YMM
Full Truck Alliance Co. Ltd.
Software - Application
Market Cap$19.02B
5Y Perf.-56.2%
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Stock Comparison
YMM vs LASR vs UBER vs LITE
Revenue, margins, valuation, and 5-year total return — side by side.
LASR
nLIGHT, Inc.
Semiconductors
Market Cap$3.69B
5Y Perf.+82.4%
UBER
Uber Technologies, Inc.
Software - Application
Market Cap$157.92B
5Y Perf.+53.1%
LITE
Lumentum Holdings Inc.
Communication Equipment
Market Cap$63.74B
5Y Perf.+988.4%
YMM vs LASR vs UBER vs LITE — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | YMM | LASR | UBER | LITE |
|---|---|---|---|---|
| Industry | Software - Application | Semiconductors | Software - Application | Communication Equipment |
| Market Cap | $19.02B | $3.69B | $157.92B | $63.74B |
| Revenue (TTM) | $12.14B | $290M | $53.69B | $2.49B |
| Net Income (TTM) | $4.18B | $-15M | $8.54B | $440M |
| Gross Margin | 71.3% | 31.3% | 41.0% | 37.7% |
| Operating Margin | 32.4% | -6.1% | 11.7% | 9.5% |
| Forward P/E | 1.9x | 207.6x | 22.8x | 114.4x |
| Total Debt | $65M | $36M | $13.47B | $2.61B |
| Cash & Equiv. | $5.81B | $99M | $7.74B | $521M |
YMM vs LASR vs UBER vs LITE — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
YMM
LASR
UBER
LITE
| Stock | Jun 21 | May 26 | Return |
|---|---|---|---|
| Full Truck Alliance… (YMM) | 100 | 43.8 | -56.2% |
| nLIGHT, Inc. (LASR) | 100 | 182.4 | +82.4% |
| Uber Technologies, … (UBER) | 100 | 153.1 | +53.1% |
| Lumentum Holdings I… (LITE) | 100 | 1088.4 | +988.4% |
Price return only. Dividends and distributions are not included.
Quick Verdict: YMM vs LASR vs UBER vs LITE
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 operational efficiency and capital deployment. LITE also leads in specific categories worth noting. As sector peers, any of these can serve as alternatives in the same allocation.
YMM
Full Truck Alliance Co. Ltd.
The Income Pick
YMM carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 1 yrs, beta 1.50, yield 1.7%
- 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: income & stability and growth exposure
LASR
nLIGHT, Inc.
The Growth Angle
LASR lags the leaders in this set but could rank higher in a more targeted comparison.
Best for: technology exposure
UBER
Uber Technologies, Inc.
The Defensive Choice
UBER is the #2 pick in this set and the best alternative if stability and efficiency is your priority.
- Beta 1.09 vs LASR's 2.86
- 14.2% ROA vs LASR's -4.1%, ROIC 13.6% vs -12.2%
Best for: stability and efficiency
LITE
Lumentum Holdings Inc.
The Long-Run Compounder
LITE is the clearest fit if your priority is long-term compounding.
- 36.4% 10Y total return vs LASR's 145.6%
- +12.5% vs YMM's -21.9%
Best for: 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 (1.9x vs 114.4x) |
| Quality / Margins | YMM | 34.4% margin vs LASR's -5.1% |
| Stability / Safety | UBER | Beta 1.09 vs LASR's 2.86 |
| Dividends | YMM | 1.7% yield; 1-year raise streak; the other 3 pay no meaningful dividend |
| Momentum (1Y) | LITE | +12.5% vs YMM's -21.9% |
| Efficiency (ROA) | UBER | 14.2% ROA vs LASR's -4.1%, ROIC 13.6% vs -12.2% |
YMM vs LASR vs UBER vs LITE — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2024
FY 2025
FY 2025
FY 2023
YMM vs LASR vs UBER vs LITE — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLYMMLAGGINGLASR
Who Leads Where
YMM leads in 2 of 6 categories
UBER leads 2 • LITE leads 1 • LASR leads 0 • 1 tied
Explore the data ↓LASRnLIGHT, Inc.
0leads
LITELumentum Holdings Inc.
