UBER vs BABA vs PONY Stock Comparison

Uber Technologies, Alibaba Group Holding and Pony AI Prices as of Oct 23, 2026 Peers: Industry group
UBER Uber Technologies, Inc
$66.67 -4.0% 1M -29.5% 1Y
Market cap
$134.60B
P/E
14.1x
Revenue (TTM)
$55.23B
Div. yield
–
Ride-Hailing and Delivery Technology
6 wins
BABA Alibaba Group Holding Ltd
$99.63 -10.1% 1M -42.0% 1Y
Market cap
$232.58B
P/E
22.1x
Revenue (TTM)
$150.46B
Div. yield
–
Digital Marketplaces Technology
2 wins
PONY Pony AI Inc.
$5.14 -29.2% 1M -71.3% 1Y
Market cap
$1.92B
P/E
–
Revenue (TTM)
$125.04M
Div. yield
–
Autonomous Driving Technology
2 wins

Head to Head

10 decided of 12

Uber Technologies leads on 6 of the 12 questions below (Uber Technologies 6, Alibaba Group Holding 2, Pony AI 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionUBERBABAPONYLeader
Larger companyMarket capitalisation $134.60B $232.58B $1.92B BABA
Cheaper on earningsLower P/E, profitable companies only 14.1x 22.1x -14.0x UBER
Cheaper on forward earningsLower price / next fiscal year consensus EPS 19.1x 14.3x — BABA
Faster revenue growthRevenue growth, trailing twelve months +16.7% +8.1% +45.8% PONY
More profitableNet margin, trailing twelve months 17.3% 7.0% -109.6% UBER
Better return on capitalReturn on invested capital 17.4% 2.4% — UBER
Less leveragedLower net debt / EBITDA 1.0x — — –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -29.5% -42.0% -71.3% UBER
Better 5-year returnAnnualised price return, 5 years +7.9%/yr -10.9%/yr — UBER
Less volatileAnnualised volatility, 1 year 35.4% 40.4% 67.7% UBER
Higher overall scoreMean of the five percentile scores vs peers 67/100 46/100 76/100 PONY

Percentile Scorecard

UBERBABAPONY

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

AxisUBERBABAPONY
Valuation 60 #67 of 167 71 #49 of 167 67 #5 of 13
Growth 86 #23 of 153 17 #127 of 153 82 #3 of 12
Profitability 78 #34 of 153 54 #71 of 153 73 #4 of 12
Financial Health 48 #94 of 179 59 #74 of 179 83 #3 of 13
Shareholder Returns 63 #35 of 94 30 #66 of 94 –
Overall 67 46 76
  • UBER ranked among 185 companies in Internet Platforms
  • BABA ranked among 185 companies in Internet Platforms
  • 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

PeriodUBERBABAPONYSPY
1 month -4.0%-10.1%-29.2% -1.0%
3 months +1.1%-11.2%-27.9% +2.9%
6 months -10.7%-26.6%-51.9% +6.4%
Year to date -18.4%-32.0%-64.6% +11.4%
1 year -29.5%-42.0%-71.3% +13.1%
3 years +50.9%+20.2%— +79.4%
3 years, per year +14.7%+6.3%— +21.5%
5 years +46.5%-43.9%— +67.7%
5 years, per year +7.9%-10.9%— +10.9%
10 years —-4.1%— +255.2%
10 years, per year —-0.4%— +13.5%

Risk

MeasureUBERBABAPONYSPY
Volatility, 1Y 35.4%40.4%67.7% 12.7%
Downside volatility, 1Y 35.4%36.0%70.8% 12.7%
Beta vs S&P 500, 1Y 0.831.132.86 1.00
Return / volatility, 1Y -0.83-1.04-1.05 1.03
Max drawdown, 5Y -56.6%-64.2%-82.4% -25.4%
From 52-week high -33.1%-44.6%-76.5% -2.5%
52-week high $99.72$179.97$21.87 $779.14
52-week low $65.95$94.81$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.

MultipleUBERBABAPONY
P/E now vs peer median 14.2xmedian 17.5x 22.0xmedian 17.5x -14.3x
P/S now vs peer median 2.5xmedian 1.4x 1.5xmedian 1.4x 17.8xmedian 17.8x
EV/EBITDA now vs peer median 19.2xmedian 14.9x —median 14.9x —
P/FCF now vs peer median 13.4xmedian 11.2x 7.0xmedian 11.2x -10.9xmedian 13.8x
P/B now vs peer median 4.8xmedian 1.7x 1.4xmedian 1.7x 1.4xmedian 1.0x
PEG now vs peer median 0.07median 0.42 -15.25median 0.42 —

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 monthsUBERBABAPONY
Revenue $55.23B $150.46B $125.04M
Gross profit $23.36B $57.45B $20.29M
Operating income $6.70B $4.39B -$267.63M
Net income $9.67B $10.08B -$99.78M
Free cash flow $10.12B $33.19B -$203.60M
R&D $3.74B $10.68B $225.02M
EPS (diluted) $4.67 $4.38 $-0.36
Cash & equivalents $4.87B $21.06B $327.11M
Total debt $12.72B $83.76B –
Shares (diluted) 2.05B 2.40B 379.91M
Enterprise value $106.40B $46.21B $1.92B

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
MetricUBERBABAPONY
P/E 14.2x 22.0x -14.3x
P/FCF 13.4x 7.0x -10.9x
P/Operating cash flow 13.0x 20.4x -10.9x
P/S 2.5x 1.5x 17.8x
P/B 4.8x 1.4x 1.4x
P/Tangible book 5.0x 1.4x 1.4x
EV/EBITDA 19.2x – –
EV/EBIT 21.4x 47.7x -4.2x
EV/Revenue 2.6x 1.4x 8.9x
EV/FCF 14.2x 6.3x -5.5x
EV/Operating cash flow 13.8x 18.5x -5.5x
PEG (3Y EPS CAGR) 0.07 -15.25 –

