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Full Truck Alliance (YMM) Competitors

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$8.07 +0.35 (+4.51%)
Closing price 03:59 PM Eastern
Extended Trading
$8.26 +0.19 (+2.32%)
As of 07:23 PM Eastern
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YMM vs. RBLX, TWLO, VEEV, MDB, and ZM

Should you buy Full Truck Alliance stock or one of its competitors? MarketBeat compares Full Truck Alliance with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Full Truck Alliance include Roblox (RBLX), Twilio (TWLO), Veeva Systems (VEEV), MongoDB (MDB), and Zoom Communications (ZM). These companies are all part of the "computer software" industry.

How does Full Truck Alliance compare to Roblox?

Roblox (NYSE:RBLX) and Full Truck Alliance (NYSE:YMM) are both computer software companies, but which is the better business? We will contrast the two businesses based on the strength of their profitability, risk, dividends, earnings, institutional ownership, analyst recommendations, valuation and media sentiment.

Full Truck Alliance has lower revenue, but higher 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
Roblox$5.30B6.89-$1.07B-$1.58N/A
Full Truck Alliance$1.79B4.71$630.36M$0.5714.15

In the previous week, Roblox had 33 more articles in the media than Full Truck Alliance. MarketBeat recorded 39 mentions for Roblox and 6 mentions for Full Truck Alliance. Roblox's average media sentiment score of 0.28 beat Full Truck Alliance's score of 0.00 indicating that Roblox is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Roblox
9 Very Positive mention(s)
2 Positive mention(s)
25 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Neutral
Full Truck Alliance
1 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

94.5% of Roblox shares are held by institutional investors. Comparatively, 39.0% of Full Truck Alliance shares are held by institutional investors. 10.1% of Roblox shares are held by insiders. Comparatively, 16.5% of Full Truck Alliance shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Roblox presently has a consensus target price of $86.30, indicating a potential upside of 58.72%. Full Truck Alliance has a consensus target price of $11.04, indicating a potential upside of 36.81%. Given Roblox's higher probable upside, research analysts clearly believe Roblox is more favorable than Full Truck Alliance.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Roblox
2 Sell rating(s)
11 Hold rating(s)
16 Buy rating(s)
1 Strong Buy rating(s)
2.53
Full Truck Alliance
0 Sell rating(s)
3 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.63

Full Truck Alliance has a net margin of 32.68% compared to Roblox's net margin of -20.69%. Full Truck Alliance's return on equity of 10.52% beat Roblox's return on equity.

Company Net Margins Return on Equity Return on Assets
Roblox-20.69% -277.69% -11.74%
Full Truck Alliance 32.68%10.52%9.56%

Roblox has a beta of 1.44, meaning that its share price is 44% more volatile than the broader market. Comparatively, Full Truck Alliance has a beta of 0.3, meaning that its share price is 70% less volatile than the broader market.

Summary

Roblox beats Full Truck Alliance on 9 of the 17 factors compared between the two stocks.

How does Full Truck Alliance compare to Twilio?

Twilio (NYSE:TWLO) and Full Truck Alliance (NYSE:YMM) are both computer software companies, but which is the better investment? We will contrast the two businesses based on the strength of their dividends, media sentiment, earnings, institutional ownership, analyst recommendations, risk, valuation and profitability.

84.3% of Twilio shares are held by institutional investors. Comparatively, 39.0% of Full Truck Alliance shares are held by institutional investors. 0.2% of Twilio shares are held by company insiders. Comparatively, 16.5% of Full Truck Alliance shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Full Truck Alliance has a net margin of 32.68% compared to Twilio's net margin of 1.96%. Full Truck Alliance's return on equity of 10.52% beat Twilio's return on equity.

Company Net Margins Return on Equity Return on Assets
Twilio1.96% 4.64% 3.76%
Full Truck Alliance 32.68%10.52%9.56%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Twilio$5.07B5.95$33.83M$0.64310.52
Full Truck Alliance$1.79B4.71$630.36M$0.5714.15

Twilio currently has a consensus price target of $205.38, indicating a potential upside of 3.35%. Full Truck Alliance has a consensus price target of $11.04, indicating a potential upside of 36.81%. Given Full Truck Alliance's higher possible upside, analysts plainly believe Full Truck Alliance is more favorable than Twilio.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Twilio
1 Sell rating(s)
3 Hold rating(s)
17 Buy rating(s)
3 Strong Buy rating(s)
2.92
Full Truck Alliance
0 Sell rating(s)
3 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.63

Twilio has a beta of 1.39, meaning that its share price is 39% more volatile than the broader market. Comparatively, Full Truck Alliance has a beta of 0.3, meaning that its share price is 70% less volatile than the broader market.

