GOOGL vs OUST vs PONY Stock Comparison

Alphabet, Ouster and Pony AI Prices as of Oct 29, 2026 Peers: Industry group
GOOGL Alphabet Inc.
$283.82 -16.7% 1M +3.4% 1Y
Market cap
$3.45T
P/E
14.7x
Revenue (TTM)
$471.10B
Div. yield
0.30%
Digital Advertising Technology
4 wins
OUST Ouster, Inc.
$32.14 -19.7% 1M -7.2% 1Y
Market cap
$2.20B
P/E
–
Revenue (TTM)
$204.91M
Div. yield
–
Electronic Components Technology
2 wins
PONY Pony AI Inc.
$4.92 -24.8% 1M -76.8% 1Y
Market cap
$2.13B
P/E
–
Revenue (TTM)
$125.04M
Div. yield
–
Autonomous Driving Technology
1 win

Head to Head

7 decided of 12

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

QuestionGOOGLOUSTPONYLeader
Larger companyMarket capitalisation $3.45T $2.20B $2.13B GOOGL
Cheaper on earningsLower P/E, profitable companies only 14.7x -39.8x -13.6x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 13.5x — — –
Faster revenue growthRevenue growth, trailing twelve months +22.2% +62.8% +45.8% OUST
More profitableNet margin, trailing twelve months — -26.0% -109.6% OUST
Better return on capitalReturn on invested capital — — — –
Less leveragedLower net debt / EBITDA — — — –
Higher dividend yieldTrailing dividend yield 0.30% — — –
Better 1-year returnPrice return, last 12 months +3.4% -7.2% -76.8% GOOGL
Better 5-year returnAnnualised price return, 5 years +13.9%/yr -12.2%/yr — GOOGL
Less volatileAnnualised volatility, 1 year 34.1% 101.9% 66.3% GOOGL
Higher overall scoreMean of the five percentile scores vs peers 55/100 44/100 78/100 PONY

Percentile Scorecard

GOOGLOUSTPONY

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

AxisGOOGLOUSTPONY
Valuation 36 #107 of 166 10 #101 of 112 67 #5 of 13
Growth 82 #29 of 153 83 #19 of 108 82 #3 of 12
Profitability 61 #61 of 153 14 #90 of 104 73 #4 of 12
Financial Health 78 #40 of 179 87 #16 of 116 92 #2 of 13
Shareholder Returns 20 #73 of 91 25 #59 of 78 –
Overall 55 44 78
  • GOOGL ranked among 185 companies in Internet Platforms
  • OUST ranked among 121 companies in Computer Hardware
  • PONY ranked among 14 companies in Robotics and Automation

Price Performance

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

Returns

PeriodGOOGLOUSTPONYSPY
1 month -16.7%-19.7%-24.8% +0.7%
3 months -14.9%-9.5%-38.0% +3.7%
6 months -26.2%+19.2%-50.2% +7.1%
Year to date -9.3%+48.5%-66.1% +12.8%
1 year +3.4%-7.2%-76.8% +11.9%
3 years +128.0%+745.8%— +85.2%
3 years, per year +31.6%+103.8%— +22.8%
5 years +91.7%-47.8%— +67.6%
5 years, per year +13.9%-12.2%— +10.9%
10 years +592.6%—— +262.0%
10 years, per year +21.4%—— +13.7%

Risk

MeasureGOOGLOUSTPONYSPY
Volatility, 1Y 34.1%101.9%66.3% 12.7%
Downside volatility, 1Y 34.6%99.5%70.3% 12.6%
Beta vs S&P 500, 1Y 1.394.632.80 1.00
Return / volatility, 1Y 0.10-0.07-1.16 0.94
Max drawdown, 5Y -44.3%-95.8%-82.4% -25.4%
From 52-week high -29.5%-48.6%-76.8% -1.2%
52-week high $402.62$62.52$21.20 $779.14
52-week low $273.50$16.63$4.92 $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.

MultipleGOOGLOUSTPONY
P/E now vs peer median 14.7xmedian 16.7x -39.8xmedian 32.9x -13.6x
P/S now vs peer median 7.3xmedian 1.4x 10.7xmedian 2.9x 17.1xmedian 17.1x
EV/EBITDA now vs peer median —median 12.7x -36.9xmedian 20.0x —
P/FCF now vs peer median 77.8xmedian 10.5x -26.7xmedian 30.2x -10.5xmedian 16.7x
P/B now vs peer median 5.1xmedian 1.7x 5.9xmedian 2.9x 1.4xmedian 1.0x
PEG now vs peer median 0.26median 0.39 -0.70median 1.08 —

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 monthsGOOGLOUSTPONY
Revenue $471.10B $204.91M $125.04M
Gross profit – $101.63M $20.29M
Operating income $156.98B -$62.60M -$267.63M
Net income $235.69B -$53.33M -$99.78M
Free cash flow – -$82.47M -$203.60M
R&D $74.46B $68.46M $225.02M
EPS (diluted) $19.12 $-0.81 $-0.36
Cash & equivalents $56.33B $91.76M $327.11M
Shares (diluted) 12.31B 65.99M 379.91M
Enterprise value $3.13T $1.31B $1.09B

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
MetricGOOGLOUSTPONY
P/E 14.7x -39.8x -13.6x
P/FCF 77.8x -26.7x -10.5x
P/Operating cash flow 19.2x -40.9x -10.5x
P/S 7.3x 10.7x 17.1x
P/B 5.1x 5.9x 1.4x
P/Tangible book 5.2x 6.5x 1.4x
EV/EBITDA – -36.9x –
EV/EBIT – -31.0x -3.8x
EV/Revenue 6.8x 9.5x 8.1x
EV/FCF – -23.5x -5.0x
EV/Operating cash flow 17.7x -36.1x -5.0x
PEG (3Y EPS CAGR) 0.26 -0.70 –

Growth

14 metrics
MetricGOOGLOUSTPONY
Revenue growth (1Y) 22.2% 62.8% 45.8%
Revenue CAGR (3Y) 16.6% 51.6% –
Gross profit growth (1Y) – 90.8% 39.0%
Gross profit CAGR (3Y) – 166.5% –
Operating income growth (1Y) 26.5% 39.7% 19.2%
Operating income CAGR (3Y) 25.8% 45.1% –
Net income growth (1Y) 89.7% 42.0% 66.7%
Net income CAGR (3Y) 52.3% 48.0% –
EPS growth (1Y) 87.8% 52.1% 86.9%
EPS CAGR (3Y) 57.2% 56.5% –
Operating cash flow growth (1Y) 18.6% -329.9% -55.2%
Operating cash flow CAGR (3Y) 19.0% 27.6% –
Free cash flow growth (1Y) – -416.3% -55.2%
Free cash flow CAGR (3Y) – 17.7% –

Profitability

14 metrics
MetricGOOGLOUSTPONY
Gross margin – 49.6% 16.2%
EBITDA margin – -25.6% –
Operating margin – -30.6% -214.0%
Pretax margin – -25.5% -68.0%
Net margin – -26.0% -109.6%
FCF margin – -40.2% -162.8%
Operating cash flow margin 38.1% -26.3% -162.8%
Return on equity 35.8% -16.5% –
Return on assets 24.5% -12.5% –
Return on invested capital – – –
Return on capital employed – -18.1% –
Asset turnover 0.5x 0.5x –
Cash conversion (OCF / net income) 0.8x 1.0x 2.0x
Stock comp / revenue 6.5% 18.5% –

Financial Health

11 metrics
MetricGOOGLOUSTPONY
Debt / assets – – –
Debt / equity – – –
Net debt / EBITDA – – –
Debt / FCF – – –
Liabilities / assets 32.5% 21.8% 9.4%
Equity / assets 67.5% 78.2% 90.6%
Interest coverage – – –
Current ratio 2.8x 4.2x 15.9x
Quick ratio 2.0x 3.5x 15.1x
Cash ratio 2.0x 3.1x 14.4x
Altman Z-score – 10.44 –

Shareholder Returns

7 metrics
MetricGOOGLOUSTPONY
Dividend yield 0.3% – –
Net buyback yield – -6.3% –
Shareholder yield 0.3% -6.3% –
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.

ConsensusGOOGLOUSTPONY
Forward P/E 13.5xFY2026 – –
EPS, next fiscal year $21.10FY2026 $-0.27FY2026 $-0.61FY2026
EPS growth, next FY +95.2%FY2026 – –
EPS growth, the year after -31.6% – –
Revenue, next fiscal year $528.22BFY2026 $229.51MFY2026 $144.05MFY2026
Revenue growth, next FY +31.1%FY2026 +35.5%FY2026 +60.1%FY2026
Revenue growth, the year after +21.6% +36.6% +110.8%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersGOOGLOUSTPONY
Held by institutions 80.1% 53.9% 35.9%
Institutions holding 5,742 331 155
Change in shares held, QoQ +4.6% +19.0% +22.5%
Institutions buying 2,657 233 101
Institutions selling 2,574 66 33
Buyers to sellers 1.03 3.53 3.06

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.

GOOGLOUSTPONY
GOOGL 1.00 0.27 0.24
OUST 0.27 1.00 0.45
PONY 0.24 0.45 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, GOOGL, OUST and PONY?

Alphabet (GOOGL) is the largest by market capitalisation: Alphabet (GOOGL) $3.45T, Ouster (OUST) $2.20B, Pony AI (PONY) $2.13B.

Which company is growing faster?

Ouster (OUST) grew revenue fastest over the trailing twelve months: Alphabet (GOOGL) +22.2%, Ouster (OUST) +62.8%, Pony AI (PONY) +45.8%.

Which company is more profitable?

Ouster (OUST) has the highest net margin (Ouster (OUST) -26.0%, Pony AI (PONY) -109.6%).

Which stock has performed better?

Over the past year Alphabet (GOOGL) returned the most: Alphabet (GOOGL) +3.4%, Ouster (OUST) -7.2%, Pony AI (PONY) -76.8%. Over five years, Alphabet (GOOGL) compounded fastest (Alphabet (GOOGL) +13.9%/yr, Ouster (OUST) -12.2%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Alphabet (GOOGL) 0.30%. Ouster (OUST) and Pony AI (PONY) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Alphabet (GOOGL) has been the steadiest (Alphabet (GOOGL) 34.1%, Ouster (OUST) 101.9%, Pony AI (PONY) 66.3%). Volatility measures how widely the price swings, not the risk of the business.

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

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.