YMM Share Price Performance
US$11.35
1.28 (12.71%)
21.8% undervalued intrinsic discount
US$14.52
Fair Value
Price US$11.35
AnalystConsensusTarget US$14.52
AnalystLowTarget US$10.00
AnalystHighTarget US$18.55
Fair ValueUS$14.52
Share Pricen/a
Full Truck Alliance Co. Ltd. Stock Price
- 3 Narratives written by author
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- 55 Fair Values set on narratives written by author
YMM Community Narratives
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Fair Value US$14.52 21.8% undervalued intrinsic discount
YMM: Future AI Matching And Logistics Trends Will Drive Strong Upside
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Fair Value US$11.08 2.4% overvalued intrinsic discount
Aging Demographics And Rival Infrastructure Will Foil Prospects
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Fair Value US$19.76 42.6% undervalued intrinsic discount
E-Commerce And Urbanization Will Support Digital Logistics Expansion
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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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AN
US$14.52
21.8% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue
12% p.a.
Profit Margin
42.1%
Future PE
18.23x
Price in 2028
US$18.51
Aging Demographics And Rival Infrastructure Will Foil Prospects
Key Takeaways Shrinking market demand and increased competition threaten both growth prospects and long-term margin sustainability in China's freight industry. Regulatory and technological shifts are set to drive up operating costs, putting pressure on profitability and requiring significant platform adaptation.Read more
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AN
US$11.08
2.4% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue
6% p.a.
Profit Margin
45.36%
Future PE
16.27x
Price in 2028
US$14.19
E-Commerce And Urbanization Will Support Digital Logistics Expansion
Key Takeaways Superior digital adoption, high user retention, and platform upgrades position Full Truck Alliance for outsized growth and industry-leading recurring revenue as logistics shift online. Consolidation, regulatory compliance, and premium service expansion enable market share gains, pricing power, and long-term earnings growth while increasing platform diversification.Read more
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AN
US$19.76
42.6% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue
22% p.a.
Profit Margin
43.08%
Future PE
19.83x
Price in 2028
US$25.3
Trending Discussion
Recently Updated Narratives
AN
YMM: Forward Revenue Guidance Will Support Robust Returns Into 2026
Fair Value: US$14.52 21.8% undervalued intrinsic discount
35 followersusers have followed this narrative
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AN
Aging Demographics And Rival Infrastructure Will Foil Prospects
Fair Value: US$11.08 2.4% overvalued intrinsic discount
0 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
E-Commerce And Urbanization Will Support Digital Logistics Expansion
Fair Value: US$19.76 42.6% undervalued intrinsic discount
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Snowflake Analysis
Full Truck Alliance Co. Ltd. Key Details
About YMM
- Founded
- 2011
- Employees
- 7185
- 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 online transaction services, as well as various value-added services, such as credit solutions, insurance brokerage, software solutions, electronic toll collection, 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.
