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Full Truck Alliance (YMM) Competitors

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$9.13 -0.01 (-0.08%)
Closing price 07/17/2026 03:59 PM Eastern
Extended Trading
$9.25 +0.12 (+1.28%)
As of 05:20 AM Eastern
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YMM vs. CRWV, TWLO, VEEV, MDB, and OKTA

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 CoreWeave (CRWV), Twilio (TWLO), Veeva Systems (VEEV), MongoDB (MDB), and Okta (OKTA). These companies are all part of the "computer software" industry.

How does Full Truck Alliance compare to CoreWeave?

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

Full Truck Alliance has a net margin of 32.68% compared to CoreWeave's net margin of -25.57%. Full Truck Alliance's return on equity of 10.52% beat CoreWeave's return on equity.

Company Net Margins Return on Equity Return on Assets
CoreWeave-25.57% -43.07% -3.84%
Full Truck Alliance 32.68%10.52%9.56%

CoreWeave currently has a consensus target price of $138.87, indicating a potential upside of 89.69%. Full Truck Alliance has a consensus target price of $11.04, indicating a potential upside of 20.85%. Given CoreWeave's higher probable upside, equities research analysts plainly believe CoreWeave is more favorable than Full Truck Alliance.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
CoreWeave
2 Sell rating(s)
12 Hold rating(s)
20 Buy rating(s)
0 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

In the previous week, CoreWeave had 28 more articles in the media than Full Truck Alliance. MarketBeat recorded 31 mentions for CoreWeave and 3 mentions for Full Truck Alliance. Full Truck Alliance's average media sentiment score of 0.96 beat CoreWeave's score of 0.53 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
CoreWeave
11 Very Positive mention(s)
2 Positive mention(s)
12 Neutral mention(s)
5 Negative mention(s)
0 Very Negative mention(s)
Positive
Full Truck Alliance
2 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

CoreWeave has a beta of 7.17, suggesting that its share price is 617% more volatile than the broader market. Comparatively, Full Truck Alliance has a beta of 0.31, suggesting that its share price is 69% less volatile than the broader market.

39.0% of Full Truck Alliance shares are held by institutional investors. 24.2% of CoreWeave shares are held by insiders. Comparatively, 16.5% of Full Truck Alliance shares are held by 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 lower revenue, but higher earnings than CoreWeave. CoreWeave 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
CoreWeave$5.13B6.39-$1.17B-$3.11N/A
Full Truck Alliance$1.79B5.33$630.36M$0.5716.02

Summary

Full Truck Alliance beats CoreWeave on 9 of the 16 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 stock? We will contrast the two companies based on the strength of their media sentiment, institutional ownership, analyst recommendations, risk, profitability, valuation, earnings and dividends.

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$5.07B6.22$33.83M$0.64324.29
Full Truck Alliance$1.79B5.33$630.36M$0.5716.02

Twilio presently has a consensus price target of $216.27, indicating a potential upside of 4.21%. Full Truck Alliance has a consensus price target of $11.04, indicating a potential upside of 20.85%. Given Full Truck Alliance's higher probable 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)
2 Hold rating(s)
19 Buy rating(s)
4 Strong Buy rating(s)
3.00
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 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%

Twilio has a beta of 1.36, meaning that its stock price is 36% more volatile than the broader market. Comparatively, Full Truck Alliance has a beta of 0.31, meaning that its stock price is 69% less volatile than the broader market.

84.3% of Twilio shares are owned by institutional investors. Comparatively, 39.0% of Full Truck Alliance shares are owned by institutional investors. 0.2% of Twilio 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 large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

In the previous week, Twilio had 16 more articles in the media than Full Truck Alliance. MarketBeat recorded 19 mentions for Twilio and 3 mentions for Full Truck Alliance. Twilio's average media sentiment score of 1.06 beat Full Truck Alliance's score of 0.96 indicating that Twilio is being referred to more favorably in the media.

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

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 companies based on the strength of their dividends, earnings, analyst recommendations, risk, media sentiment, profitability, valuation and institutional ownership.

Veeva Systems presently has a consensus target price of $247.74, indicating a potential upside of 26.64%. Full Truck Alliance has a consensus target price of $11.04, indicating a potential upside of 20.85%. Given Veeva Systems' stronger consensus rating and higher possible upside, analysts plainly believe Veeva Systems is more favorable than Full Truck Alliance.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Veeva Systems
1 Sell rating(s)
8 Hold rating(s)
18 Buy rating(s)
0 Strong Buy rating(s)
2.63
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$3.20B9.94$908.91M$5.6134.87
Full Truck Alliance$1.79B5.33$630.36M$0.5716.02

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 company insiders. Comparatively, 16.5% of Full Truck Alliance 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.

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 has a beta of 0.94, suggesting that its stock price is 6% less volatile than the broader market. Comparatively, Full Truck Alliance has a beta of 0.31, suggesting that its stock price is 69% less volatile than the broader market.

In the previous week, Veeva Systems had 11 more articles in the media than Full Truck Alliance. MarketBeat recorded 14 mentions for Veeva Systems and 3 mentions for Full Truck Alliance. Veeva Systems' average media sentiment score of 1.03 beat Full Truck Alliance's score of 0.96 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
8 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Full Truck Alliance
2 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Veeva Systems beats Full Truck Alliance on 14 of the 16 factors compared between the two stocks.

