Head-To-Head Analysis: OneSpan (NASDAQ:OSPN) versus Pony AI (NASDAQ:PONY)

OneSpan (NASDAQ:OSPN) and Pony AI (NASDAQ:PONY) are both computer and technology companies, but which is the superior business? We will contrast the two businesses based on the strength of their institutional ownership, risk, profitability, analyst recommendations, valuation, earnings and dividends.

Insider & Institutional Ownership

95.5% of OneSpan shares are held by institutional investors. 0.9% of OneSpan shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Profitability

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

	Net Margins	Return on Equity	Return on Assets
OneSpan	11.73%	23.27%	14.32%
Pony AI	N/A	N/A	N/A

Earnings & Valuation

This table compares OneSpan and Pony AI”s top-line revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
OneSpan	$235.11 million	3.08	-$29.80 million	$0.74	25.80
Pony AI	$84.33 million	55.08	N/A	N/A	N/A

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

Analyst Recommendations

This is a summary of current ratings and target prices for OneSpan and Pony AI, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
OneSpan	0	1	3	0	2.75
Pony AI	0	0	3	0	3.00

OneSpan currently has a consensus target price of $17.63, suggesting a potential downside of 7.67%. Pony AI has a consensus target price of $19.20, suggesting a potential upside of 44.25%. Given Pony AI’s stronger consensus rating and higher possible upside, analysts plainly believe Pony AI is more favorable than OneSpan.

Summary

OneSpan beats Pony AI on 6 of the 9 factors compared between the two stocks.

About OneSpan

OneSpan Inc., together with its subsidiaries, designs, develops, and markets digital solutions for identity, authentication, and secure digital agreements worldwide. The company offers OneSpan Sign, a range of e-signature requirements for occasional agreement to processing tens of thousands of transactions; OneSpan Cloud Authentication, a cloud-based multifactor authentication solution that supports a range of authentication options, including biometrics, push notification, and visual cryptograms for transaction data security, SMS, and hardware authenticators; and OneSpan Identity Verification, which enables banks and financial institutions identity verification services. It also provides Mobile Security Suite, a software development kit that protect mobile transactions; Digipass Authenticators, consisting of a wide variety of authentication devices; authentication servers that provides a range of strong authentication utilities and solutions designed to allow organizations to securely authenticate users and transactions; and Digipass FX1 BIO, a physical passkey with fingerprint scan built for the workforce authentication market. In addition, it offers Virtual Room, a purpose-built, high-assurance solution that blends the simplicity of a consumer video collaboration app with high-assurance identity and authentication security; OneSpan Notary, an online notary solution developed for organizations with in-house notaries; and OneSpan Trust Vault, a blockchain-based decentralized digital storage solution that helps organizations meet compliance, regulatory, and chain of custody requirements for critical documents. It sells its solutions through its direct sales force, as well as through distributors, resellers, systems integrators, and original equipment manufacturers. The company was formerly known as VASCO Data Security International, Inc. and changed its name to OneSpan Inc. in May 2018. OneSpan Inc. was founded in 1991 and is headquartered in Boston, Massachusetts.

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.