1leads
UBERUber Technologies, In…
2leads
YMMFull Truck Alliance C…
2leads
6 Total Categories
CATEGORYLEADERvs UBERvs LITEMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
YMM5/6
Valuation MetricsMultiples, price ratios, and targets
UBER3/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
UBER5/9
Total Returns1Y, 3Y, 5Y total returns with dividends
LITE6/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
YMM1/1
Income & Cash Flow (Last 12 Months)
YMM leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
UBER is the larger business by revenue, generating $53.7B annually — 185.2x LASR's $290M. YMM is the more profitable business, keeping 34.4% of every revenue dollar as net income compared to LASR's -5.1%. On growth, LITE holds the edge at +90.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | YMMFull Truck Allian… | LASRnLIGHT, Inc. | UBERUber Technologies… | LITELumentum Holdings… |
|---|---|---|---|---|
| RevenueTrailing 12 months | $12.1B | $290M | $53.7B | $2.5B |
| EBITDAEarnings before interest/tax | $4.0B | -$7M | $7.0B | $425M |
| Net IncomeAfter-tax profit | $4.2B | -$15M | $8.5B | $440M |
| Free Cash FlowCash after capex | $0 | $22M | $9.8B | $399M |
| Gross MarginGross profit ÷ Revenue | +71.3% | +31.3% | +41.0% | +37.7% |
| Operating MarginEBIT ÷ Revenue | +32.4% | -6.1% | +11.7% | +9.5% |
| Net MarginNet income ÷ Revenue | +34.4% | -5.1% | +15.9% | +17.7% |
| FCF MarginFCF ÷ Revenue | +25.8% | +7.6% | +18.3% | +16.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +17.2% | +55.2% | +14.5% | +90.1% |
| EPS Growth (YoY)Latest quarter vs prior year | +29.4% | +106.3% | -84.3% | +3.3% |
YMM leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
UBER leads this category, winning 3 of 6 comparable metrics.
Valuation Metrics
At 16.2x trailing earnings, UBER trades at a 99% valuation discount to LITE's 2412.9x P/E. On an enterprise value basis, UBER's 25.9x EV/EBITDA is more attractive than LITE's 859.4x.
| Metric | YMMFull Truck Allian… | LASRnLIGHT, Inc. | UBERUber Technologies… | LITELumentum Holdings… |
|---|---|---|---|---|
| Market CapShares × price | $19.0B | $3.7B | $157.9B | $63.7B |
| Enterprise ValueMkt cap + debt − cash | $18.2B | $3.6B | $163.7B | $65.8B |
| Trailing P/EPrice ÷ TTM EPS | 20.65x | -137.90x | 16.22x | 2412.94x |
| Forward P/EPrice ÷ next-FY EPS est. | 1.94x | 207.56x | 22.78x | 114.43x |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | — |
| EV / EBITDAEnterprise value multiple | 48.44x | — | 25.93x | 859.43x |
| Price / SalesMarket cap ÷ Revenue | 11.52x | 14.13x | 3.04x | 38.75x |
| Price / BookPrice ÷ Book value/share | 1.66x | 14.87x | 5.79x | 54.76x |
| Price / FCFMarket cap ÷ FCF | 44.70x | 300.28x | 16.18x | — |
UBER leads this category, winning 3 of 6 comparable metrics.
Profitability & Efficiency
UBER leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
UBER delivers a 32.0% return on equity — every $100 of shareholder capital generates $32 in annual profit, vs $-5 for LASR. YMM carries lower financial leverage with a 0.00x debt-to-equity ratio, signaling a more conservative balance sheet compared to LITE's 2.30x. On the Piotroski fundamental quality scale (0–9), YMM scores 8/9 vs LASR's 5/9, reflecting strong financial health.
| Metric | YMMFull Truck Allian… | LASRnLIGHT, Inc. | UBERUber Technologies… | LITELumentum Holdings… |
|---|---|---|---|---|
| ROE (TTM)Return on equity | +10.9% | -5.4% | +32.0% | +30.7% |
| ROA (TTM)Return on assets | +10.0% | -4.1% | +14.2% | +8.5% |
| ROICReturn on invested capital | +6.0% | -12.2% | +13.6% | -4.3% |
| ROCEReturn on capital employed | +6.7% | -10.8% | +12.5% | -4.8% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 5 | 7 | 7 |
| Debt / EquityFinancial leverage | 0.00x | 0.16x | 0.48x | 2.30x |
| Net DebtTotal debt minus cash | -$5.7B | -$62M | $5.7B | $2.1B |
| Cash & Equiv.Liquid assets | $5.8B | $99M | $7.7B | $521M |
| Total DebtShort + long-term debt | $65M | $36M | $13.5B | $2.6B |
| Interest CoverageEBIT ÷ Interest expense | — | -8.30x | 11.51x | 9.62x |
UBER leads this category, winning 5 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
LITE leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in LITE five years ago would be worth $107,656 today (with dividends reinvested), compared to $4,339 for YMM. Over the past 12 months, LITE leads with a +1247.8% total return vs YMM's -21.9%. The 3-year compound annual growth rate (CAGR) favors LITE at 165.2% vs YMM's 16.6% — a key indicator of consistent wealth creation.