In the previous week, Twilio had 7 more articles in the media than Full Truck Alliance. MarketBeat recorded 13 mentions for Twilio and 6 mentions for Full Truck Alliance. Twilio's average media sentiment score of 1.37 beat Full Truck Alliance's score of 0.00 indicating that Twilio is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Twilio
9 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Full Truck Alliance
1 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Summary

Twilio beats Full Truck Alliance on 11 of the 17 factors compared between the two stocks.

How does Full Truck Alliance compare to Veeva Systems?

Veeva Systems (NYSE:VEEV) and Full Truck Alliance (NYSE:YMM) are both computer software companies, but which is the better stock? We will compare the two businesses based on the strength of their dividends, earnings, profitability, institutional ownership, risk, valuation, media sentiment and analyst recommendations.

In the previous week, Veeva Systems had 19 more articles in the media than Full Truck Alliance. MarketBeat recorded 25 mentions for Veeva Systems and 6 mentions for Full Truck Alliance. Veeva Systems' average media sentiment score of 1.11 beat Full Truck Alliance's score of 0.00 indicating that Veeva Systems is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Veeva Systems
18 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
2 Very Negative mention(s)
Positive
Full Truck Alliance
1 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

88.2% of Veeva Systems shares are held by institutional investors. Comparatively, 39.0% of Full Truck Alliance shares are held by institutional investors. 10.6% of Veeva Systems shares are held by insiders. Comparatively, 16.5% of Full Truck Alliance shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Full Truck Alliance has a net margin of 32.68% compared to Veeva Systems' net margin of 28.37%. Veeva Systems' return on equity of 13.72% beat Full Truck Alliance's return on equity.

Company Net Margins Return on Equity Return on Assets
Veeva Systems28.37% 13.72% 11.31%
Full Truck Alliance 32.68%10.52%9.56%

Veeva Systems presently has a consensus price target of $250.96, suggesting a potential upside of 42.35%. Full Truck Alliance has a consensus price target of $11.04, suggesting a potential upside of 36.81%. Given Veeva Systems' higher possible upside, equities analysts clearly believe Veeva Systems is more favorable than Full Truck Alliance.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Veeva Systems
2 Sell rating(s)
7 Hold rating(s)
18 Buy rating(s)
0 Strong Buy rating(s)
2.59
Full Truck Alliance
0 Sell rating(s)
3 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.63

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Veeva Systems$3.20B8.96$908.91M$5.6131.43
Full Truck Alliance$1.79B4.71$630.36M$0.5714.15

Veeva Systems has a beta of 0.95, meaning that its stock price is 5% less volatile than the broader market. Comparatively, Full Truck Alliance has a beta of 0.3, meaning that its stock price is 70% less volatile than the broader market.

Summary

Veeva Systems beats Full Truck Alliance on 13 of the 16 factors compared between the two stocks.

How does Full Truck Alliance compare to MongoDB?

MongoDB (NASDAQ:MDB) and Full Truck Alliance (NYSE:YMM) are both computer software companies, but which is the better investment? We will compare the two businesses based on the strength of their dividends, media sentiment, valuation, profitability, earnings, risk, institutional ownership and analyst recommendations.

MongoDB has a beta of 1.57, indicating that its share price is 57% more volatile than the broader market. Comparatively, Full Truck Alliance has a beta of 0.3, indicating that its share price is 70% less volatile than the broader market.

MongoDB currently has a consensus target price of $396.39, indicating a potential upside of 17.21%. Full Truck Alliance has a consensus target price of $11.04, indicating a potential upside of 36.81%. Given Full Truck Alliance's higher possible upside, analysts clearly believe Full Truck Alliance is more favorable than MongoDB.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MongoDB
1 Sell rating(s)
7 Hold rating(s)
27 Buy rating(s)
0 Strong Buy rating(s)
2.74
Full Truck Alliance
0 Sell rating(s)
3 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.63

Full Truck Alliance has a net margin of 32.68% compared to MongoDB's net margin of -1.12%. Full Truck Alliance's return on equity of 10.52% beat MongoDB's return on equity.

