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