Nice (NICE) vs Full Truck Alliance Co. Ltd. Sponsored ADR (YMM)

Nice and Full Truck Alliance Co. Ltd. Sponsored ADR are both Software Application companies. Full Truck Alliance Co. Ltd. Sponsored ADR is the larger, with a market value of $7.6B against $6.6B — 1.1× the size. Full Truck Alliance Co. Ltd. Sponsored ADR trades at the lower P/E: 13.8× against 16.2×. Full Truck Alliance Co. Ltd. Sponsored ADR grew revenue faster over the last twelve months: 12.2% against 8.14%. Full Truck Alliance Co. Ltd. Sponsored ADR has the higher net margin (33.2% vs 13.9%) and the higher return on invested capital (15.6% vs 10.4%). Across the 21 metrics below, Full Truck Alliance Co. Ltd. Sponsored ADR leads on 17 and Nice on 4.

Valuation

Metric NICE YMM Software Application median
P/E 16.18 13.78 24.79
P/S 2.16 4.50 2.67
P/B 1.71 1.40 3.01
Price to free cash flow 11.79 5.41 16.59
EV/EBITDA 8.88 7.94 14.40
EV/Sales 2.34 2.68 2.62
Earnings yield 6.18% 7.26% 0.00%
Free cash flow yield 8.48% 18.49% 1.91%

Profitability

Metric NICE YMM Software Application median
Gross margin 65.12% 65.80% 67.03%
Operating margin 18.50% 33.79% 0.00%
Net margin 13.86% 33.18% 0.00%
Free cash flow margin 18.29% 0.00% 4.32%
Return on equity 0.00% 10.81% 0.00%
Return on assets 8.16% 9.81% 0.00%
Return on invested capital 10.37% 15.59% 0.00%

Growth

Metric NICE YMM Software Application median
Revenue growth (TTM) 8.14% 12.21% 12.40%
EPS growth (last fiscal year) 43.05% 50.00% —
Revenue growth, 5-year CAGR 12.31% 35.19% 13.72%
Net income growth, 5-year CAGR 25.53% 0.00% 0.00%

Health

Metric NICE YMM Software Application median
Debt to equity 0.00 0.00 0.02
Current ratio 1.33 7.96 1.55
Net debt to EBITDA (0.49) (4.05) 0.06

Dividend

Metric NICE YMM Software Application median
Dividend yield 0.01% — 1.25%
Payout ratio 0.00 0.00 0.00

Size

Metric NICE YMM Software Application median
Market cap 6.64b 7.61b 396.11m

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