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YMM Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
9.260
Open
9.250
VWAP
9.10
Vol
10.60M
Mkt Cap
9.55B
Low
8.900
Amount
96.39M
EV/EBITDA(TTM)
13.54
Total Shares
1.05B
EV
7.54B
EV/OCF(TTM)
15.19
P/S(TTM)
5.45
Full Truck Alliance Co Ltd is a holding company primarily engaged in the operation of the digital freight platform FTA. The Company is primarily engaged in the provision of freight matching services. The services primarily include freight listing service, freight brokerage service, as well as online transaction service, which digitalizes the shipping transaction process. The Company is also engaged in the provision of value-added services, including cash credit solutions and working capital loans, insurance brokerage, software solutions, electronic toll collection (ETC) services, as well as energy services. The Company primarily operates its businesses in the domestic market.
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Events Timeline

(ET)
2026-02-03
08:50:00
Regencell Borrow Rate Increases to 192.53%
select
2026-01-19 (ET)
2026-01-19
15:10:00
Full Truck Alliance Approves $400 Million Shareholder Return Plan for 2026
select
2025-11-17 (ET)
2025-11-17
06:07:03
Full Truck Alliance Reports Q4 Revenue Growth of 17.1% to 22.5%
select
2025-11-17
06:05:36
Full Truck Alliance announces Q3 adjusted EPS of 13 cents, down from 17 cents last year.
select

News

seekingalpha
9.5
03-11seekingalpha
PinnedFull Truck Alliance to Announce Q4 Earnings on March 12
  • Earnings Announcement: Full Truck Alliance (YMM) is set to release its Q4 2023 earnings report on March 12 before market open, with consensus EPS estimated at $0.14 and revenue projected at $449.13 million, reflecting a 3.3% year-over-year growth, which will provide crucial insights for investors.
  • Historical Performance: Over the past two years, YMM has consistently beaten both EPS and revenue estimates 100% of the time, indicating strong performance in profitability and market expectation management, thereby boosting investor confidence in future results.
  • Estimate Revision Trends: In the last three months, EPS estimates have seen one upward revision and four downward adjustments, while revenue estimates have experienced one upward revision and three downward changes, suggesting a cautious market sentiment regarding the company's future performance that investors should monitor closely.
  • Shareholder Return Plan: Full Truck Alliance has announced a $400 million shareholder return plan for FY26, demonstrating confidence in future cash flows and potentially attracting more investor interest in its long-term value.
PRnewswire
9.5
02-27PRnewswire
Full Truck Alliance Schedules Q4 2025 Earnings Call
  • Earnings Release Schedule: Full Truck Alliance will release its unaudited financial results for Q4 and fiscal year 2025 on March 12, 2026, at 8:00 A.M. U.S. ET, providing critical performance data and future outlook for investors.
  • Conference Call Details: The company's management will hold a conference call on the same day to discuss the financial results, requiring participants to register online in advance to receive dial-in numbers and a unique access PIN for smooth participation.
  • Replay Service: After the meeting, participants can access a replay of the call via designated phone numbers within one hour, available until March 19, 2026, allowing investors who missed the live session to catch up on important information.
  • Company Background: Full Truck Alliance is a leading digital freight platform focused on enhancing logistics efficiency through technology, connecting shippers with truckers, and offering a variety of freight matching and value-added services to promote sustainable development in the logistics industry.
Newsfilter
9.5
02-27Newsfilter
Full Truck Alliance Schedules Q4 2025 Earnings Call
  • Earnings Release Schedule: Full Truck Alliance will release its unaudited financial results for fiscal year 2025 before the U.S. market opens on March 12, 2026, highlighting the company's commitment to transparency and investor communication.
  • Conference Call Timing: Management will hold an earnings conference call at 8:00 A.M. U.S. Eastern Time on March 12, 2026, allowing global investors to participate, which underscores the company's focus on shareholder engagement.
  • Participation Registration Process: Participants are required to register online in advance to receive dial-in numbers and a unique access PIN, ensuring a smooth conference experience and enhancing investor engagement.
  • Replay Availability: A replay of the conference call will be accessible by phone one hour after the live call until March 19, 2026, with dial-in options for multiple countries, facilitating information access for global investors.
NASDAQ.COM
2.0
02-23NASDAQ.COM
Full Truck Alliance Shares Enter Oversold Territory
  • Oversold Signal: Full Truck Alliance (YMM) shares fell to $9.38 on Monday, with an RSI of 29.2, indicating that the recent heavy selling may be nearing exhaustion, prompting investors to consider buying opportunities.
  • Market Comparison: Compared to the S&P 500 ETF's current RSI of 42.9, YMM's oversold condition may attract bullish investors, highlighting a divergence in market sentiment.
  • Price Fluctuation: YMM's 52-week low is $9.38 and high is $14.07, with the last trade at $9.49, indicating that the stock is hovering at a low level, potentially offering investors a rebound opportunity.
  • Investor Sentiment: Despite the current low stock price, investors should remain cautious as market sentiment may influence future price movements, necessitating close attention to changes in the overall market environment.
Fool
6.5
02-12Fool
North of South Capital Increases Stake in Full Truck Alliance
  • Share Increase: North of South Capital disclosed a purchase of 240,446 shares of Full Truck Alliance on February 12, with an estimated trade value of $2.88 million, indicating ongoing confidence in the company.
  • Position Value Fluctuation: Despite the increase, the value of North of South's position in Full Truck Alliance fell by $21.18 million due to nearly a 20% drop in share price, reflecting market skepticism.
  • Core Holding Proportion: Full Truck Alliance now comprises 10.46% of North of South's reportable assets, underscoring its significance in the investment portfolio despite overall poor performance.
  • Business Growth Potential: Despite stock volatility, Q3 2025 net revenue rose 10.8% year-over-year, with order volume increasing by 22.3%, indicating Full Truck Alliance's strong competitiveness in the digital freight platform sector.
NASDAQ.COM
6.5
02-12NASDAQ.COM
North of South Capital Increases Stake in Full Truck Alliance
  • Share Increase Details: North of South Capital reported a purchase of 240,446 shares of Full Truck Alliance (YMM) in Q4 2025, valued at approximately $2.88 million, despite an overall position value decline of $21.18 million due to stock price fluctuations, highlighting the impact of market volatility on the portfolio.
  • Position Value Analysis: As of quarter-end, North of South Capital's stake in Full Truck Alliance totaled 10,847,821 shares valued at $116.40 million, representing 10.46% of its reportable assets under management, indicating the significance of this investment in its overall portfolio.
  • Financial Performance Overview: Despite YMM shares experiencing a nearly 20% drop in Q4, which significantly reduced the position's value, the company reported a 10.8% year-over-year increase in net revenue to $471.7 million in Q3, demonstrating operational resilience.
  • Market Outlook: With an average of 3.35 million monthly active shippers and rising order volumes, alongside $4.4 billion in cash and investments, YMM maintains a competitive edge in the logistics sector, suggesting that long-term investors should focus on the potential expansion of its ecosystem services.
Wall Street analysts forecast YMM stock price to rise
5 Analyst Rating
Wall Street analysts forecast YMM stock price to rise
3 Buy
1 Hold
1 Sell
Moderate Buy
Current: 0.000
sliders
Low
8.00
Averages
11.96
High
14.00
Current: 0.000
sliders
Low
8.00
Averages
11.96
High
14.00
Barclays
Equal Weight
downgrade
$13 -> $12
AI Analysis
2025-11-19
Reason
Barclays
Price Target
$13 -> $12
AI Analysis
2025-11-19
downgrade
Equal Weight
Reason
Barclays lowered the firm's price target on Full Truck Alliance to $12 from $13 and keeps an Equal Weight rating on the shares. The company's Q3 results were broadly in line with estimates and its Q4 outlook suggests growth in transaction service revenue is set to decelerate, the analyst tells investors in a research note.
Jefferies
Buy
maintain
$13
2025-11-17
Reason
Jefferies
Price Target
$13
2025-11-17
maintain
Buy
Reason
Jefferies lowered the firm's price target on Full Truck Alliance to $13 from $13.20 and keeps a Buy rating on the shares. The firm notes the company reported Q3 results with a revenue beat, but non-GAAP earnings came in below consensus mainly due to higher tax expense. Mid-point of Q4 revenue guidance is ahead of consensus, Jefferies adds. The firm factors in slower fulfilled orders growth in Q4 as CNY happens late next year and trucker sentiment is enhanced following better experience.
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Valuation Metrics

