Full Truck Alliance (YMM) Competitors

$8.54 -0.12 (-1.34%)

Closing price 05/18/2026 03:59 PM Eastern

Extended Trading

$8.61 +0.06 (+0.76%)

As of 08:36 AM Eastern

YMM vs. ZM, TWLO, RBLX, VEEV, and MDB

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 Zoom Communications (ZM), Twilio (TWLO), Roblox (RBLX), Veeva Systems (VEEV), and MongoDB (MDB). These companies are all part of the "computer software" industry.

How does Full Truck Alliance compare to Zoom Communications?

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

66.5% of Zoom Communications shares are owned by institutional investors. Comparatively, 39.0% of Full Truck Alliance shares are owned by institutional investors. 10.8% of Zoom Communications 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 endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Zoom Communications	$4.87B	5.98	$1.90B	$6.20	15.95
Full Truck Alliance	$1.79B	4.99	$630.36M	$0.60	14.24

Zoom Communications presently has a consensus target price of $97.05, indicating a potential downside of 1.84%. Full Truck Alliance has a consensus target price of $11.41, indicating a potential upside of 33.57%. Given Full Truck Alliance's higher possible upside, analysts plainly believe Full Truck Alliance is more favorable than Zoom Communications.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Zoom Communications	1 Sell rating(s)	12 Hold rating(s)	14 Buy rating(s)	0 Strong Buy rating(s)	2.48
Full Truck Alliance	0 Sell rating(s)	4 Hold rating(s)	3 Buy rating(s)	0 Strong Buy rating(s)	2.43

Zoom Communications has a net margin of 39.03% compared to Full Truck Alliance's net margin of 35.22%. Zoom Communications' return on equity of 11.88% beat Full Truck Alliance's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Zoom Communications	39.03%	11.88%	9.68%
Full Truck Alliance	35.22%	11.33%	10.31%

In the previous week, Zoom Communications had 21 more articles in the media than Full Truck Alliance. MarketBeat recorded 23 mentions for Zoom Communications and 2 mentions for Full Truck Alliance. Zoom Communications' average media sentiment score of 0.99 beat Full Truck Alliance's score of 0.62 indicating that Zoom Communications is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Zoom Communications	15 Very Positive mention(s)	2 Positive mention(s)	4 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive
Full Truck Alliance	0 Very Positive mention(s)	1 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Zoom Communications has a beta of 1, suggesting that its stock price has a similar volatility profile to the broader market.Comparatively, Full Truck Alliance has a beta of 0.3, suggesting that its stock price is 70% less volatile than the broader market.

Summary

Zoom Communications beats Full Truck Alliance on 13 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 investment? We will compare the two businesses based on the strength of their risk, analyst recommendations, profitability, dividends, institutional ownership, earnings, media sentiment and valuation.

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 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 is poised for long-term growth.

Twilio currently has a consensus price target of $195.40, indicating a potential downside of 1.08%. Full Truck Alliance has a consensus price target of $11.41, indicating a potential upside of 33.57%. Given Full Truck Alliance's higher possible upside, analysts clearly 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)	2 Strong Buy rating(s)	2.87
Full Truck Alliance	0 Sell rating(s)	4 Hold rating(s)	3 Buy rating(s)	0 Strong Buy rating(s)	2.43

Full Truck Alliance has a net margin of 35.22% compared to Twilio's net margin of 1.96%. Full Truck Alliance's return on equity of 11.33% beat Twilio's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Twilio	1.96%	4.64%	3.76%
Full Truck Alliance	35.22%	11.33%	10.31%

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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Twilio	$5.07B	5.92	$33.83M	$0.64	308.63
Full Truck Alliance	$1.79B	4.99	$630.36M	$0.60	14.24

Twilio has a beta of 1.32, suggesting that its share price is 32% more volatile than the broader market. Comparatively, Full Truck Alliance has a beta of 0.3, suggesting that its share price is 70% less volatile than the broader market.

In the previous week, Twilio had 21 more articles in the media than Full Truck Alliance. MarketBeat recorded 23 mentions for Twilio and 2 mentions for Full Truck Alliance. Twilio's average media sentiment score of 0.79 beat Full Truck Alliance's score of 0.62 indicating that Twilio is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Twilio	12 Very Positive mention(s)	3 Positive mention(s)	6 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Full Truck Alliance	0 Very Positive mention(s)	1 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 Roblox?

Roblox (NYSE:RBLX) 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 institutional ownership, profitability, analyst recommendations, dividends, valuation, earnings, media sentiment and risk.

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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Roblox	$4.89B	6.46	-$1.07B	-$1.58	N/A
Full Truck Alliance	$1.79B	4.99	$630.36M	$0.60	14.24

94.5% of Roblox shares are owned by institutional investors. Comparatively, 39.0% of Full Truck Alliance shares are owned by institutional investors. 10.1% of Roblox 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 company will outperform the market over the long term.

