.8x
P/FCF -12.8x -10.8x 77.8x
P/Operating cash flow -14.7x -10.8x 22.0x
P/S 1,465x 17.5x 8.4x
P/B 5.7x 1.4x 5.8x
P/Tangible book 8.7x 1.4x 5.9x
EV/EBITDA -9.5x – –
EV/EBIT -9.2x -4.0x –
EV/Revenue 1,317x 8.6x 7.8x
EV/FCF -11.5x -5.3x –
EV/Operating cash flow -13.2x -5.3x 20.5x
PEG (3Y EPS CAGR) -1.83 – 0.29

Growth

14 metrics
MetricAURPONYGOOGL
Revenue growth (1Y) 250.0% 45.8% 22.2%
Revenue CAGR (3Y) 32.6% – 16.6%
Gross profit growth (1Y) -122.2% 39.0% –
Gross profit CAGR (3Y) – – –
Operating income growth (1Y) -16.6% 19.2% 26.5%
Operating income CAGR (3Y) -6.3% – 25.8%
Net income growth (1Y) -16.2% 66.7% 89.7%
Net income CAGR (3Y) -5.2% – 52.3%
EPS growth (1Y) -9.6% 86.9% 87.8%
EPS CAGR (3Y) 6.0% – 57.2%
Operating cash flow growth (1Y) -21.3% -55.2% 18.6%
Operating cash flow CAGR (3Y) -5.2% – 19.0%
Free cash flow growth (1Y) -31.6% -55.2% –
Free cash flow CAGR (3Y) -9.0% – –

Profitability

14 metrics
MetricAURPONYGOOGL
Gross margin -285.7% 16.2% –
EBITDA margin -13,914% – –
Operating margin -14,357% -214.0% –
Pretax margin -13,329% -68.0% –
Net margin -13,329% -109.6% –
FCF margin -11,429% -162.8% –
Operating cash flow margin -10,000% -162.8% 38.1%
Return on equity -49.8% – 35.8%
Return on assets -44.7% – 24.5%
Return on invested capital – – –
Return on capital employed -50.8% – –
Asset turnover 0.0x – 0.5x
Cash conversion (OCF / net income) 0.8x 2.0x 0.8x
Stock comp / revenue 2,971% – 6.5%

Financial Health

11 metrics
MetricAURPONYGOOGL
Debt / assets – – –
Debt / equity – – –
Net debt / EBITDA – – –
Debt / FCF – – –
Liabilities / assets 10.5% 9.4% 32.5%
Equity / assets 89.5% 90.6% 67.5%
Interest coverage – – –
Current ratio 9.7x 15.9x 2.8x
Quick ratio 9.4x 15.1x 2.0x
Cash ratio 9.4x 14.4x 2.0x
Altman Z-score 23.97 – –

Shareholder Returns

7 metrics
MetricAURPONYGOOGL
Dividend yield – – 0.3%
Net buyback yield -3.1% – –
Shareholder yield -3.1% – 0.3%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusAURPONYGOOGL
Forward P/E – – 15.4xFY2026
EPS, next fiscal year $-0.51FY2026 $-0.61FY2026 $21.10FY2026
EPS growth, next FY – – +95.2%FY2026
EPS growth, the year after – – -31.6%
Revenue, next fiscal year $14.39MFY2026 $144.05MFY2026 $528.22BFY2026
Revenue growth, next FY +379.8%FY2026 +60.1%FY2026 +31.1%FY2026
Revenue growth, the year after +1,192.9% +110.8% +21.6%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersAURPONYGOOGL
Held by institutions 99.2% 35.9% 80.1%
Institutions holding 460 155 5,741
Change in shares held, QoQ +3.8% +22.5% +4.6%
Institutions buying 279 101 2,657
Institutions selling 100 33 2,573
Buyers to sellers 2.79 3.06 1.03

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

AURPONYGOOGL
AUR 1.00 0.44 0.34
PONY 0.44 1.00 0.24
GOOGL 0.34 0.24 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, AUR, PONY and GOOGL?

Alphabet (GOOGL) is the largest by market capitalisation: Aurora Innovation (AUR) $10.26B, Pony AI (PONY) $2.19B, Alphabet (GOOGL) $3.95T.

Which company is growing faster?

Aurora Innovation (AUR) grew revenue fastest over the trailing twelve months: Aurora Innovation (AUR) +250.0%, Pony AI (PONY) +45.8%, Alphabet (GOOGL) +22.2%.

Which company is more profitable?

Pony AI (PONY) has the highest net margin (Aurora Innovation (AUR) -13,328.6%, Pony AI (PONY) -109.6%).

Which stock has performed better?

Over the past year Alphabet (GOOGL) returned the most: Aurora Innovation (AUR) -2.1%, Pony AI (PONY) -76.9%, Alphabet (GOOGL) +21.5%. Over five years, Alphabet (GOOGL) compounded fastest (Aurora Innovation (AUR) -12.7%/yr, Alphabet (GOOGL) +17.0%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Alphabet (GOOGL) 0.26%. Aurora Innovation (AUR) and Pony AI (PONY) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Alphabet (GOOGL) has been the steadiest (Aurora Innovation (AUR) 67.0%, Pony AI (PONY) 66.3%, Alphabet (GOOGL) 31.3%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, AUR, PONY and GOOGL?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Alphabet (GOOGL) leads on 4. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.