YMM
Full Truck Alliance Co. Ltd.
Software - Application
Market Cap$19.36B
5Y Perf.-55.4%
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Stock Comparison
YMM vs UBER
Revenue, margins, valuation, and 5-year total return — side by side.
UBER
Uber Technologies, Inc.
Software - Application
Market Cap$162.94B
5Y Perf.+58.0%
YMM vs UBER — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | YMM | UBER |
|---|---|---|
| Industry | Software - Application | Software - Application |
| Market Cap | $19.36B | $162.94B |
| Revenue (TTM) | $12.14B | $53.69B |
| Net Income (TTM) | $4.18B | $8.54B |
| Gross Margin | 71.3% | 41.0% |
| Operating Margin | 32.4% | 11.7% |
| Forward P/E | 2.0x | 23.5x |
| Total Debt | $65M | $13.47B |
| Cash & Equiv. | $5.81B | $7.74B |
YMM vs UBER — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
YMM
UBER
| Stock | Jun 21 | May 26 | Return |
|---|---|---|---|
| Full Truck Alliance… (YMM) | 100 | 44.6 | -55.4% |
| Uber Technologies, … (UBER) | 100 | 158.0 | +58.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: YMM vs UBER
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: YMM leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Uber Technologies, Inc. is the stronger pick specifically for capital preservation and lower volatility and recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
YMM
Full Truck Alliance Co. Ltd.
The Growth Play
YMM carries the broadest edge in this set and is the clearest fit for growth exposure and sleep-well-at-night.
- Rev growth 33.2%, EPS growth 47.0%, 3Y rev CAGR 34.1%
- Lower volatility, beta 1.50, Low D/E 0.2%, current ratio 9.03x
- 33.2% revenue growth vs UBER's 18.3%
Best for: growth exposure and sleep-well-at-night
UBER
Uber Technologies, Inc.
The Income Pick
UBER is the clearest fit if your priority is income & stability and long-term compounding.
- beta 1.09
- 90.4% 10Y total return vs YMM's -55.9%
- Beta 1.09, current ratio 1.14x
Best for: income & stability and long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | YMM | 33.2% revenue growth vs UBER's 18.3% |
| Value | YMM | Lower P/E (2.0x vs 23.5x) |
| Quality / Margins | YMM | 34.4% margin vs UBER's 15.9% |
| Stability / Safety | UBER | Beta 1.09 vs YMM's 1.50 |
| Dividends | YMM | 1.6% yield; 1-year raise streak; the other pay no meaningful dividend |
| Momentum (1Y) | UBER | -7.8% vs YMM's -23.5% |
| Efficiency (ROA) | UBER | 14.2% ROA vs YMM's 10.0%, ROIC 13.6% vs 6.0% |
YMM vs UBER — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2024
FY 2025
YMM vs UBER — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLUBERLAGGINGYMM
YMMFull Truck Alliance C…
1leads
UBERUber Technologies, In…
3leads
6 Total Categories
CATEGORYLEADERvs YMMMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
YMM6/6
Valuation MetricsMultiples, price ratios, and targets
UBER4/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
Tied
—
Total Returns1Y, 3Y, 5Y total returns with dividends
UBER6/6
Risk & VolatilityBeta, volatility, and downside exposure
UBER2/2
Analyst OutlookRatings, price targets, and dividends
—
—
Income & Cash Flow (Last 12 Months)
YMM leads this category, winning 6 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
UBER is the larger business by revenue, generating $53.7B annually — 4.4x YMM's $12.1B. YMM is the more profitable business, keeping 34.4% of every revenue dollar as net income compared to UBER's 15.9%.
| Metric | YMMFull Truck Allian… | UBERUber Technologies… |
|---|---|---|
| RevenueTrailing 12 months | $12.1B | $53.7B |
| EBITDAEarnings before interest/tax | $4.0B | $7.0B |
| Net IncomeAfter-tax profit | $4.2B | $8.5B |
| Free Cash FlowCash after capex | $0 | $9.8B |
| Gross MarginGross profit ÷ Revenue | +71.3% | +41.0% |
| Operating MarginEBIT ÷ Revenue | +32.4% | +11.7% |
| Net MarginNet income ÷ Revenue | +34.4% | +15.9% |
| FCF MarginFCF ÷ Revenue | +25.8% | +18.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +17.2% | +14.5% |
| EPS Growth (YoY)Latest quarter vs prior year | +29.4% | -84.3% |
YMM leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
UBER leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 16.7x trailing earnings, UBER trades at a 21% valuation discount to YMM's 21.1x P/E. On an enterprise value basis, UBER's 26.7x EV/EBITDA is more attractive than YMM's 49.4x.
