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Full Truck Alliance (YMM) Competitors

Full Truck Alliance logo
$11.32 +0.40 (+3.66%)
(As of 12/20/2024 05:31 PM ET)

YMM vs. EA, NET, HUBS, RBLX, VEEV, ZS, BIDU, IOT, ZM, and PTC

Should you be buying Full Truck Alliance stock or one of its competitors? The main competitors of Full Truck Alliance include Electronic Arts (EA), Cloudflare (NET), HubSpot (HUBS), Roblox (RBLX), Veeva Systems (VEEV), Zscaler (ZS), Baidu (BIDU), Samsara (IOT), Zoom Video Communications (ZM), and PTC (PTC). These companies are all part of the "computer software" industry.

Full Truck Alliance vs.

Electronic Arts (NASDAQ:EA) and Full Truck Alliance (NYSE:YMM) are both large-cap consumer discretionary companies, but which is the better stock? We will compare the two companies based on the strength of their valuation, earnings, analyst recommendations, media sentiment, institutional ownership, community ranking, dividends, risk and profitability.

Electronic Arts has a beta of 0.79, indicating that its share price is 21% less volatile than the S&P 500. Comparatively, Full Truck Alliance has a beta of 0.28, indicating that its share price is 72% less volatile than the S&P 500.

Electronic Arts pays an annual dividend of $0.76 per share and has a dividend yield of 0.5%. Full Truck Alliance pays an annual dividend of $0.12 per share and has a dividend yield of 1.1%. Electronic Arts pays out 19.5% of its earnings in the form of a dividend. Full Truck Alliance pays out 28.6% 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.

In the previous week, Electronic Arts had 20 more articles in the media than Full Truck Alliance. MarketBeat recorded 23 mentions for Electronic Arts and 3 mentions for Full Truck Alliance. Full Truck Alliance's average media sentiment score of 0.75 beat Electronic Arts' score of 0.57 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
Electronic Arts
8 Very Positive mention(s)
3 Positive mention(s)
8 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Full Truck Alliance
2 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Electronic Arts received 1548 more outperform votes than Full Truck Alliance when rated by MarketBeat users. Likewise, 74.51% of users gave Electronic Arts an outperform vote while only 52.63% of users gave Full Truck Alliance an outperform vote.

CompanyUnderperformOutperform
Electronic ArtsOutperform Votes
1558
74.51%
Underperform Votes
533
25.49%
Full Truck AllianceOutperform Votes
10
52.63%
Underperform Votes
9
47.37%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Electronic Arts$7.41B5.23$1.27B$3.8937.99
Full Truck Alliance$10.47B1.14$311.68M$0.4226.95

Electronic Arts presently has a consensus target price of $165.37, indicating a potential upside of 11.89%. Full Truck Alliance has a consensus target price of $11.67, indicating a potential upside of 3.06%. Given Electronic Arts' higher probable upside, equities research analysts plainly believe Electronic Arts is more favorable than Full Truck Alliance.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Electronic Arts
0 Sell rating(s)
8 Hold rating(s)
11 Buy rating(s)
1 Strong Buy rating(s)
2.65
Full Truck Alliance
0 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
2.75

90.2% of Electronic Arts shares are held by institutional investors. Comparatively, 39.0% of Full Truck Alliance shares are held by institutional investors. 0.2% of Electronic Arts shares are held by insiders. Comparatively, 16.5% of Full Truck Alliance shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Full Truck Alliance has a net margin of 29.59% compared to Electronic Arts' net margin of 14.12%. Electronic Arts' return on equity of 18.56% beat Full Truck Alliance's return on equity.

Company Net Margins Return on Equity Return on Assets
Electronic Arts14.12% 18.56% 10.48%
Full Truck Alliance 29.59%9.02%8.08%

Summary

Electronic Arts beats Full Truck Alliance on 14 of the 20 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} 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 AlliancePrepackaged software IndustryBusiness SectorNYSE Exchange
Market Cap$11.93B$25.30B$6.78B$19.19B
Dividend Yield1.13%2.25%2.81%3.57%
P/E Ratio26.9596.8944.4041.22
Price / Sales1.1413.94429.9817.59
Price / Cash34.3791.5829.5121.28
Price / Book2.3812.855.585.32
Net Income$311.68M$446.45M$125.43M$989.67M
7 Day Performance0.98%2.04%3.94%-3.45%
1 Month Performance16.70%10.73%8.51%-3.74%
1 Year Performance66.72%26.36%18.36%12.06%

Full Truck Alliance Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
YMM
Full Truck Alliance
3.0642 of 5 stars
$11.32
+3.7%
$11.67
+3.1%
+69.5%$11.93B$10.47B26.957,585
EA
Electronic Arts
4.8021 of 5 stars
$156.47
-0.7%
$165.37
+5.7%
+8.2%$41.04B$7.41B40.1813,700Analyst Forecast
Insider Trade
NET
Cloudflare
3.945 of 5 stars
$115.15
+1.4%
$95.20
-17.3%
+36.0%$39.52B$1.57B-436.923,682Analyst Upgrade
Insider Trade
HUBS
HubSpot
4.4795 of 5 stars
$745.73
+3.3%
$702.23
-5.8%
+27.4%$38.50B$2.51B-2,756.307,663Insider Trade
Positive News
RBLX
Roblox
1.9133 of 5 stars
$61.46
+3.1%
$55.67
-9.4%
+37.1%$37.34B$2.80B-36.342,457
VEEV
Veeva Systems
4.8158 of 5 stars
$224.88
-1.7%
$255.73
+13.7%
+22.5%$36.51B$2.66B56.207,172Analyst Forecast
Positive News
ZS
Zscaler
4.2531 of 5 stars
$204.25
+2.9%
$224.84
+10.1%
-14.3%$31.34B$2.17B-808.927,348Insider Trade
Analyst Revision
BIDU
Baidu
4.51 of 5 stars
$88.93
-2.1%
$113.75
+27.9%
-22.9%$31.18B$134.84B11.1239,800
IOT
Samsara
2.8889 of 5 stars
$46.76
+1.5%
$51.29
+9.7%
+33.8%$26.02B$1.18B-98.042,895Insider Trade
ZM
Zoom Video Communications
4.0391 of 5 stars
$84.02
+0.3%
$85.19
+1.4%
+22.5%$25.75B$4.53B27.937,420Analyst Forecast
PTC
PTC
4.8992 of 5 stars
$200.97
+1.2%
$205.67
+2.3%
+10.9%$24.14B$2.30B63.887,501Analyst Forecast

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This page (NYSE:YMM) was last updated on 12/21/2024 by MarketBeat.com Staff
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