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Technology - Software - Application - NYSE - CN
$ 11.26
0.626 %
$ 11.8 B
Market Cap
29.63
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Jan, 18, 2025.

The intrinsic value of one YMM stock under the worst case scenario is HIDDEN Compared to the current market price of 11.3 USD, Full Truck Alliance Co. Ltd. is HIDDEN

This DCF valuation model was last updated on Jan, 18, 2025.

The intrinsic value of one YMM stock under the base case scenario is HIDDEN Compared to the current market price of 11.3 USD, Full Truck Alliance Co. Ltd. is HIDDEN

This DCF valuation model was last updated on Jan, 18, 2025.

The intrinsic value of one YMM stock under the best case scenario is HIDDEN Compared to the current market price of 11.3 USD, Full Truck Alliance Co. Ltd. is HIDDEN

2. FUNDAMENTAL ANALYSIS
FINANCIALS
8.44 B REVENUE
25.28%
997 M OPERATING INCOME
975.45%
2.23 B NET INCOME
440.69%
2.27 B OPERATING CASH FLOW
14724.01%
554 M INVESTING CASH FLOW
-74.02%
-1.17 B FINANCING CASH FLOW
12.27%
3.03 B REVENUE
9.66%
762 M OPERATING INCOME
34.78%
823 M NET INCOME
41.43%
0 OPERATING CASH FLOW
0.00%
0 INVESTING CASH FLOW
0.00%
0 FINANCING CASH FLOW
0.00%
Balance Sheet Full Truck Alliance Co. Ltd.
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Current Assets 24 B
Cash & Short-Term Investments 18.3 B
Receivables 23.4 M
Other Current Assets 5.69 B
Non-Current Assets 15.4 B
Long-Term Investments 11.1 B
PP&E 329 M
Other Non-Current Assets 3.95 B
Current Liabilities 3.27 B
Accounts Payable 25.2 M
Short-Term Debt 37.8 M
Other Current Liabilities 3.21 B
Non-Current Liabilities 178 M
Long-Term Debt 46.7 M
Other Non-Current Liabilities 132 M
EFFICIENCY
Earnings Waterfall Full Truck Alliance Co. Ltd.
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Revenue 8.44 B
Cost Of Revenue 1.23 B
Gross Profit 7.2 B
Operating Expenses 6.21 B
Operating Income 997 M
Other Expenses -1.23 B
Net Income 2.23 B
RATIOS
85.39% GROSS MARGIN
85.39%
11.82% OPERATING MARGIN
11.82%
26.23% NET MARGIN
26.23%
6.22% ROE
6.22%
5.62% ROA
5.62%
2.67% ROIC
2.67%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Full Truck Alliance Co. Ltd.
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Net Income 2.23 B
Depreciation & Amortization 74.7 M
Capital Expenditures -100 M
Stock-Based Compensation 442 M
Change in Working Capital -709 M
Others -108 M
Free Cash Flow 2.17 B
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Full Truck Alliance Co. Ltd.
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Wall Street analysts predict an average 1-year price target for YMM of $10.3 , with forecasts ranging from a low of $9 to a high of $12 .
YMM Lowest Price Target Wall Street Target
9 USD -20.07%
YMM Average Price Target Wall Street Target
10.3 USD -8.88%
YMM Highest Price Target Wall Street Target
12 USD 6.57%
4. DIVIDEND ANALYSIS
0.00% DIVIDEND YIELD
0.144 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership Full Truck Alliance Co. Ltd.
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
7. News
Full Truck Alliance: Too Cheap For The Growth. Full Truck Alliance (YMM) is China's largest digital freight platform, offering freight matching and value-added services, with a dominant market share and significant growth potential. YMM's revenue and order volume are increasing, driven by rising online penetration rates and higher monetization rates, with a projected revenue growth of over 20% in 2025 and 2026. Despite regulatory and competitive risks, YMM's current valuation is low, trading at 16 times 2025 earnings, with a target price of $16.5-$17 per share. seekingalpha.com - 3 weeks ago
Are You Looking for a Top Momentum Pick? Why Full Truck Alliance Co. Ltd. Does Full Truck Alliance Co. Ltd. Sponsored ADR (YMM) have what it takes to be a top stock pick for momentum investors? zacks.com - 1 month ago
