Full Truck Alliance (YMM) Competitors

$8.26 -0.10 (-1.14%)

Closing price 03:59 PM Eastern

Extended Trading

$8.30 +0.04 (+0.55%)

As of 07:00 PM Eastern

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

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 business? We will contrast the two businesses based on the strength of their valuation, dividends, earnings, media sentiment, analyst recommendations, profitability, institutional ownership and risk.

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	6.13	$33.83M	$0.64	319.78
Full Truck Alliance	$1.79B	4.82	$630.36M	$0.57	14.48

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
Twilio	1.96%	4.64%	3.76%
Full Truck Alliance	32.68%	10.52%	9.56%

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 endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

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 20 more articles in the media than Full Truck Alliance. MarketBeat recorded 20 mentions for Twilio and 0 mentions for Full Truck Alliance. Twilio's average media sentiment score of 0.97 beat Full Truck Alliance's score of 0.00 indicating that Twilio is being referred to more favorably in the media.

Company	Overall Sentiment
Twilio	Positive
Full Truck Alliance	Neutral

Twilio currently has a consensus target price of $195.40, suggesting a potential downside of 4.53%. Full Truck Alliance has a consensus target price of $10.76, suggesting a potential upside of 30.31%. 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)	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

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 analyst recommendations, earnings, institutional ownership, dividends, risk, profitability, media sentiment and valuation.

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	5.90	-$1.07B	-$1.58	N/A
Full Truck Alliance	$1.79B	4.82	$630.36M	$0.57	14.48

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 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 stock will outperform the market over the long term.

Roblox has a beta of 1.44, indicating that its share price is 44% 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.

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 currently has a consensus target price of $87.07, indicating a potential upside of 102.51%. Full Truck Alliance has a consensus target price of $10.76, indicating a potential upside of 30.31%. Given Roblox's stronger consensus rating and higher probable upside, analysts clearly 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

In the previous week, Roblox had 38 more articles in the media than Full Truck Alliance. MarketBeat recorded 38 mentions for Roblox and 0 mentions for Full Truck Alliance. Roblox's average media sentiment score of 0.92 beat Full Truck Alliance's score of 0.00 indicating that Roblox is being referred to more favorably in the media.

Company	Overall Sentiment
Roblox	Positive
Full Truck Alliance	Neutral

Summary

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

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 superior business? We will compare the two companies based on the strength of their valuation, dividends, risk, media sentiment, institutional ownership, earnings, profitability and analyst recommendations.

Zoom Communications has a beta of 1.01, suggesting that its stock price is 1% 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.

Zoom Communications currently has a consensus target price of $109.33, suggesting a potential upside of 12.91%. Full Truck Alliance has a consensus target price of $10.76, suggesting a potential upside of 30.31%. Given Full Truck Alliance's higher probable 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	0 Sell rating(s)	12 Hold rating(s)	15 Buy rating(s)	0 Strong Buy rating(s)	2.56
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 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
Zoom Communications	41.99%	11.87%	9.69%
Full Truck Alliance	32.68%	10.52%	9.56%

66.5% of Zoom Communications shares are held by institutional investors. Comparatively, 39.0% of Full Truck Alliance shares are held by institutional investors. 10.8% of Zoom Communications 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 stock is poised for long-term growth.

In the previous week, Zoom Communications had 24 more articles in the media than Full Truck Alliance. MarketBeat recorded 24 mentions for Zoom Communications and 0 mentions for Full Truck Alliance. Zoom Communications' average media sentiment score of 0.86 beat Full Truck Alliance's score of 0.00 indicating that Zoom Communications is being referred to more favorably in the media.

Company	Overall Sentiment
Zoom Communications	Positive
Full Truck Alliance	Neutral

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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Zoom Communications	$4.87B	5.83	$1.90B	$6.81	14.22
Full Truck Alliance	$1.79B	4.82	$630.36M	$0.57	14.48

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

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 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.

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.

Veeva Systems currently has a consensus target price of $250.96, indicating a potential upside of 49.58%. Full Truck Alliance has a consensus target price of $10.76, indicating a potential upside of 30.31%. 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)	4 Hold rating(s)	3 Buy rating(s)	0 Strong Buy rating(s)	2.43

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 Systems	28.37%	13.72%	11.31%
Full Truck Alliance	32.68%	10.52%	9.56%

In the previous week, Veeva Systems had 77 more articles in the media than Full Truck Alliance. MarketBeat recorded 77 mentions for Veeva Systems and 0 mentions for Full Truck Alliance. Veeva Systems' average media sentiment score of 0.58 beat Full Truck Alliance's score of 0.00 indicating that Veeva Systems is being referred to more favorably in the media.

Company	Overall Sentiment
Veeva Systems	Positive
Full Truck Alliance	Neutral

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	8.58	$908.91M	$5.61	29.91
Full Truck Alliance	$1.79B	4.82	$630.36M	$0.57	14.48

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?

MongoDB (NASDAQ:MDB) 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 risk, media sentiment, profitability, analyst recommendations, institutional ownership, earnings, valuation and dividends.

