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Full Truck Alliance (YMM) Competitors

Full Truck Alliance logo
$11.37 -0.10 (-0.87%)
As of 04/30/2025 03:59 PM Eastern

YMM vs. RBLX, EA, NET, VEEV, DDOG, ZS, BIDU, WIT, HUBS, and SRAD

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

Full Truck Alliance vs.

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

Full Truck Alliance has a net margin of 29.59% compared to Roblox's net margin of -25.97%. Full Truck Alliance's return on equity of 9.02% beat Roblox's return on equity.

Company Net Margins Return on Equity Return on Assets
Full Truck Alliance29.59% 9.02% 8.08%
Roblox -25.97%-665.98%-14.02%

Full Truck Alliance currently has a consensus price target of $14.80, suggesting a potential upside of 30.17%. Roblox has a consensus price target of $64.50, suggesting a potential downside of 3.72%. Given Full Truck Alliance's stronger consensus rating and higher probable upside, equities research analysts plainly believe Full Truck Alliance is more favorable than Roblox.

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)
2 Strong Buy rating(s)
3.00
Roblox
1 Sell rating(s)
7 Hold rating(s)
17 Buy rating(s)
1 Strong Buy rating(s)
2.69

In the previous week, Roblox had 25 more articles in the media than Full Truck Alliance. MarketBeat recorded 29 mentions for Roblox and 4 mentions for Full Truck Alliance. Roblox's average media sentiment score of 1.06 beat Full Truck Alliance's score of 0.95 indicating that Roblox is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Full Truck Alliance
3 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Roblox
15 Very Positive mention(s)
1 Positive mention(s)
8 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

39.0% of Full Truck Alliance shares are held by institutional investors. Comparatively, 94.5% of Roblox shares are held by institutional investors. 16.5% of Full Truck Alliance shares are held by insiders. Comparatively, 22.2% of Roblox shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Full Truck Alliance has a beta of 0.19, suggesting that its stock price is 81% less volatile than the S&P 500. Comparatively, Roblox has a beta of 1.49, suggesting that its stock price is 49% more volatile than the S&P 500.

Full Truck Alliance has higher revenue and earnings than Roblox. Roblox 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$11.24B1.06$311.68M$0.4127.73
Roblox$3.60B11.69-$935.38M-$1.45-46.20

Roblox received 128 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 50.36% of users gave Roblox an outperform vote.

CompanyUnderperformOutperform
Full Truck AllianceOutperform Votes
13
52.00%
Underperform Votes
12
48.00%
RobloxOutperform Votes
141
50.36%
Underperform Votes
139
49.64%

Summary

Full Truck Alliance beats Roblox on 11 of the 19 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$11.89B$23.95B$7.30B$18.97B
Dividend Yield1.43%1.94%2.58%4.02%
P/E Ratio27.07114.1530.6932.71
Price / Sales1.0617.71172.2327.84
Price / Cash38.5186.0631.5117.53
Price / Book2.398.555.034.47
Net Income$311.68M$440.05M$195.49M$1.02B
7 Day Performance0.89%1.38%0.76%0.50%
1 Month Performance-11.21%2.65%3.57%-2.83%
1 Year Performance33.61%13.97%12.65%4.36%

Full Truck Alliance Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
YMM
Full Truck Alliance
3.69 of 5 stars
$11.37
-0.9%
$14.80
+30.2%
+32.1%$11.89B$11.24B27.077,100Short Interest ↑
RBLX
Roblox
2.9023 of 5 stars
$60.01
+0.5%
$64.50
+7.5%
+88.4%$37.71B$3.60B-41.392,130Options Volume
Analyst Revision
Positive News
EA
Electronic Arts
4.0248 of 5 stars
$141.93
-2.5%
$154.65
+9.0%
+14.4%$36.99B$7.35B36.1112,900Upcoming Earnings
NET
Cloudflare
4.1853 of 5 stars
$102.27
-5.2%
$134.84
+31.8%
+38.4%$35.29B$1.67B-464.863,220Upcoming Earnings
Insider Trade
Positive News
VEEV
Veeva Systems
3.6665 of 5 stars
$210.09
-2.7%
$256.32
+22.0%
+17.8%$35.13B$2.75B51.875,480Positive News
DDOG
Datadog
4.8556 of 5 stars
$88.92
-2.5%
$150.33
+69.1%
-18.6%$30.48B$2.68B174.364,800Upcoming Earnings
Positive News
Gap Down
ZS
Zscaler
3.5156 of 5 stars
$193.70
-3.7%
$234.77
+21.2%
+30.8%$29.97B$2.42B-774.804,980Analyst Upgrade
Positive News
BIDU
Baidu
4.9094 of 5 stars
$82.98
+0.5%
$110.83
+33.6%
-15.1%$29.10B$133.13B9.0545,500
WIT
Wipro
1.7804 of 5 stars
$2.73
+1.1%
N/A-47.0%$28.55B$887.93B18.83240,000
HUBS
HubSpot
4.7014 of 5 stars
$518.70
-3.9%
$818.04
+57.7%
+1.2%$27.05B$2.63B5,763.977,430Upcoming Earnings
Insider Trade
Short Interest ↑
Gap Down
SRAD
Sportradar Group
3.2503 of 5 stars
$23.01
-4.0%
$26.91
+16.9%
+148.0%$25.60B$1.11B115.062,960Positive News
High Trading Volume

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This page (NYSE:YMM) was last updated on 5/1/2025 by MarketBeat.com Staff
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