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Full Truck Alliance (YMM) Competitors

Full Truck Alliance logo
$11.62 +0.27 (+2.33%)
Closing price 08/7/2025 03:59 PM Eastern
Extended Trading
$11.63 +0.01 (+0.04%)
As of 08/7/2025 07:09 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

YMM vs. ZS, TTD, EA, SRAD, BIDU, WIT, HUBS, PINS, PTC, 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), Trade Desk (TTD), Electronic Arts (EA), Sportradar Group (SRAD), Baidu (BIDU), Wipro (WIT), HubSpot (HUBS), Pinterest (PINS), PTC (PTC), 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 investment? We will compare the two businesses based on the strength of their institutional ownership, analyst recommendations, dividends, profitability, media sentiment, earnings, risk and valuation.

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%

Full Truck Alliance currently has a consensus target price of $15.00, indicating a potential upside of 29.03%. Zscaler has a consensus target price of $296.82, indicating a potential upside of 8.93%. Given Full Truck Alliance's higher probable upside, 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)
7 Hold rating(s)
28 Buy rating(s)
1 Strong Buy rating(s)
2.83

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 company insiders. Comparatively, 18.1% of Zscaler shares are owned by company 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 beta of 0.2, suggesting that its share price is 80% less volatile than the S&P 500. Comparatively, Zscaler has a beta of 1.06, suggesting that its share price is 6% more volatile than the S&P 500.

In the previous week, Zscaler had 12 more articles in the media than Full Truck Alliance. MarketBeat recorded 25 mentions for Zscaler and 13 mentions for Full Truck Alliance. Zscaler's average media sentiment score of 0.92 beat Full Truck Alliance's score of 0.77 indicating that Zscaler is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Full Truck Alliance
7 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Zscaler
16 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
1 Negative mention(s)
1 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$1.54B7.90$420.57M$0.5023.25
Zscaler$2.17B19.57-$57.71M-$0.26-1,048.08

Summary

Zscaler beats Full Truck Alliance on 9 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$11.88B$2.57B$20.73B$20.70B
Dividend Yield1.44%1.62%2.83%3.67%
P/E Ratio23.2521.1927.4528.64
Price / Sales7.9036.0745.1057.35
Price / Cash24.3949.2828.1823.59
Price / Book2.356.265.654.32
Net Income$420.57M$33.53M$197.12M$995.66M
7 Day Performance9.15%2.38%1.71%1.91%
1 Month Performance-8.61%-4.06%-2.69%-0.54%
1 Year Performance58.59%49.15%33.77%14.76%

Full Truck Alliance Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
YMM
Full Truck Alliance
4.3206 of 5 stars
$11.63
+2.3%
$15.00
+29.0%
+60.3%$11.88B$1.54B23.257,185Short Interest ↑
Gap Down
ZS
Zscaler
3.6175 of 5 stars
$285.86
+2.0%
$296.82
+3.8%
+64.0%$43.64B$2.17B-1,099.467,348Positive News
TTD
Trade Desk
3.7535 of 5 stars
$89.76
+4.3%
$98.73
+10.0%
+4.0%$42.30B$2.44B109.463,522Trending News
Analyst Forecast
EA
Electronic Arts
4.5442 of 5 stars
$159.77
+1.7%
$164.21
+2.8%
+12.7%$39.47B$7.46B40.0414,500Trending News
Analyst Upgrade
Insider Trade
Analyst Revision
SRAD
Sportradar Group
3.2375 of 5 stars
$29.53
-0.1%
$29.25
-0.9%
+155.0%$32.90B$1.20B155.434,582Earnings Report
Analyst Forecast
BIDU
Baidu
4.8584 of 5 stars
$87.64
+1.8%
$105.09
+19.9%
+6.7%$29.75B$18.24B8.6935,900
WIT
Wipro
2.058 of 5 stars
$2.69
+0.3%
N/A-54.0%$28.03B$892.59B17.35233,346Positive News
HUBS
HubSpot
4.8246 of 5 stars
$503.28
+1.0%
$759.04
+50.8%
+0.2%$26.29B$2.63B-1,118.398,246Trending News
Earnings Report
Analyst Forecast
Gap Up
PINS
Pinterest
3.9642 of 5 stars
$39.06
+3.4%
$41.48
+6.2%
+36.2%$25.61B$3.65B14.264,666Trending News
Options Volume
PTC
PTC
4.1511 of 5 stars
$216.41
+2.0%
$202.14
-6.6%
+23.3%$25.44B$2.30B51.047,501Insider Trade
GDDY
GoDaddy
4.6055 of 5 stars
$158.08
+1.0%
$214.86
+35.9%
-1.6%$22.30B$4.57B30.405,518Trending News
Earnings Report
Insider Trade

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