YMM Share Price Performance
US$8.77
-4.07 (-31.70%)
29.4% undervalued intrinsic discount
US$12.43
Fair Value
Price US$8.77
AnalystConsensusTarget US$12.43
AnalystHighTarget US$16.17
AnalystLowTarget US$9.10
Fair ValueUS$12.43
Share Pricen/a
Full Truck Alliance Co. Ltd. Stock Price
- 3 Narratives written by author
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- 63 Fair Values set on narratives written by author
YMM Community Narratives
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Fair Value
·Fair Value US$12.43 29.4% undervalued intrinsic discount
YMM: Future AI Matching And Logistics Trends Will Drive Strong Upside
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37users have followed this narrative
AN
Fair Value
·Fair Value US$16.17 45.7% undervalued intrinsic discount
E-Commerce And Urbanization Will Support Digital Logistics Expansion
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Fair Value
·Fair Value US$9.1 3.6% undervalued intrinsic discount
Aging Demographics And Rival Infrastructure Will Foil Prospects
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1users have followed this narrative
E-Commerce And Urbanization Will Support Digital Logistics Expansion
Online shopping and faster city growth push freight booking in China onto apps, and Full Truck Alliance may be one of the biggest winners as more shippers and truckers stick with its platform. But higher fees, rising rules, and costly incentives could slow shipments and squeeze profits, making the upside far from certain.Read more
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US$16.17
45.7% undervalued intrinsic discount
Fair Value
Revenue
16.21% p.a.
Profit Margin
42.57%
Future PE
17.24x
Price in 2029
US$20.75
Aging Demographics And Rival Infrastructure Will Foil Prospects
Full Truck Alliance looks like a strong digital middleman for China’s trucking market, but big long-term forces could work against it as the country ages and other ways of moving goods expand. See why tougher rules, rising costs, and fiercer platform competition could squeeze growth—despite signs the network is getting stronger and the company is widening its services.Read more
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US$9.1
3.6% undervalued intrinsic discount
Fair Value
Revenue
3.3% p.a.
Profit Margin
45.88%
Future PE
12.85x
Price in 2029
US$11.69
YMM: Future AI Matching And Logistics Trends Will Drive Strong Upside
Key Takeaways Accelerating digitalization, AI-driven efficiencies, and expanded value-added services are boosting platform engagement, reducing costs, and diversifying revenue streams for improved profitability. Growth in SME shipper and trucker bases, enhanced user experience, and broader addressable market strengthen network effects and long-term volume-driven earnings potential.Read more
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US$12.43
29.4% undervalued intrinsic discount
Fair Value
Revenue
6.35% p.a.
Profit Margin
41.7%
Future PE
18.1x
Price in 2029
US$15.89
Trending Discussion
No trending discussion available.
Recently Updated Narratives
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YMM: Reset Expectations And 30-Day Catalyst Watch Will Drive Bullish Repricing
Fair Value: US$16.17 45.7% undervalued intrinsic discount
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YMM: Future Returns Will Hinge On Execution Against A Reset Expectations Bar
Fair Value: US$9.1 3.6% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
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YMM: Governance And Dividend Progress Will Support Returns Through 2026
Fair Value: US$12.43 29.4% undervalued intrinsic discount
37 fair values setusers have set this as their fair value
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Snowflake Analysis
Full Truck Alliance Co. Ltd. Key Details
About YMM
- Founded
- 2011
- Employees
- 8251
- CEO
- WebsiteView website
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 and Hong Kong. The company offers freight matching services, such as freight listing and brokerage services; and transaction services, as well as various value-added services, such as credit solutions, insurance brokerage, software solutions, electronic toll collection, intelligent driving related services, and energy services. It also provides technology development and other services. Full Truck Alliance Co. Ltd. was founded in 2011 and is based in Guiyang, China.
