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Full Truck Alliance
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Full Truck Alliance
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AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Digital And AI Applications Will Transform Future Logistics Efficiency
Key Takeaways Strategic investments in digital transformation and AI are expected to boost efficiency, increasing transaction volumes and driving revenue growth. Efforts to expand user growth and brand could capitalize on the vast small shipper market, enhancing monthly active users and net margins.
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US$15.80
FV
29.9% undervalued
intrinsic discount
14.40%
Revenue growth p.a.
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Your Valuation for
YMM
YMM
Full Truck Alliance
Your Fair Value
US$
Current Price
US$11.08
11.9% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-4b
21b
2015
2018
2021
2024
2025
2027
2030
Revenue CN¥20.7b
Earnings CN¥5.7b
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