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COOK compared with PONY: revenue, margins and what each company keeps, and the suppliers and customers both name
COOK
Traeger, Inc.
Change
Mkt cap
Revenue
Revenue
PONY
Pony AI Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
COOK
Traeger, Inc.
vs
PONY
Pony AI Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
Supply-chain overlap
Revenue flow
COOK: latest quarter is a loss; flow not drawable. PONY: latest quarter not drawable.
Method
›
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
COOK, solid
PONY, dashed
COOK
Traeger, Inc.
Change
52.19
▼
−0.13%
· post 52.80
Mkt cap
$148.1M
Revenue
$120M
Q2 FY26
Revenue
$560M
FY25
PONY
Pony AI Inc.
Change
4.63
▼
−5.98%
· post 4.65
Closed
Oct 30 '26
Mkt cap
$1.8B
Revenue
—
Revenue
—
vs
Compare
Closed
Oct 30 '26
COOK
Traeger, Inc.
vs
PONY
Pony AI Inc.
52.19
▼
−0.13%
post 52.80
Price
4.63
▼
−5.98%
post 4.65
$148.1M
Mkt cap
$1.8B
Q2 FY26
$120M
Revenue
—
FY25
$560M
Revenue
—
Change
Change
COOK
52.19
▼
−0.13%
vs
PONY
4.63
▼
−5.98%
Closed
Oct 30 '26
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only COOK
5
AMZN
Amazon
customer
COST
Costco
customer
HD
The Home Depot
customer
BBY
Best Buy
customer
1 more · COOK chain
›
Shared
0
No shared counterparties.
Only PONY
3
UBER
Uber
customer
TM
Toyota Motor
supplier
—
Gtmc
unlisted
supplier
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR