OUST vs PONY vs LFUS Stock Comparison

Ouster, Pony AI and Littelfuse Prices as of Oct 27, 2026 Peers: Industry group
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
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

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.

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

Percentile Scorecard

OUSTPONYLFUS

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

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

Price Performance

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

Returns

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

Risk

MeasureOUSTPONYLFUSSPY
Volatility, 1Y 102.5%67.3%43.3% 12.7%
Downside volatility, 1Y 100.6%70.6%44.9% 12.7%
Beta vs S&P 500, 1Y 4.602.811.85 1.00
Return / volatility, 1Y -0.11-1.100.95 0.97
Max drawdown, 5Y -95.8%-82.4%-54.8% -25.4%
From 52-week high -47.6%-76.8%-21.7% -1.2%
52-week high $62.52$21.87$489.10 $779.14
52-week low $16.63$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.

MultipleOUSTPONYLFUS
P/E now vs peer median -40.6xmedian 33.2x -14.1x -1,202xmedian 33.2x
P/S now vs peer median 11.0xmedian 2.8x 17.6xmedian 18.7x 3.7xmedian 2.8x
EV/EBITDA now vs peer median -37.8xmedian 20.0x — 41.7xmedian 20.0x
P/FCF now vs peer median -27.2xmedian 29.8x -10.8xmedian 14.5x 21.9xmedian 29.8x
P/B now vs peer median 6.0xmedian 3.0x 1.4xmedian 1.1x 3.7xmedian 3.0x
PEG now vs peer median -0.72median 1.17 — 45.38median 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 monthsOUSTPONYLFUS
Revenue $204.91M $125.04M $2.61B
Gross profit $101.63M $20.29M $1.03B
Operating income -$62.60M -$267.63M $95.49M
Net income -$53.33M -$99.78M -$8.06M
Free cash flow -$82.47M -$203.60M $444.35M
R&D $68.46M $225.02M $115.22M
EPS (diluted) $-0.81 $-0.36 $-0.31
Cash & equivalents $91.76M $327.11M $628.22M
Total debt – – $629.66M
Shares (diluted) 65.99M 379.91M 25.62M
Enterprise value $1.36B $1.15B $7.24B

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

Growth

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

Profitability

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

Financial Health

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

Shareholder Returns

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

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

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersOUSTPONYLFUS
Held by institutions 53.9% 35.9% 99.4%
Institutions holding 330 155 606
Change in shares held, QoQ +19.0% +22.5% +1.6%
Institutions buying 233 101 295
Institutions selling 66 33 209
Buyers to sellers 3.53 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.

OUSTPONYLFUS
OUST 1.00 0.45 0.52
PONY 0.45 1.00 0.36
LFUS 0.52 0.36 1.00

Add a Peer

Largest companies in the same industry

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Frequently Asked Questions

Which is bigger, OUST, PONY and LFUS?

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

Which company is growing faster?

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

Which company is more profitable?

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

Which stock has performed better?

Over the past year Littelfuse (LFUS) returned the most: Ouster (OUST) -11.6%, Pony AI (PONY) -74.2%, Littelfuse (LFUS) +40.9%. Over five years, Littelfuse (LFUS) compounded fastest (Ouster (OUST) -12.5%/yr, Littelfuse (LFUS) +5.5%/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 (Ouster (OUST) 102.5%, Pony AI (PONY) 67.3%, Littelfuse (LFUS) 43.3%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, OUST, 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 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.