Full Truck Alliance Co. Ltd.

NYSE:YMM Stock Report

Market Cap: US$13.4b

Full Truck Alliance Future Growth

Future criteria checks 4/6

Full Truck Alliance is forecast to grow earnings and revenue by 25.4% and 13.5% per annum respectively. EPS is expected to grow by 29.4% per annum. Return on equity is forecast to be 15.3% in 3 years.

Key information

25.4%

Earnings growth rate

29.4%

EPS growth rate

Transportation earnings growth11.7%
Revenue growth rate13.5%
Future return on equity15.3%
Analyst coverage

Good

Last updated31 Mar 2025

Recent future growth updates

Recent updates

Full Truck Alliance: Maintain 'Buy' After Strong Q4 Results

Mar 08

Here's Why We Think Full Truck Alliance (NYSE:YMM) Is Well Worth Watching

Feb 12
Here's Why We Think Full Truck Alliance (NYSE:YMM) Is Well Worth Watching

Full Truck Alliance: Too Cheap For The Growth.

Dec 22

Full Truck Alliance Co. Ltd.'s (NYSE:YMM) 40% Jump Shows Its Popularity With Investors

Dec 10
Full Truck Alliance Co. Ltd.'s (NYSE:YMM) 40% Jump Shows Its Popularity With Investors
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Transformative Digital Revolution Elevates Logistics Industry Efficiency And Growth

Nov 20 Strategic initiatives in user acquisition and branding among SMEs are rapidly expanding the shipper user base and future revenue potential.

Does Full Truck Alliance (NYSE:YMM) Deserve A Spot On Your Watchlist?

Nov 04
Does Full Truck Alliance (NYSE:YMM) Deserve A Spot On Your Watchlist?

Why Investors Shouldn't Be Surprised By Full Truck Alliance Co. Ltd.'s (NYSE:YMM) 33% Share Price Surge

Sep 28
Why Investors Shouldn't Be Surprised By Full Truck Alliance Co. Ltd.'s (NYSE:YMM) 33% Share Price Surge

Full Truck Alliance (NYSE:YMM) Is Looking To Continue Growing Its Returns On Capital

Sep 04
Full Truck Alliance (NYSE:YMM) Is Looking To Continue Growing Its Returns On Capital

Full Truck Alliance: Positive On Strong Q2 Growth And Favorable Volume Guidance

Aug 23

With EPS Growth And More, Full Truck Alliance (NYSE:YMM) Makes An Interesting Case

Jul 05
With EPS Growth And More, Full Truck Alliance (NYSE:YMM) Makes An Interesting Case

Full Truck Alliance: Turning Positive On Results Beat And Attractive Shareholder Yield (Rating Upgrade)

May 24

Full Truck Alliance Co. Ltd.'s (NYSE:YMM) Popularity With Investors Is Clear

Apr 03
Full Truck Alliance Co. Ltd.'s (NYSE:YMM) Popularity With Investors Is Clear

Full Truck Alliance: Spotlight On Higher Costs

Mar 11

Full Truck Alliance Performs Well As Chinese Road Freight Market Improves

Nov 08

Full Truck Alliance: Undervalued Gem With Solid Financials

Sep 06

Full Truck Alliance: A Mixed View

Jun 20

Full Truck Alliance Puts The Brakes On Hong Kong Listing Plan

Dec 30

Full Truck Alliance's Q3 gross transaction value up 3.5% Y/Y

Oct 31

Full Truck Alliance reports Q2 earnings beat; sees Q3 revenue between RMB1.65B and RMB1.73B

Aug 25

Full Truck Alliance reports 11.1% drop in Q2 gross transaction value

Jul 25

Full Truck Alliance climbs 6% on resuming new user registration

Jun 29

Full Truck Alliance Looks Poised For Recovery With Wrap Of Data Security Review

Jun 09

Full Truck Alliance Shifts Up A Gear On Regulatory Easing Reports

May 04

Full Truck Alliance Travels Bumpy Road Through Pandemic, Regulatory Wave

Jan 26

Earnings and Revenue Growth Forecasts

NYSE:YMM - Analysts future estimates and past financials data (CNY Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/202717,0767,9057,489N/A9
12/31/202614,5936,0976,143N/A11
12/31/202512,6264,8684,990N/A12
12/31/202411,2393,070N/AN/AN/A
9/30/202410,4723,095N/AN/AN/A
6/30/20249,7052,603N/AN/AN/A
3/31/20249,0032,385N/AN/AN/A
12/31/20238,4362,2132,1692,270N/A
9/30/20237,9511,823N/AN/AN/A
6/30/20237,4951,602N/AN/AN/A
3/31/20237,1031,008N/AN/AN/A
12/31/20226,734407-101-16N/A
9/30/20226,241-1,108N/AN/AN/A
6/30/20225,674-1,680N/AN/AN/A
3/31/20225,122-3,898N/AN/AN/A
12/31/20214,657-4,173-255-211N/A
9/30/20214,078-5,747N/AN/AN/A
6/30/20213,571-5,903N/AN/AN/A
3/31/20212,950-3,878N/AN/AN/A
12/31/20202,581-3,591522575N/A
9/30/20202,340-1,247671679N/A
12/31/20192,473-1,542-934-924N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: YMM's forecast earnings growth (25.4% per year) is above the savings rate (2.8%).

Earnings vs Market: YMM's earnings (25.4% per year) are forecast to grow faster than the US market (13.8% per year).

High Growth Earnings: YMM's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: YMM's revenue (13.5% per year) is forecast to grow faster than the US market (8.3% per year).

High Growth Revenue: YMM's revenue (13.5% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: YMM's Return on Equity is forecast to be low in 3 years time (15.3%).

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/04/01 11:22
End of Day Share Price 2025/04/01 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Full Truck Alliance Co. Ltd. is covered by 21 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jiong ShaoBarclays
Wenjie ZhangChina International Capital Corporation Limited
Jiulu LiChina International Capital Corporation Limited