Growth

14 metrics
MetricUBERBABAPONY
Revenue growth (1Y) 16.7% 8.1% 45.8%
Revenue CAGR (3Y) 16.4% 5.6% –
Gross profit growth (1Y) 24.4% 0.2% 39.0%
Gross profit CAGR (3Y) 19.3% 6.5% –
Operating income growth (1Y) 48.6% -77.5% 19.2%
Operating income CAGR (3Y) 139.2% -35.9% –
Net income growth (1Y) -23.4% -50.0% 66.7%
Net income CAGR (3Y) 203.6% -3.6% –
EPS growth (1Y) -21.3% -47.9% 86.9%
EPS CAGR (3Y) 203.6% -1.4% –
Operating cash flow growth (1Y) 18.6% -45.8% -55.2%
Operating cash flow CAGR (3Y) 73.8% -27.8% –
Free cash flow growth (1Y) 18.5% -8.5% -55.2%
Free cash flow CAGR (3Y) 79.7% -0.6% –

Profitability

14 metrics
MetricUBERBABAPONY
Gross margin 42.3% 38.2% 16.2%
EBITDA margin 13.5% – –
Operating margin 12.1% 2.9% -214.0%
Pretax margin 12.1% 9.7% -68.0%
Net margin 17.3% 7.0% -109.6%
FCF margin 18.3% 22.1% -162.8%
Operating cash flow margin 18.9% 7.5% -162.8%
Return on equity 35.9% 6.2% –
Return on assets 15.4% 3.6% –
Return on invested capital 17.4% 2.4% –
Return on capital employed 14.0% 2.1% –
Asset turnover 0.9x 0.5x –
Cash conversion (OCF / net income) 1.1x 1.1x 2.0x
Stock comp / revenue 3.5% 1.1% –

Financial Health

11 metrics
MetricUBERBABAPONY
Debt / assets 19.3% 7.5% –
Debt / equity 0.5x 0.1x –
Net debt / EBITDA 1.0x – –
Debt / FCF 1.3x 0.6x –
Liabilities / assets 57.1% 43.6% 9.4%
Equity / assets 42.9% 56.4% 90.6%
Interest coverage 14.5x 3.2x –
Current ratio 0.8x 1.4x 15.9x
Quick ratio 0.7x 0.6x 15.1x
Cash ratio 0.4x 0.6x 14.4x
Altman Z-score 3.13 2.29 –

Shareholder Returns

7 metrics
MetricUBERBABAPONY
Dividend yield – 1.1% –
Net buyback yield 5.0% – –
Shareholder yield 5.0% 1.1% –
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.

ConsensusUBERBABAPONY
Forward P/E 19.1xFY2026 14.3xFY2026 –
EPS, next fiscal year $3.49FY2026 $6.97FY2026 $-0.61FY2026
EPS growth, next FY -26.2%FY2026 +79.6%FY2026 –
EPS growth, the year after +20.6% +23.0% –
Revenue, next fiscal year $61.46BFY2026 $173.52BFY2026 $143.95MFY2026
Revenue growth, next FY +18.2%FY2026 +17.0%FY2026 +59.9%FY2026
Revenue growth, the year after +15.9% +14.6% +107.9%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersUBERBABAPONY
Held by institutions 82.5% 10.1% 35.9%
Institutions holding 2,410 1,218 155
Change in shares held, QoQ +1.3% -5.4% +22.5%
Institutions buying 1,184 555 101
Institutions selling 976 421 33
Buyers to sellers 1.21 1.32 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.

UBERBABAPONY
UBER 1.00 0.17 0.21
BABA 0.17 1.00 0.35
PONY 0.21 0.35 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, UBER, BABA and PONY?

Alibaba Group Holding (BABA) is the largest by market capitalisation: Uber Technologies (UBER) $134.60B, Alibaba Group Holding (BABA) $232.58B, Pony AI (PONY) $1.92B.

Which stock is cheaper, UBER, BABA and PONY?

Uber Technologies (UBER) trades on the lowest price-to-earnings ratio (Uber Technologies (UBER) 14.1x, Alibaba Group Holding (BABA) 22.1x, Pony AI (PONY) -14.0x). On next year's consensus earnings, Alibaba Group Holding (BABA) is cheapest (Uber Technologies (UBER) 19.1x, Alibaba Group Holding (BABA) 14.3x). 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: Uber Technologies (UBER) +16.7%, Alibaba Group Holding (BABA) +8.1%, Pony AI (PONY) +45.8%.

Which company is more profitable?

Uber Technologies (UBER) has the highest net margin (Uber Technologies (UBER) 17.3%, Alibaba Group Holding (BABA) 7.0%, Pony AI (PONY) -109.6%). On return on invested capital, Uber Technologies (UBER) leads (Uber Technologies (UBER) 17.4%, Alibaba Group Holding (BABA) 2.4%).

Which stock has performed better?

Over the past year Uber Technologies (UBER) returned the most: Uber Technologies (UBER) -29.5%, Alibaba Group Holding (BABA) -42.0%, Pony AI (PONY) -71.3%. Over five years, Uber Technologies (UBER) compounded fastest (Uber Technologies (UBER) +7.9%/yr, Alibaba Group Holding (BABA) -10.9%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Uber Technologies (UBER) has been the steadiest (Uber Technologies (UBER) 35.4%, Alibaba Group Holding (BABA) 40.4%, Pony AI (PONY) 67.7%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, UBER, BABA 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, Uber Technologies (UBER) leads on 6. 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.