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Full Truck Alliance (YMM) Competitors

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$8.10 +0.01 (+0.06%)
Closing price 09/18/2026 03:59 PM Eastern
Extended Trading
$8.14 +0.03 (+0.37%)
As of 09/18/2026 07:30 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 Massive. Learn more.

YMM vs. JBHT, XPO, FDXF, UHAL, and KNX

Should you buy Full Truck Alliance stock or one of its competitors? Full Truck Alliance's main competitors and comparable companies include J.B. Hunt Transport Services (JBHT), XPO (XPO), FedEx Freight (FDXF), U-Haul (UHAL), and Knight-Swift Transportation (KNX). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "cargo ground transportation" industry.

How does Full Truck Alliance compare to J.B. Hunt Transport Services?

J.B. Hunt Transport Services (NASDAQ:JBHT) and Full Truck Alliance (NYSE:YMM) are both industrials companies, but which is the better stock? We will compare the two businesses based on the strength of their earnings, institutional ownership, dividends, valuation, analyst recommendations, profitability, media sentiment and risk.

Full Truck Alliance has a net margin of 33.07% compared to J.B. Hunt Transport Services' net margin of 5.31%. J.B. Hunt Transport Services' return on equity of 18.75% beat Full Truck Alliance's return on equity.

Company Net Margins Return on Equity Return on Assets
J.B. Hunt Transport Services5.31% 18.75% 8.46%
Full Truck Alliance 33.07%10.68%9.65%

J.B. Hunt Transport Services has a beta of 1.29, meaning that its share price is 29% more volatile than the broader market. Comparatively, Full Truck Alliance has a beta of 0.23, meaning that its share price is 77% less volatile than the broader market.

J.B. Hunt Transport Services pays an annual dividend of $1.80 per share and has a dividend yield of 0.8%. Full Truck Alliance pays an annual dividend of $0.32 per share and has a dividend yield of 3.9%. J.B. Hunt Transport Services pays out 25.5% of its earnings in the form of a dividend. Full Truck Alliance pays out 54.2% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. J.B. Hunt Transport Services has raised its dividend for 22 consecutive years.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
J.B. Hunt Transport Services$12.00B1.83$598.28M$7.0633.18
Full Truck Alliance$1.79B4.73$630.36M$0.5913.74

In the previous week, J.B. Hunt Transport Services had 36 more articles in the media than Full Truck Alliance. MarketBeat recorded 38 mentions for J.B. Hunt Transport Services and 2 mentions for Full Truck Alliance. Full Truck Alliance's average media sentiment score of 1.52 beat J.B. Hunt Transport Services' score of -0.07 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
J.B. Hunt Transport Services
4 Very Positive mention(s)
5 Positive mention(s)
8 Neutral mention(s)
15 Negative mention(s)
1 Very Negative mention(s)
Neutral
Full Truck Alliance
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

75.0% of J.B. Hunt Transport Services shares are owned by institutional investors. Comparatively, 39.0% of Full Truck Alliance shares are owned by institutional investors. 2.5% of J.B. Hunt Transport Services 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, large money managers and endowments believe a company will outperform the market over the long term.

J.B. Hunt Transport Services presently has a consensus target price of $284.17, indicating a potential upside of 21.31%. Full Truck Alliance has a consensus target price of $11.30, indicating a potential upside of 39.37%. Given Full Truck Alliance's stronger consensus rating and higher possible upside, analysts clearly believe Full Truck Alliance is more favorable than J.B. Hunt Transport Services.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
J.B. Hunt Transport Services
1 Sell rating(s)
9 Hold rating(s)
15 Buy rating(s)
1 Strong Buy rating(s)
2.62
Full Truck Alliance
0 Sell rating(s)
3 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.67

Summary

J.B. Hunt Transport Services beats Full Truck Alliance on 11 of the 20 factors compared between the two stocks.

How does Full Truck Alliance compare to XPO?

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

XPO presently has a consensus price target of $225.82, indicating a potential upside of 29.44%. Full Truck Alliance has a consensus price target of $11.30, indicating a potential upside of 39.37%. Given Full Truck Alliance's higher possible upside, analysts clearly believe Full Truck Alliance is more favorable than XPO.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
XPO
1 Sell rating(s)
5 Hold rating(s)
18 Buy rating(s)
2 Strong Buy rating(s)
2.81
Full Truck Alliance
0 Sell rating(s)
3 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.67

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
XPO$8.16B2.50$316M$3.3951.46
Full Truck Alliance$1.79B4.73$630.36M$0.5913.74

Full Truck Alliance has a net margin of 33.07% compared to XPO's net margin of 4.71%. XPO's return on equity of 29.64% beat Full Truck Alliance's return on equity.