Full Truck Alliance Co. Ltd. (YMM) Q3 2024 Earnings Call Transcript Full Truck Alliance Co. Ltd. (NYSE:YMM ) Q3 2024 Earnings Conference Call November 20, 2024 7:00 AM ET Company Participants Mao Mao - Head of Investor Relations Hui Zhang - Founder, Chairman and Chief Executive Officer Simon Cai - Chief Financial Officer Conference Call Participants Charlie Chen - China Renaissance Eddy Wang - Morgan Stanley Jiulu Li - CICC Yuxuan Mi - UBS Operator Ladies and gentlemen, good day, and welcome to Full Truck Alliance's Third Quarter 2024 Earnings Conference Call. seekingalpha.com - 1 month ago
Full Truck Alliance Co. Ltd. Sponsored ADR (YMM) Q3 Earnings and Revenues Beat Estimates Full Truck Alliance Co. Ltd. Sponsored ADR (YMM) came out with quarterly earnings of $0.17 per share, beating the Zacks Consensus Estimate of $0.15 per share. zacks.com - 1 month ago
Full Truck Alliance Co. Ltd. Announces Third Quarter 2024 Unaudited Financial Results GUIYANG, China , Nov. 20, 2024 /PRNewswire/ -- Full Truck Alliance Co. Ltd. ("FTA" or the "Company") (NYSE: YMM), a leading digital freight platform, today announced its unaudited financial results for the third quarter ended September 30, 2024. prnewswire.com - 1 month ago
Full Truck Alliance Co. Ltd. to Announce Third Quarter 2024 Financial Results on Wednesday, November 20, 2024 Earnings Call Scheduled for 7:00 A.M. U.S. ET on November 20, 2024   GUIYANG, China , Oct. 31, 2024 /PRNewswire/ -- Full Truck Alliance Co. Ltd. prnewswire.com - 2 months ago
Why Chinese Stocks PDD Holdings, GDS Holdings, and Full Truck Alliance Were Bouncing Back Today Chinese stocks continue to see whipsaw volatility. fool.com - 2 months ago
Strength Seen in Full Truck Alliance (YMM): Can Its 10.2% Jump Turn into More Strength? Full Truck Alliance (YMM) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road. zacks.com - 3 months ago
Why Baidu, Full Truck Alliance, and Bilibili Are Trading Higher Today The People's Bank of China lowered the country's seven-day reverse repo rate. It also injected funds into the capital markets and lowered interest rates and down payments for mortgages. fool.com - 3 months ago
Wall Street Analysts Think Full Truck Alliance (YMM) Could Surge 39.59%: Read This Before Placing a Bet The consensus price target hints at a 39.6% upside potential for Full Truck Alliance (YMM). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term. zacks.com - 4 months ago
Full Truck Alliance: Positive On Strong Q2 Growth And Favorable Volume Guidance Full Truck Alliance Co. Ltd.'s revenue and net income attributable to shareholders rose significantly by +34% YoY and +33% YoY, respectively in Q2 2024. The company sees its order volume increasing by +20% or more for the full year, which will be on par with its actual Q2 2024 order volume expansion of +22%. Full Truck Alliance's solid second quarter results and positive full-year prospects support a higher valuation multiple and a Buy rating. seekingalpha.com - 4 months ago
Full Truck Alliance Co. Ltd. Sponsored ADR (YMM) Matches Q2 Earnings Estimates Full Truck Alliance Co. Ltd. Sponsored ADR (YMM) came out with quarterly earnings of $0.13 per share, in line with the Zacks Consensus Estimate. zacks.com - 4 months ago
8. Profile Summary

Full Truck Alliance Co. Ltd. YMM

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COUNTRY CN
INDUSTRY Software - Application
MARKET CAP $ 11.8 B
Dividend Yield 0.00%
Description 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 listing, matching, and brokerage services; and online transaction services, as well as various value-added services, such as credit solutions, insurance brokerage, 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.
Contact No. 123 Kaifa Avenue, Guiyang, 550009 https://www.fulltruckalliance.com
IPO Date June 23, 2021
Employees 7585
Officers Mr. Chong Cai Chief Financial Officer Mr. Hui Zhang Founder, Chairman & Chief Executive Officer Mao Mao Head of Investor Relations Mr. Langbo Guo President & Director Mr. Kai Shen Chief Risk Officer & General Counsel