LFUS vs OUST vs PONY Stock Comparison

Littelfuse, Ouster and Pony AI Prices as of Oct 27, 2026 Peers: Industry group
LFUS Littelfuse Inc /De
$383.00 -10.8% 1M +40.9% 1Y
Market cap
$9.73B
P/E
–
Revenue (TTM)
$2.61B
Div. yield
0.80%
Electronic Components Technology
5 wins
OUST Ouster, Inc.
$32.79 -25.0% 1M -11.6% 1Y
Market cap
$2.25B
P/E
–
Revenue (TTM)
$204.91M
Div. yield
–
Electronic Components Technology
1 win
PONY Pony AI Inc.
$5.07 -26.4% 1M -74.2% 1Y
Market cap
$2.20B
P/E
–
Revenue (TTM)
$125.04M
Div. yield
–
Autonomous Driving Technology
1 win

Head to Head

7 decided of 12

Littelfuse leads on 5 of the 12 questions below (Littelfuse 5, Ouster 1, Pony AI 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionLFUSOUSTPONYLeader
Larger companyMarket capitalisation $9.73B $2.25B $2.20B LFUS
Cheaper on earningsLower P/E, profitable companies only -1,202x -40.6x -14.1x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 21.5x — — –
Faster revenue growthRevenue growth, trailing twelve months +15.4% +62.8% +45.8% OUST
More profitableNet margin, trailing twelve months -0.3% -26.0% -109.6% LFUS
Better return on capitalReturn on invested capital 0.0% — — –
Less leveragedLower net debt / EBITDA 0.0x — — –
Higher dividend yieldTrailing dividend yield 0.80% — — –
Better 1-year returnPrice return, last 12 months +40.9% -11.6% -74.2% LFUS
Better 5-year returnAnnualised price return, 5 years +5.5%/yr -12.5%/yr — LFUS
Less volatileAnnualised volatility, 1 year 43.3% 102.5% 67.3% LFUS
Higher overall scoreMean of the five percentile scores vs peers 47/100 43/100 76/100 PONY

Percentile Scorecard

LFUSOUSTPONY

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

AxisLFUSOUSTPONY
Valuation 58 #48 of 112 9 #102 of 112 67 #5 of 13
Growth 29 #78 of 109 82 #21 of 109 82 #3 of 12
Profitability 49 #54 of 104 14 #90 of 104 73 #4 of 12
Financial Health 62 #45 of 116 88 #15 of 116 83 #3 of 13
Shareholder Returns 36 #52 of 81 25 #61 of 81 –
Overall 47 43 76
  • LFUS ranked among 122 companies in Computer Hardware
  • OUST ranked among 122 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

PeriodLFUSOUSTPONYSPY
1 month -10.8%-25.0%-26.4% -0.2%
3 months -2.3%-3.3%-33.1% +3.9%
6 months -1.6%+25.5%-50.4% +8.2%
Year to date +51.4%+51.5%-65.0% +12.9%
1 year +40.9%-11.6%-74.2% +12.3%
3 years +77.0%+765.2%— +87.4%
3 years, per year +21.0%+105.4%— +23.3%
5 years +30.7%-48.6%— +67.9%
5 years, per year +5.5%-12.5%— +10.9%
10 years +177.8%—— +261.1%
10 years, per year +10.8%—— +13.7%

Risk

MeasureLFUSOUSTPONYSPY
Volatility, 1Y 43.3%102.5%67.3% 12.7%
Downside volatility, 1Y 44.9%100.6%70.6% 12.7%
Beta vs S&P 500, 1Y 1.854.602.81 1.00
Return / volatility, 1Y 0.95-0.11-1.10 0.97
Max drawdown, 5Y -54.8%-95.8%-82.4% -25.4%
From 52-week high -21.7%-47.6%-76.8% -1.2%
52-week high $489.10$62.52$21.87 $779.14
52-week low $234.94$16.63$4.93 $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.

MultipleLFUSOUSTPONY
P/E now vs peer median -1,202xmedian 33.2x -40.6xmedian 33.2x -14.1x
P/S now vs peer median 3.7xmedian 2.8x 11.0xmedian 2.8x 17.6xmedian 18.7x
EV/EBITDA now vs peer median 41.7xmedian 20.0x -37.8xmedian 20.0x —
P/FCF now vs peer median 21.9xmedian 29.8x -27.2xmedian 29.8x -10.8xmedian 14.5x
P/B now vs peer median 3.7xmedian 3.0x 6.0xmedian 3.0x 1.4xmedian 1.1x
PEG now vs peer median 45.38median 1.17 -0.72median 1.17 —

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 monthsLFUSOUSTPONY
Revenue $2.61B $204.91M $125.04M
Gross profit $1.03B $101.63M $20.29M
Operating income $95.49M -$62.60M -$267.63M
Net income -$8.06M -$53.33M -$99.78M
Free cash flow $444.35M -$82.47M -$203.60M
R&D $115.22M $68.46M $225.02M
EPS (diluted) $-0.31 $-0.81 $-0.36
Cash & equivalents $628.22M $91.76M $327.11M
Total debt $629.66M – –
Shares (diluted) 25.62M 65.99M 379.91M
Enterprise value $7.24B $1.36B $1.15B

