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YMM Full Truck Alliance Co. Ltd.

USTechnology
$8.55-0.35%OpenMarket Cap: $8.94B

As of 2026-07-10 12:25

Why YMM matters now

Full Truck Alliance Co. Ltd. (YMM) is a US stock in Technology. The latest InvestLog snapshot shows $8.55 with -0.35% on the session and $8.94B in market capitalization; recent performance reads 1-month -7.58% and YTD -27.31%.

The latest financial table shown here is Q1 2026, with revenue of $2.85B, net income of $990.9M, and EPS of $0.96. Investors can compare that operating picture with valuation signals such as P/E 13.67 and FCF yield 0.0%.

The latest indexable market news headline is "Full Truck Alliance: Upgrade To Buy As Valuation Narrative Reaches An Inflection Point" from Seeking Alpha.

Additional event context on this page matters because analyst consensus is Buy with a median target of $11.15; recent insider activity includes Cai Simon Chong filing . These signals are research inputs, not a recommendation.

Valuation

P/E (TTM)

13.67

PEG

0.05

P/B

1.38

P/S

4.37

EV/EBITDA

11.11

DCF Value

$0.50

FCF Yield

0.0%

Div Yield

2.3%

Margins & Returns

Gross Margin

62.8%

Operating Margin

31.3%

Net Margin

32.7%

ROE

10.4%

ROA

9.3%

ROIC

7.8%

Financials

PeriodRevenueNet IncomeEPS
Q1 2026$2.85B$990.9M$0.96
Q4 2025$3.19B$987.8M$0.91
FY 2025$12.49B$4.41B$4.20
Q3 2025$3.36B$907.3M$0.80

Analyst Ratings

Consensus

Buy

Target (Consensus)

$11.15

Target (Median)

$11.15

Target Range

$11.00 - $11.30

Strong Buy: 3Buy: 10Hold: 3Sell: 0Strong Sell: 0
JP MorganUnderweight
2026-01-12
BarclaysEqual Weight
2025-11-19

Trading Activity

Insider Trades

Cai Simon Chongofficer: See Remarks
Sell2026-03-18
Li Xinzhedirector
Sell2026-03-18
Cai Simon Chongofficer: See Remarks
Sell2026-03-18
Cai Simon Chongofficer: See Remarks
Sell2026-03-18
Li Xinzhedirector
Sell2026-03-18

Company Info

Sector

Technology

Industry

Software - Application

Country

CN

Exchange

Beta

0.29

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.