BILL Holdings vs Full Truck Alliance Co.
BILL Holdings and Full Truck Alliance Co. are similar in size: $1.65bn and $1.74bn of revenue in their latest fiscal years. BILL Holdings grew faster (13.0% against 11.3%). Full Truck Alliance Co. kept more of each dollar of sales as profit: a net margin of 35.7% against -0.7%.
| Latest fiscal year | BILL HoldingsBILL, 2026 | Full Truck Alliance Co.YMM, 2025 |
|---|---|---|
| Revenue | $1.65bn | $1.74bn |
| Revenue growth | 13.0% | 11.3% |
| Net income | −$11.2m | $620m |
| Operating margin | — | 33.2% |
| Net margin | -0.7% | 35.7% |
| Return on equity | -0.3% | 11.3% |
| Free cash flow | $412m | $626m |
| Cash | $1.03bn | $867m |
| Total debt | $1.84bn | $0 |
| Debt to equity | — | 0.0% |
| Dividend per share | — | — |
| Dividend yield | — | 2.2% |
| Share buybacks | $560m | $4.9m |
| Employees | 1,683 | — |
| Market value | $4.58bn | $9.12bn |
| Price vs our value range | Within our value range | Below our value range |
| Moat score | 28 (Weak) | — |
| Insider trades, 12 months | 0 buys, 17 sales | 0 buys, 0 sales |