Lyft (NASDAQ:LYFT) and Full Truck Alliance (NYSE:YMM) Head-To-Head Survey

Full Truck Alliance (NYSE:YMM) and Lyft (NASDAQ:LYFT) are both mid-cap industrials companies, but which is the better investment? We will contrast the two companies based on the strength of their dividends, risk, earnings, valuation, analyst recommendations, institutional ownership and profitability.

Volatility & Risk

Full Truck Alliance has a beta of 0.23, indicating that its stock price is 77% less volatile than the S&P 500. Comparatively, Lyft has a beta of 1.83, indicating that its stock price is 83% more volatile than the S&P 500.

Institutional & Insider Ownership

39.0% of Full Truck Alliance shares are held by institutional investors. Comparatively, 83.1% of Lyft shares are held by institutional investors. 16.5% of Full Truck Alliance shares are held by insiders. Comparatively, 0.9% of Lyft shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Earnings and Valuation

This table compares Full Truck Alliance and Lyft”s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Full Truck Alliance	$1.79 billion	5.04	$630.36 million	$0.59	14.63
Lyft	$6.32 billion	1.04	$2.84 billion	$6.88	2.52

Lyft has higher revenue and earnings than Full Truck Alliance. Lyft 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.

Profitability

This table compares Full Truck Alliance and Lyft’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Full Truck Alliance	33.07%	10.68%	9.65%
Lyft	42.32%	-1.20%	-0.36%

Analyst Ratings

This is a summary of recent recommendations for Full Truck Alliance and Lyft, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Full Truck Alliance	0	3	6	0	2.67
Lyft	2	23	13	0	2.29

Full Truck Alliance presently has a consensus price target of $11.30, suggesting a potential upside of 30.84%. Lyft has a consensus price target of $19.77, suggesting a potential upside of 13.97%. Given Full Truck Alliance’s stronger consensus rating and higher probable upside, equities analysts plainly believe Full Truck Alliance is more favorable than Lyft.

About Full Truck Alliance

Full Truck Alliance Co. Ltd., together with its subsidiaries, operates a digital freight platform that connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types in the People's Republic of China. The company offers freight matching services, such as freight listing and brokerage services; and online transaction services, as well as various value-added services, such as credit solutions, insurance brokerage, software solutions, electronic toll collection, and energy services. It also provides technology development and other services. The company was founded in 2011 and is based in Guiyang, China.

About Lyft

Lyft, Inc. operates a peer-to-peer marketplace for on-demand ridesharing in the United States and Canada. It operates multimodal transportation networks that offer access to various transportation options through the Lyft platform and mobile-based applications. The company's platform provides a ridesharing marketplace, which connects drivers with riders; Express Drive, a car rental program for drivers; and a network of shared bikes and scooters in various cities to address the needs of riders for short trips. It also offers centralized tools and enterprise transportation solutions, such as concierge transportation solutions for organizations; Lyft Pink subscription plans; Lyft Pass commuter programs; first-mile and last-mile services; and university safe rides programs. The company was formerly known as Zimride, Inc. and changed its name to Lyft, Inc. in April 2013. Lyft, Inc. was incorporated in 2007 and is headquartered in San Francisco, California.