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Full Truck Alliance (YMM) Competitors

Full Truck Alliance logo
$11.94 -0.15 (-1.26%)
Closing price 03:59 PM Eastern
Extended Trading
$11.78 -0.15 (-1.28%)
As of 05:02 PM Eastern
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YMM vs. NET, RBLX, TTD, VEEV, EA, DDOG, ZS, HUBS, BIDU, and WIT

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

Full Truck Alliance vs.

Cloudflare (NYSE:NET) and Full Truck Alliance (NYSE:YMM) are both large-cap computer and technology companies, but which is the better stock? We will compare the two companies based on the strength of their media sentiment, valuation, profitability, institutional ownership, earnings, community ranking, dividends, risk and analyst recommendations.

Full Truck Alliance has a net margin of 29.59% compared to Cloudflare's net margin of -4.72%. Full Truck Alliance's return on equity of 9.02% beat Cloudflare's return on equity.

Company Net Margins Return on Equity Return on Assets
Cloudflare-4.72% -5.52% -1.67%
Full Truck Alliance 29.59%9.02%8.08%

82.7% of Cloudflare shares are owned by institutional investors. Comparatively, 39.0% of Full Truck Alliance shares are owned by institutional investors. 12.8% of Cloudflare shares are owned by company insiders. Comparatively, 16.5% of Full Truck Alliance shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Cloudflare received 193 more outperform votes than Full Truck Alliance when rated by MarketBeat users. However, 52.00% of users gave Full Truck Alliance an outperform vote while only 49.64% of users gave Cloudflare an outperform vote.

CompanyUnderperformOutperform
CloudflareOutperform Votes
206
49.64%
Underperform Votes
209
50.36%
Full Truck AllianceOutperform Votes
13
52.00%
Underperform Votes
12
48.00%

Full Truck Alliance has higher revenue and earnings than Cloudflare. Cloudflare 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
Cloudflare$1.77B30.52-$78.80M-$0.23-680.65
Full Truck Alliance$11.24B1.11$311.68M$0.4129.21

In the previous week, Cloudflare had 6 more articles in the media than Full Truck Alliance. MarketBeat recorded 24 mentions for Cloudflare and 18 mentions for Full Truck Alliance. Full Truck Alliance's average media sentiment score of 1.44 beat Cloudflare's score of 1.32 indicating that Full Truck Alliance is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Cloudflare
19 Very Positive mention(s)
2 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Full Truck Alliance
11 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Cloudflare presently has a consensus target price of $141.79, indicating a potential downside of 9.43%. Full Truck Alliance has a consensus target price of $14.80, indicating a potential upside of 23.59%. Given Full Truck Alliance's stronger consensus rating and higher probable upside, analysts plainly believe Full Truck Alliance is more favorable than Cloudflare.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Cloudflare
3 Sell rating(s)
10 Hold rating(s)
13 Buy rating(s)
1 Strong Buy rating(s)
2.44
Full Truck Alliance
0 Sell rating(s)
2 Hold rating(s)
2 Buy rating(s)
1 Strong Buy rating(s)
2.80

Cloudflare has a beta of 1.78, indicating that its share price is 78% more volatile than the S&P 500. Comparatively, Full Truck Alliance has a beta of 0.2, indicating that its share price is 80% less volatile than the S&P 500.

Summary

Full Truck Alliance beats Cloudflare on 12 of the 18 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 {thisCompany.Symbol} 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 AlliancePrepackaged software IndustryBusiness SectorNYSE Exchange
Market Cap$12.52B$26.30B$7.78B$19.48B
Dividend Yield1.31%1.74%2.49%3.84%
P/E Ratio28.51120.3132.3634.49
Price / Sales1.1122.17262.5134.97
Price / Cash38.5186.0631.5317.51
Price / Book2.529.265.304.71
Net Income$311.68M$436.62M$195.26M$1.02B
7 Day Performance-6.23%-0.74%-0.65%-0.88%
1 Month Performance15.37%22.08%17.80%10.32%
1 Year Performance29.60%18.11%14.93%3.69%

Full Truck Alliance Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
YMM
Full Truck Alliance
3.8942 of 5 stars
$11.94
-1.3%
$14.80
+24.0%
+28.3%$12.49B$11.24B28.427,100News Coverage
Positive News
Gap Down
NET
Cloudflare
3.8766 of 5 stars
$142.35
+7.6%
$141.79
-0.4%
+108.0%$49.12B$1.67B-647.033,220
RBLX
Roblox
2.5182 of 5 stars
$73.47
+2.2%
$67.91
-7.6%
+143.1%$46.29B$3.84B-50.672,130News Coverage
Positive News
Insider Trade
Gap Down
TTD
Trade Desk
4.2366 of 5 stars
$79.40
+11.8%
$98.88
+24.5%
-21.0%$39.39B$2.57B101.792,770Analyst Forecast
High Trading Volume
VEEV
Veeva Systems
4.1105 of 5 stars
$241.47
+1.9%
$254.92
+5.6%
+14.7%$39.29B$2.75B59.625,480News Coverage
Positive News
Upcoming Earnings
High Trading Volume
EA
Electronic Arts
4.312 of 5 stars
$149.27
-2.6%
$161.83
+8.4%
+18.4%$38.90B$7.46B37.9812,900Positive News
DDOG
Datadog
4.6805 of 5 stars
$113.42
+5.1%
$141.54
+24.8%
-4.1%$38.88B$2.83B222.404,800Positive News
ZS
Zscaler
3.6238 of 5 stars
$241.48
+3.6%
$236.66
-2.0%
+39.5%$36.06B$2.42B-965.924,980Positive News
Insider Trade
HUBS
HubSpot
4.503 of 5 stars
$662.12
+9.8%
$772.56
+16.7%
+3.5%$34.85B$2.63B7,357.737,430Positive News
BIDU
Baidu
4.6723 of 5 stars
$91.27
+5.1%
$110.83
+21.4%
-17.9%$31.53B$133.13B9.9545,500Trending News
Options Volume
Gap Up
WIT
Wipro
2.6468 of 5 stars
$2.99
+5.9%
N/A-46.0%$31.22B$890.88B20.59240,000Positive News

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This page (NYSE:YMM) was last updated on 5/21/2025 by MarketBeat.com Staff
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