Company Net Margins Return on Equity Return on Assets
XPO4.71% 29.64% 6.75%
Full Truck Alliance 33.07%10.68%9.65%

XPO has a beta of 1.85, meaning that its stock price is 85% more volatile than the broader market. Comparatively, Full Truck Alliance has a beta of 0.23, meaning that its stock price is 77% less volatile than the broader market.

97.7% of XPO shares are held by institutional investors. Comparatively, 39.0% of Full Truck Alliance shares are held by institutional investors. 0.9% of XPO 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 endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

In the previous week, XPO had 11 more articles in the media than Full Truck Alliance. MarketBeat recorded 13 mentions for XPO and 2 mentions for Full Truck Alliance. Full Truck Alliance's average media sentiment score of 1.52 beat XPO's score of 0.84 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
XPO
7 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Full Truck Alliance
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Summary

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

How does Full Truck Alliance compare to FedEx Freight?

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

In the previous week, FedEx Freight had 24 more articles in the media than Full Truck Alliance. MarketBeat recorded 26 mentions for FedEx Freight and 2 mentions for Full Truck Alliance. Full Truck Alliance's average media sentiment score of 1.52 beat FedEx Freight's score of 0.67 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)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
FedEx Freight
10 Very Positive mention(s)
3 Positive mention(s)
10 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

39.0% of Full Truck Alliance shares are held by institutional investors. 16.5% of Full Truck Alliance shares are held by 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 currently has a consensus price target of $11.30, suggesting a potential upside of 39.37%. FedEx Freight has a consensus price target of $172.67, suggesting a potential upside of 43.58%. Given FedEx Freight's higher probable upside, analysts plainly believe FedEx Freight 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)
6 Buy rating(s)
0 Strong Buy rating(s)
2.67
FedEx Freight
1 Sell rating(s)
5 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
2.63

FedEx Freight has higher revenue and earnings than Full Truck Alliance.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Full Truck Alliance$1.79B4.73$630.36M$0.5913.74
FedEx Freight$8.80B2.04$655MN/AN/A

Full Truck Alliance has a net margin of 33.07% compared to FedEx Freight's net margin of 0.00%. Full Truck Alliance's return on equity of 10.68% beat FedEx Freight's return on equity.

Company Net Margins Return on Equity Return on Assets
Full Truck Alliance33.07% 10.68% 9.65%
FedEx Freight N/A N/A N/A

Summary

Full Truck Alliance beats FedEx Freight on 8 of the 14 factors compared between the two stocks.

How does Full Truck Alliance compare to U-Haul?

U-Haul (NYSE:UHAL) and Full Truck Alliance (NYSE:YMM) are both industrials companies, but which is the better stock? We will contrast the two companies based on the strength of their earnings, profitability, institutional ownership, analyst recommendations, valuation, dividends, media sentiment and risk.

U-Haul currently has a consensus target price of $85.00, indicating a potential upside of 32.37%. Full Truck Alliance has a consensus target price of $11.30, indicating a potential upside of 39.37%. Given Full Truck Alliance's higher probable upside, analysts clearly believe Full Truck Alliance is more favorable than U-Haul.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
U-Haul
1 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
2.67
Full Truck Alliance
0 Sell rating(s)
3 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.67

3.6% of U-Haul shares are owned by institutional investors. Comparatively, 39.0% of Full Truck Alliance shares are owned by institutional investors. 43.8% of U-Haul shares are owned by insiders. Comparatively, 16.5% of Full Truck Alliance shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

In the previous week, Full Truck Alliance had 2 more articles in the media than U-Haul. MarketBeat recorded 2 mentions for Full Truck Alliance and 0 mentions for U-Haul. Full Truck Alliance's average media sentiment score of 1.52 beat U-Haul's score of 0.00 indicating that Full Truck Alliance is being referred to more favorably in the news media.

Company Overall Sentiment
U-Haul Neutral
Full Truck Alliance Very Positive

Full Truck Alliance has a net margin of 33.07% compared to U-Haul's net margin of 1.05%. Full Truck Alliance's return on equity of 10.68% beat U-Haul's return on equity.

Company Net Margins Return on Equity Return on Assets
U-Haul1.05% 0.81% 0.30%
Full Truck Alliance 33.07%10.68%9.65%

U-Haul has a beta of 1.08, indicating that its stock price is 8% more volatile than the broader market. Comparatively, Full Truck Alliance has a beta of 0.23, indicating that its stock price is 77% less volatile than the broader market.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
U-Haul$6.04B2.07$83.13M$0.14458.68
Full Truck Alliance$1.79B4.73$630.36M$0.5913.74

Summary

Full Truck Alliance beats U-Haul on 11 of the 16 factors compared between the two stocks.

