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Full Truck Alliance
YMM
Full Truck Alliance
Automation And Emissions Will Squeeze Margins But Yield Minor Efficiencies
AN
AnalystLowTarget
Not Invested
Consensus Narrative from 14 Analysts
Published
19 Jun 25
Updated
23 Jul 25
0
Set Fair Value
0
votes
Share
AnalystLowTarget
's Fair Value
US$10.29
10.4% overvalued
intrinsic discount
23 Jul
US$11.36
Loading
1Y
49.5%
7D
1.2%
Author's Valuation
US$10.3
10.4% overvalued
intrinsic discount
AnalystLowTarget Fair Value
View Valuation
Narrative
Updates
0
Valuator
Company Info
Notes
AnalystLowTarget Fair Value
US$10.3
10.4% overvalued
intrinsic discount
Future estimation in
3 Years
time period
Past
Future
-6b
15b
2019
2021
2023
2025
2027
2028
Revenue CN¥15.1b
Earnings CN¥7.1b
Revenue
Profit Margin
Future PE
Revenue
% p.a.
0
Decrease
Increase
Current revenue growth rate
12.54%
Transportation revenue growth rate
0.25%
Other Inputs & Calculation
Risk Level (Discount Rate)
Our default considers factors like the company's size, volatility, profitablity and country of operation.
Risk Level (Discount Rate)
%
0
Decrease
Increase
Current discount rate
8.50%
Calculation
CN¥7.12b
Earnings '28
x
13.85x
PE Ratio '28
=
CN¥98.56b
Market Cap '28
CN¥98.56b
Market Cap '28
/
1.05b
No. shares '28
=
CN¥93.94
Share Price '28
CN¥93.94
Share Price '28
Discounted to 2025 @ 8.33% p.a.
=
CN¥73.88
Fair Value '25
CN¥73.88
Fair Value '25
Converted to USD @ 0.1397 CNY/USD Exchange Rate
=
US$10.32
Fair Value '25