Full Truck Alliance Co. Ltd. Sponsored ADR (YMM) vs CLEAR Secure, Inc. (YOU)

Full Truck Alliance Co. Ltd. Sponsored ADR and CLEAR Secure, Inc. are both Software Application companies. Full Truck Alliance Co. Ltd. Sponsored ADR and CLEAR Secure, Inc. are of similar size ($8.3B and $7.6B). Full Truck Alliance Co. Ltd. Sponsored ADR trades at the lower P/E: 15.2× against 28.9×. CLEAR Secure, Inc. grew revenue faster over the last twelve months: 22.9% against 12.2%. Full Truck Alliance Co. Ltd. Sponsored ADR has the higher net margin (33.2% vs 16.2%) and the higher return on invested capital (15.6% vs 0.00%). Across the 20 metrics below, Full Truck Alliance Co. Ltd. Sponsored ADR leads on 15 and CLEAR Secure, Inc. on 5.

Valuation

Metric YMM YOU Software Application median
P/E 15.22 28.90 25.90
P/S 4.97 5.34 3.04
P/B 1.55 43.58 2.60
Price to free cash flow 5.97 12.42 17.17
EV/EBITDA 9.33 17.77 15.48
EV/Sales 3.15 4.75 2.89
Earnings yield 6.57% 3.46% 0.00%
Free cash flow yield 16.74% 8.05% 1.98%

Profitability

Metric YMM YOU Software Application median
Gross margin 65.80% 67.46% 66.89%
Operating margin 33.79% 26.47% 0.00%
Net margin 33.18% 16.23% 0.00%
Free cash flow margin 0.00% 43.03% 5.77%
Return on equity 10.81% 116.55% 0.00%
Return on assets 9.81% 14.47% 0.00%
Return on invested capital 15.59% 0.00% 0.00%

Growth

Metric YMM YOU Software Application median
Revenue growth (TTM) 12.21% 22.86% 12.27%
EPS growth (last fiscal year) 50.00% (28.21%) 32.11%
Revenue growth, 5-year CAGR 35.19% 31.30% 14.34%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric YMM YOU Software Application median
Debt to equity 0.00 0.00 0.02
Current ratio 7.96 0.99 1.53
Net debt to EBITDA (4.05) (3.18) 0.09

Dividend

Metric YMM YOU Software Application median
Dividend yield 2.81% — 1.10%
Payout ratio 0.43 — 0.28

Size

Metric YMM YOU Software Application median
Market cap 8.33b 7.61b 487.58m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack