Expensify (NASDAQ:EXFY – Get Free Report) and Full Truck Alliance (NYSE:YMM – Get Free Report) are both business services companies, but which is the better investment? We will compare the two businesses based on the strength of their earnings, analyst recommendations, dividends, valuation, institutional ownership, profitability and risk.
Risk & Volatility
Expensify has a beta of 1.48, meaning that its stock price is 48% more volatile than the S&P 500. Comparatively, Full Truck Alliance has a beta of 0.23, meaning that its stock price is 77% less volatile than the S&P 500.
Profitability
This table compares Expensify and Full Truck Alliance’s net margins, return on equity and return on assets.
Net Margins | Return on Equity | Return on Assets | |
Expensify | -27.70% | -41.91% | -20.39% |
Full Truck Alliance | 26.19% | 6.69% | 6.10% |
Institutional & Insider Ownership
Earnings and Valuation
This table compares Expensify and Full Truck Alliance’s gross revenue, earnings per share and valuation.
Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
Expensify | $150.69 million | 0.83 | -$41.46 million | ($0.51) | -3.49 |
Full Truck Alliance | $1.19 billion | N/A | $311.68 million | $0.30 | 28.58 |
Full Truck Alliance has higher revenue and earnings than Expensify. Expensify is trading at a lower price-to-earnings ratio than Full Truck Alliance, indicating that it is currently the more affordable of the two stocks.
Analyst Recommendations
This is a summary of current ratings and recommmendations for Expensify and Full Truck Alliance, as provided by MarketBeat.
Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
Expensify | 2 | 4 | 2 | 0 | 2.00 |
Full Truck Alliance | 0 | 0 | 2 | 0 | 3.00 |
Expensify presently has a consensus price target of $5.93, suggesting a potential upside of 233.07%. Full Truck Alliance has a consensus price target of $9.50, suggesting a potential upside of 10.79%. Given Expensify’s higher possible upside, equities research analysts plainly believe Expensify is more favorable than Full Truck Alliance.
Summary
Full Truck Alliance beats Expensify on 8 of the 12 factors compared between the two stocks.
About Expensify
Expensify, Inc. provides a cloud-based expense management software platform to individuals and corporations, small and midsized businesses, and enterprises in the United States and internationally. The company's platform enables users to manage corporate cards, pay bills, generate invoices, collect payments, and book travel. It also offers track and submit plans for individuals. The company was founded in 2008 and is based in Portland, Oregon.
About Full Truck Alliance
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. The company offers freight matching services, such as freight listing and brokerage services; and online transaction services, as well as various value-added services, such as credit solutions, insurance brokerage, software solutions, electronic toll collection, and energy services. It also provides technology development and other services. The company was founded in 2011 and is based in Guiyang, China.
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