Netskope (NTSK) 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
Netskope (NTSK) has outperformed Full Truck Alliance (YMM) over the past year, losing 12.7% versus a loss of 37.6%. Full Truck Alliance is the larger company by market cap ($8.73 billion vs $7.86 billion), about 1.1 times the size, while Netskope is growing revenue faster (+31.7% vs +16.0%). On valuation, Full Truck Alliance trades at a lower forward P/E (9.6x vs 693.1x for Netskope).
Full Truck Alliance pays a dividend yielding 21.71%, while Netskope does not currently pay one. Full Truck Alliance converts more of its revenue into profit, with a net margin of 35.7% versus -95.8%.
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 | NTSK | YMM |
|---|---|---|
| Share price | $19.24 | $8.35 |
| Market cap | $7.86B | $8.73B |
| 1-day change | -2.04% | -1.07% |
| YTD return | +9.69% | -22.18% |
| 1-year return | -12.66% | -37.64% |
| 5-year return | — | -40.95% |
| P/E ratio (TTM) | — | 14.65 |
| Forward P/E | 693.08 | 9.60 |
| EPS (TTM) | $-1.49 | $0.57 |
| Dividend yield | 0.00% | 21.71% |
| Annual dividend | $0.00 | $1.81 |
| Revenue (latest FY) | $709.00M | $1.79B |
| Revenue growth (YoY) | +31.72% | +16.00% |
| Net income (latest FY) | $-679.39M | $637.64M |
| Gross margin | 68.08% | 63.02% |
| Operating margin | -92.04% | 33.20% |
| Net margin | -95.82% | 35.70% |
| 52-week high | $24.98 | $13.40 |
| 52-week low | $7.67 | $7.46 |
| Distance from 52-week high | -22.98% | -37.69% |
| Analyst consensus | strong_buy | buy |
| Avg. price target upside | -0.83% | +49.70% |
| Average volume | 5.65M | 6.63M |
| Shares outstanding | 267.13M | 932.51M |
| Employees | 3,281 | 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
- NTSK has outperformed YMM by 25.0 percentage points over the past year.
- 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 -95.8 cents for Netskope.
- Netskope grew revenue faster in its latest fiscal year (+31.72% vs +16.00%).
About Netskope
NTSK stock →Netskope, Inc., a cybersecurity company, provides security, networking, and analytics solutions to largest enterprises to mid-sized companies worldwide. The company develops Netskope One platform, a cloud-native platform for securing and accelerating the digital interactions of enterprises.
Technology · Computer Software: Prepackaged Software · 3,281 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
NTSK vs YMM FAQ
Which is bigger, Netskope or Full Truck Alliance?
Full Truck Alliance (YMM) is larger, with a market capitalization of $8.73B compared with $7.86B for Netskope (NTSK).
Which stock has performed better over the past year, NTSK or YMM?
NTSK returned -12.66% over the past 12 months, compared with -37.64% for YMM (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, Netskope or Full Truck Alliance?
Full Truck Alliance pays a dividend yielding 21.71%, while Netskope does not currently pay a regular dividend.
Are Netskope and Full Truck Alliance in the same industry?
Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.