| Metric | YMMFull Truck Allian… | LASRnLIGHT, Inc. | UBERUber Technologies… | LITELumentum Holdings… |
|---|---|---|---|---|
| YTD ReturnYear-to-date | -20.1% | +72.5% | -7.4% | +131.2% |
| 1-Year ReturnPast 12 months | -21.9% | +708.2% | -8.3% | +1247.8% |
| 3-Year ReturnCumulative with dividends | +58.4% | +435.1% | +97.6% | +1764.2% |
| 5-Year ReturnCumulative with dividends | -56.6% | +145.0% | +63.2% | +976.6% |
| 10-Year ReturnCumulative with dividends | -56.6% | +145.6% | +84.6% | +3635.5% |
| CAGR (3Y)Annualised 3-year return | +16.6% | +74.9% | +25.5% | +165.2% |
LITE leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
Evenly matched — UBER and LITE each lead in 1 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 LASR's 2.86 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. LITE currently trades 87.4% 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… | LASRnLIGHT, Inc. | UBERUber Technologies… | LITELumentum Holdings… |
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.50x | 2.86x | 1.09x | 2.69x |
| 52-Week HighHighest price in past year | $14.07 | $80.27 | $101.99 | $1021.00 |
| 52-Week LowLowest price in past year | $8.04 | $7.95 | $68.46 | $60.38 |
| % of 52W HighCurrent price vs 52-week peak | +63.4% | +82.5% | +75.2% | +87.4% |
| RSI (14)Momentum oscillator 0–100 | 61.8 | 55.3 | 62.3 | 58.8 |
| Avg Volume (50D)Average daily shares traded | 6.0M | 1.7M | 15.9M | 6.4M |
Evenly matched — UBER and LITE each lead in 1 of 2 comparable metrics.
Analyst Outlook
YMM leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Analyst consensus: YMM as "Buy", LASR as "Buy", UBER as "Buy", LITE as "Buy". Consensus price targets imply 36.7% upside for UBER (target: $105) vs -28.0% for LITE (target: $643). YMM is the only dividend payer here at 1.68% yield — a key consideration for income-focused portfolios.
| Metric | YMMFull Truck Allian… | LASRnLIGHT, Inc. | UBERUber Technologies… | LITELumentum Holdings… |
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $11.67 | $63.80 | $104.88 | $643.18 |
| # AnalystsCovering analysts | 3 | 13 | 61 | 24 |
| Dividend YieldAnnual dividend ÷ price | +1.7% | — | — | — |
| Dividend StreakConsecutive years of raises | 1 | — | — | 0 |
| Dividend / ShareAnnual DPS | $1.02 | — | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +0.4% | 0.0% | +4.1% | +0.1% |
YMM leads this category, winning 1 of 1 comparable metric.
Key Takeaway
YMM leads in 2 of 6 categories (Income & Cash Flow, Analyst Outlook). UBER leads in 2 (Valuation Metrics, Profitability & Efficiency). 1 tied.
Best OverallFull Truck Alliance Co. Ltd. (YMM)Leads 2 of 6 categories
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YMM vs LASR vs UBER vs LITE: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is YMM or LASR or UBER or LITE 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. 2x trailing P/E (22. 8x 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 LASR or UBER or LITE?
On trailing P/E, Uber Technologies, Inc.
(UBER) is the cheapest at 16. 2x versus Lumentum Holdings Inc. at 2412. 9x. On forward P/E, Full Truck Alliance Co. Ltd. is actually cheaper at 1. 9x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — YMM or LASR or UBER or LITE?
Over the past 5 years, Lumentum Holdings Inc.
(LITE) delivered a total return of +976. 6%, compared to -56. 6% for Full Truck Alliance Co. Ltd. (YMM). Over 10 years, the gap is even starker: LITE returned +36. 4% 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 LASR or UBER or LITE?
By beta (market sensitivity over 5 years), Uber Technologies, Inc.
(UBER) is the lower-risk stock at 1. 09β versus nLIGHT, Inc. 's 2. 86β — meaning LASR is approximately 164% 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 2% for Lumentum Holdings Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — YMM or LASR or UBER or LITE?
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: Lumentum Holdings Inc. grew EPS 104. 6% 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 LASR or UBER or LITE?
Full Truck Alliance Co.
Ltd. (YMM) is the more profitable company, earning 27. 3% net margin versus -9. 0% for nLIGHT, 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. 9% for LITE. 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 LASR or UBER or LITE more undervalued right now?
On forward earnings alone, Full Truck Alliance Co.
Ltd. (YMM) trades at 1. 9x forward P/E versus 207. 6x for nLIGHT, Inc. — 205. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for UBER: 36. 7% to $104. 88.
08Which pays a better dividend — YMM or LASR or UBER or LITE?
In this comparison, YMM (1.
7% yield) pays a dividend. LASR, UBER, LITE do not pay a meaningful dividend and should not be held primarily for income.
09Is YMM or LASR or UBER or LITE 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. 7% yield). Lumentum Holdings Inc. (LITE) carries a higher beta of 2. 69 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (YMM: -56. 6%, LITE: +36. 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 LASR and UBER and LITE?
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 LASR, UBER, LITE do 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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