Comprehensive Stock Comparison
Compare Compass, Inc. (COMP) vs Full Truck Alliance Co. Ltd. (YMM) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | COMP | 104.0% revenue growth vs YMM's 33.2% |
| Value | YMM | Lower P/E (2.0x vs 56.2x) |
| Quality / Margins | YMM | 34.4% net margin vs COMP's -0.8% |
| Stability / Safety | COMP | Beta 0.94 vs YMM's 0.96 |
| Dividends | YMM | 1.6% yield; 1-year raise streak; COMP pays no meaningful dividend |
| Momentum (1Y) | COMP | +8.5% vs YMM's -18.6% |
| Efficiency (ROA) | YMM | 9.8% ROA vs COMP's -3.8%, ROIC 6.0% vs -7.7% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
Compass is a technology-powered real estate brokerage that operates a cloud-based platform for agents to manage their business and serve clients. It makes money primarily through real estate transaction commissions — typically a percentage of home sale prices — with its platform serving to attract and retain top-performing agents. Its key advantage is its integrated software suite that streamlines agent workflows, creating a technology moat that traditional brokerages lack.
Full Truck Alliance operates China's largest digital freight platform connecting shippers with truckers for efficient logistics matching. It generates revenue primarily from freight brokerage commissions and value-added services — including credit solutions, insurance brokerage, and energy services — with its core matching platform driving the majority of earnings. The company's network effects create a powerful moat, as its massive scale of shippers and truckers makes it increasingly difficult for competitors to match its liquidity and efficiency.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
COMP leads in 3 of 6 categories (Valuation Metrics, Total Returns). YMM leads in 2 (Financial Metrics, Profitability & Efficiency).
Financial Metrics (TTM)
YMM is the larger business by revenue, generating $12.1B annually — 1.7x COMP's $7.0B. YMM is the more profitable business, keeping 34.4% of every revenue dollar as net income compared to COMP's -0.8%. On growth, COMP holds the edge at +23.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | COMPCompass, Inc. | YMMFull Truck Allian… |
|---|---|---|
| RevenueTrailing 12 months | $7.0B | $12.1B |
| EBITDAEarnings before interest/tax | $49M | $4.0B |
| Net IncomeAfter-tax profit | -$59M | $4.2B |
| Free Cash FlowCash after capex | $203M | $0 |
| Gross MarginGross profit ÷ Revenue | +18.4% | +71.3% |
| Operating MarginEBIT ÷ Revenue | -0.9% | +32.4% |
| Net MarginNet income ÷ Revenue | -0.8% | +34.4% |
| FCF MarginFCF ÷ Revenue | +2.9% | +25.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | +23.1% | +17.2% |
| EPS Growth (YoY)Latest quarter vs prior year | +12.5% | +29.4% |
Valuation Metrics
On an enterprise value basis, COMP's 23.1x EV/EBITDA is more attractive than YMM's 51.5x.
| Metric | COMPCompass, Inc. | YMMFull Truck Allian… |
|---|---|---|
| Market CapShares × price | $5.4B | $20.0B |
| Enterprise ValueMkt cap + debt − cash | $5.7B | $19.2B |
| Trailing P/EPrice ÷ TTM EPS | -28.68x | 21.89x |
| Forward P/EPrice ÷ next-FY EPS est. | 56.16x | 1.97x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 23.15x | 51.48x |
| Price / SalesMarket cap ÷ Revenue | 0.47x | 12.21x |
| Price / BookPrice ÷ Book value/share | 7.08x | 1.76x |
| Price / FCFMarket cap ÷ FCF | 26.79x | 47.38x |
Profitability & Efficiency
YMM delivers a 10.5% return on equity — every $100 of shareholder capital generates $10 in annual profit, vs $-7 for COMP. YMM carries lower financial leverage with a 0.00x debt-to-equity ratio, signaling a more conservative balance sheet compared to COMP's 0.58x. On the Piotroski fundamental quality scale (0–9), YMM scores 8/9 vs COMP's 4/9, reflecting strong financial health.
| Metric | COMPCompass, Inc. | YMMFull Truck Allian… |
|---|---|---|
| ROE (TTM)Return on equity | -7.4% | +10.5% |
| ROA (TTM)Return on assets | -3.8% | +9.8% |
| ROICReturn on invested capital | -7.7% | +6.0% |
| ROCEReturn on capital employed | -8.9% | +6.7% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 8 |
| Debt / EquityFinancial leverage | 0.58x | 0.00x |
| Net DebtTotal debt minus cash | $255M | -$5.7B |
| Cash & Equiv.Liquid assets | $199M | $5.8B |
| Total DebtShort + long-term debt | $454M | $65M |
| Interest CoverageEBIT ÷ Interest expense | -3.44x | — |
Total Returns (with DRIP)
A $10,000 investment in COMP five years ago would be worth $4,839 today (with dividends reinvested), compared to $4,513 for YMM. Over the past 12 months, COMP leads with a +8.5% total return vs YMM's -18.6%. The 3-year compound annual growth rate (CAGR) favors COMP at 39.3% vs YMM's 11.5% — a key indicator of consistent wealth creation.
