HSAI vs PONY vs LFUS Stock Comparison

Hesai, Pony AI and Littelfuse Prices as of Oct 28, 2026 Peers: Industry group
HSAI Hesai Group
$13.83 -11.3% 1M -42.6% 1Y
Market cap
$2.16B
P/E
27.2x
Revenue (TTM)
$480.33M
Div. yield
–
Electronic Components Technology
2 wins
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
LFUS Littelfuse Inc /De
$387.15 -9.8% 1M +47.5% 1Y
Market cap
$9.83B
P/E
260.2x
Revenue (TTM)
$2.76B
Div. yield
0.79%
Electronic Components Technology
4 wins

Head to Head

8 decided of 12

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

QuestionHSAIPONYLFUSLeader
Larger companyMarket capitalisation $2.16B $2.19B $9.83B LFUS
Cheaper on earningsLower P/E, profitable companies only 27.2x -14.0x 260.2x HSAI
Cheaper on forward earningsLower price / next fiscal year consensus EPS 230.5x — 21.8x LFUS
Faster revenue growthRevenue growth, trailing twelve months +38.6% +45.8% +18.7% PONY
More profitableNet margin, trailing twelve months 14.7% -109.6% 1.4% HSAI
Better return on capitalReturn on invested capital — — 1.3% –
Less leveragedLower net debt / EBITDA — — -0.7x –
Higher dividend yieldTrailing dividend yield — — 0.79% –
Better 1-year returnPrice return, last 12 months -42.6% -76.9% +47.5% LFUS
Better 5-year returnAnnualised price return, 5 years — — +5.6%/yr –
Less volatileAnnualised volatility, 1 year 71.3% 66.3% 43.1% LFUS
Higher overall scoreMean of the five percentile scores vs peers 73/100 78/100 53/100 PONY

Percentile Scorecard

HSAIPONYLFUS

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

AxisHSAIPONYLFUS
Valuation 70 #34 of 111 67 #5 of 13 63 #42 of 111
Growth 96 #5 of 108 82 #3 of 12 33 #73 of 108
Profitability 52 #51 of 104 73 #4 of 12 63 #39 of 104
Financial Health – 92 #2 of 13 67 #39 of 115
Shareholder Returns – – 40 #47 of 78
Overall 73 78 53
  • HSAI ranked among 121 companies in Computer Hardware
  • PONY ranked among 14 companies in Robotics and Automation
  • LFUS ranked among 121 companies in Computer Hardware

Price Performance

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

Returns

PeriodHSAIPONYLFUSSPY
1 month -11.3%-27.2%-9.8% +0.9%
3 months -15.3%-34.1%-5.7% +5.9%
6 months -37.9%-47.2%-1.1% +8.5%
Year to date -38.3%-65.2%+53.1% +13.3%
1 year -42.6%-76.9%+47.5% +12.4%
3 years +38.3%—+79.0% +88.1%
3 years, per year +11.4%—+21.4% +23.5%
5 years ——+31.4% +68.2%
5 years, per year ——+5.6% +11.0%
10 years ——+179.7% +263.4%
10 years, per year ——+10.8% +13.8%

Risk

MeasureHSAIPONYLFUSSPY
Volatility, 1Y 71.3%66.3%43.1% 12.7%
Downside volatility, 1Y 67.9%70.4%44.8% 12.7%
Beta vs S&P 500, 1Y 2.862.801.86 1.00
Return / volatility, 1Y -0.60-1.161.10 0.98
Max drawdown, 5Y -84.2%-82.4%-54.8% -25.4%
From 52-week high -52.0%-76.9%-20.8% -0.9%
52-week high $28.79$21.87$489.10 $779.14
52-week low $12.14$4.93$234.94 $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.

MultipleHSAIPONYLFUS
P/E now vs peer median 27.2xmedian 33.5x -14.0x 260.2xmedian 33.5x
P/S now vs peer median 4.5xmedian 2.8x 17.5xmedian 17.8x 3.6xmedian 2.8x
EV/EBITDA now vs peer median —median 19.6x — 33.2xmedian 19.6x
P/FCF now vs peer median —median 29.8x -10.8xmedian 14.9x 18.6xmedian 29.8x
P/B now vs peer median —median 2.9x 1.4xmedian 1.1x 3.6xmedian 2.9x
PEG now vs peer median 0.45median 1.10 — -5.13median 1.10

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 monthsHSAIPONYLFUS
Revenue $480.33M $125.04M $2.76B
Gross profit $195.19M $20.29M $1.10B
Operating income $24.53M -$267.63M $151.43M
Net income $63.29M -$99.78M $37.79M
Free cash flow – -$203.60M $528.88M
R&D $122.50M $225.02M $117.61M
EPS (diluted) $0.48 $-0.36 $1.47
Cash & equivalents $222.56M $327.11M $824.84M
Total debt – – $629.93M
Shares (diluted) 146.44M 379.91M 25.67M
Enterprise value -$1.35B $1.15B $7.34B

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
MetricHSAIPONYLFUS
P/E 27.2x -14.0x 260.2x
P/FCF – -10.8x 18.6x
P/Operating cash flow – -10.8x 16.5x
P/S 4.5x 17.5x 3.6x
P/B – 1.4x 3.6x
P/Tangible book – 1.4x 4.5x
EV/EBITDA – – 33.2x
EV/EBIT 48.1x -4.0x 63.7x
EV/Revenue 2.5x 8.6x 3.5x
EV/FCF – -5.3x 18.2x
EV/Operating cash flow – -5.3x 16.2x
PEG (3Y EPS CAGR) 0.45 – -5.13

