PONY vs BIDU vs QCOM Stock Comparison

Pony AI, Baidu and Qualcomm Prices as of Oct 26, 2026 Peers: Industry group
PONY Pony AI Inc.
$5.05 -26.7% 1M -72.6% 1Y
Market cap
$1.92B
P/E
–
Revenue (TTM)
$125.04M
Div. yield
–
Autonomous Driving Technology
2 wins
BIDU Baidu, Inc.
$77.85 -10.9% 1M -36.6% 1Y
Market cap
$2.69B
P/E
–
Revenue (TTM)
$18.33B
Div. yield
–
AI Platforms Technology
2 wins
QCOM Qualcomm Inc/De
$179.60 -11.1% 1M +6.3% 1Y
Market cap
$194.85B
P/E
21.0x
Revenue (TTM)
$44.07B
Div. yield
0.02%
Semiconductor Design Technology
5 wins

Head to Head

9 decided of 12

Qualcomm leads on 5 of the 12 questions below (Qualcomm 5, Baidu 2, Pony AI 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionPONYBIDUQCOMLeader
Larger companyMarket capitalisation $1.92B $2.69B $194.85B QCOM
Cheaper on earningsLower P/E, profitable companies only -14.0x -5.6x 21.0x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 14.4x 16.6x BIDU
Faster revenue growthRevenue growth, trailing twelve months +45.8% -0.9% +1.9% PONY
More profitableNet margin, trailing twelve months -109.6% -2.6% 21.0% QCOM
Better return on capitalReturn on invested capital — -2.0% 20.5% QCOM
Less leveragedLower net debt / EBITDA — — 0.4x –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.02% –
Better 1-year returnPrice return, last 12 months -72.6% -36.6% +6.3% QCOM
Better 5-year returnAnnualised price return, 5 years — -14.2%/yr +6.5%/yr QCOM
Less volatileAnnualised volatility, 1 year 67.4% 47.1% 53.1% BIDU
Higher overall scoreMean of the five percentile scores vs peers 76/100 55/100 62/100 PONY

Percentile Scorecard

PONYBIDUQCOM

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

AxisPONYBIDUQCOM
Valuation 67 #5 of 13 92 #11 of 124 80 #20 of 95
Growth 82 #3 of 12 19 #92 of 113 34 #62 of 93
Profitability 73 #4 of 12 54 #51 of 110 87 #13 of 91
Financial Health 83 #3 of 13 57 #56 of 129 28 #73 of 101
Shareholder Returns – – 80 #16 of 75
Overall 76 55 62
  • PONY ranked among 14 companies in Robotics and Automation
  • BIDU ranked among 137 companies in Infrastructure Software
  • QCOM ranked among 104 companies in Semiconductors

Price Performance

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

Returns

PeriodPONYBIDUQCOMSPY
1 month -26.7%-10.9%-11.1% -0.8%
3 months -31.6%-26.1%+5.6% +3.5%
6 months -52.1%-39.2%+19.5% +7.0%
Year to date -65.2%-40.4%+5.0% +12.2%
1 year -72.6%-36.6%+6.3% +13.0%
3 years —-27.3%+68.7% +86.3%
3 years, per year —-10.1%+19.1% +23.1%
5 years —-53.6%+36.9% +68.6%
5 years, per year —-14.2%+6.5% +11.0%
10 years —-55.0%+163.3% +258.0%
10 years, per year —-7.7%+10.2% +13.6%

Risk

MeasurePONYBIDUQCOMSPY
Volatility, 1Y 67.4%47.1%53.1% 12.7%
Downside volatility, 1Y 70.6%45.0%52.5% 12.7%
Beta vs S&P 500, 1Y 2.821.662.07 1.00
Return / volatility, 1Y -1.08-0.780.12 1.02
Max drawdown, 5Y -82.4%-55.3%-45.6% -25.4%
From 52-week high -76.9%-52.1%-28.5% -1.8%
52-week high $21.87$162.52$251.02 $779.14
52-week low $4.93$77.20$124.07 $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.

MultiplePONYBIDUQCOM
P/E now vs peer median -14.0x -5.6xmedian 38.1x 20.5xmedian 42.1x
P/S now vs peer median 17.5xmedian 17.8x 1.4xmedian 4.3x 4.3xmedian 7.1x
EV/EBITDA now vs peer median — —median 35.4x 16.5xmedian 27.5x
P/FCF now vs peer median -10.8xmedian 14.0x 5.5xmedian 27.1x 18.2xmedian 37.2x
P/B now vs peer median 1.4xmedian 1.0x 0.6xmedian 3.4x 6.9xmedian 4.2x
PEG now vs peer median — 0.10median 1.27 4.93median 2.23

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 monthsPONYBIDUQCOM
Revenue $125.04M $18.33B $44.07B
Gross profit $20.29M $1.81B $23.90B
Operating income -$267.63M -$999.00M $10.22B
Net income -$99.78M -$543.00M $9.26B
Free cash flow -$203.60M $4.78B $10.42B
R&D $225.02M $2.84B $9.89B
EPS (diluted) $-0.36 $-11.24 $8.66
Cash & equivalents $327.11M $3.61B $4.53B
Total debt – $42.23B $12.78B
Shares (diluted) 379.91M 42.88M 1.07B
Enterprise value $1.92B -$72.77B $154.77B

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
MetricPONYBIDUQCOM
P/E -14.0x -5.6x 20.5x
P/FCF -10.8x 5.5x 18.2x
P/Operating cash flow -10.8x 17.9x 15.3x
P/S 17.5x 1.4x 4.3x
P/B 1.4x 0.6x 6.9x
P/Tangible book 1.4x 0.7x 7.3x
EV/EBITDA – – 16.5x
EV/EBIT -4.0x -13.0x 19.0x
EV/Revenue 8.6x 0.7x 4.4x
EV/FCF -5.3x 2.7x 18.7x
EV/Operating cash flow -5.3x 8.8x 15.7x
PEG (3Y EPS CAGR) – 0.10 4.93

