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Full Truck Alliance (YMM) Competitors

Full Truck Alliance logo
$11.34 -0.29 (-2.49%)
Closing price 08/8/2025 03:59 PM Eastern
Extended Trading
$11.42 +0.09 (+0.75%)
As of 08/8/2025 07:45 PM Eastern
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YMM vs. ZS, TTD, EA, SRAD, BIDU, WIT, HUBS, PINS, PTC, and GDDY

Should you be buying Full Truck Alliance stock or one of its competitors? The main competitors of Full Truck Alliance include Zscaler (ZS), Trade Desk (TTD), Electronic Arts (EA), Sportradar Group (SRAD), Baidu (BIDU), Wipro (WIT), HubSpot (HUBS), Pinterest (PINS), PTC (PTC), and GoDaddy (GDDY). These companies are all part of the "computer software" industry.

Full Truck Alliance vs. Its Competitors

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

Full Truck Alliance has a net margin of 32.26% compared to Zscaler's net margin of -1.52%. Full Truck Alliance's return on equity of 11.31% beat Zscaler's return on equity.

Company Net Margins Return on Equity Return on Assets
Zscaler-1.52% -0.59% -0.18%
Full Truck Alliance 32.26%11.31%10.22%

Zscaler currently has a consensus price target of $296.82, indicating a potential upside of 10.06%. Full Truck Alliance has a consensus price target of $15.00, indicating a potential upside of 32.28%. Given Full Truck Alliance's higher probable upside, analysts clearly believe Full Truck Alliance is more favorable than Zscaler.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Zscaler
0 Sell rating(s)
7 Hold rating(s)
28 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

In the previous week, Zscaler had 7 more articles in the media than Full Truck Alliance. MarketBeat recorded 23 mentions for Zscaler and 16 mentions for Full Truck Alliance. Full Truck Alliance's average media sentiment score of 1.36 beat Zscaler's score of 0.90 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
Zscaler
16 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive
Full Truck Alliance
12 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

46.5% of Zscaler shares are owned by institutional investors. Comparatively, 39.0% of Full Truck Alliance shares are owned by institutional investors. 18.1% of Zscaler 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, large money managers and hedge funds believe a company will outperform the market over the long term.

Zscaler has a beta of 1.06, meaning that its share price is 6% more volatile than the S&P 500. Comparatively, Full Truck Alliance has a beta of 0.2, meaning that its share price is 80% less volatile than the S&P 500.

Full Truck Alliance has lower revenue, but higher earnings than Zscaler. Zscaler 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
Zscaler$2.55B16.49-$57.71M-$0.26-1,037.31
Full Truck Alliance$1.54B7.70$420.57M$0.5022.68

Summary

Zscaler and Full Truck Alliance 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.
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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$11.84B$2.69B$22.36B$20.75B
Dividend Yield1.44%1.58%2.83%3.66%
P/E Ratio22.6823.3128.1528.05
Price / Sales7.7036.9241.6156.30
Price / Cash24.3146.2227.1523.05
Price / Book2.305.715.394.33
Net Income$420.57M$33.88M$198.75M$994.32M
7 Day Performance6.48%10.95%12.01%1.97%
1 Month Performance-9.35%8.16%10.46%-1.60%
1 Year Performance57.06%50.68%38.08%14.39%

Full Truck Alliance Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
YMM
Full Truck Alliance
4.3523 of 5 stars
$11.34
-2.5%
$15.00
+32.3%
+57.1%$11.84B$1.54B22.687,185News Coverage
Short Interest ↑
ZS
Zscaler
4.1222 of 5 stars
$285.86
+2.0%
$296.82
+3.8%
+54.7%$43.64B$2.17B-1,099.467,348Positive News
TTD
Trade Desk
4.0739 of 5 stars
$89.76
+4.3%
$98.73
+10.0%
-45.4%$42.30B$2.44B109.463,522Trending News
Earnings Report
Analyst Forecast
Gap Down
EA
Electronic Arts
4.5395 of 5 stars
$159.77
+1.7%
$164.21
+2.8%
+14.4%$39.47B$7.46B40.0414,500Analyst Upgrade
SRAD
Sportradar Group
3.2216 of 5 stars
$29.53
-0.1%
$29.25
-0.9%
+148.5%$32.90B$1.20B155.434,582Earnings Report
Analyst Forecast
BIDU
Baidu
4.8645 of 5 stars
$87.64
+1.8%
$105.09
+19.9%
+2.7%$29.75B$18.24B8.6935,900
WIT
Wipro
2.14 of 5 stars
$2.69
+0.3%
N/A-54.2%$28.03B$892.59B17.35233,346
HUBS
HubSpot
4.7824 of 5 stars
$503.28
+1.0%
$759.04
+50.8%
-5.0%$26.29B$2.63B-1,118.398,246Trending News
Earnings Report
Analyst Forecast
Analyst Revision
PINS
Pinterest
4.3168 of 5 stars
$39.06
+3.4%
$41.48
+6.2%
+21.4%$25.61B$3.65B14.264,666Trending News
Earnings Report
Analyst Forecast
Gap Down
PTC
PTC
4.0522 of 5 stars
$216.41
+2.0%
$202.14
-6.6%
+18.6%$25.44B$2.30B51.047,501Analyst Upgrade
Insider Trade
GDDY
GoDaddy
4.8823 of 5 stars
$158.08
+1.0%
$214.86
+35.9%
-15.3%$22.30B$4.57B30.405,518Trending News
Earnings Report
Analyst Forecast
Insider Trade
Analyst Revision
Gap Down

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This page (NYSE:YMM) was last updated on 8/10/2025 by MarketBeat.com Staff
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