Growth

14 metrics
MetricHSAIPONYLFUS
Revenue growth (1Y) 38.6% 45.8% 18.7%
Revenue CAGR (3Y) 27.1% – 3.5%
Gross profit growth (1Y) 32.5% 39.0% 28.9%
Gross profit CAGR (3Y) 36.0% – 4.7%
Operating income growth (1Y) 1,028% 19.2% -28.2%
Operating income CAGR (3Y) 32.9% – -28.7%
Net income growth (1Y) 405.8% 66.7% -68.1%
Net income CAGR (3Y) 46.3% – -50.4%
EPS growth (1Y) 342.2% 86.9% -68.9%
EPS CAGR (3Y) 59.8% – -50.8%
Operating cash flow growth (1Y) – -55.2% 30.6%
Operating cash flow CAGR (3Y) – – 12.4%
Free cash flow growth (1Y) – -55.2% 38.7%
Free cash flow CAGR (3Y) – – 17.1%

Profitability

14 metrics
MetricHSAIPONYLFUS
Gross margin 40.6% 16.2% 40.1%
EBITDA margin – – 10.5%
Operating margin 5.1% -214.0% 5.5%
Pretax margin 7.6% -68.0% 4.9%
Net margin 14.7% -109.6% 1.4%
FCF margin – -162.8% 19.2%
Operating cash flow margin – -162.8% 21.6%
Return on equity – – 1.4%
Return on assets 4.0% – 0.9%
Return on invested capital – – 1.3%
Return on capital employed – – 4.4%
Asset turnover 0.3x – 0.7x
Cash conversion (OCF / net income) – 2.0x 15.8x
Stock comp / revenue – – 1.1%

Financial Health

11 metrics
MetricHSAIPONYLFUS
Debt / assets – – 14.9%
Debt / equity – – 0.2x
Net debt / EBITDA – – -0.7x
Debt / FCF – – 1.2x
Liabilities / assets – 9.4% 35.5%
Equity / assets – 90.6% 64.5%
Interest coverage 19.1x – 5.7x
Current ratio – 15.9x 2.7x
Quick ratio – 15.1x 1.9x
Cash ratio – 14.4x 1.2x
Altman Z-score – – 5.65

Shareholder Returns

7 metrics
MetricHSAIPONYLFUS
Dividend yield – – 0.8%
Net buyback yield – – -0.8%
Shareholder yield – – 0.0%
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.

ConsensusHSAIPONYLFUS
Forward P/E 230.5xFY2026 – 21.8xFY2026
EPS, next fiscal year $0.06FY2026 $-0.61FY2026 $17.78FY2026
EPS growth, next FY -86.0%FY2026 – +66.5%FY2026
EPS growth, the year after +150.0% – +12.1%
Revenue, next fiscal year $675.34MFY2026 $144.05MFY2026 $3.11BFY2026
Revenue growth, next FY +56.0%FY2026 +60.1%FY2026 +30.3%FY2026
Revenue growth, the year after +28.7% +110.8% +0.2%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersHSAIPONYLFUS
Held by institutions 26.6% 35.9% 99.4%
Institutions holding 131 155 606
Change in shares held, QoQ -13.3% +22.5% +1.6%
Institutions buying 88 101 295
Institutions selling 31 33 209
Buyers to sellers 2.84 3.06 1.41

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.

HSAIPONYLFUS
HSAI 1.00 0.54 0.36
PONY 0.54 1.00 0.36
LFUS 0.36 0.36 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, HSAI, PONY and LFUS?

Littelfuse (LFUS) is the largest by market capitalisation: Hesai (HSAI) $2.16B, Pony AI (PONY) $2.19B, Littelfuse (LFUS) $9.83B.

Which stock is cheaper, HSAI, PONY and LFUS?

Hesai (HSAI) trades on the lowest price-to-earnings ratio (Hesai (HSAI) 27.2x, Pony AI (PONY) -14.0x, Littelfuse (LFUS) 260.2x). On next year's consensus earnings, Littelfuse (LFUS) is cheapest (Hesai (HSAI) 230.5x, Littelfuse (LFUS) 21.8x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Pony AI (PONY) grew revenue fastest over the trailing twelve months: Hesai (HSAI) +38.6%, Pony AI (PONY) +45.8%, Littelfuse (LFUS) +18.7%.

Which company is more profitable?

Hesai (HSAI) has the highest net margin (Hesai (HSAI) 14.7%, Pony AI (PONY) -109.6%, Littelfuse (LFUS) 1.4%).

Which stock has performed better?

Over the past year Littelfuse (LFUS) returned the most: Hesai (HSAI) -42.6%, Pony AI (PONY) -76.9%, Littelfuse (LFUS) +47.5%. Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Littelfuse (LFUS) 0.79%. Hesai (HSAI) and Pony AI (PONY) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Littelfuse (LFUS) has been the steadiest (Hesai (HSAI) 71.3%, Pony AI (PONY) 66.3%, Littelfuse (LFUS) 43.1%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, HSAI, PONY and LFUS?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Littelfuse (LFUS) 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.