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Full Truck Alliance (YMM) Competitors

Full Truck Alliance logo
$12.50 -0.82 (-6.12%)
As of 01:21 PM Eastern
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YMM vs. TEAM, DDOG, VEEV, ZS, XYZ, EA, TTD, SRAD, WIT, and BIDU

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

Full Truck Alliance vs. Its Competitors

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

Atlassian currently has a consensus price target of $281.00, suggesting a potential upside of 47.94%. Full Truck Alliance has a consensus price target of $15.00, suggesting a potential upside of 19.95%. Given Atlassian's stronger consensus rating and higher probable upside, equities research analysts clearly believe Atlassian is more favorable than Full Truck Alliance.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Atlassian
0 Sell rating(s)
5 Hold rating(s)
18 Buy rating(s)
1 Strong Buy rating(s)
2.83
Full Truck Alliance
0 Sell rating(s)
2 Hold rating(s)
2 Buy rating(s)
1 Strong Buy rating(s)
2.80

Full Truck Alliance has lower revenue, but higher earnings than Atlassian. Atlassian 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
Atlassian$4.96B10.05-$300.52M-$1.66-114.42
Full Truck Alliance$1.54B8.49$420.57M$0.5025.01

In the previous week, Atlassian had 38 more articles in the media than Full Truck Alliance. MarketBeat recorded 43 mentions for Atlassian and 5 mentions for Full Truck Alliance. Full Truck Alliance's average media sentiment score of 1.65 beat Atlassian's score of 0.68 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
Atlassian
23 Very Positive mention(s)
0 Positive mention(s)
7 Neutral mention(s)
4 Negative mention(s)
0 Very Negative mention(s)
Positive
Full Truck Alliance
3 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

94.4% of Atlassian shares are owned by institutional investors. Comparatively, 39.0% of Full Truck Alliance shares are owned by institutional investors. 38.5% of Atlassian 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.

Atlassian has a beta of 0.94, indicating that its stock price is 6% less 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.

Full Truck Alliance has a net margin of 32.26% compared to Atlassian's net margin of -8.66%. Full Truck Alliance's return on equity of 11.31% beat Atlassian's return on equity.

Company Net Margins Return on Equity Return on Assets
Atlassian-8.66% -23.41% -5.05%
Full Truck Alliance 32.26%11.31%10.22%

Summary

Atlassian beats Full Truck Alliance 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$13.09B$2.45B$15.01B$20.60B
Dividend Yield1.29%1.45%2.73%3.65%
P/E Ratio25.0330.8427.9727.20
Price / Sales8.4934.69585.4053.52
Price / Cash27.2143.7126.2622.28
Price / Book2.536.026.384.58
Net Income$420.57M$33.22M$196.38M$995.22M
7 Day Performance1.26%-0.07%-0.19%-1.09%
1 Month Performance3.06%6.59%4.59%3.25%
1 Year Performance56.12%32.59%21.41%6.97%

Full Truck Alliance Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
YMM
Full Truck Alliance
3.8891 of 5 stars
$12.51
-6.1%
$15.00
+20.0%
+64.3%$13.09B$1.54B25.037,185Positive News
TEAM
Atlassian
4.7372 of 5 stars
$191.61
+2.5%
$285.75
+49.1%
+4.3%$50.30B$4.36B-115.4312,157Trending News
Analyst Downgrade
Insider Trade
DDOG
Datadog
4.1243 of 5 stars
$138.80
+1.0%
$144.07
+3.8%
+8.6%$47.93B$2.68B301.756,500Analyst Forecast
VEEV
Veeva Systems
3.9434 of 5 stars
$282.49
+2.4%
$274.17
-2.9%
+50.4%$46.16B$2.86B59.857,291Positive News
Analyst Forecast
ZS
Zscaler
4.2853 of 5 stars
$291.14
+0.5%
$296.82
+2.0%
+41.3%$45.33B$2.17B-1,119.777,348Positive News
XYZ
Block
3.4477 of 5 stars
$68.66
+5.4%
$73.94
+7.7%
N/A$42.23B$24.12B16.7111,372News Coverage
Analyst Revision
EA
Electronic Arts
3.994 of 5 stars
$148.83
+0.1%
$162.71
+9.3%
+2.6%$37.40B$7.46B35.1014,500Insider Trade
TTD
Trade Desk
4.043 of 5 stars
$75.43
+0.1%
$97.27
+29.0%
-19.7%$37.07B$2.44B91.993,522Trending News
Analyst Forecast
Options Volume
Gap Up
SRAD
Sportradar Group
2.6979 of 5 stars
$29.27
+2.5%
$28.33
-3.2%
+155.0%$32.57B$1.15B154.064,582News Coverage
Analyst Forecast
WIT
Wipro
2.7887 of 5 stars
$2.88
-1.2%
N/A-56.5%$30.07B$890.88B19.17233,346Upcoming Earnings
BIDU
Baidu
4.6275 of 5 stars
$85.87
-1.2%
$107.82
+25.6%
+0.2%$29.66B$18.24B8.5235,900Trending News
Analyst Forecast
Options Volume
Gap Down

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This page (NYSE:YMM) was last updated on 7/16/2025 by MarketBeat.com Staff
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