Full Truck Alliance has a net margin of 35.22% compared to Roblox's net margin of -20.69%. Full Truck Alliance's return on equity of 11.33% 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	35.22%	11.33%	10.31%

In the previous week, Roblox had 16 more articles in the media than Full Truck Alliance. MarketBeat recorded 18 mentions for Roblox and 2 mentions for Full Truck Alliance. Roblox's average media sentiment score of 0.96 beat Full Truck Alliance's score of 0.62 indicating that Roblox is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Roblox	11 Very Positive mention(s)	4 Positive mention(s)	3 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Full Truck Alliance	0 Very Positive mention(s)	1 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Roblox has a beta of 1.5, suggesting that its stock price is 50% more volatile than the broader market. Comparatively, Full Truck Alliance has a beta of 0.3, suggesting that its stock price is 70% less volatile than the broader market.

Roblox presently has a consensus target price of $87.17, suggesting a potential upside of 85.26%. Full Truck Alliance has a consensus target price of $11.41, suggesting a potential upside of 33.57%. Given Roblox's stronger consensus rating and higher possible upside, analysts plainly believe Roblox is more favorable than Full Truck Alliance.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Roblox	1 Sell rating(s)	14 Hold rating(s)	12 Buy rating(s)	1 Strong Buy rating(s)	2.46
Full Truck Alliance	0 Sell rating(s)	4 Hold rating(s)	3 Buy rating(s)	0 Strong Buy rating(s)	2.43

Summary

Roblox beats Full Truck Alliance on 10 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 superior stock? We will contrast the two businesses based on the strength of their valuation, media sentiment, earnings, institutional ownership, profitability, risk, dividends and analyst recommendations.

Veeva Systems has a beta of 0.92, suggesting that its share price is 8% less volatile than the broader market. Comparatively, Full Truck Alliance has a beta of 0.3, suggesting that its share price is 70% less volatile than the broader market.

88.2% of Veeva Systems shares are owned by institutional investors. Comparatively, 39.0% of Full Truck Alliance shares are owned by institutional investors. 10.6% of Veeva Systems 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 hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Full Truck Alliance has a net margin of 35.22% compared to Veeva Systems' net margin of 28.44%. Veeva Systems' return on equity of 13.80% beat Full Truck Alliance's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Veeva Systems	28.44%	13.80%	11.39%
Full Truck Alliance	35.22%	11.33%	10.31%

Veeva Systems presently has a consensus target price of $276.52, indicating a potential upside of 68.63%. Full Truck Alliance has a consensus target price of $11.41, indicating a potential upside of 33.57%. Given Veeva Systems' stronger consensus rating and 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	1 Sell rating(s)	9 Hold rating(s)	16 Buy rating(s)	0 Strong Buy rating(s)	2.58
Full Truck Alliance	0 Sell rating(s)	4 Hold rating(s)	3 Buy rating(s)	0 Strong Buy rating(s)	2.43

In the previous week, Veeva Systems had 24 more articles in the media than Full Truck Alliance. MarketBeat recorded 26 mentions for Veeva Systems and 2 mentions for Full Truck Alliance. Veeva Systems' average media sentiment score of 0.65 beat Full Truck Alliance's score of 0.62 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	13 Very Positive mention(s)	2 Positive mention(s)	6 Neutral mention(s)	2 Negative mention(s)	1 Very Negative mention(s)	Positive
Full Truck Alliance	0 Very Positive mention(s)	1 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Veeva Systems	$3.20B	8.38	$908.91M	$5.41	30.31
Full Truck Alliance	$1.79B	4.99	$630.36M	$0.60	14.24

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

Full Truck Alliance has a net margin of 35.22% compared to MongoDB's net margin of -2.89%. Full Truck Alliance's return on equity of 11.33% beat MongoDB's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Full Truck Alliance	35.22%	11.33%	10.31%
MongoDB	-2.89%	-1.03%	-0.84%

Full Truck Alliance has a beta of 0.3, meaning that its share price is 70% less volatile than the broader market. Comparatively, MongoDB has a beta of 1.48, meaning that its share price is 48% more volatile than the broader market.

In the previous week, MongoDB had 16 more articles in the media than Full Truck Alliance. MarketBeat recorded 18 mentions for MongoDB and 2 mentions for Full Truck Alliance. MongoDB's average media sentiment score of 0.67 beat Full Truck Alliance's score of 0.62 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	0 Very Positive mention(s)	1 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
MongoDB	7 Very Positive mention(s)	4 Positive mention(s)	2 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

39.0% of Full Truck Alliance shares are owned by institutional investors. Comparatively, 89.3% of MongoDB shares are owned by institutional investors. 16.5% of Full Truck Alliance shares are owned by company insiders. Comparatively, 3.1% of MongoDB shares are owned 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 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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Full Truck Alliance	$1.79B	4.99	$630.36M	$0.60	14.24
MongoDB	$2.46B	10.76	-$71.15M	-$0.88	N/A

Full Truck Alliance presently has a consensus price target of $11.41, suggesting a potential upside of 33.57%. MongoDB has a consensus price target of $364.23, suggesting a potential upside of 10.37%. Given Full Truck Alliance's higher possible upside, analysts plainly believe Full Truck Alliance is more favorable than MongoDB.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Full Truck Alliance	0 Sell rating(s)	4 Hold rating(s)	3 Buy rating(s)	0 Strong Buy rating(s)	2.43
MongoDB	2 Sell rating(s)	8 Hold rating(s)	26 Buy rating(s)	0 Strong Buy rating(s)	2.67

Summary

Full Truck Alliance and MongoDB tied by winning 8 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.