Company Net Margins Return on Equity Return on Assets
MongoDB-1.12% -1.39% -1.12%
Full Truck Alliance 32.68%10.52%9.56%

Full Truck Alliance has lower revenue, but higher earnings than MongoDB. MongoDB 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
MongoDB$2.46B11.04-$71.15M-$0.37N/A
Full Truck Alliance$1.79B4.71$630.36M$0.5714.15

89.3% of MongoDB shares are owned by institutional investors. Comparatively, 39.0% of Full Truck Alliance shares are owned by institutional investors. 2.6% of MongoDB shares are owned by insiders. Comparatively, 16.5% of Full Truck Alliance shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

In the previous week, MongoDB had 7 more articles in the media than Full Truck Alliance. MarketBeat recorded 13 mentions for MongoDB and 6 mentions for Full Truck Alliance. MongoDB's average media sentiment score of 1.20 beat Full Truck Alliance's score of 0.00 indicating that MongoDB is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
MongoDB
9 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Full Truck Alliance
1 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Summary

MongoDB and Full Truck Alliance tied by winning 8 of the 16 factors compared between the two stocks.

How does Full Truck Alliance compare to Zoom Communications?

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

Zoom Communications has higher revenue and earnings than Full Truck Alliance. Zoom Communications 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$1.79B4.71$630.36M$0.5714.15
Zoom Communications$4.87B5.19$1.90B$6.8112.65

Full Truck Alliance currently has a consensus target price of $11.04, indicating a potential upside of 36.81%. Zoom Communications has a consensus target price of $109.33, indicating a potential upside of 26.93%. Given Full Truck Alliance's stronger consensus rating and higher probable upside, research analysts plainly believe Full Truck Alliance is more favorable than Zoom Communications.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Full Truck Alliance
0 Sell rating(s)
3 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.63
Zoom Communications
0 Sell rating(s)
12 Hold rating(s)
15 Buy rating(s)
0 Strong Buy rating(s)
2.56

Zoom Communications has a net margin of 41.99% compared to Full Truck Alliance's net margin of 32.68%. Zoom Communications' return on equity of 11.87% beat Full Truck Alliance's return on equity.

Company Net Margins Return on Equity Return on Assets
Full Truck Alliance32.68% 10.52% 9.56%
Zoom Communications 41.99%11.87%9.69%

In the previous week, Zoom Communications had 10 more articles in the media than Full Truck Alliance. MarketBeat recorded 16 mentions for Zoom Communications and 6 mentions for Full Truck Alliance. Zoom Communications' average media sentiment score of 1.12 beat Full Truck Alliance's score of 0.00 indicating that Zoom Communications is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Full Truck Alliance
1 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Zoom Communications
9 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Full Truck Alliance has a beta of 0.3, meaning that its share price is 70% less volatile than the broader market. Comparatively, Zoom Communications has a beta of 1.01, meaning that its share price is 1% more volatile than the broader market.

39.0% of Full Truck Alliance shares are held by institutional investors. Comparatively, 66.5% of Zoom Communications shares are held by institutional investors. 16.5% of Full Truck Alliance shares are held by company insiders. Comparatively, 8.8% of Zoom Communications shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Summary

Zoom Communications beats Full Truck Alliance on 12 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$8.05B$4.21B$6.80B$23.32B
Dividend Yield1.85%2.11%3.16%4.07%
P/E Ratio14.1540.9728.6831.73
Price / Sales4.7146.94379.7721.11
Price / Cash12.3036.9023.0618.60
Price / Book1.454.475.764.78
Net Income$630.36M$31.79M$204.75M$1.07B
7 Day Performance2.45%-2.92%0.45%1.42%
1 Month Performance-8.58%-8.49%-2.70%0.76%
1 Year Performance-31.54%18.84%27.97%25.45%

Full Truck Alliance Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
YMM
Full Truck Alliance
4.934 of 5 stars
$8.07
+4.5%
$11.04
+36.8%
-34.6%$8.05B$1.79B14.158,251
RBLX
Roblox
3.3437 of 5 stars
$47.15
-0.3%
$87.07
+84.7%
-55.0%$31.67B$4.89BN/A3,065
TWLO
Twilio
3.5028 of 5 stars
$184.49
+0.5%
$198.24
+7.5%
+55.6%$28.00B$5.30B288.275,587
VEEV
Veeva Systems
4.9036 of 5 stars
$159.57
+4.2%
$250.96
+57.3%
-39.5%$25.92B$3.20B28.447,928
MDB
MongoDB
4.1301 of 5 stars
$320.97
+0.6%
$396.39
+23.5%
+49.9%$25.67B$2.60BN/A5,636

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This page (NYSE:YMM) was last updated on 6/29/2026 by MarketBeat.com Staff.
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