GATX (NYSE:GATX) and Pony AI (NASDAQ:PONY) Head-To-Head Comparison

GATX (NYSE:GATX) and Pony AI (NASDAQ:PONY) are both mid-cap transportation companies, but which is the superior business? We will compare the two companies based on the strength of their analyst recommendations, profitability, risk, valuation, earnings, institutional ownership and dividends.

Earnings & Valuation

This table compares GATX and Pony AI”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
GATX	$1.59 billion	3.41	$284.20 million	$8.74	17.39
Pony AI	$75.03 million	67.23	-$274.12 million	N/A	N/A

GATX has higher revenue and earnings than Pony AI.

Profitability

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

	Net Margins	Return on Equity	Return on Assets
GATX	19.13%	12.52%	2.49%
Pony AI	N/A	N/A	N/A

Analyst Recommendations

This is a breakdown of current ratings and price targets for GATX and Pony AI, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
GATX	0	2	1	0	2.33
Pony AI	0	0	5	1	3.17

GATX currently has a consensus target price of $167.6667, suggesting a potential upside of 10.33%. Pony AI has a consensus target price of $19.40, suggesting a potential upside of 34.72%. Given Pony AI’s stronger consensus rating and higher possible upside, analysts clearly believe Pony AI is more favorable than GATX.

Insider & Institutional Ownership

93.1% of GATX shares are owned by institutional investors. 2.2% of GATX shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Summary

GATX beats Pony AI on 7 of the 12 factors compared between the two stocks.

About GATX

GATX Corporation, together its subsidiaries, operates as railcar leasing company in the United States, Canada, Mexico, Europe, and India. It operates through three segments: Rail North America, Rail International, and Portfolio Management. The company leases tank and freight railcars, and locomotives for petroleum, chemical, food/agriculture, and transportation industries. It also offers maintenance services, including the interior cleaning of railcars, routine maintenance and repair of car body and safety appliances, regulatory compliance works, wheelset replacements, interior blast and lining, exterior blast and painting, and car stenciling services. In addition, the company manufactures commercial aircraft jet engines and leases aircraft spare engines; and owns and manages tank containers that are leased to chemical, industrial gas, energy, food, cryogenic and pharmaceutical industries, and tank container operators, as well as provides tank container sourcing, remarketing, and inspection and maintenance services. As of December 31, 2023, it owned and operated a fleet of approximately 148,500 railcars; 493 four-axle and 30 six-axle locomotives; 399 aircraft spare engines; and 23,931 tank containers. GATX Corporation was founded in 1898 and is headquartered in Chicago, Illinois.

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.