| Metric | YMMFull Truck Allian… | UBERUber Technologies… |
|---|---|---|
| Market CapShares × price | $19.4B | $162.9B |
| Enterprise ValueMkt cap + debt − cash | $18.5B | $168.7B |
| Trailing P/EPrice ÷ TTM EPS | 21.05x | 16.74x |
| Forward P/EPrice ÷ next-FY EPS est. | 1.98x | 23.50x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 49.44x | 26.72x |
| Price / SalesMarket cap ÷ Revenue | 11.74x | 3.13x |
| Price / BookPrice ÷ Book value/share | 1.70x | 5.98x |
| Price / FCFMarket cap ÷ FCF | 45.58x | 16.69x |
UBER leads this category, winning 4 of 6 comparable metrics.
Profitability & Efficiency
Evenly matched — YMM and UBER each lead in 4 of 8 comparable metrics.
Profitability & Efficiency
UBER delivers a 32.1% return on equity — every $100 of shareholder capital generates $32 in annual profit, vs $11 for YMM. YMM carries lower financial leverage with a 0.00x debt-to-equity ratio, signaling a more conservative balance sheet compared to UBER's 0.48x. On the Piotroski fundamental quality scale (0–9), YMM scores 8/9 vs UBER's 7/9, reflecting strong financial health.
| Metric | YMMFull Truck Allian… | UBERUber Technologies… |
|---|---|---|
| ROE (TTM)Return on equity | +10.9% | +32.1% |
| ROA (TTM)Return on assets | +10.0% | +14.2% |
| ROICReturn on invested capital | +6.0% | +13.6% |
| ROCEReturn on capital employed | +6.7% | +12.5% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 7 |
| Debt / EquityFinancial leverage | 0.00x | 0.48x |
| Net DebtTotal debt minus cash | -$5.7B | $5.7B |
| Cash & Equiv.Liquid assets | $5.8B | $7.7B |
| Total DebtShort + long-term debt | $65M | $13.5B |
| Interest CoverageEBIT ÷ Interest expense | — | 20.93x |
Evenly matched — YMM and UBER each lead in 4 of 8 comparable metrics.
Total Returns (Dividends Reinvested)
UBER leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in UBER five years ago would be worth $16,971 today (with dividends reinvested), compared to $4,413 for YMM. Over the past 12 months, UBER leads with a -7.8% total return vs YMM's -23.5%. The 3-year compound annual growth rate (CAGR) favors UBER at 26.8% vs YMM's 17.2% — a key indicator of consistent wealth creation.
| Metric | YMMFull Truck Allian… | UBERUber Technologies… |
|---|---|---|
| YTD ReturnYear-to-date | -18.7% | -4.5% |
| 1-Year ReturnPast 12 months | -23.5% | -7.8% |
| 3-Year ReturnCumulative with dividends | +61.1% | +103.9% |
| 5-Year ReturnCumulative with dividends | -55.9% | +69.7% |
| 10-Year ReturnCumulative with dividends | -55.9% | +90.4% |
| CAGR (3Y)Annualised 3-year return | +17.2% | +26.8% |
UBER leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
UBER leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
UBER is the less volatile stock with a 1.09 beta — it tends to amplify market swings less than YMM's 1.50 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. UBER currently trades 77.6% from its 52-week high vs YMM's 64.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | YMMFull Truck Allian… | UBERUber Technologies… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.50x | 1.09x |
| 52-Week HighHighest price in past year | $14.07 | $101.99 |
| 52-Week LowLowest price in past year | $8.04 | $68.46 |
| % of 52W HighCurrent price vs 52-week peak | +64.5% | +77.6% |
| RSI (14)Momentum oscillator 0–100 | 57.4 | 44.7 |
| Avg Volume (50D)Average daily shares traded | 6.1M | 15.8M |
UBER leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates YMM as "Buy" and UBER as "Buy". Consensus price targets imply 32.5% upside for UBER (target: $105) vs 28.5% for YMM (target: $12). YMM is the only dividend payer here at 1.65% yield — a key consideration for income-focused portfolios.
