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Full Truck Alliance (YMM) Competitors

Full Truck Alliance logo
$11.26 +0.07 (+0.58%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

YMM vs. NET, RBLX, EA, HUBS, WIT, VEEV, ZS, BIDU, GDDY, and IOT

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

Full Truck Alliance vs.

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

Cloudflare received 174 more outperform votes than Full Truck Alliance when rated by MarketBeat users. However, 52.63% of users gave Full Truck Alliance an outperform vote while only 49.60% of users gave Cloudflare an outperform vote.

CompanyUnderperformOutperform
CloudflareOutperform Votes
184
49.60%
Underperform Votes
187
50.40%
Full Truck AllianceOutperform Votes
10
52.63%
Underperform Votes
9
47.37%

Full Truck Alliance has a net margin of 29.59% compared to Cloudflare's net margin of -5.97%. Full Truck Alliance's return on equity of 9.02% beat Cloudflare's return on equity.

Company Net Margins Return on Equity Return on Assets
Cloudflare-5.97% -7.18% -2.12%
Full Truck Alliance 29.59%9.02%8.08%

82.7% of Cloudflare shares are held by institutional investors. Comparatively, 39.0% of Full Truck Alliance shares are held by institutional investors. 12.8% of Cloudflare 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 is poised for long-term growth.

Full Truck Alliance has lower revenue, but higher earnings than Cloudflare. Cloudflare 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
Cloudflare$1.30B31.00-$183.95M-$0.26-450.49
Full Truck Alliance$1.19B9.98$311.68M$0.4226.80

Cloudflare has a beta of 1.1, suggesting that its stock price is 10% more volatile than the S&P 500. Comparatively, Full Truck Alliance has a beta of 0.25, suggesting that its stock price is 75% less volatile than the S&P 500.

Cloudflare currently has a consensus price target of $107.00, suggesting a potential downside of 8.65%. Full Truck Alliance has a consensus price target of $11.67, suggesting a potential upside of 3.66%. Given Full Truck Alliance's stronger consensus rating and higher probable upside, analysts plainly believe Full Truck Alliance is more favorable than Cloudflare.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Cloudflare
3 Sell rating(s)
9 Hold rating(s)
14 Buy rating(s)
0 Strong Buy rating(s)
2.42
Full Truck Alliance
0 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
2.75

In the previous week, Cloudflare had 21 more articles in the media than Full Truck Alliance. MarketBeat recorded 23 mentions for Cloudflare and 2 mentions for Full Truck Alliance. Cloudflare's average media sentiment score of 0.90 beat Full Truck Alliance's score of -0.18 indicating that Cloudflare is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Cloudflare
9 Very Positive mention(s)
0 Positive mention(s)
10 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Full Truck Alliance
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

Summary

Full Truck Alliance beats Cloudflare on 11 of the 19 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 {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$11.86B$25.38B$7.47B$19.94B
Dividend Yield1.21%2.09%2.33%3.71%
P/E Ratio26.8093.6028.5341.41
Price / Sales9.9814.02103.3116.25
Price / Cash31.9282.5629.1419.84
Price / Book2.3612.636.195.76
Net Income$311.68M$444.67M$134.52M$993.25M
7 Day Performance5.29%4.60%3.11%3.12%
1 Month Performance-0.57%2.02%4.99%4.75%
1 Year Performance68.49%29.50%24.01%18.83%

Full Truck Alliance Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
YMM
Full Truck Alliance
2.3818 of 5 stars
$11.26
+0.6%
$11.67
+3.7%
+68.5%$11.86B$1.19B26.807,585
NET
Cloudflare
4.051 of 5 stars
$110.59
-1.8%
$102.30
-7.5%
+44.0%$37.95B$1.57B-425.353,682Analyst Upgrade
Gap Up
RBLX
Roblox
3.2283 of 5 stars
$61.31
-0.8%
$56.62
-7.7%
+69.6%$37.25B$3.36B-37.382,457Insider Trade
Gap Down
EA
Electronic Arts
4.6885 of 5 stars
$141.96
+0.8%
$165.37
+16.5%
+3.1%$37.23B$7.41B36.4913,700
HUBS
HubSpot
4.1166 of 5 stars
$700.05
-0.6%
$719.30
+2.8%
+21.1%$36.14B$2.51B-2,592.687,663Analyst Downgrade
Short Interest ↑
Analyst Revision
WIT
Wipro
0.7601 of 5 stars
$3.41
-3.1%
$5.60
+64.2%
-40.6%$35.64B$886.79B25.26240,000News Coverage
VEEV
Veeva Systems
4.6169 of 5 stars
$213.06
-2.2%
$255.74
+20.0%
+4.6%$34.59B$2.66B52.615,480Analyst Forecast
ZS
Zscaler
4.4 of 5 stars
$186.49
-1.8%
$224.84
+20.6%
-18.9%$28.61B$2.30B-745.967,348Analyst Revision
Gap Up
BIDU
Baidu
4.6119 of 5 stars
$78.16
+0.9%
$113.75
+45.5%
-19.2%$27.41B$134.84B9.5739,800
GDDY
GoDaddy
4.4444 of 5 stars
$193.46
+0.3%
$194.14
+0.4%
+86.0%$27.16B$4.48B14.956,910Insider Trade
Analyst Revision
IOT
Samsara
2.7502 of 5 stars
$43.55
-0.5%
$51.29
+17.8%
+44.9%$24.44B$1.18B-92.661,620Insider Trade
Short Interest ↓

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This page (NYSE:YMM) was last updated on 1/20/2025 by MarketBeat.com Staff
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