LYFT vs PONY vs FLX Stock Comparison

Lyft, Pony AI and BingEx Prices as of Oct 26, 2026 Peers: Industry group
LYFT Lyft, Inc.
$17.06 +14.8% 1M -16.7% 1Y
Market cap
$6.46B
P/E
2.3x
Revenue (TTM)
$6.77B
Div. yield
–
Ride-Hailing and Delivery Technology
5 wins
PONY Pony AI Inc.
$5.05 -26.7% 1M -72.6% 1Y
Market cap
$2.19B
P/E
–
Revenue (TTM)
$125.04M
Div. yield
–
Autonomous Driving Technology
1 win
FLX BingEx Ltd
$1.49 +27.4% 1M -56.3% 1Y
Market cap
$108.96M
P/E
–
Revenue (TTM)
$558.59M
Div. yield
–
Logistics Industrials
1 win

Head to Head

7 decided of 12

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

QuestionLYFTPONYFLXLeader
Larger companyMarket capitalisation $6.46B $2.19B $108.96M LYFT
Cheaper on earningsLower P/E, profitable companies only 2.3x -14.0x -56.0x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 29.9x — 3.5x FLX
Faster revenue growthRevenue growth, trailing twelve months +10.8% +45.8% -3.8% PONY
More profitableNet margin, trailing twelve months 42.3% -109.6% -0.3% LYFT
Better return on capitalReturn on invested capital 0.0% — — –
Less leveragedLower net debt / EBITDA -25.9x — — –
Higher dividend yieldTrailing dividend yield — — — –
Better 1-year returnPrice return, last 12 months -16.7% -72.6% -56.3% LYFT
Better 5-year returnAnnualised price return, 5 years -18.3%/yr — — –
Less volatileAnnualised volatility, 1 year 48.0% 67.4% 100.4% LYFT
Higher overall scoreMean of the five percentile scores vs peers 72/100 50/100 50/100 LYFT

Percentile Scorecard

LYFTPONYFLX

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

AxisLYFTPONYFLX
Valuation 79 #20 of 90 19 #347 of 429 51 #41 of 82
Growth 92 #7 of 75 70 #113 of 377 48 #37 of 70
Profitability 57 #33 of 75 14 #304 of 353 15 #56 of 66
Financial Health 39 #61 of 99 96 #19 of 483 86 #14 of 91
Shareholder Returns 91 #4 of 36 – –
Overall 72 50 50
  • LYFT ranked among 102 companies in Internet Platforms
  • PONY ranked among 510 companies in Technology
  • FLX ranked among 93 companies in Transportation

Price Performance

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

Returns

PeriodLYFTPONYFLXSPY
1 month +14.8%-26.7%+27.4% -0.8%
3 months +13.1%-31.6%-30.4% +3.5%
6 months +17.7%-52.1%-50.7% +7.0%
Year to date -11.9%-65.2%-53.1% +12.2%
1 year -16.7%-72.6%-56.3% +13.0%
3 years +84.2%—— +86.3%
3 years, per year +22.6%—— +23.1%
5 years -63.5%—— +68.6%
5 years, per year -18.3%—— +11.0%

Risk

MeasureLYFTPONYFLXSPY
Volatility, 1Y 48.0%67.4%100.4% 12.7%
Downside volatility, 1Y 53.9%70.6%114.4% 12.7%
Beta vs S&P 500, 1Y 1.392.821.01 1.00
Return / volatility, 1Y -0.35-1.08-0.56 1.02
Max drawdown, 5Y -85.8%-82.4%-95.6% -25.4%
From 52-week high -30.6%-76.9%-64.2% -1.8%
52-week high $24.57$21.87$4.16 $779.14
52-week low $12.65$4.93$0.80 $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.

MultipleLYFTPONYFLX
P/E now vs peer median 2.3xmedian 17.9x -14.0xmedian 21.0x -56.0xmedian 10.7x
P/S now vs peer median 1.0xmedian 1.7x 17.5xmedian 2.2x 0.2xmedian 1.2x
EV/EBITDA now vs peer median 182.3xmedian 11.8x —median 15.9x —median 6.6x
P/FCF now vs peer median 5.8xmedian 10.1x -10.8xmedian 14.1x —median 7.1x
P/B now vs peer median 2.1xmedian 1.2x 1.4xmedian 1.4x 1.0xmedian 0.9x
PEG now vs peer median 0.04median 0.38 —median 1.09 —median 0.68

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 monthsLYFTPONYFLX
Revenue $6.77B $125.04M $558.59M
Gross profit $3.08B $20.29M $60.56M
Operating income -$119.72M -$267.63M $5.06M
Net income $2.87B -$99.78M -$1.71M
Free cash flow $1.11B -$203.60M –
R&D $472.97M $225.02M $9.48M
EPS (diluted) $7.42 $-0.36 $-0.03
Cash & equivalents $1.14B $327.11M $84.66M
Total debt $990.56M – –
Shares (diluted) 386.33M 379.91M 69.52M
Enterprise value -$887.26M $1.15B -$275.20M

