YMM
Full Truck Alliance Co. Ltd.
Software - Application
Market Cap$19.02B
5Y Perf.-56.2%
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Stock Comparison
YMM vs CHRW
Revenue, margins, valuation, and 5-year total return — side by side.
CHRW
C.H. Robinson Worldwide, Inc.
Integrated Freight & Logistics
Market Cap$20.33B
5Y Perf.+83.0%
YMM vs CHRW — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | YMM | CHRW |
|---|---|---|
| Industry | Software - Application | Integrated Freight & Logistics |
| Market Cap | $19.02B | $20.33B |
| Revenue (TTM) | $12.14B | $16.20B |
| Net Income (TTM) | $4.18B | $599M |
| Gross Margin | 71.3% | 8.3% |
| Operating Margin | 32.4% | 4.9% |
| Forward P/E | 1.9x | 27.9x |
| Total Debt | $65M | $1.63B |
| Cash & Equiv. | $5.81B | $161M |
YMM vs CHRW — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
YMM
CHRW
| Stock | Jun 21 | May 26 | Return |
|---|---|---|---|
| Full Truck Alliance… (YMM) | 100 | 43.8 | -56.2% |
| C.H. Robinson World… (CHRW) | 100 | 183.0 | +83.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: YMM vs CHRW
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. C.H. Robinson Worldwide, Inc. is the stronger pick specifically for capital preservation and lower volatility and recent price momentum and sentiment. This set spans 2 sectors — these stocks serve different portfolio roles, not just different price points.
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
- Beta 1.50, yield 1.7%, current ratio 9.03x
Best for: growth exposure and sleep-well-at-night
CHRW
C.H. Robinson Worldwide, Inc.
The Income Pick
CHRW is the clearest fit if your priority is income & stability and long-term compounding.
- Dividend streak 5 yrs, beta 0.95, yield 1.4%
- 163.6% 10Y total return vs YMM's -56.6%
- Beta 0.95 vs YMM's 1.50
Best for: income & stability and long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | YMM | 33.2% revenue growth vs CHRW's -8.4% |
| Value | YMM | Lower P/E (1.9x vs 27.9x) |
| Quality / Margins | YMM | 34.4% margin vs CHRW's 3.7% |
| Stability / Safety | CHRW | Beta 0.95 vs YMM's 1.50 |
| Dividends | YMM | 1.7% yield, 1-year raise streak, vs CHRW's 1.4% |
| Momentum (1Y) | CHRW | +98.6% vs YMM's -21.9% |
| Efficiency (ROA) | CHRW | 11.5% ROA vs YMM's 10.0%, ROIC 18.0% vs 6.0% |
YMM vs CHRW — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2024
FY 2025
YMM vs CHRW — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLCHRWLAGGINGYMM
YMMFull Truck Alliance C…
1leads
CHRWC.H. Robinson Worldwi…
2leads
6 Total Categories
CATEGORYLEADERvs YMMMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
YMM6/6
Valuation MetricsMultiples, price ratios, and targets
Tied
—
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
Tied
—
Total Returns1Y, 3Y, 5Y total returns with dividends
CHRW6/6
Risk & VolatilityBeta, volatility, and downside exposure
CHRW2/2
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
YMM leads this category, winning 6 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
CHRW and YMM operate at a comparable scale, with $16.2B and $12.1B in trailing revenue. YMM is the more profitable business, keeping 34.4% of every revenue dollar as net income compared to CHRW's 3.7%. On growth, YMM holds the edge at +17.2% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | YMMFull Truck Allian… | CHRWC.H. Robinson Wor… |
|---|---|---|
| RevenueTrailing 12 months | $12.1B | $16.2B |
| EBITDAEarnings before interest/tax | $4.0B | $896M |
| Net IncomeAfter-tax profit | $4.2B | $599M |
| Free Cash FlowCash after capex | $0 | $858M |
| Gross MarginGross profit ÷ Revenue | +71.3% | +8.3% |
| Operating MarginEBIT ÷ Revenue | +32.4% | +4.9% |
| Net MarginNet income ÷ Revenue | +34.4% | +3.7% |
| FCF MarginFCF ÷ Revenue | +25.8% | +5.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +17.2% | -0.8% |
| EPS Growth (YoY)Latest quarter vs prior year | +29.4% | +9.9% |
YMM leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
Evenly matched — YMM and CHRW each lead in 3 of 6 comparable metrics.
