Full Truck Alliance (NYSE:YMM – Get Free Report) and Lyft (NASDAQ:LYFT – Get Free Report) are both mid-cap industrials companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, risk, dividends, earnings, valuation, profitability and analyst recommendations.
Earnings & Valuation
This table compares Full Truck Alliance and Lyft”s gross 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 | 5.15 | $630.36 million | $0.59 | 14.96 |
| Lyft | $6.32 billion | 1.02 | $2.84 billion | $6.74 | 2.53 |
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 | 40.67% | 1.25% | 0.42% |
Risk & Volatility
Full Truck Alliance has a beta of 0.25, indicating that its stock price is 75% less volatile than the S&P 500. Comparatively, Lyft has a beta of 2.06, indicating that its stock price is 106% more volatile than the S&P 500.
Insider & Institutional 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 large money managers, hedge funds and endowments believe a company will outperform the market over the long term.
Analyst Recommendations
This is a breakdown of recent recommendations and price targets for Full Truck Alliance and Lyft, as reported by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Full Truck Alliance | 0 | 3 | 6 | 0 | 2.67 |
| Lyft | 2 | 26 | 10 | 0 | 2.21 |
Full Truck Alliance currently has a consensus target price of $11.30, indicating a potential upside of 27.99%. Lyft has a consensus target price of $18.89, indicating a potential upside of 10.98%. 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. operates a digital freight platform in China that connects businesses and other cargo shippers with truck drivers. Its platform helps users find and arrange road transportation, matching freight orders with available trucks. The company was formed in 2017 through the merger of Chinese freight platforms Yunmanman and Huochebang. Its services include freight matching and tools for arranging and managing shipments. Full Truck Alliance is focused on the Chinese market. Co-founder Zhang Hui serves as the company’s chairman and chief executive officer.
About Lyft
Lyft operates a mobile platform that connects people seeking transportation with drivers who provide rides. Through its app, customers can request on-demand trips, schedule rides in advance, and access other ride options where available. The company also offers Lyft Pink, a membership program with benefits for eligible rides and services. Lyft provides transportation programs for businesses and organizations through Lyft Business, including tools for arranging and managing rides. The company’s platform primarily serves markets in the United States and Canada.
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