SentinelOne (S) 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
SentinelOne (S) has outperformed Full Truck Alliance (YMM) over the past year, gaining 46.7% versus a loss of 37.6%. Over five years, YMM leads with a -40.9% price change compared with -57.5% for S. SentinelOne is the larger company by market cap ($8.81 billion vs $8.73 billion), about 1.0 times the size.
On valuation, Full Truck Alliance trades at a lower forward P/E (9.6x vs 54.9x for SentinelOne). Full Truck Alliance pays a dividend yielding 21.71%, while SentinelOne does not currently pay one. Full Truck Alliance converts more of its revenue into profit, with a net margin of 35.7% versus -45.0%.
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 | S | YMM |
|---|---|---|
| Share price | $25.31 | $8.35 |
| Market cap | $8.81B | $8.73B |
| 1-day change | -1.90% | -1.07% |
| YTD return | +68.73% | -22.18% |
| 1-year return | +46.72% | -37.64% |
| 5-year return | -57.52% | -40.95% |
| P/E ratio (TTM) | — | 14.65 |
| Forward P/E | 54.91 | 9.60 |
| EPS (TTM) | $-0.99 | $0.57 |
| Dividend yield | 0.00% | 21.71% |
| Annual dividend | $0.00 | $1.81 |
| Revenue (latest FY) | $1.00B | $1.79B |
| Revenue growth (YoY) | +21.89% | +16.00% |
| Net income (latest FY) | $-450.74M | $637.64M |
| Gross margin | 74.12% | 63.02% |
| Operating margin | -32.09% | 33.20% |
| Net margin | -45.02% | 35.70% |
| 52-week high | $26.34 | $13.40 |
| 52-week low | $11.81 | $7.46 |
| Distance from 52-week high | -3.89% | -37.69% |
| Analyst consensus | buy | buy |
| Avg. price target upside | -3.28% | +49.70% |
| Average volume | 8.03M | 6.63M |
| Shares outstanding | 342.18M | 932.51M |
| Employees | 2,800 | 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
- S has outperformed YMM by 84.4 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 -45.0 cents for SentinelOne.
- SentinelOne grew revenue faster in its latest fiscal year (+21.89% vs +16.00%).
About SentinelOne
S stock →SentinelOne, Inc. operates as a cybersecurity provider in the United States and internationally.
Technology · Computer Software: Prepackaged Software · 2,800 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
S vs YMM FAQ
Which is bigger, SentinelOne or Full Truck Alliance?
SentinelOne (S) is larger, with a market capitalization of $8.81B compared with $8.73B for Full Truck Alliance (YMM).
Which stock has performed better over the past year, S or YMM?
S returned +46.72% 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, SentinelOne or Full Truck Alliance?
Full Truck Alliance pays a dividend yielding 21.71%, while SentinelOne does not currently pay a regular dividend.
Are SentinelOne and Full Truck Alliance in the same industry?
Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.