Full Truck Alliance (YMM) Competitors $11.14 0.00 (-0.03%) Closing price 05/23/2025 03:59 PM EasternExtended 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. Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock YMM vs. NET, RBLX, TTD, VEEV, EA, DDOG, ZS, HUBS, BIDU, and WITShould 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. Cloudflare Roblox Trade Desk Veeva Systems Electronic Arts Datadog Zscaler HubSpot Baidu Wipro 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. Do institutionals and insiders hold more shares of YMM or NET? 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. Do analysts prefer YMM or NET? 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) 2.80Cloudflare 3 Sell rating(s) 10 Hold rating(s) 13 Buy rating(s) 1 Strong Buy rating(s) 2.44 Is YMM or NET more profitable? 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% Does the media prefer YMM or NET? 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 Which has stronger valuation and earnings, YMM or NET? 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 RatioFull Truck Alliance$11.67B1.00$311.68M$0.5022.27Cloudflare$1.77B30.89-$78.80M-$0.23-688.89 Does the MarketBeat Community prefer YMM or NET? 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. CompanyUnderperformOutperformFull Truck AllianceOutperform Votes1453.85% Underperform Votes1246.15% CloudflareOutperform Votes20649.64% Underperform Votes20950.36% Which has more risk and volatility, YMM or NET? 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. SummaryFull 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. Email Address New MarketBeat Followers Over TimeWhat are MarkeBeat Followers?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 ChartMedia Sentiment Over TimeWhat is Media Sentiment?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 Export to ExcelMetricFull Truck AlliancePrepackaged software IndustryBusiness SectorNYSE ExchangeMarket Cap$11.68B$26.37B$24.30B$19.26BDividend Yield1.47%1.71%2.63%3.86%P/E Ratio26.52120.5732.7534.42Price / Sales1.0015.14357.6134.89Price / Cash38.5186.0630.9317.51Price / Book2.349.245.384.69Net Income$311.68M$438.27M$196.34M$1.02B7 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 Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)YMMFull Truck Alliance4.3319 of 5 stars$11.140.0%$15.00+34.7%+24.4%$11.68B$11.67B26.527,100News CoveragePositive NewsAnalyst ForecastNETCloudflare3.8186 of 5 stars$142.35+7.6%$141.79-0.4%+113.6%$49.12B$1.67B-647.033,220News CoverageInsider TradeRBLXRoblox2.2067 of 5 stars$73.47+2.2%$67.91-7.6%+151.8%$46.29B$3.84B-50.672,130Trending NewsInsider TradeTTDTrade Desk4.0951 of 5 stars$79.40+11.8%$98.88+24.5%-22.0%$39.39B$2.57B101.792,770Gap DownHigh Trading VolumeVEEVVeeva Systems3.8739 of 5 stars$241.47+1.9%$254.92+5.6%+14.5%$39.29B$2.75B59.625,480News CoveragePositive NewsUpcoming EarningsHigh Trading VolumeEAElectronic Arts4.3503 of 5 stars$149.27-2.6%$161.83+8.4%+8.8%$38.90B$7.46B37.9812,900Positive NewsInsider TradeDDOGDatadog4.6031 of 5 stars$113.42+5.1%$141.54+24.8%-7.4%$38.88B$2.83B222.404,800Positive NewsZSZscaler3.4273 of 5 stars$241.48+3.6%$236.66-2.0%+48.0%$36.06B$2.42B-965.924,980Trending NewsUpcoming EarningsAnalyst ForecastHUBSHubSpot4.4652 of 5 stars$662.12+9.8%$772.56+16.7%+4.1%$34.85B$2.63B7,357.737,430Positive NewsAnalyst UpgradeGap DownBIDUBaidu4.8852 of 5 stars$91.27+5.1%$110.83+21.4%-16.4%$31.53B$133.13B9.9545,500Trending NewsAnalyst ForecastOptions VolumeWITWipro2.5397 of 5 stars$2.99+5.9%N/A-47.4%$31.22B$890.88B20.59240,000News CoveragePositive News Related Companies and Tools Related Companies NET Alternatives RBLX Alternatives TTD Alternatives VEEV Alternatives EA Alternatives DDOG Alternatives ZS Alternatives HUBS Alternatives BIDU Alternatives WIT Alternatives Top 10 Stock Comparisons Semiconductor Stocks Artificial Intelligence Stocks Growth Stocks Magnificent Seven Stocks Pharmaceutical Stocks Ecommerce Stocks Bitcoin Stocks Meme Stocks Cryptocurrency Stocks Cybersecurity Stocks This page (NYSE:YMM) was last updated on 5/25/2025 by MarketBeat.com Staff From Our PartnersGold Hits New Highs as Global Markets SpiralWhen Trump took office in 2017, gold was just $1,100 an ounce. 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