Growth

14 metrics
MetricPONYBIDUQCOM
Revenue growth (1Y) 45.8% -0.9% 1.9%
Revenue CAGR (3Y) – -0.5% 4.5%
Gross profit growth (1Y) 39.0% 12,345% -0.8%
Gross profit CAGR (3Y) – -36.6% 3.2%
Operating income growth (1Y) 19.2% -140.6% -15.0%
Operating income CAGR (3Y) – -32.9% 0.6%
Net income growth (1Y) 66.7% -114.0% -20.0%
Net income CAGR (3Y) – -30.7% 2.4%
EPS growth (1Y) 86.9% -201.2% -17.8%
EPS CAGR (3Y) – -55.3% 4.2%
Operating cash flow growth (1Y) -55.2% 2,449% -2.1%
Operating cash flow CAGR (3Y) – -31.9% 12.7%
Free cash flow growth (1Y) -55.2% 236.1% -10.4%
Free cash flow CAGR (3Y) – -6.5% 14.9%

Profitability

14 metrics
MetricPONYBIDUQCOM
Gross margin 16.2% 9.9% 54.2%
EBITDA margin – – 26.8%
Operating margin -214.0% -5.5% 23.2%
Pretax margin -68.0% -2.3% 25.4%
Net margin -109.6% -2.6% 21.0%
FCF margin -162.8% 26.1% 23.6%
Operating cash flow margin -162.8% 8.1% 28.1%
Return on equity – -1.3% 33.7%
Return on assets – -0.8% 16.2%
Return on invested capital – -2.0% 20.5%
Return on capital employed – -1.8% 22.3%
Asset turnover – 0.3x 0.8x
Cash conversion (OCF / net income) 2.0x -2.7x 1.3x
Stock comp / revenue – – 7.4%

Financial Health

11 metrics
MetricPONYBIDUQCOM
Debt / assets – 15.8% 22.3%
Debt / equity – 0.3x 0.5x
Net debt / EBITDA – – 0.4x
Debt / FCF – 2.3x 1.2x
Liabilities / assets 9.4% 40.1% 51.8%
Equity / assets 90.6% 59.9% 48.2%
Interest coverage – -2.7x 14.8x
Current ratio 15.9x 2.3x 2.0x
Quick ratio 15.1x 2.0x 1.1x
Cash ratio 14.4x 1.9x 0.7x
Altman Z-score – – 6.10

Shareholder Returns

7 metrics
MetricPONYBIDUQCOM
Dividend yield – – 2.0%
Net buyback yield – – 4.6%
Shareholder yield – – 6.7%
Payout ratio (earnings) – – 41.3%
Payout ratio (FCF) – – 36.7%
Dividend growth (1Y) – – 0.8%
Dividend CAGR (3Y) – – 3.9%

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.

ConsensusPONYBIDUQCOM
Forward P/E – 14.4xFY2026 16.6xFY2026
EPS, next fiscal year $-0.61FY2026 $5.42FY2026 $10.79FY2026
EPS growth, next FY – -29.1%FY2026 -10.3%FY2026
EPS growth, the year after – +21.8% -3.0%
Revenue, next fiscal year $144.05MFY2026 $19.51BFY2026 $45.55BFY2026
Revenue growth, next FY +60.1%FY2026 +5.7%FY2026 +3.2%FY2026
Revenue growth, the year after +110.8% -0.6% -5.0%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersPONYBIDUQCOM
Held by institutions 35.9% 17.5% 79.7%
Institutions holding 155 490 3,029
Change in shares held, QoQ +22.5% +8.1% +2.8%
Institutions buying 101 236 1,416
Institutions selling 33 144 1,332
Buyers to sellers 3.06 1.64 1.06

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.

PONYBIDUQCOM
PONY 1.00 0.46 0.21
BIDU 0.46 1.00 0.20
QCOM 0.21 0.20 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, PONY, BIDU and QCOM?

Qualcomm (QCOM) is the largest by market capitalisation: Pony AI (PONY) $1.92B, Baidu (BIDU) $2.69B, Qualcomm (QCOM) $194.85B.

Which company is growing faster?

Pony AI (PONY) grew revenue fastest over the trailing twelve months: Pony AI (PONY) +45.8%, Baidu (BIDU) -0.9%, Qualcomm (QCOM) +1.9%.

Which company is more profitable?

Qualcomm (QCOM) has the highest net margin (Pony AI (PONY) -109.6%, Baidu (BIDU) -2.6%, Qualcomm (QCOM) 21.0%). On return on invested capital, Qualcomm (QCOM) leads (Baidu (BIDU) -2.0%, Qualcomm (QCOM) 20.5%).

Which stock has performed better?

Over the past year Qualcomm (QCOM) returned the most: Pony AI (PONY) -72.6%, Baidu (BIDU) -36.6%, Qualcomm (QCOM) +6.3%. Over five years, Qualcomm (QCOM) compounded fastest (Baidu (BIDU) -14.2%/yr, Qualcomm (QCOM) +6.5%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Pony AI (PONY) 0.00%, Baidu (BIDU) 0.00%, Qualcomm (QCOM) 0.02%. Pony AI (PONY) and Baidu (BIDU) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Baidu (BIDU) has been the steadiest (Pony AI (PONY) 67.4%, Baidu (BIDU) 47.1%, Qualcomm (QCOM) 53.1%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, PONY, BIDU and QCOM?

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