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Full Truck Alliance (YMM) Competitors

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$11.89 +0.08 (+0.70%)
Closing price 03:59 PM Eastern
Extended Trading
$11.90 +0.00 (+0.02%)
As of 04:46 PM Eastern
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YMM vs. ZS, VEEV, DDOG, EA, TTD, WIT, BIDU, SRAD, HUBS, and GDDY

Should you be buying Full Truck Alliance stock or one of its competitors? The main competitors of Full Truck Alliance include Zscaler (ZS), Veeva Systems (VEEV), Datadog (DDOG), Electronic Arts (EA), Trade Desk (TTD), Wipro (WIT), Baidu (BIDU), Sportradar Group (SRAD), HubSpot (HUBS), and GoDaddy (GDDY). These companies are all part of the "computer software" industry.

Full Truck Alliance vs. Its Competitors

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

Full Truck Alliance has a net margin of 32.26% compared to Zscaler's net margin of -1.52%. Full Truck Alliance's return on equity of 11.31% beat Zscaler's return on equity.

Company Net Margins Return on Equity Return on Assets
Full Truck Alliance32.26% 11.31% 10.22%
Zscaler -1.52%-0.59%-0.18%

39.0% of Full Truck Alliance shares are held by institutional investors. Comparatively, 46.5% of Zscaler shares are held by institutional investors. 16.5% of Full Truck Alliance shares are held by insiders. Comparatively, 18.1% of Zscaler shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Full Truck Alliance currently has a consensus target price of $15.00, suggesting a potential upside of 26.12%. Zscaler has a consensus target price of $296.82, suggesting a potential downside of 3.46%. Given Full Truck Alliance's 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)
8 Hold rating(s)
28 Buy rating(s)
1 Strong Buy rating(s)
2.81

In the previous week, Zscaler had 29 more articles in the media than Full Truck Alliance. MarketBeat recorded 36 mentions for Zscaler and 7 mentions for Full Truck Alliance. Full Truck Alliance's average media sentiment score of 1.41 beat Zscaler's score of 1.07 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)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Zscaler
20 Very Positive mention(s)
3 Positive mention(s)
8 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Full Truck Alliance has higher earnings, but lower revenue 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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Full Truck Alliance$1.54B8.08$420.57M$0.5023.79
Zscaler$2.17B22.08-$57.71M-$0.26-1,182.60

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

Summary

Full Truck Alliance and Zscaler tied by winning 8 of the 16 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$12.44B$2.37B$13.03B$20.44B
Dividend Yield1.38%1.38%2.60%3.76%
P/E Ratio23.7931.1828.2627.63
Price / Sales8.0835.1939.1636.27
Price / Cash25.3635.8124.0417.85
Price / Book2.415.746.204.55
Net Income$420.57M$32.32M$187.14M$984.47M
7 Day Performance-5.39%2.07%1.33%1.82%
1 Month Performance2.09%6.04%3.76%4.98%
1 Year Performance51.50%27.24%25.19%13.96%

Full Truck Alliance Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
YMM
Full Truck Alliance
4.49 of 5 stars
$11.89
+0.7%
$15.00
+26.1%
+46.6%$12.44B$1.54B23.797,100Positive News
ZS
Zscaler
3.8628 of 5 stars
$310.46
+2.5%
$294.03
-5.3%
+63.3%$47.17B$2.17B-1,194.087,348Trending News
Analyst Forecast
VEEV
Veeva Systems
4.1874 of 5 stars
$279.97
0.0%
$269.80
-3.6%
+57.2%$45.77B$2.75B59.327,291Positive News
Options Volume
DDOG
Datadog
4.2526 of 5 stars
$129.52
+1.6%
$142.52
+10.0%
+3.6%$44.03B$2.68B281.576,500Positive News
EA
Electronic Arts
4.1516 of 5 stars
$154.41
+2.6%
$161.88
+4.8%
+14.6%$37.76B$7.46B36.4214,500Trending News
TTD
Trade Desk
4.0379 of 5 stars
$68.87
+0.9%
$97.15
+41.1%
-26.3%$33.53B$2.44B83.993,522Positive News
Analyst Forecast
WIT
Wipro
1.4685 of 5 stars
$3.03
+2.0%
N/A-50.5%$31.07B$10.43B20.20233,346
BIDU
Baidu
4.7912 of 5 stars
$84.23
+0.7%
$107.82
+28.0%
-0.8%$28.89B$134.06B8.3635,900Trending News
SRAD
Sportradar Group
3.516 of 5 stars
$25.89
+1.9%
$27.38
+5.8%
+151.2%$28.26B$1.20B136.274,582Positive News
Analyst Forecast
HUBS
HubSpot
4.9441 of 5 stars
$535.89
+0.3%
$766.71
+43.1%
-5.4%$28.19B$2.63B-1,190.878,246Positive News
GDDY
GoDaddy
4.7068 of 5 stars
$176.95
+1.2%
$214.86
+21.4%
+28.9%$24.92B$4.57B34.035,518Positive News

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This page (NYSE:YMM) was last updated on 7/1/2025 by MarketBeat.com Staff
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