Full Truck Alliance (YMM) Competitors

Full Truck Alliance (NYSE:YMM) and Zscaler (NASDAQ:ZS) are both large-cap business services companies, but which is the better investment? We will contrast the two businesses based on the strength of their earnings, profitability, valuation, analyst recommendations, media sentiment, community ranking, risk, institutional ownership and dividends.

Does the MarketBeat Community favor YMM or ZS?

Zscaler received 546 more outperform votes than Full Truck Alliance when rated by MarketBeat users. Likewise, 61.61% of users gave Zscaler an outperform vote while only 53.85% of users gave Full Truck Alliance an outperform vote.

Company	Underperform	Outperform
Full Truck Alliance	Outperform Votes 14 53.85%	Underperform Votes 12 46.15%
Zscaler	Outperform Votes 560 61.61%	Underperform Votes 349 38.39%

Do institutionals & insiders hold more shares of YMM or ZS?

39.0% of Full Truck Alliance shares are owned by institutional investors. Comparatively, 46.5% of Zscaler shares are owned by institutional investors. 16.5% of Full Truck Alliance shares are owned by insiders. Comparatively, 18.1% of Zscaler shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Is YMM or ZS more profitable?

Full Truck Alliance has a net margin of 29.59% compared to Zscaler's net margin of -1.58%. Full Truck Alliance's return on equity of 9.02% beat Zscaler's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Full Truck Alliance	29.59%	9.02%	8.08%
Zscaler	-1.58%	-0.75%	-0.20%

Which has better earnings and valuation, YMM or ZS?

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Full Truck Alliance	$11.67B	1.10	$311.68M	$0.50	24.53
Zscaler	$2.55B	18.20	-$57.71M	-$0.26	-1,144.71

Do analysts prefer YMM or ZS?

Full Truck Alliance presently has a consensus price target of $15.00, suggesting a potential upside of 22.30%. Zscaler has a consensus price target of $286.79, suggesting a potential downside of 3.64%. Given Full Truck Alliance's stronger consensus rating and higher probable upside, equities research analysts plainly believe Full Truck Alliance is more favorable than Zscaler.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Full Truck Alliance	0 Sell rating(s)	2 Hold rating(s)	2 Buy rating(s)	1 Strong Buy rating(s)	2.80
Zscaler	0 Sell rating(s)	9 Hold rating(s)	27 Buy rating(s)	1 Strong Buy rating(s)	2.78

Which has more volatility & risk, YMM or ZS?

Full Truck Alliance has a beta of 0.2, suggesting that its share price is 80% less volatile than the S&P 500. Comparatively, Zscaler has a beta of 1.09, suggesting that its share price is 9% more volatile than the S&P 500.

Does the media favor YMM or ZS?

In the previous week, Zscaler had 64 more articles in the media than Full Truck Alliance. MarketBeat recorded 66 mentions for Zscaler and 2 mentions for Full Truck Alliance. Full Truck Alliance's average media sentiment score of 1.84 beat Zscaler's score of 0.89 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	2 Very Positive mention(s)	0 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Very Positive
Zscaler	37 Very Positive mention(s)	9 Positive mention(s)	12 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Summary

Full Truck Alliance beats Zscaler on 10 of the 18 factors compared between the two stocks.