Full Truck Alliance (YMM) vs Zeta Global (ZETA)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Zeta Global (ZETA) has outperformed Full Truck Alliance (YMM) over the past year, gaining 67.1% versus a loss of 36.3%. Over five years, ZETA leads with a +316.0% price change compared with -41.1% for YMM. Full Truck Alliance is the larger company by market cap ($8.93 billion vs $8.33 billion), about 1.1 times the size, while Zeta Global is growing revenue faster (+29.7% vs +16.0%).
On valuation, Full Truck Alliance trades at a lower forward P/E (9.8x vs 27.6x for Zeta Global). Full Truck Alliance pays a dividend yielding 21.24%, while Zeta Global does not currently pay one. Full Truck Alliance converts more of its revenue into profit, with a net margin of 35.7% versus -2.4%.
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 | YMM | ZETA |
|---|---|---|
| Share price | $8.54 | $33.41 |
| Market cap | $8.93B | $8.33B |
| 1-day change | +2.46% | +1.15% |
| YTD return | -22.37% | +62.31% |
| 1-year return | -36.27% | +67.07% |
| 5-year return | -41.09% | +315.99% |
| P/E ratio (TTM) | 14.97 | — |
| Forward P/E | 9.81 | 27.64 |
| EPS (TTM) | $0.57 | $-0.01 |
| Dividend yield | 21.24% | 0.00% |
| Annual dividend | $1.81 | $0.00 |
| Revenue (latest FY) | $1.79B | $1.30B |
| Revenue growth (YoY) | +16.00% | +29.72% |
| Net income (latest FY) | $637.64M | $-31.51M |
| Gross margin | 63.02% | 60.63% |
| Operating margin | 33.20% | 0.41% |
| Net margin | 35.70% | -2.42% |
| 52-week high | $13.40 | $34.80 |
| 52-week low | $7.46 | $14.37 |
| Distance from 52-week high | -36.31% | -3.99% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +46.46% | -2.93% |
| Average volume | 6.70M | 7.57M |
| Shares outstanding | 932.51M | 225.62M |
| Employees | 8,251 | 3,300 |
| 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
- ZETA has outperformed YMM by 103.3 percentage points over the past year.
- Full Truck Alliance offers a meaningfully higher dividend yield (21.24% vs 0.00%).
- Full Truck Alliance is more profitable, keeping 35.7 cents of every revenue dollar as net income versus -2.4 cents for Zeta Global.
- Zeta Global grew revenue faster in its latest fiscal year (+29.72% vs +16.00%).
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
About Zeta Global
ZETA stock →Zeta Global Holdings Corp. operates an omnichannel data-driven cloud platform that provides enterprises with consumer intelligence and marketing automation software in the United States and internationally.
Technology · Computer Software: Prepackaged Software · 3,300 employees
YMM vs ZETA FAQ
Which is bigger, Full Truck Alliance or Zeta Global?
Full Truck Alliance (YMM) is larger, with a market capitalization of $8.93B compared with $8.33B for Zeta Global (ZETA).
Which stock has performed better over the past year, YMM or ZETA?
ZETA returned +67.07% over the past 12 months, compared with -36.27% for YMM (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, Full Truck Alliance or Zeta Global?
Full Truck Alliance pays a dividend yielding 21.24%, while Zeta Global does not currently pay a regular dividend.
Are Full Truck Alliance and Zeta Global in the same industry?
Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.