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.

YMM vs. The Competition

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Metric	Full Truck Alliance	Technology Services Industry	Business Sector	NYSE Exchange
Market Cap	$9.03B	$3.78B	$6.42B	$22.77B
Dividend Yield	1.65%	2.21%	3.19%	4.12%
P/E Ratio	14.24	48.99	30.02	29.86
Price / Sales	4.99	45.39	418.72	13.65
Price / Cash	13.80	38.02	22.13	18.80
Price / Book	1.54	5.44	6.02	4.59
Net Income	$630.36M	$31.26M	$205.07M	$1.07B
7 Day Performance	-2.74%	-3.47%	2.49%	-0.98%
1 Month Performance	-3.62%	-5.62%	-4.09%	-1.30%
1 Year Performance	-30.02%	24.22%	29.30%	22.13%

Full Truck Alliance Competitors List

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Company	MarketRank	Share Price	Analysts' Price Target	1Y Price Performance	Market Cap	Revenue	P/E Ratio	Employee Count	Indicator(s)
YMM Full Truck Alliance	4.9776 of 5 stars	$8.54 -1.3%	$11.41 +33.6%	-30.7%	$9.03B	$1.79B	14.24	8,251	Positive News Upcoming Earnings
ZM Zoom Communications	3.8598 of 5 stars	$102.96 -3.9%	$95.32 -7.4%	+16.8%	$30.34B	$4.87B	16.61	7,438	Positive News Upcoming Earnings
TWLO Twilio	3.6609 of 5 stars	$192.59 -3.0%	$193.65 +0.5%	+70.0%	$29.23B	$5.07B	300.93	5,587	Analyst Forecast
RBLX Roblox	4.0047 of 5 stars	$41.56 +0.6%	$87.17 +109.7%	-42.1%	$27.91B	$5.30B	N/A	3,065
VEEV Veeva Systems	4.7378 of 5 stars	$159.55 +0.1%	$278.70 +74.7%	-32.4%	$26.06B	$3.20B	29.49	7,928	Analyst Forecast

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This page (NYSE:YMM) was last updated on 5/19/2026 by MarketBeat.com Staff.

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Full Truck Alliance (YMM) Competitors

YMM vs. ZM, TWLO, RBLX, VEEV, and MDB

How does Full Truck Alliance compare to Zoom Communications?

Summary

How does Full Truck Alliance compare to Twilio?

Summary

How does Full Truck Alliance compare to Roblox?

Summary

How does Full Truck Alliance compare to Veeva Systems?

Summary

How does Full Truck Alliance compare to MongoDB?

Summary

New MarketBeat Followers Over Time

Media Sentiment Over Time

YMM vs. The Competition

Full Truck Alliance Competitors List

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Stock Ideas and Recommendations

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Full Truck Alliance (YMM) Competitors

YMM vs. ZM, TWLO, RBLX, VEEV, and MDB

How does Full Truck Alliance compare to Zoom Communications?

Do insiders and institutionals believe in ZM or YMM?

Which has preferable valuation & earnings, ZM or YMM?

Do analysts prefer ZM or YMM?

Is ZM or YMM more profitable?

Does the media prefer ZM or YMM?

Which has more risk & volatility, ZM or YMM?

Summary

How does Full Truck Alliance compare to Twilio?

Do insiders & institutionals believe in TWLO or YMM?

Do analysts prefer TWLO or YMM?

Is TWLO or YMM more profitable?

Which has stronger earnings and valuation, TWLO or YMM?

Which has more risk and volatility, TWLO or YMM?

Does the media favor TWLO or YMM?

Summary

How does Full Truck Alliance compare to Roblox?

Which has preferable valuation & earnings, RBLX or YMM?

Do institutionals & insiders have more ownership in RBLX or YMM?

Is RBLX or YMM more profitable?

Does the media prefer RBLX or YMM?

Which has more risk & volatility, RBLX or YMM?

Do analysts rate RBLX or YMM?

Summary

How does Full Truck Alliance compare to Veeva Systems?

Which has more risk and volatility, VEEV or YMM?

Do institutionals and insiders hold more shares of VEEV or YMM?

Is VEEV or YMM more profitable?

Do analysts rate VEEV or YMM?

Does the media favor VEEV or YMM?

Which has better earnings & valuation, VEEV or YMM?

Summary

How does Full Truck Alliance compare to MongoDB?

Is YMM or MDB more profitable?

Which has more risk & volatility, YMM or MDB?

Does the media refer more to YMM or MDB?

Do institutionals & insiders hold more shares of YMM or MDB?

Which has stronger valuation & earnings, YMM or MDB?

Do analysts rate YMM or MDB?

Summary

New MarketBeat Followers Over Time

Media Sentiment Over Time

YMM vs. The Competition

Full Truck Alliance Competitors List

Related Companies and Tools

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools