Want to see YMM full AI Analyst Report?
YMM Stock Chart & Stats
$8.88
$0.04(0.33%)
At close: 4:00 PM EST
$8.88
$0.04(0.33%)
Day’s Range― - ―
52-Week Range$7.46 - $14.07
Previous CloseN/A
Volume531.21K
Average Volume (3M)6.36M
Market Cap
$8.89B
Enterprise Value$49.84B
Total Cash (Recent Filing)$18.47B
Total Debt (Recent Filing)$25.57M
Price to Earnings (P/E)2.2
Beta1.15
Next Earnings
Aug 20, 2026EPS Estimate
0.18Next Dividend Ex-DateN/A
Dividend Yield0.73%
Share Statistics
EPS (TTM)26.67
Shares Outstanding932,510,200
10 Day Avg. Volume5,922,336
30 Day Avg. Volume6,362,613
Financial Highlights & Ratios
PEG Ratio0.42
Price to Book (P/B)1.95
Price to Sales (P/S)6.26
P/FCF Ratio17.38
Enterprise Value/Market Cap5.61
Enterprise Value/Revenue3.94
Enterprise Value/Gross Profit6.28
Enterprise Value/Ebitda11.41
Forecast
1Y Price Target
$12.26Price Target Upside38.06% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering5
EPS Forecast (FY)4.69
Revenue Forecast (FY)$11.60B
Bulls Say, Bears Say
Bulls Say
High Profitability MarginsSustained high operating and net margins (~33% and ~35% in 2025) indicate durable unit economics on the freight platform. Strong margins provide buffer vs cyclical demand, fund reinvestment in product and AI, and support shareholder returns without relying on external financing.
Exceptionally Conservative Balance SheetNear-zero leverage (debt-to-equity ~0.001) and growing equity/assets give the company strong financial flexibility. This lowers solvency risk, enables opportunistic M&A or capex, and helps sustain operations and customer incentives through downturns without stressing liquidity.
Robust Cash Generation And ConversionHigh-quality cash conversion (FCF ≈97% of net income; strong operating cash flow) demonstrates earnings reliability and funds strategic priorities (AI pilots, fueling partnerships) internally. Reliable FCF reduces refinancing risk and supports sustained product investment.
Bears Say
Modest / Slowing Revenue GrowthTop-line growth decelerated to low single digits after earlier rapid expansion, reflecting market saturation or mix shifts. Slower revenue expansion limits operating leverage benefits from high margins and raises the bar for sustained EPS growth without further monetization or new markets.
Regulatory Uncertainty Around InvoicingOngoing invoicing policy uncertainty has driven a strategic shift to an aggregator model, reducing direct invoicing exposure. Structural regulatory change could alter revenue recognition, compress take-rates, and require platform/process changes that materially affect long-term monetization.
Rising Investment And One-time Costs Pressuring Near-term ProfitManagement is investing heavily in AI and product (and absorbed one-time costs), which reduced reported profit. While strategic, sustained elevated R&D, SBC and integration costs can dampen free cash growth and margins until investments scale and deliver productivity gains.
Full Truck Alliance News
YMM FAQ
What was Full Truck Alliance Co. Ltd.’s price range in the past 12 months?
Full Truck Alliance Co. Ltd. lowest stock price was $7.46 and its highest was $14.07 in the past 12 months.
What is Full Truck Alliance Co. Ltd.’s market cap?
Full Truck Alliance Co. Ltd.’s market cap is $8.89B.
When is Full Truck Alliance Co. Ltd.’s upcoming earnings report date?
Full Truck Alliance Co. Ltd.’s upcoming earnings report date is Aug 20, 2026 which is in 36 days.
How were Full Truck Alliance Co. Ltd.’s earnings last quarter?
Full Truck Alliance Co. Ltd. released its earnings results on May 21, 2026. The company reported $0.17 earnings per share for the quarter, beating the consensus estimate of $0.142 by $0.028.
Is Full Truck Alliance Co. Ltd. overvalued?
According to Wall Street analysts Full Truck Alliance Co. Ltd.’s price is currently Undervalued.
Does Full Truck Alliance Co. Ltd. pay dividends?
Full Truck Alliance Co. Ltd. pays a Annually dividend of $0.084 which represents an annual dividend yield of 0.73%. See more information on Full Truck Alliance Co. Ltd. dividends here
What is Full Truck Alliance Co. Ltd.’s EPS estimate?
Full Truck Alliance Co. Ltd.’s EPS estimate is 0.18.
How many shares outstanding does Full Truck Alliance Co. Ltd. have?
Full Truck Alliance Co. Ltd. has 932,510,200 shares outstanding.
What happened to Full Truck Alliance Co. Ltd.’s price movement after its last earnings report?
Full Truck Alliance Co. Ltd. reported an EPS of $0.17 in its last earnings report, beating expectations of $0.142. Following the earnings report the stock price went up 4.247%.
Which hedge fund is a major shareholder of Full Truck Alliance Co. Ltd.?
Currently, no hedge funds are holding shares in YMM
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Full Truck Alliance Stock Smart Score
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
$12.26 (38.06% Upside)
$12.26 (38.06% Upside)
Blogger Sentiment
Bullish
YMM Sentiment 70%
Sector Average 65%
Sector Average 65%
Hedge Fund Trend
Increased
By 10.1M Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Positive
Last 7 Days ▲ 16.7%
Last 30 Days ▲ 33.7%
Last 30 Days ▲ 33.7%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-29.85%
12-Months-Change
Fundamentals
Return on Equity
10.44%
Trailing 12-Months
Asset Growth
10.88%
Trailing 12-Months
Company Description
Full Truck Alliance Co. Ltd.
Full Truck Alliance Co. Ltd., along with its subsidiaries, operates a prominent digital logistics platform across the People's Republic of China. This platform's core purpose is to seamlessly connect cargo owners (shippers) with truck drivers, streamlining the transportation of goods regardless of distance, weight, or type. The company offers essential services like freight posting, carrier matching, and brokerage assistance, complemented by secure online payment processing. Furthermore, it provides an array of supplementary offerings designed to benefit its users, including financing solutions, insurance services, electronic toll management, and energy-related services. Full Truck Alliance also dedicates resources to technology development and various other support functions. The enterprise was established in 2011 and is headquartered in Guiyang, China.
YMM Stock 12 Month Forecast
Average Price Target
$12.26
▲(38.06% Upside)
Technical Analysis
Ownership Overview
―
Insiders
6.56% Mutual Funds
0.04% Other Institutional Investors
83.57% Public Companies and
Individual Investors