Full Truck Alliance

E-Commerce And Urbanization Will Support Digital Logistics Expansion

AnalystHighTarget

Not Invested

Consensus Narrative from 13 Analysts

Published

17 Jun 25

Updated

27 Aug 25

AnalystHighTarget's Fair Value

US$19.68

35.5% undervalued

27 Aug

US$12.69

77.7%

5.0%

77.7%

5.0%

Author's Valuation

US$19.7

35.5% undervalued

AnalystHighTarget Fair Value

Narrative

Updates0

AnalystHighTarget Fair Value

US$19.7

35.5% undervalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

11.74%

Transportation revenue growth rate

0.26%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

8.52%

Calculation

CN¥9.43b

Earnings '28

19.96x

PE Ratio '28

CN¥188.20b

Market Cap '28

CN¥188.20b

Market Cap '28

1.04b

No. shares '28

CN¥180.60

Share Price '28

CN¥180.60 Share Price '28

Discounted to 2025 @ 8.53% p.a.

CN¥141.29

Fair Value '25

CN¥141.29 Fair Value '25

Converted to USD @ 0.1398 CNY/USD Exchange Rate

US$19.75

Fair Value '25