How does Full Truck Alliance compare to Knight-Swift Transportation?

Full Truck Alliance (NYSE:YMM) and Knight-Swift Transportation (NYSE:KNX) are both industrials companies, but which is the better investment? We will contrast the two companies based on the strength of their dividends, risk, earnings, valuation, media sentiment, analyst recommendations, institutional ownership and profitability.

In the previous week, Knight-Swift Transportation had 6 more articles in the media than Full Truck Alliance. MarketBeat recorded 8 mentions for Knight-Swift Transportation and 2 mentions for Full Truck Alliance. Full Truck Alliance's average media sentiment score of 1.52 beat Knight-Swift Transportation's score of 0.96 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)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Knight-Swift Transportation
5 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Full Truck Alliance currently has a consensus target price of $11.30, suggesting a potential upside of 39.37%. Knight-Swift Transportation has a consensus target price of $84.26, suggesting a potential upside of 26.33%. Given Full Truck Alliance's higher probable upside, analysts clearly believe Full Truck Alliance is more favorable than Knight-Swift Transportation.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Full Truck Alliance
0 Sell rating(s)
3 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.67
Knight-Swift Transportation
0 Sell rating(s)
3 Hold rating(s)
16 Buy rating(s)
2 Strong Buy rating(s)
2.95

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Full Truck Alliance$1.79B4.73$630.36M$0.5913.74
Knight-Swift Transportation$7.47B1.45$65.95M$0.26256.54

Full Truck Alliance pays an annual dividend of $0.32 per share and has a dividend yield of 3.9%. Knight-Swift Transportation pays an annual dividend of $0.80 per share and has a dividend yield of 1.2%. Full Truck Alliance pays out 54.2% of its earnings in the form of a dividend. Knight-Swift Transportation pays out 307.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Knight-Swift Transportation has raised its dividend for 6 consecutive years. Full Truck Alliance is clearly the better dividend stock, given its higher yield and lower payout ratio.

39.0% of Full Truck Alliance shares are owned by institutional investors. Comparatively, 88.8% of Knight-Swift Transportation shares are owned by institutional investors. 16.5% of Full Truck Alliance shares are owned by insiders. Comparatively, 2.9% of Knight-Swift Transportation shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Full Truck Alliance has a net margin of 33.07% compared to Knight-Swift Transportation's net margin of 0.56%. Full Truck Alliance's return on equity of 10.68% beat Knight-Swift Transportation's return on equity.

Company Net Margins Return on Equity Return on Assets
Full Truck Alliance33.07% 10.68% 9.65%
Knight-Swift Transportation 0.56%3.51%2.04%

Full Truck Alliance has a beta of 0.23, meaning that its stock price is 77% less volatile than the broader market. Comparatively, Knight-Swift Transportation has a beta of 1.18, meaning that its stock price is 18% more volatile than the broader market.

Summary

Full Truck Alliance beats Knight-Swift Transportation on 11 of the 20 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 AllianceGround Transportation IndustryIndustrials SectorNYSE Exchange
Market Cap$8.45B$20.50B$10.26B$23.13B
Dividend Yield3.94%2.13%97.05%3.59%
P/E Ratio13.7440.3525.5428.19
Price / Sales4.732.35298.3220.32
Price / Cash12.9041.9823.9034.53
Price / Book1.463.114.814.67
Net Income$630.36M$989.25M$615.15M$1.07B
7 Day Performance-0.48%-3.24%1.15%-1.64%
1 Month Performance-6.79%-4.23%-3.26%-4.25%
1 Year Performance-40.36%8.67%4.29%8.32%

Full Truck Alliance Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
YMM
Full Truck Alliance
4.9817 of 5 stars
$8.11
+0.1%
$11.30
+39.4%
-41.2%$8.45B$1.79B13.748,251
JBHT
J.B. Hunt Transport Services
4.8622 of 5 stars
$273.05
-0.7%
$286.30
+4.9%
+73.4%$25.64B$12.70B38.6831,750
XPO
XPO
3.9988 of 5 stars
$178.39
-1.2%
$225.82
+26.6%
+32.7%$20.89B$8.57B52.6237,000
FDXF
FedEx Freight
4.6758 of 5 stars
$127.01
-1.9%
$172.67
+35.9%
N/A$18.99B$8.80BN/A40,000
UHAL
U-Haul
1.45 of 5 stars
$63.21
-0.4%
$85.00
+34.5%
+13.6%$12.29B$6.04B451.5532,600

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This page (NYSE:YMM) was last updated on 9/19/2026 by MarketBeat.com Staff.
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