| Metric | COMPCompass, Inc. | YMMFull Truck Allian… |
|---|---|---|
| YTD ReturnYear-to-date | -7.1% | -16.6% |
| 1-Year ReturnPast 12 months | +8.5% | -18.6% |
| 3-Year ReturnCumulative with dividends | +170.1% | +38.6% |
| 5-Year ReturnCumulative with dividends | -51.6% | -54.9% |
| 10-Year ReturnCumulative with dividends | -51.6% | -54.9% |
| CAGR (3Y)Annualised 3-year return | +39.3% | +11.5% |
Risk & Volatility
COMP is the less volatile stock with a 0.94 beta — it tends to amplify market swings less than YMM's 0.96 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. COMP currently trades 69.9% from its 52-week high vs YMM's 66.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | COMPCompass, Inc. | YMMFull Truck Allian… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.94x | 0.96x |
| 52-Week HighHighest price in past year | $13.96 | $14.07 |
| 52-Week LowLowest price in past year | $5.66 | $9.36 |
| % of 52W HighCurrent price vs 52-week peak | +69.9% | +66.7% |
| RSI (14)Momentum oscillator 0–100 | 38.0 | 39.9 |
| Avg Volume (50D)Average daily shares traded | 18.1M | 7.5M |
Analyst Outlook
Wall Street rates COMP as "Buy" and YMM as "Buy". Consensus price targets imply 53.8% upside for COMP (target: $15) vs 24.4% for YMM (target: $12). YMM is the only dividend payer here at 1.58% yield — a key consideration for income-focused portfolios.
| Metric | COMPCompass, Inc. | YMMFull Truck Allian… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $15.00 | $11.67 |
| # AnalystsCovering analysts | 10 | 3 |
| Dividend YieldAnnual dividend ÷ price | — | +1.6% |
| Dividend StreakConsecutive years of raises | — | 1 |
| Dividend / ShareAnnual DPS | — | $1.02 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.1% | +0.4% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Jul 21 | Feb 26 | Change |
|---|---|---|---|
| Compass, Inc. (COMP) | 100 | 94.1 | -5.9% |
| Full Truck Alliance… (YMM) | 86.51 | 47.16 | -45.5% |
Compass, Inc. (COMP) returned -52% over 5 years vs Full Truck Alliance… (YMM)'s -55%.
Chart 2Revenue Growth — 10 Years
| Stock | 2018 | 2025 | Change |
|---|---|---|---|
| Compass, Inc. (COMP) | $885M | $11.5B | +1197.8% |
| Full Truck Alliance… (YMM) | $2.5B | $11.2B | +354.4% |
Compass, Inc.'s revenue grew from $885M (2018) to $11.5B (2025) — a 44.2% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2018 | 2025 | Change |
|---|---|---|---|
| Compass, Inc. (COMP) | -25.3% | -2.0% | +91.9% |
| Full Truck Alliance… (YMM) | -61.6% | 27.3% | +144.3% |
Compass, Inc.'s net margin went from -25% (2018) to -2% (2025).
Chart 4P/E Ratio History — 3 Years
| Stock | 2022 | 2024 | Change |
|---|---|---|---|
| Full Truck Alliance… (YMM) | 20 | 3.7 | -81.5% |
Full Truck Alliance Co. Ltd. has traded in a 4x–20x P/E range over 3 years; current trailing P/E is ~22x.
Chart 5EPS Growth — 10 Years
| Stock | 2018 | 2025 | Change |
|---|---|---|---|
| Compass, Inc. (COMP) | -0.63 | -0.34 | +46.0% |
| Full Truck Alliance… (YMM) | -1.42 | 2.94 | +307.0% |
Compass, Inc.'s EPS grew from $-0.63 (2018) to $-0.34 (2025).
Chart 6Free Cash Flow — 5 Years
Compass, Inc. generated $203M FCF in 2025 (+358% vs 2021). Full Truck Alliance Co. Ltd. generated $3B FCF in 2024 (+1237% vs 2021).
COMP vs YMM: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is COMP or YMM a better buy right now?
Full Truck Alliance Co. Ltd. (YMM) offers the better valuation at 21.9x trailing P/E (2.0x forward), making it the more compelling value choice. Analysts rate Compass, Inc. (COMP) a "Buy" — based on 10 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 — COMP or YMM?
On forward P/E, Full Truck Alliance Co. Ltd. is actually cheaper at 2.0x.
03Which is the better long-term investment — COMP or YMM?
Over the past 5 years, Compass, Inc. (COMP) delivered a total return of -51.6%, compared to -54.9% for Full Truck Alliance Co. Ltd. (YMM). A $10,000 investment in COMP five years ago would be worth approximately $5K today (assuming dividends reinvested). Over 10 years, the gap is even starker: COMP returned -51.6% versus YMM's -54.9%. 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 — COMP or YMM?
By beta (market sensitivity over 5 years), Compass, Inc. (COMP) is the lower-risk stock at 0.94β versus Full Truck Alliance Co. Ltd.'s 0.96β — meaning YMM is approximately 2% more volatile than COMP 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 58% for Compass, Inc. — giving it more financial flexibility in a downturn.
05Which has better profit margins — COMP or YMM?
Full Truck Alliance Co. Ltd. (YMM) is the more profitable company, earning 27.3% net margin versus -2.0% for Compass, 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 -0.8% for COMP. 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.
06Is COMP or YMM more undervalued right now?
On forward earnings alone, Full Truck Alliance Co. Ltd. (YMM) trades at 2.0x forward P/E versus 56.2x for Compass, Inc. — 54.2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for COMP: 53.8% to $15.00.
07Which pays a better dividend — COMP or YMM?
In this comparison, YMM (1.6% yield) pays a dividend. COMP does not pay a meaningful dividend and should not be held primarily for income.
08Is COMP or YMM 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 (low volatility (β 0.96), 1.6% yield). Both have compounded well over 10 years (YMM: -54.9%, COMP: -51.6%), 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.
09What are the main differences between COMP and YMM?
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 COMP 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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