Valuation Metrics
At 20.6x trailing earnings, YMM trades at a 42% valuation discount to CHRW's 35.5x P/E. On an enterprise value basis, CHRW's 24.3x EV/EBITDA is more attractive than YMM's 48.4x.
| Metric | YMMFull Truck Allian… | CHRWC.H. Robinson Wor… |
|---|---|---|
| Market CapShares × price | $19.0B | $20.3B |
| Enterprise ValueMkt cap + debt − cash | $18.2B | $21.8B |
| Trailing P/EPrice ÷ TTM EPS | 20.65x | 35.48x |
| Forward P/EPrice ÷ next-FY EPS est. | 1.94x | 27.86x |
| PEG RatioP/E ÷ EPS growth rate | — | 6.62x |
| EV / EBITDAEnterprise value multiple | 48.44x | 24.28x |
| Price / SalesMarket cap ÷ Revenue | 11.52x | 1.25x |
| Price / BookPrice ÷ Book value/share | 1.66x | 11.28x |
| Price / FCFMarket cap ÷ FCF | 44.70x | 22.72x |
Evenly matched — YMM and CHRW each lead in 3 of 6 comparable metrics.
Profitability & Efficiency
Evenly matched — YMM and CHRW each lead in 4 of 8 comparable metrics.
Profitability & Efficiency
CHRW delivers a 33.3% return on equity — every $100 of shareholder capital generates $33 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 CHRW's 0.88x. On the Piotroski fundamental quality scale (0–9), YMM scores 8/9 vs CHRW's 7/9, reflecting strong financial health.
| Metric | YMMFull Truck Allian… | CHRWC.H. Robinson Wor… |
|---|---|---|
| ROE (TTM)Return on equity | +10.9% | +33.3% |
| ROA (TTM)Return on assets | +10.0% | +11.5% |
| ROICReturn on invested capital | +6.0% | +18.0% |
| ROCEReturn on capital employed | +6.7% | +25.6% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 7 |
| Debt / EquityFinancial leverage | 0.00x | 0.88x |
| Net DebtTotal debt minus cash | -$5.7B | $1.5B |
| Cash & Equiv.Liquid assets | $5.8B | $161M |
| Total DebtShort + long-term debt | $65M | $1.6B |
| Interest CoverageEBIT ÷ Interest expense | — | 6.27x |
Evenly matched — YMM and CHRW each lead in 4 of 8 comparable metrics.
Total Returns (Dividends Reinvested)
CHRW leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in CHRW five years ago would be worth $18,412 today (with dividends reinvested), compared to $4,339 for YMM. Over the past 12 months, CHRW leads with a +98.6% total return vs YMM's -21.9%. The 3-year compound annual growth rate (CAGR) favors CHRW at 20.2% vs YMM's 16.6% — a key indicator of consistent wealth creation.
| Metric | YMMFull Truck Allian… | CHRWC.H. Robinson Wor… |
|---|---|---|
| YTD ReturnYear-to-date | -20.1% | +5.1% |
| 1-Year ReturnPast 12 months | -21.9% | +98.6% |
| 3-Year ReturnCumulative with dividends | +58.4% | +73.6% |
| 5-Year ReturnCumulative with dividends | -56.6% | +84.1% |
| 10-Year ReturnCumulative with dividends | -56.6% | +163.6% |
| CAGR (3Y)Annualised 3-year return | +16.6% | +20.2% |
CHRW leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
CHRW leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
CHRW is the less volatile stock with a 0.95 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. CHRW currently trades 84.3% from its 52-week high vs YMM's 63.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | YMMFull Truck Allian… | CHRWC.H. Robinson Wor… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.50x | 0.95x |
| 52-Week HighHighest price in past year | $14.07 | $203.34 |
| 52-Week LowLowest price in past year | $8.04 | $86.58 |
| % of 52W HighCurrent price vs 52-week peak | +63.4% | +84.3% |
| RSI (14)Momentum oscillator 0–100 | 61.8 | 42.9 |
| Avg Volume (50D)Average daily shares traded | 6.0M | 1.7M |
CHRW leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Evenly matched — YMM and CHRW each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates YMM as "Buy" and CHRW as "Hold". Consensus price targets imply 30.8% upside for YMM (target: $12) vs 9.3% for CHRW (target: $187). For income investors, YMM offers the higher dividend yield at 1.68% vs CHRW's 1.45%.
