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Full Truck Alliance (YMM) Competitors

Full Truck Alliance logo
$12.36 +0.28 (+2.32%)
As of 03:48 PM Eastern

YMM vs. ZS, VEEV, DDOG, XYZ, EA, TTD, WIT, SRAD, BIDU, and HUBS

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

Full Truck Alliance vs. Its Competitors

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

46.5% of Zscaler shares are held by institutional investors. Comparatively, 39.0% of Full Truck Alliance shares are held by institutional investors. 18.1% of Zscaler 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 company is poised for long-term growth.

Full Truck Alliance has higher revenue and earnings 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
Zscaler$2.17B22.64-$57.71M-$0.26-1,212.50
Full Truck Alliance$11.67B1.11$420.57M$0.5024.72

In the previous week, Zscaler had 20 more articles in the media than Full Truck Alliance. MarketBeat recorded 27 mentions for Zscaler and 7 mentions for Full Truck Alliance. Full Truck Alliance's average media sentiment score of 1.47 beat Zscaler's score of 0.85 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
Zscaler
13 Very Positive mention(s)
5 Positive mention(s)
6 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Full Truck Alliance
6 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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
Zscaler-1.52% -0.59% -0.18%
Full Truck Alliance 32.26%11.31%10.22%

Zscaler presently has a consensus target price of $296.82, indicating a potential downside of 5.85%. Full Truck Alliance has a consensus target price of $15.00, indicating a potential upside of 21.36%. Given Full Truck Alliance's higher possible upside, analysts clearly believe Full Truck Alliance is more favorable than Zscaler.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Zscaler
0 Sell rating(s)
8 Hold rating(s)
28 Buy rating(s)
1 Strong Buy rating(s)
2.81
Full Truck Alliance
0 Sell rating(s)
2 Hold rating(s)
2 Buy rating(s)
1 Strong Buy rating(s)
2.80

Zscaler has a beta of 1.11, indicating that its stock price is 11% more volatile than the S&P 500. Comparatively, Full Truck Alliance has a beta of 0.2, indicating that its stock price is 80% less volatile than the S&P 500.

Summary

Full Truck Alliance beats Zscaler 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$12.93B$2.38B$12.98B$20.42B
Dividend Yield1.35%1.37%2.68%3.72%
P/E Ratio24.7231.2228.5727.79
Price / Sales1.1139.4541.6438.15
Price / Cash25.9441.4726.0718.22
Price / Book2.505.836.244.58
Net Income$420.57M$32.07M$188.15M$982.91M
7 Day Performance4.83%3.94%2.20%1.63%
1 Month Performance1.77%4.33%2.47%4.23%
1 Year Performance52.40%32.47%28.47%14.20%

Full Truck Alliance Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
YMM
Full Truck Alliance
3.9748 of 5 stars
$12.36
+2.3%
$15.00
+21.4%
+49.0%$12.93B$11.67B24.727,185Positive News
ZS
Zscaler
3.7496 of 5 stars
$313.94
-0.4%
$295.50
-5.9%
+56.1%$49.09B$2.17B-1,207.467,348
VEEV
Veeva Systems
4.1148 of 5 stars
$287.61
+1.5%
$269.80
-6.2%
+51.1%$46.31B$2.75B60.937,291Positive News
DDOG
Datadog
4.2295 of 5 stars
$134.33
+1.7%
$143.03
+6.5%
+15.6%$45.61B$2.68B292.036,500Analyst Forecast
XYZ
Block
3.3606 of 5 stars
$68.07
+2.2%
$75.42
+10.8%
N/A$40.98B$24.12B16.5611,372Analyst Upgrade
EA
Electronic Arts
4.1515 of 5 stars
$159.70
+1.2%
$162.80
+1.9%
+12.4%$39.64B$7.46B37.6714,500Analyst Revision
TTD
Trade Desk
3.9691 of 5 stars
$71.99
+3.8%
$97.03
+34.8%
-25.5%$34.07B$2.44B87.793,522Positive News
WIT
Wipro
1.7029 of 5 stars
$3.02
-0.7%
N/A-51.3%$31.80B$10.43B20.13233,346
SRAD
Sportradar Group
3.3251 of 5 stars
$28.08
+0.1%
$27.38
-2.5%
+156.4%$31.21B$1.20B147.804,582High Trading Volume
BIDU
Baidu
4.5509 of 5 stars
$85.76
-0.4%
$107.82
+25.7%
-2.9%$29.75B$18.24B8.5135,900
HUBS
HubSpot
4.9467 of 5 stars
$558.19
+1.4%
$766.71
+37.4%
-4.6%$29.04B$2.63B-1,240.428,246Positive News

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This page (NYSE:YMM) was last updated on 7/7/2025 by MarketBeat.com Staff
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