| Metric | YMMFull Truck Allian… | UBERUber Technologies… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $11.67 | $104.88 |
| # AnalystsCovering analysts | 3 | 61 |
| Dividend YieldAnnual dividend ÷ price | +1.6% | — |
| Dividend StreakConsecutive years of raises | 1 | — |
| Dividend / ShareAnnual DPS | $1.02 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +0.4% | +4.0% |
Insufficient data to determine a leader in this category.
Key Takeaway
UBER leads in 3 of 6 categories (Valuation Metrics, Total Returns). YMM leads in 1 (Income & Cash Flow). 1 tied.
Best OverallUber Technologies, Inc. (UBER)Leads 3 of 6 categories
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YMM vs UBER: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is YMM or UBER a better buy right now?
For growth investors, Full Truck Alliance Co.
Ltd. (YMM) is the stronger pick with 33. 2% revenue growth year-over-year, versus 18. 3% for Uber Technologies, Inc. (UBER). Uber Technologies, Inc. (UBER) offers the better valuation at 16. 7x trailing P/E (23. 5x forward), making it the more compelling value choice. Analysts rate Full Truck Alliance Co. Ltd. (YMM) a "Buy" — based on 3 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — YMM or UBER?
On trailing P/E, Uber Technologies, Inc.
(UBER) is the cheapest at 16. 7x versus Full Truck Alliance Co. Ltd. at 21. 1x. On forward P/E, Full Truck Alliance Co. Ltd. is actually cheaper at 2. 0x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — YMM or UBER?
Over the past 5 years, Uber Technologies, Inc.
(UBER) delivered a total return of +69. 7%, compared to -55. 9% for Full Truck Alliance Co. Ltd. (YMM). Over 10 years, the gap is even starker: UBER returned +90. 4% versus YMM's -55. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — YMM or UBER?
By beta (market sensitivity over 5 years), Uber Technologies, Inc.
(UBER) is the lower-risk stock at 1. 09β versus Full Truck Alliance Co. Ltd. 's 1. 50β — meaning YMM is approximately 38% more volatile than UBER relative to the S&P 500. On balance sheet safety, Full Truck Alliance Co. Ltd. (YMM) carries a lower debt/equity ratio of 0% versus 48% for Uber Technologies, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — YMM or UBER?
By revenue growth (latest reported year), Full Truck Alliance Co.
Ltd. (YMM) is pulling ahead at 33. 2% versus 18. 3% for Uber Technologies, Inc. (UBER). On earnings-per-share growth, the picture is similar: Full Truck Alliance Co. Ltd. grew EPS 47. 0% year-over-year, compared to 3. 7% for Uber Technologies, Inc.. Over a 3-year CAGR, YMM leads at 34. 1% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — YMM or UBER?
Full Truck Alliance Co.
Ltd. (YMM) is the more profitable company, earning 27. 3% net margin versus 19. 3% for Uber Technologies, Inc. — meaning it keeps 27. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: YMM leads at 22. 0% versus 10. 7% for UBER. At the gross margin level — before operating expenses — YMM leads at 86. 6%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is YMM or UBER more undervalued right now?
On forward earnings alone, Full Truck Alliance Co.
Ltd. (YMM) trades at 2. 0x forward P/E versus 23. 5x for Uber Technologies, Inc. — 21. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for UBER: 32. 5% to $104. 88.
08Which pays a better dividend — YMM or UBER?
In this comparison, YMM (1.
6% yield) pays a dividend. UBER does not pay a meaningful dividend and should not be held primarily for income.
09Is YMM or UBER better for a retirement portfolio?
For long-horizon retirement investors, Full Truck Alliance Co.
Ltd. (YMM) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (1. 6% yield). Both have compounded well over 10 years (YMM: -55. 9%, UBER: +90. 4%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between YMM and UBER?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
YMM pays a dividend while UBER does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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Revenue Growth>
%
(YMM: 17.2% · UBER: 14.5%)Net Margin>
%
(YMM: 34.4% · UBER: 15.9%)P/E Ratio<
x
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