| Metric | YMMFull Truck Allian… | CHRWC.H. Robinson Wor… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $11.67 | $187.38 |
| # AnalystsCovering analysts | 3 | 46 |
| Dividend YieldAnnual dividend ÷ price | +1.7% | +1.4% |
| Dividend StreakConsecutive years of raises | 1 | 5 |
| Dividend / ShareAnnual DPS | $1.02 | $2.48 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.4% | +1.7% |
Evenly matched — YMM and CHRW each lead in 1 of 2 comparable metrics.
Key Takeaway
CHRW leads in 2 of 6 categories (Total Returns, Risk & Volatility). YMM leads in 1 (Income & Cash Flow). 3 tied.
Best OverallC.H. Robinson Worldwide, In… (CHRW)Leads 2 of 6 categories
Loading custom metrics...
YMM vs CHRW: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is YMM or CHRW 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 -8. 4% for C. H. Robinson Worldwide, Inc. (CHRW). Full Truck Alliance Co. Ltd. (YMM) offers the better valuation at 20. 6x trailing P/E (1. 9x 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 CHRW?
On trailing P/E, Full Truck Alliance Co.
Ltd. (YMM) is the cheapest at 20. 6x versus C. H. Robinson Worldwide, Inc. at 35. 5x. On forward P/E, Full Truck Alliance Co. Ltd. is actually cheaper at 1. 9x.
03Which is the better long-term investment — YMM or CHRW?
Over the past 5 years, C.
H. Robinson Worldwide, Inc. (CHRW) delivered a total return of +84. 1%, compared to -56. 6% for Full Truck Alliance Co. Ltd. (YMM). Over 10 years, the gap is even starker: CHRW returned +163. 6% versus YMM's -56. 6%. 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 CHRW?
By beta (market sensitivity over 5 years), C.
H. Robinson Worldwide, Inc. (CHRW) is the lower-risk stock at 0. 95β versus Full Truck Alliance Co. Ltd. 's 1. 50β — meaning YMM is approximately 58% more volatile than CHRW 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 88% for C. H. Robinson Worldwide, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — YMM or CHRW?
By revenue growth (latest reported year), Full Truck Alliance Co.
Ltd. (YMM) is pulling ahead at 33. 2% versus -8. 4% for C. H. Robinson Worldwide, Inc. (CHRW). On earnings-per-share growth, the picture is similar: Full Truck Alliance Co. Ltd. grew EPS 47. 0% year-over-year, compared to 25. 1% for C. H. Robinson Worldwide, 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 CHRW?
Full Truck Alliance Co.
Ltd. (YMM) is the more profitable company, earning 27. 3% net margin versus 3. 6% for C. H. Robinson Worldwide, 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 4. 9% for CHRW. 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 CHRW more undervalued right now?
On forward earnings alone, Full Truck Alliance Co.
Ltd. (YMM) trades at 1. 9x forward P/E versus 27. 9x for C. H. Robinson Worldwide, Inc. — 25. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for YMM: 30. 8% to $11. 67.
08Which pays a better dividend — YMM or CHRW?
All stocks in this comparison pay dividends.
Full Truck Alliance Co. Ltd. (YMM) offers the highest yield at 1. 7%, versus 1. 4% for C. H. Robinson Worldwide, Inc. (CHRW).
09Is YMM or CHRW better for a retirement portfolio?
For long-horizon retirement investors, C.
H. Robinson Worldwide, Inc. (CHRW) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 95), 1. 4% yield, +163. 6% 10Y return). Both have compounded well over 10 years (CHRW: +163. 6%, YMM: -56. 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.
10What are the main differences between YMM and CHRW?
These companies operate in different sectors (YMM (Technology) and CHRW (Industrials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: YMM is a mid-cap high-growth stock; CHRW is a mid-cap quality compounder stock. 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% · CHRW: -0.8%)Net Margin>
%
(YMM: 34.4% · CHRW: 3.7%)P/E Ratio<
x
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