Elastic N.V. (ESTC) vs Full Truck Alliance (YMM)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Elastic N.V. (ESTC) has outperformed Full Truck Alliance (YMM) over the past year, gaining 15.8% versus a loss of 37.6%. Over five years, YMM leads with a -40.9% price change compared with -45.8% for ESTC. Elastic N.V. is the larger company by market cap ($9.77 billion vs $8.73 billion), about 1.1 times the size.
On valuation, Full Truck Alliance trades at a lower forward P/E (9.6x vs 23.5x for Elastic N.V.). Full Truck Alliance pays a dividend yielding 21.71%, while Elastic N.V. does not currently pay one. Full Truck Alliance converts more of its revenue into profit, with a net margin of 35.7% versus 21.1%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | ESTC | YMM |
|---|---|---|
| Share price | $93.10 | $8.35 |
| Market cap | $9.77B | $8.73B |
| 1-day change | -1.59% | -1.07% |
| YTD return | +23.41% | -22.18% |
| 1-year return | +15.80% | -37.64% |
| 5-year return | -45.83% | -40.95% |
| P/E ratio (TTM) | 26.60 | 14.65 |
| Forward P/E | 23.54 | 9.60 |
| EPS (TTM) | $3.50 | $0.57 |
| Dividend yield | 0.00% | 21.71% |
| Annual dividend | $0.00 | $1.81 |
| Revenue (latest FY) | $1.74B | $1.79B |
| Revenue growth (YoY) | +17.26% | +16.00% |
| Net income (latest FY) | $367.77M | $637.64M |
| Gross margin | 76.07% | 63.02% |
| Operating margin | -1.92% | 33.20% |
| Net margin | 21.14% | 35.70% |
| 52-week high | $108.00 | $13.40 |
| 52-week low | $42.05 | $7.46 |
| Distance from 52-week high | -13.80% | -37.69% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +18.89% | +49.70% |
| Average volume | 2.28M | 6.63M |
| Shares outstanding | 104.99M | 932.51M |
| Employees | 3,834 | 8,251 |
| Sector | Technology | Technology |
| Industry | Computer Software: Prepackaged Software | Computer Software: Prepackaged Software |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- ESTC has outperformed YMM by 53.4 percentage points over the past year.
- Elastic N.V. trades at a higher earnings multiple (26.6x vs 14.6x trailing P/E).
- Full Truck Alliance offers a meaningfully higher dividend yield (21.71% vs 0.00%).
- Full Truck Alliance is more profitable, keeping 35.7 cents of every revenue dollar as net income versus 21.1 cents for Elastic N.V..
About Elastic N.V.
ESTC stock →Elastic N.V., a search artificial intelligence (AI) company, provides software platforms to run in hybrid, public or private clouds, and multi-cloud environments in the United States and internationally. It primarily offers Elasticsearch Platform, a set of software products that ingest and store data from various sources and formats, as well as performs search, analysis, and visualization on that data.
Technology · Computer Software: Prepackaged Software · 3,834 employees
About Full Truck Alliance
YMM stock →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 and Hong Kong.
Technology · Computer Software: Prepackaged Software · 8,251 employees
ESTC vs YMM FAQ
Which is bigger, Elastic N.V. or Full Truck Alliance?
Elastic N.V. (ESTC) is larger, with a market capitalization of $9.77B compared with $8.73B for Full Truck Alliance (YMM).
Which stock has performed better over the past year, ESTC or YMM?
ESTC returned +15.80% over the past 12 months, compared with -37.64% for YMM (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, ESTC or YMM?
YMM has the lower trailing P/E at 14.6, versus 26.6 for ESTC. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Elastic N.V. or Full Truck Alliance?
Full Truck Alliance pays a dividend yielding 21.71%, while Elastic N.V. does not currently pay a regular dividend.
Are Elastic N.V. and Full Truck Alliance in the same industry?
Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.