The current forward P/E ratio for Full Truck Alliance Co Ltd (YMM.N) is 19.52, compared to its 5-year average forward P/E of 19.15. For a more detailed relative valuation and DCF analysis to assess Full Truck Alliance Co Ltd's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
19.15
Current PE
19.52
Overvalued PE
259.98
Undervalued PE
-221.67

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
8.23
Current EV/EBITDA
12.77
Overvalued EV/EBITDA
60.98
Undervalued EV/EBITDA
-44.52

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
7.77
Current PS
6.25
Overvalued PS
11.63
Undervalued PS
3.91

Financials

AI Analysis
Annual
Quarterly

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Whales Holding YMM

S
Schroder Investment Management North America Inc.
Holding
YMM
+6.74%
3M Return
M
Mondrian Investment Partners Limited
Holding
YMM
+6.71%
3M Return
A
Alkeon Capital Management, LLC
Holding
YMM
+4.41%
3M Return
F
First Sentier Investors (Australia) IM Ltd
Holding
YMM
+3.28%
3M Return
P
Pacific Capital Funds LLC
Holding
YMM
+1.42%
3M Return
D
Davis Selected Advisers LP
Holding
YMM
-1.24%
3M Return

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Frequently Asked Questions

What is Full Truck Alliance Co Ltd (YMM) stock price today?

The current price of YMM is 9.13 USD — it has decreased -1.51

What is Full Truck Alliance Co Ltd (YMM)'s business?

Full Truck Alliance Co Ltd is a holding company primarily engaged in the operation of the digital freight platform FTA. The Company is primarily engaged in the provision of freight matching services. The services primarily include freight listing service, freight brokerage service, as well as online transaction service, which digitalizes the shipping transaction process. The Company is also engaged in the provision of value-added services, including cash credit solutions and working capital loans, insurance brokerage, software solutions, electronic toll collection (ETC) services, as well as energy services. The Company primarily operates its businesses in the domestic market.

What is the price predicton of YMM Stock?

Wall Street analysts forecast YMM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for YMM is11.96 USD with a low forecast of 8.00 USD and a high forecast of 14.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Full Truck Alliance Co Ltd (YMM)'s revenue for the last quarter?

Full Truck Alliance Co Ltd revenue for the last quarter amounts to 3.36B USD, increased 10.78

What is Full Truck Alliance Co Ltd (YMM)'s earnings per share (EPS) for the last quarter?

Full Truck Alliance Co Ltd. EPS for the last quarter amounts to 0.04 USD, decreased -20.00

How many employees does Full Truck Alliance Co Ltd (YMM). have?

Full Truck Alliance Co Ltd (YMM) has 7185 emplpoyees as of March 12 2026.

What is Full Truck Alliance Co Ltd (YMM) market cap?

Today YMM has the market capitalization of 9.55B USD.