Full Truck Alliance Co. Ltd. (YMM)
NYSE:YMM
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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$7.57 - $14.07
Previous CloseN/A
Volume531.21K
Average Volume (3M)11.56M
Market Cap
$8.19B
Enterprise Value$49.84B
Total Cash (Recent Filing)$16.74B
Total Debt (Recent Filing)$52.15M
Price to Earnings (P/E)2.0
Beta1.13
Next Earnings
Aug 20, 2026EPS Estimate
0.18Next Dividend Ex-DateN/A
Dividend Yield0.73%
Share Statistics
EPS (TTM)26.82
Shares Outstanding932,510,200
10 Day Avg. Volume7,162,987
30 Day Avg. Volume11,555,694
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 Cap6.09
Enterprise Value/Revenue4.10
Enterprise Value/Gross Profit5.76
Enterprise Value/Ebitda12.53
Forecast
1Y Price Target
$11.98Price Target Upside34.91% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering5
EPS Forecast (FY)4.69
Revenue Forecast (FY)$11.58B
Bulls Say, Bears Say
Bulls Say
High-quality Cash GenerationSustained, high-quality cash generation (FCF ~97% of net income and robust operating cash flow) provides durable funding for R&D, AI pilots, fueling partnerships and working capital. This supports self-funded investment, flexible capital allocation and resilience through cycles.
Very Low Leverage / Strong Balance SheetNegligible debt and a conservative balance sheet give the company long-term financial flexibility to invest in product, subsidize services, withstand shocks and pursue strategic initiatives without solvency stress, lowering financing risk over multiple quarters.
Large-scale Network Monetization GainsHigh commission penetration, strong transaction revenue growth and large active user base (50M fulfilled orders, multi-million MAUs) reflect durable network effects. Better matching and higher fulfillment raise stickiness and per-order monetization over the medium term.
Bears Say
Slowing Top-line GrowthDecelerating revenue growth signals maturing market penetration and potential competitive or demand headwinds. If sustained, slower top-line expansion limits operating leverage and constrains returns on incremental investment in AI, fueling network and product expansion.
Gross Margin Step-down In 2025A material drop in gross margin versus prior years suggests mix shifts or rising unit costs (fuel subsidies, discounts, or procurement). Persistent margin erosion would reduce operating leverage and constrain the ability to sustain high net margins long term.
Invoicing Regulation And Brokerage TransitionRegulatory uncertainty over invoicing and deliberate shift from self-operated invoicing toward lower-fee aggregator channels (1–2% vs ~10%) can structurally depress near-term revenue per order. Compliance costs and transition mix could weigh on monetization durability.
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 $7.57 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 $8.19B.
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 57 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 4.255%.
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
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8
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10
Analyst Consensus
Moderate Buy
Average Price Target:
$11.98 (34.91% Upside)
$11.98 (34.91% Upside)
Blogger Sentiment
Bullish
YMM Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 10.1M Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Positive
Last 7 Days ▼ 0.8%
Last 30 Days ▲ 8.7%
Last 30 Days ▲ 8.7%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-31.29%
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 Company Deck
YMM Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call emphasized multiple operational and product wins—accelerating fulfilled order growth (~14% YoY), record-high fulfillment rate (44.1%), strong transaction revenue growth (>33% YoY), rising commission penetration (>94%), expanded fueling network and AI pilots—supported by solid operating cash flow (RMB 1.56 billion). Challenges noted were manageable and largely strategic: modest overall revenue growth (5.5% YoY), short-term demand pressure from oil price volatility, transitional decline in self-operated invoicing as the company shifts to an aggregator model, and regulatory uncertainty around invoicing. Overall, the positives (improved quality of orders, monetization gains, stronger fulfillment, product and AI progress, and healthy cash flow) outweigh the near-term tactical and external headwinds.View all YMM earnings summariesYMM Stock 12 Month Forecast
Average Price Target
$11.98
▲(34.91% Upside)
Technical Analysis
Ownership Overview
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Insiders
7.43% Mutual Funds
41.67% Other Institutional Investors
39.10% Public Companies and
Individual Investors