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Full Truck Alliance (YMM) Competitors

Full Truck Alliance logo
$13.39 -0.61 (-4.36%)
Closing price 10/7/2025 03:59 PM Eastern
Extended Trading
$13.40 +0.01 (+0.04%)
As of 08:00 AM Eastern
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YMM vs. DDOG, EA, VEEV, ZS, BIDU, XYZ, TEAM, WIT, HUBS, and MDB

Should you be buying Full Truck Alliance stock or one of its competitors? The main competitors of Full Truck Alliance include Datadog (DDOG), Electronic Arts (EA), Veeva Systems (VEEV), Zscaler (ZS), Baidu (BIDU), Block (XYZ), Atlassian (TEAM), Wipro (WIT), HubSpot (HUBS), and MongoDB (MDB). These companies are all part of the "computer software" industry.

Full Truck Alliance vs. Its Competitors

Full Truck Alliance (NYSE:YMM) and Datadog (NASDAQ:DDOG) are both large-cap computer software companies, but which is the superior business? We will contrast the two businesses based on the strength of their analyst recommendations, media sentiment, profitability, earnings, institutional ownership, valuation, dividends and risk.

Full Truck Alliance currently has a consensus price target of $15.00, indicating a potential upside of 12.03%. Datadog has a consensus price target of $156.93, indicating a potential upside of 1.56%. Given Full Truck Alliance's stronger consensus rating and higher possible upside, equities analysts clearly believe Full Truck Alliance is more favorable than Datadog.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Full Truck Alliance
0 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.83
Datadog
2 Sell rating(s)
4 Hold rating(s)
24 Buy rating(s)
0 Strong Buy rating(s)
2.73

Full Truck Alliance has higher revenue and earnings than Datadog. Full Truck Alliance is trading at a lower price-to-earnings ratio than Datadog, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Full Truck Alliance$12.14B1.15$420.57M$0.5623.91
Datadog$2.68B20.08$183.75M$0.35441.49

Full Truck Alliance has a beta of 0.2, suggesting that its share price is 80% less volatile than the S&P 500. Comparatively, Datadog has a beta of 1.21, suggesting that its share price is 21% more volatile than the S&P 500.

39.0% of Full Truck Alliance shares are owned by institutional investors. Comparatively, 78.3% of Datadog shares are owned by institutional investors. 16.5% of Full Truck Alliance shares are owned by insiders. Comparatively, 8.7% of Datadog shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Full Truck Alliance has a net margin of 34.46% compared to Datadog's net margin of 4.13%. Full Truck Alliance's return on equity of 12.09% beat Datadog's return on equity.

Company Net Margins Return on Equity Return on Assets
Full Truck Alliance34.46% 12.09% 10.98%
Datadog 4.13%5.04%2.59%

In the previous week, Datadog had 27 more articles in the media than Full Truck Alliance. MarketBeat recorded 34 mentions for Datadog and 7 mentions for Full Truck Alliance. Full Truck Alliance's average media sentiment score of 1.14 beat Datadog's score of 0.88 indicating that Full Truck Alliance is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Full Truck Alliance
5 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Datadog
19 Very Positive mention(s)
2 Positive mention(s)
7 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Full Truck Alliance beats Datadog on 11 of the 17 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding YMM and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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YMM vs. The Competition

MetricFull Truck AllianceTechnology Services IndustryBusiness SectorNYSE Exchange
Market Cap$14.64B$3.15B$35.82B$22.14B
Dividend Yield1.22%1.61%2.84%3.57%
P/E Ratio23.9124.5326.4929.64
Price / Sales1.1559.27766.2395.37
Price / Cash30.0652.9730.0524.65
Price / Book2.718.088.324.61
Net Income$420.57M$27.08M$196.75M$1.01B
7 Day Performance3.52%5.60%2.40%-0.14%
1 Month Performance1.08%17.02%10.51%2.28%
1 Year Performance37.32%64.04%65.14%14.59%

Full Truck Alliance Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
YMM
Full Truck Alliance
3.8203 of 5 stars
$13.39
-4.4%
$15.00
+12.0%
+34.4%$14.64B$12.14B23.917,185Positive News
DDOG
Datadog
4.1823 of 5 stars
$145.26
+4.5%
$153.41
+5.6%
+26.3%$48.50B$2.68B415.046,500
EA
Electronic Arts
4.0595 of 5 stars
$202.05
+4.5%
$168.64
-16.5%
+40.0%$48.38B$7.46B50.6414,500High Trading Volume
VEEV
Veeva Systems
3.8974 of 5 stars
$293.15
+1.0%
$301.48
+2.8%
+51.8%$47.58B$2.97B60.197,291Positive News
Analyst Upgrade
Gap Up
ZS
Zscaler
3.7284 of 5 stars
$296.90
+0.8%
$307.00
+3.4%
+70.1%$46.64B$2.67B-1,099.637,923Positive News
BIDU
Baidu
4.1081 of 5 stars
$134.86
+2.7%
$122.42
-9.2%
+21.4%$45.37B$18.24B12.4335,900
XYZ
Block
3.2313 of 5 stars
$75.26
+2.2%
$80.64
+7.1%
N/A$44.91B$24.12B16.1211,372Negative News
Insider Trade
TEAM
Atlassian
4.6981 of 5 stars
$165.31
-0.8%
$253.04
+53.1%
-10.4%$43.72B$5.22B-166.9813,813Insider Trade
WIT
Wipro
2.4679 of 5 stars
$2.66
+0.2%
N/A-58.6%$27.75B$892.59B17.13233,346Positive News
HUBS
HubSpot
4.7056 of 5 stars
$520.98
+0.6%
$722.93
+38.8%
-13.6%$27.28B$2.63B-2,265.158,246Positive News
MDB
MongoDB
3.6407 of 5 stars
$317.00
-0.4%
$336.83
+6.3%
+22.7%$25.90B$2.01B-323.475,558

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This page (NYSE:YMM) was last updated on 10/8/2025 by MarketBeat.com Staff
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