Free Trial

Full Truck Alliance (YMM) Competitors

Full Truck Alliance logo
$11.14 0.00 (-0.03%)
Closing price 05/23/2025 03:59 PM Eastern
Extended Trading
$11.14 +0.00 (+0.03%)
As of 05/23/2025 06:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

YMM vs. NET, RBLX, TTD, VEEV, EA, DDOG, ZS, HUBS, BIDU, and WIT

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), Trade Desk (TTD), Veeva Systems (VEEV), Electronic Arts (EA), Datadog (DDOG), Zscaler (ZS), HubSpot (HUBS), Baidu (BIDU), and Wipro (WIT). These companies are all part of the "computer software" industry.

Full Truck Alliance vs.

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

39.0% of Full Truck Alliance shares are owned by institutional investors. Comparatively, 82.7% of Cloudflare shares are owned by institutional investors. 16.5% of Full Truck Alliance shares are owned by insiders. Comparatively, 12.8% of Cloudflare 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.

Full Truck Alliance currently has a consensus price target of $15.00, indicating a potential upside of 34.69%. Cloudflare has a consensus price target of $141.79, indicating a potential downside of 10.51%. Given Full Truck Alliance's stronger consensus rating and higher possible upside, equities research analysts plainly believe Full Truck Alliance is more favorable than Cloudflare.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Full Truck Alliance
0 Sell rating(s)
2 Hold rating(s)
2 Buy rating(s)
1 Strong Buy rating(s)
2.80
Cloudflare
3 Sell rating(s)
10 Hold rating(s)
13 Buy rating(s)
1 Strong Buy rating(s)
2.44

Full Truck Alliance has a net margin of 29.59% compared to Cloudflare's net margin of -4.72%. 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
Full Truck Alliance29.59% 9.02% 8.08%
Cloudflare -4.72%-5.52%-1.67%

In the previous week, Cloudflare had 8 more articles in the media than Full Truck Alliance. MarketBeat recorded 28 mentions for Cloudflare and 20 mentions for Full Truck Alliance. Cloudflare's average media sentiment score of 1.12 beat Full Truck Alliance's score of 0.99 indicating that Cloudflare is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Full Truck Alliance
11 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Cloudflare
20 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Full Truck Alliance has higher revenue and 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
Full Truck Alliance$11.67B1.00$311.68M$0.5022.27
Cloudflare$1.77B30.89-$78.80M-$0.23-688.89

Cloudflare received 192 more outperform votes than Full Truck Alliance when rated by MarketBeat users. However, 53.85% of users gave Full Truck Alliance an outperform vote while only 49.64% of users gave Cloudflare an outperform vote.

CompanyUnderperformOutperform
Full Truck AllianceOutperform Votes
14
53.85%
Underperform Votes
12
46.15%
CloudflareOutperform Votes
206
49.64%
Underperform Votes
209
50.36%

Full Truck Alliance has a beta of 0.2, suggesting that its stock price is 80% less volatile than the S&P 500. Comparatively, Cloudflare has a beta of 1.78, suggesting that its stock price is 78% more volatile than the S&P 500.

Summary

Full Truck Alliance beats Cloudflare on 11 of the 18 factors compared between the two stocks.

Get Full Truck Alliance News Delivered to You Automatically

Sign up to receive the latest news and ratings for YMM and its competitors with MarketBeat's FREE daily newsletter.

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.
Skip Chart

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.
Skip Chart

YMM vs. The Competition

MetricFull Truck AlliancePrepackaged software IndustryBusiness SectorNYSE Exchange
Market Cap$11.68B$26.37B$24.30B$19.26B
Dividend Yield1.47%1.71%2.63%3.86%
P/E Ratio26.52120.5732.7534.42
Price / Sales1.0015.14357.6134.89
Price / Cash38.5186.0630.9317.51
Price / Book2.349.245.384.69
Net Income$311.68M$438.27M$196.34M$1.02B
7 Day Performance-9.71%-0.37%-1.21%-2.38%
1 Month Performance-0.47%12.23%8.01%4.18%
1 Year Performance24.44%21.37%17.70%4.87%

Full Truck Alliance Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
YMM
Full Truck Alliance
4.3319 of 5 stars
$11.14
0.0%
$15.00
+34.7%
+24.4%$11.68B$11.67B26.527,100News Coverage
Positive News
Analyst Forecast
NET
Cloudflare
3.8186 of 5 stars
$142.35
+7.6%
$141.79
-0.4%
+113.6%$49.12B$1.67B-647.033,220News Coverage
Insider Trade
RBLX
Roblox
2.2067 of 5 stars
$73.47
+2.2%
$67.91
-7.6%
+151.8%$46.29B$3.84B-50.672,130Trending News
Insider Trade
TTD
Trade Desk
4.0951 of 5 stars
$79.40
+11.8%
$98.88
+24.5%
-22.0%$39.39B$2.57B101.792,770Gap Down
High Trading Volume
VEEV
Veeva Systems
3.8739 of 5 stars
$241.47
+1.9%
$254.92
+5.6%
+14.5%$39.29B$2.75B59.625,480News Coverage
Positive News
Upcoming Earnings
High Trading Volume
EA
Electronic Arts
4.3503 of 5 stars
$149.27
-2.6%
$161.83
+8.4%
+8.8%$38.90B$7.46B37.9812,900Positive News
Insider Trade
DDOG
Datadog
4.6031 of 5 stars
$113.42
+5.1%
$141.54
+24.8%
-7.4%$38.88B$2.83B222.404,800Positive News
ZS
Zscaler
3.4273 of 5 stars
$241.48
+3.6%
$236.66
-2.0%
+48.0%$36.06B$2.42B-965.924,980Trending News
Upcoming Earnings
Analyst Forecast
HUBS
HubSpot
4.4652 of 5 stars
$662.12
+9.8%
$772.56
+16.7%
+4.1%$34.85B$2.63B7,357.737,430Positive News
Analyst Upgrade
Gap Down
BIDU
Baidu
4.8852 of 5 stars
$91.27
+5.1%
$110.83
+21.4%
-16.4%$31.53B$133.13B9.9545,500Trending News
Analyst Forecast
Options Volume
WIT
Wipro
2.5397 of 5 stars
$2.99
+5.9%
N/A-47.4%$31.22B$890.88B20.59240,000News Coverage
Positive News

Related Companies and Tools


This page (NYSE:YMM) was last updated on 5/25/2025 by MarketBeat.com Staff
From Our Partners
OSZAR »