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
MetricLFUSOUSTPONY
P/E -1,202x -40.6x -14.1x
P/FCF 21.9x -27.2x -10.8x
P/Operating cash flow 19.0x -41.7x -10.8x
P/S 3.7x 11.0x 17.6x
P/B 3.7x 6.0x 1.4x
P/Tangible book 4.7x 6.6x 1.4x
EV/EBITDA 41.7x -37.8x –
EV/EBIT 101.9x -31.7x -4.1x
EV/Revenue 3.7x 9.7x 8.7x
EV/FCF 21.9x -24.1x -5.3x
EV/Operating cash flow 19.0x -36.9x -5.3x
PEG (3Y EPS CAGR) 45.38 -0.72 –

Growth

14 metrics
MetricLFUSOUSTPONY
Revenue growth (1Y) 15.4% 62.8% 45.8%
Revenue CAGR (3Y) 1.5% 51.6% –
Gross profit growth (1Y) 23.4% 90.8% 39.0%
Gross profit CAGR (3Y) 0.9% 166.5% –
Operating income growth (1Y) -52.6% 39.7% 19.2%
Operating income CAGR (3Y) -40.7% 45.1% –
Net income growth (1Y) -107.5% 42.0% 66.7%
Net income CAGR (3Y) -26.5% 48.0% –
EPS growth (1Y) -107.3% 52.1% 86.9%
EPS CAGR (3Y) -26.5% 56.5% –
Operating cash flow growth (1Y) 31.5% -329.9% -55.2%
Operating cash flow CAGR (3Y) 8.0% 27.6% –
Free cash flow growth (1Y) 41.0% -416.3% -55.2%
Free cash flow CAGR (3Y) 12.0% 17.7% –

Profitability

14 metrics
MetricLFUSOUSTPONY
Gross margin 39.3% 49.6% 16.2%
EBITDA margin 8.9% -25.6% –
Operating margin 3.7% -30.6% -214.0%
Pretax margin 3.0% -25.5% -68.0%
Net margin -0.3% -26.0% -109.6%
FCF margin 17.0% -40.2% -162.8%
Operating cash flow margin 19.6% -26.3% -162.8%
Return on equity -0.3% -16.5% –
Return on assets -0.2% -12.5% –
Return on invested capital 0.0% – –
Return on capital employed 2.8% -18.1% –
Asset turnover 0.7x 0.5x –
Cash conversion (OCF / net income) -63.5x 1.0x 2.0x
Stock comp / revenue 1.1% 18.5% –

Financial Health

11 metrics
MetricLFUSOUSTPONY
Debt / assets 15.7% – –
Debt / equity 0.2x – –
Net debt / EBITDA 0.0x – –
Debt / FCF 1.4x – –
Liabilities / assets 34.7% 21.8% 9.4%
Equity / assets 65.3% 78.2% 90.6%
Interest coverage 3.2x – –
Current ratio 2.8x 4.2x 15.9x
Quick ratio 1.8x 3.5x 15.1x
Cash ratio 1.1x 3.1x 14.4x
Altman Z-score 5.85 10.70 –

Shareholder Returns

7 metrics
MetricLFUSOUSTPONY
Dividend yield 0.8% – –
Net buyback yield -1.0% -6.2% –
Shareholder yield -0.2% -6.2% –
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.

ConsensusLFUSOUSTPONY
Forward P/E 21.5xFY2026 – –
EPS, next fiscal year $17.78FY2026 $-0.27FY2026 $-0.61FY2026
EPS growth, next FY +66.5%FY2026 – –
EPS growth, the year after +12.1% – –
Revenue, next fiscal year $3.11BFY2026 $229.51MFY2026 $144.05MFY2026
Revenue growth, next FY +30.3%FY2026 +35.5%FY2026 +60.1%FY2026
Revenue growth, the year after +0.2% +36.6% +110.8%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersLFUSOUSTPONY
Held by institutions 99.4% 53.9% 35.9%
Institutions holding 606 330 155
Change in shares held, QoQ +1.6% +19.0% +22.5%
Institutions buying 295 233 101
Institutions selling 209 66 33
Buyers to sellers 1.41 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.

LFUSOUSTPONY
LFUS 1.00 0.52 0.36
OUST 0.52 1.00 0.45
PONY 0.36 0.45 1.00

Add a Peer

Largest companies in the same industry

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Frequently Asked Questions

Which is bigger, LFUS, OUST and PONY?

Littelfuse (LFUS) is the largest by market capitalisation: Littelfuse (LFUS) $9.73B, Ouster (OUST) $2.25B, Pony AI (PONY) $2.20B.

Which company is growing faster?

Ouster (OUST) grew revenue fastest over the trailing twelve months: Littelfuse (LFUS) +15.4%, Ouster (OUST) +62.8%, Pony AI (PONY) +45.8%.

Which company is more profitable?

Littelfuse (LFUS) has the highest net margin (Littelfuse (LFUS) -0.3%, Ouster (OUST) -26.0%, Pony AI (PONY) -109.6%).

Which stock has performed better?

Over the past year Littelfuse (LFUS) returned the most: Littelfuse (LFUS) +40.9%, Ouster (OUST) -11.6%, Pony AI (PONY) -74.2%. Over five years, Littelfuse (LFUS) compounded fastest (Littelfuse (LFUS) +5.5%/yr, Ouster (OUST) -12.5%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Littelfuse (LFUS) 0.80%. Ouster (OUST) and Pony AI (PONY) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Littelfuse (LFUS) has been the steadiest (Littelfuse (LFUS) 43.3%, Ouster (OUST) 102.5%, Pony AI (PONY) 67.3%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, LFUS, 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, Littelfuse (LFUS) leads on 5. 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.