Full Truck Alliance (NYSE:YMM) vs. Lyft (NASDAQ:LYFT) Head to Head Survey

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

Volatility & Risk

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

Analyst Ratings

This is a summary of current ratings and target prices for Lyft and Full Truck Alliance, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Lyft	2	24	13	0	2.28
Full Truck Alliance	0	3	6	0	2.67

Lyft presently has a consensus price target of $19.77, indicating a potential upside of 21.76%. Full Truck Alliance has a consensus price target of $11.30, indicating a potential upside of 34.23%. Given Full Truck Alliance’s stronger consensus rating and higher probable upside, analysts clearly believe Full Truck Alliance is more favorable than Lyft.

Profitability

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

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

Valuation and Earnings

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

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Lyft	$6.32 billion	0.97	$2.84 billion	$6.88	2.36
Full Truck Alliance	$12.78 billion	0.69	$630.36 million	$0.59	14.26

Lyft has higher earnings, but lower revenue 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.

Institutional and Insider Ownership

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

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.

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.