How does Full Truck Alliance compare to MongoDB?

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

Full Truck Alliance currently has a consensus price target of $11.04, indicating a potential upside of 20.85%. MongoDB has a consensus price target of $405.35, indicating a potential upside of 29.78%. Given MongoDB's stronger consensus rating and higher probable upside, analysts clearly believe MongoDB is more favorable than Full Truck Alliance.

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
MongoDB
1 Sell rating(s)
6 Hold rating(s)
27 Buy rating(s)
1 Strong Buy rating(s)
2.80

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
Full Truck Alliance32.68% 10.52% 9.56%
MongoDB -1.12%-1.39%-1.12%

In the previous week, MongoDB had 9 more articles in the media than Full Truck Alliance. MarketBeat recorded 12 mentions for MongoDB and 3 mentions for Full Truck Alliance. MongoDB's average media sentiment score of 1.17 beat Full Truck Alliance's score of 0.96 indicating that MongoDB is being referred to more favorably in the news media.

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

Full Truck Alliance has higher earnings, but lower revenue 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
Full Truck Alliance$1.79B5.33$630.36M$0.5716.02
MongoDB$2.46B10.20-$71.15M-$0.37N/A

Full Truck Alliance has a beta of 0.31, suggesting that its share price is 69% less volatile than the broader market. Comparatively, MongoDB has a beta of 1.55, suggesting that its share price is 55% more volatile than the broader market.

39.0% of Full Truck Alliance shares are held by institutional investors. Comparatively, 89.3% of MongoDB shares are held by institutional investors. 16.5% of Full Truck Alliance shares are held by insiders. Comparatively, 2.6% of MongoDB shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Summary

MongoDB beats Full Truck Alliance on 10 of the 17 factors compared between the two stocks.

How does Full Truck Alliance compare to Okta?

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

In the previous week, Okta had 25 more articles in the media than Full Truck Alliance. MarketBeat recorded 28 mentions for Okta and 3 mentions for Full Truck Alliance. Full Truck Alliance's average media sentiment score of 0.96 beat Okta's score of 0.78 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
2 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Okta
15 Very Positive mention(s)
4 Positive mention(s)
5 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Positive

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Full Truck Alliance$1.79B5.33$630.36M$0.5716.02
Okta$2.92B8.89$235M$1.38108.22

Full Truck Alliance presently has a consensus price target of $11.04, indicating a potential upside of 20.85%. Okta has a consensus price target of $120.42, indicating a potential downside of 19.37%. Given Full Truck Alliance's higher probable upside, equities research analysts clearly believe Full Truck Alliance is more favorable than Okta.

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
Okta
2 Sell rating(s)
13 Hold rating(s)
28 Buy rating(s)
1 Strong Buy rating(s)
2.64

39.0% of Full Truck Alliance shares are held by institutional investors. Comparatively, 86.6% of Okta shares are held by institutional investors. 16.5% of Full Truck Alliance shares are held by company insiders. Comparatively, 4.6% of Okta shares are held by company 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 0.31, suggesting that its share price is 69% less volatile than the broader market. Comparatively, Okta has a beta of 0.77, suggesting that its share price is 23% less volatile than the broader market.

Full Truck Alliance has a net margin of 32.68% compared to Okta's net margin of 8.24%. Full Truck Alliance's return on equity of 10.52% beat Okta's return on equity.

Company Net Margins Return on Equity Return on Assets
Full Truck Alliance32.68% 10.52% 9.56%
Okta 8.24%4.15%3.02%

Summary

Okta beats Full Truck Alliance on 10 of the 17 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$9.52B$3.63B$6.82B$23.38B
Dividend Yield1.75%2.23%3.06%4.16%
P/E Ratio16.0233.3128.6030.95
Price / Sales5.3342.26342.6219.91
Price / Cash14.5634.4422.5718.80
Price / Book1.643.965.594.76
Net Income$630.36M$31.76M$204.58M$1.07B
7 Day Performance6.27%-3.79%-1.58%0.14%
1 Month Performance17.27%-8.71%-2.55%1.08%
1 Year Performance-25.63%-4.56%8.54%16.68%

Full Truck Alliance Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
YMM
Full Truck Alliance
4.9952 of 5 stars
$9.13
-0.1%
$11.04
+20.9%
-25.6%$9.52B$1.79B16.028,251
CRWV
CoreWeave
3.3143 of 5 stars
$79.94
-4.0%
$136.73
+71.0%
-40.5%$35.78B$5.13BN/A2,189
TWLO
Twilio
4.087 of 5 stars
$218.17
0.0%
$211.27
-3.2%
+58.3%$33.11B$5.07B340.895,587
VEEV
Veeva Systems
4.7872 of 5 stars
$193.57
-1.6%
$247.74
+28.0%
-30.6%$31.44B$3.20B34.507,928
MDB
MongoDB
4.3984 of 5 stars
$344.67
+2.0%
$400.41
+16.2%
+41.2%$27.72B$2.46BN/A5,636

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This page (NYSE:YMM) was last updated on 7/20/2026 by MarketBeat.com Staff.
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