Pelican Acquisition (NASDAQ:PELI) versus Kodiak AI (NASDAQ:KDK) Head to Head Survey

Kodiak AI (NASDAQ:KDK) and Pelican Acquisition (NASDAQ:PELI) are both small-cap financial services companies, but which is the better stock? We will compare the two companies based on the strength of their valuation, profitability, institutional ownership, earnings, dividends, risk and analyst recommendations.

Institutional and Insider Ownership

73.0% of Kodiak AI shares are owned by institutional investors. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Analyst Recommendations

This is a summary of current ratings and target prices for Kodiak AI and Pelican Acquisition, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Kodiak AI	1	1	4	1	2.71
Pelican Acquisition	1	0	0	0	1.00

Kodiak AI presently has a consensus target price of $15.90, suggesting a potential upside of 67.54%. Given Kodiak AI’s stronger consensus rating and higher probable upside, analysts clearly believe Kodiak AI is more favorable than Pelican Acquisition.

Profitability

This table compares Kodiak AI and Pelican Acquisition’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Kodiak AI	N/A	-70.69%	-5.32%
Pelican Acquisition	N/A	N/A	N/A

Earnings & Valuation

This table compares Kodiak AI and Pelican Acquisition”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Kodiak AI	N/A	N/A	$25.99 million	($0.34)	-27.91
Pelican Acquisition	N/A	N/A	N/A	N/A	N/A

Summary

Kodiak AI beats Pelican Acquisition on 5 of the 7 factors compared between the two stocks.

About Kodiak AI

We are a blank check company incorporated as a Cayman Islands exempted company for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses, which we refer to as our initial business combination. Our only activities since inception have been organizational activities and those necessary to prepare for this offering. We have not selected any business combination target and we have not, nor has anyone on our behalf, initiated any substantive discussions, directly or indirectly, with any business combination target. Our team has a history of executing transactions in multiple geographies and under varying economic and financial market conditions. Although we may pursue an acquisition in a number of industries or geographies, we intend to capitalize on the broader Ares platform where we believe a combination of our relationships, knowledge and experience across industries can effect a positive transformation or augmentation of an existing business. Our sponsor is an affiliate of Ares, a leading global alternative investment adviser. Given Ares’ investment capabilities, we believe our team has the required investment, operational, due diligence and capital raising resources to effect a business combination with an attractive target and to position it for long-term success in the public markets. While we may pursue an initial business combination target in any industry or sector, geography, or stage of its corporate evolution, we intend to focus our search in North America, Europe or Asia. We will pursue an initial business combination with an established business with scale, attractive growth prospects and sustainable competitive advantages. We believe there is a large universe of such businesses that could benefit from a public listing, and that we will be able to offer a differentiated and compelling value proposition to them. Our executive offices are located at 245 Park Avenue, 44th Floor, New York, New York.

About Pelican Acquisition

We are a newly formed blank check company incorporated as a Cayman Islands exempted company on July 23, 2024 under the laws of the Cayman Islands with limited liability, formed for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, recapitalization, reorganization or similar business combination with one or more businesses or entities, which we refer to throughout this prospectus as our initial business combination. Our efforts to identify a prospective target business will not be limited to a particular geographic region or industry, although we intend to primarily focus on target businesses within the technology industry globally. We do not have any specific business combination under consideration and we have not (nor has anyone on our behalf), directly or indirectly, contacted any prospective target business or had any substantive discussions, formal or otherwise, with respect to such a transaction with our company. Our ability to identify and evaluate a target company may be impacted by significant competition among other SPACs in pursuing a business combination transaction candidate and the significant competition may impact the attractiveness of the acquisition terms that we will be able to negotiate. We will seek to capitalize on the significant contacts and experience of our management team, including Mr. Robert Labbe, our Chairman, Chief Executive Officer, Chief Financial Officer and director, and Mr. Ping Zhang, Mr. Daniel M. McCabe, and Ms. Qi Gong, each of whom will become a member of our board of directors upon the effectiveness of the registration statement of which this prospectus forms a part. We believe we can leverage our team’s track record to identify and execute attractive acquisition opportunities. Our principal office is located in New York, NY.