Contrasting Samsara (NYSE:IOT) & Pony AI (NASDAQ:PONY)

Pony AI (NASDAQ:PONY) and Samsara (NYSE:IOT) are both transportation companies, but which is the better investment? We will contrast the two businesses based on the strength of their risk, profitability, valuation, analyst recommendations, dividends, earnings and institutional ownership.

Analyst Recommendations

This is a breakdown of recent recommendations and price targets for Pony AI and Samsara, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Pony AI	0	0	3	0	3.00
Samsara	0	10	6	0	2.38

Pony AI presently has a consensus target price of $19.20, suggesting a potential upside of 19.48%. Samsara has a consensus target price of $51.67, suggesting a potential upside of 8.36%. Given Pony AI’s stronger consensus rating and higher possible upside, analysts plainly believe Pony AI is more favorable than Samsara.

Insider and Institutional Ownership

96.0% of Samsara shares are owned by institutional investors. 60.0% of Samsara shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Profitability

This table compares Pony AI and Samsara’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Pony AI	N/A	N/A	N/A
Samsara	-21.80%	-19.44%	-10.30%

Valuation and Earnings

This table compares Pony AI and Samsara”s revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Pony AI	$84.33 million	66.50	N/A	N/A	N/A
Samsara	$1.18 billion	22.69	-$286.73 million	($0.47)	-101.45

Pony AI has higher earnings, but lower revenue than Samsara.

Summary

Pony AI beats Samsara on 6 of the 10 factors compared between the two stocks.

About Pony AI

Pony AI Inc., through its subsidiaries, engages in the autonomous mobility principally in the People’s Republic of China and the United States. The company provides robotruck services, such as transportation services to the logistics platforms. Pony AI Inc. is based in Guangzhou, the People’s Republic of China.

About Samsara

Samsara Inc. provides solutions that connects physical operations data to its connected operations cloud in the United States and internationally. The company's Connected Operations Cloud includes Data Platform, which ingests, aggregates, and enriches data from its IoT devices and has embedded capabilities for AI, workflows and analytics, alerts, API connections, and data security and privacy. Its applications include video-based safety that enables customers to build a safety program and protect their teams with AI-enabled video; vehicle telematics which provides visibility into real-time vehicle location and diagnostics with GPS tracking, routing and dispatch, fuel efficiency management, electric vehicle usage and charge planning, preventative maintenance, and insights to manage fuel and energy costs; and mobile apps and workflows that improves productivity for frontline workers and enables regulatory compliance for workers to see upcoming jobs, capture electronic documents, perform maintenance inspections, maintain compliance logs, and message with back-office administration. The company also provides equipment monitoring which offers visibility and management of unpowered and powered assets, ranging from generators and compressors to heavy construction equipment and trailers to improve operating efficiency, prevent unplanned downtime, and avoid critical safety and compliance issues; and site visibility that provides remote visibility into sites to improve onsite security, safety, and incident response times. It serves transportation, wholesale and retail trade, construction, field services, logistics, utilities and energy, healthcare and education, manufacturing, food and beverage, and other industries, as well as government. Samsara Inc. was incorporated in 2015 and is headquartered in San Francisco, California.