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
MetricLYFTPONYFLX
P/E 2.3x -14.0x -56.0x
P/FCF 5.8x -10.8x –
P/Operating cash flow 5.4x -10.8x –
P/S 1.0x 17.5x 0.2x
P/B 2.1x 1.4x 1.0x
P/Tangible book 2.3x 1.4x 1.0x
EV/EBITDA 182.3x – –
EV/EBIT -47.2x -4.0x -3.3x
EV/Revenue 0.8x 8.6x 0.0x
EV/FCF 5.1x -5.3x –
EV/Operating cash flow 4.7x -5.3x –
PEG (3Y EPS CAGR) 0.04 – –

Growth

14 metrics
MetricLYFTPONYFLX
Revenue growth (1Y) 10.8% 45.8% -3.8%
Revenue CAGR (3Y) 16.8% – –
Gross profit growth (1Y) 20.9% 39.0% -10.0%
Gross profit CAGR (3Y) 20.8% – –
Operating income growth (1Y) -117.1% 19.2% 149.3%
Operating income CAGR (3Y) 54.4% – –
Net income growth (1Y) 3,009% 66.7% 94.4%
Net income CAGR (3Y) 61.1% – –
EPS growth (1Y) 3,303% 86.9% 96.5%
EPS CAGR (3Y) 60.8% – –
Operating cash flow growth (1Y) 14.0% -55.2% –
Operating cash flow CAGR (3Y) 98.9% – –
Free cash flow growth (1Y) 12.0% -55.2% –
Free cash flow CAGR (3Y) 72.6% – –

Profitability

14 metrics
MetricLYFTPONYFLX
Gross margin 45.5% 16.2% 10.8%
EBITDA margin 0.5% – –
Operating margin -1.8% -214.0% 0.9%
Pretax margin -0.1% -68.0% -0.3%
Net margin 42.3% -109.6% -0.3%
FCF margin 16.4% -162.8% –
Operating cash flow margin 17.6% -162.8% –
Return on equity 94.7% – -1.5%
Return on assets 31.8% – -1.0%
Return on invested capital 0.0% – –
Return on capital employed -2.9% – 4.5%
Asset turnover 0.8x – 3.3x
Cash conversion (OCF / net income) 0.4x 2.0x –
Stock comp / revenue 4.6% – –

Financial Health

11 metrics
MetricLYFTPONYFLX
Debt / assets 10.9% – –
Debt / equity 0.3x – –
Net debt / EBITDA -25.9x – –
Debt / FCF 0.9x – –
Liabilities / assets 66.8% 9.4% 35.0%
Equity / assets 33.2% 90.6% 65.0%
Interest coverage -5.9x – –
Current ratio 0.6x 15.9x 2.4x
Quick ratio 0.4x 15.1x 2.3x
Cash ratio 0.4x 14.4x 2.2x
Altman Z-score -0.06 – –

Shareholder Returns

7 metrics
MetricLYFTPONYFLX
Dividend yield – – –
Net buyback yield 10.7% – –
Shareholder yield 10.7% – –
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.

ConsensusLYFTPONYFLX
Forward P/E 29.9xFY2026 – 3.5xFY2026
EPS, next fiscal year $0.57FY2026 $-0.61FY2026 $0.43FY2026
EPS growth, next FY -91.6%FY2026 – +514.3%FY2026
EPS growth, the year after +80.7% – +7.0%
Revenue, next fiscal year $6.97BFY2026 $144.05MFY2026 $648.23MFY2026
Revenue growth, next FY +10.3%FY2026 +60.1%FY2026 +13.6%FY2026
Revenue growth, the year after +11.1% +110.8% +2.7%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersLYFTPONYFLX
Held by institutions 100.0% 35.9% –
Institutions holding 528 155 –
Change in shares held, QoQ +5.2% +22.5% –
Institutions buying 260 101 –
Institutions selling 175 33 –
Buyers to sellers 1.49 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.

LYFTPONYFLX
LYFT 1.00 0.22 0.27
PONY 0.22 1.00 0.08
FLX 0.27 0.08 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, LYFT, PONY and FLX?

Lyft (LYFT) is the largest by market capitalisation: Lyft (LYFT) $6.46B, Pony AI (PONY) $2.19B, BingEx (FLX) $108.96M.

Which company is growing faster?

Pony AI (PONY) grew revenue fastest over the trailing twelve months: Lyft (LYFT) +10.8%, Pony AI (PONY) +45.8%, BingEx (FLX) -3.8%.

Which company is more profitable?

Lyft (LYFT) has the highest net margin (Lyft (LYFT) 42.3%, Pony AI (PONY) -109.6%, BingEx (FLX) -0.3%).

Which stock has performed better?

Over the past year Lyft (LYFT) returned the most: Lyft (LYFT) -16.7%, Pony AI (PONY) -72.6%, BingEx (FLX) -56.3%. Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Lyft (LYFT) has been the steadiest (Lyft (LYFT) 48.0%, Pony AI (PONY) 67.4%, BingEx (FLX) 100.4%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, LYFT, PONY and FLX?

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