In the previous week, MongoDB had 29 more articles in the media than Full Truck Alliance. MarketBeat recorded 29 mentions for MongoDB and 0 mentions for Full Truck Alliance. MongoDB's average media sentiment score of 0.90 beat Full Truck Alliance's score of 0.00 indicating that MongoDB is being referred to more favorably in the media.

Company	Overall Sentiment
MongoDB	Positive
Full Truck Alliance	Neutral

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%

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

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 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 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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
MongoDB	$2.46B	11.11	-$71.15M	-$0.37	N/A
Full Truck Alliance	$1.79B	4.82	$630.36M	$0.57	14.48

MongoDB currently has a consensus target price of $396.39, suggesting a potential upside of 16.49%. Full Truck Alliance has a consensus target price of $10.76, suggesting a potential upside of 30.31%. 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)	28 Buy rating(s)	0 Strong Buy rating(s)	2.75
Full Truck Alliance	0 Sell rating(s)	4 Hold rating(s)	3 Buy rating(s)	0 Strong Buy rating(s)	2.43

Summary

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

Get Full Truck Alliance News Delivered to You Automatically

Subscribe Now

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

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

Export

Metric	Full Truck Alliance	Technology Services Industry	Business Sector	NYSE Exchange
Market Cap	$8.71B	$4.06B	$6.56B	$22.98B
Dividend Yield	1.71%	2.16%	3.13%	4.11%
P/E Ratio	14.48	40.22	27.74	30.61
Price / Sales	4.82	45.17	392.29	21.22
Price / Cash	13.30	39.84	23.61	23.83
Price / Book	1.48	4.59	5.73	4.64
Net Income	$630.36M	$31.68M	$202.88M	$1.07B
7 Day Performance	-13.33%	-5.79%	-3.73%	-0.71%
1 Month Performance	-6.12%	12.71%	5.39%	0.06%
1 Year Performance	-33.21%	18.60%	30.66%	21.50%

Full Truck Alliance Competitors List

Export

Company	MarketRank	Share Price	Analysts' Price Target	1Y Price Performance	Market Cap	Revenue	P/E Ratio	Employee Count	Indicator(s)
YMM Full Truck Alliance	4.8619 of 5 stars	$8.26 -1.1%	$10.76 +30.3%	-31.3%	$8.71B	$1.79B	14.48	8,251
TWLO Twilio	3.471 of 5 stars	$204.66 -3.7%	$195.40 -4.5%	+74.7%	$31.06B	$5.07B	319.79	5,587	Insider Trade
RBLX Roblox	4.1736 of 5 stars	$43.00 +1.7%	$87.07 +102.5%	-55.8%	$28.88B	$4.89B	N/A	3,065	Trending News Insider Trade
ZM Zoom Communications	4.4345 of 5 stars	$96.83 -4.3%	$109.33 +12.9%	+25.9%	$28.39B	$4.87B	14.22	7,438
VEEV Veeva Systems	4.8129 of 5 stars	$167.78 +0.3%	$250.96 +49.6%	-41.3%	$27.40B	$3.32B	29.91	7,928	Trending News Earnings Report

Related Companies and Tools

Related Companies

Top 10 Stock Comparisons

This page (NYSE:YMM) was last updated on 6/9/2026 by MarketBeat.com Staff.

From Our Partners

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Full Truck Alliance (YMM) Competitors

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

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 Zoom Communications?

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

Related Companies and Tools

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Full Truck Alliance (YMM) Competitors

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

How does Full Truck Alliance compare to Twilio?

Which has better valuation & earnings, TWLO or YMM?

Is TWLO or YMM more profitable?

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

Which has more risk & volatility, TWLO or YMM?

Does the media prefer TWLO or YMM?

Do analysts recommend TWLO or YMM?

Summary

How does Full Truck Alliance compare to Roblox?

Which has higher earnings and valuation, RBLX or YMM?

Do insiders & institutionals believe in RBLX or YMM?

Which has more risk & volatility, RBLX or YMM?

Is RBLX or YMM more profitable?

Do analysts rate RBLX or YMM?

Does the media refer more to RBLX or YMM?

Summary

How does Full Truck Alliance compare to Zoom Communications?

Which has more volatility & risk, ZM or YMM?

Do analysts prefer ZM or YMM?

Is ZM or YMM more profitable?

Do institutionals & insiders believe in ZM or YMM?

Does the media refer more to ZM or YMM?

Which has stronger earnings and valuation, ZM or YMM?

Summary

How does Full Truck Alliance compare to Veeva Systems?

Do institutionals and insiders have more ownership in VEEV or YMM?

Which has more volatility & risk, VEEV or YMM?

Do analysts rate VEEV or YMM?

Is VEEV or YMM more profitable?

Does the media refer more to VEEV or YMM?

Which has stronger valuation and earnings, VEEV or YMM?

Summary

How does Full Truck Alliance compare to MongoDB?

Does the media refer more to MDB or YMM?

Is MDB or YMM more profitable?

Which has more risk & volatility, MDB or YMM?

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

Which has preferable valuation and earnings, MDB or YMM?

Do analysts prefer MDB or YMM?

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