Assessing Full Truck Alliance (NYSE:YMM) Valuation Following New Ex-Dividend Date Announcement

Full Truck Alliance (NYSE:YMM) just set its next ex-dividend date for October 10th, 2025. Shareholders on record by then will qualify for the upcoming cash dividend payout later in the month.

See our latest analysis for Full Truck Alliance.

The upcoming dividend has kept Full Truck Alliance in the spotlight, with some investors positioning ahead of the payout and others continuing to respond to a year where momentum has been gradually building. The company’s 1-year total shareholder return sits at a solid 35.3%, while shares have climbed steadily year to date, reinforcing a sense of growing optimism for both the short and long term.

If you’re watching how transport and logistics stocks respond to dividend news, this could be a great moment to broaden your approach and discover fast growing stocks with high insider ownership

But with shares trading nearly 16% below average analyst targets and strong growth still on display, investors have reason to wonder: is Full Truck Alliance undervalued, or has the market fully priced in its future earnings potential?

Most Popular Narrative: 13.8% Undervalued

With the latest close at $13.38 and the most widely followed narrative placing fair value at $15.52, many investors see further upside potential. The narrative draws on transformative drivers already reshaping Full Truck Alliance’s business model.

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 the complete narrative.

Want to know what’s fueling that bullish price target? Hidden behind the scenes are growth assumptions and profit margin leaps you don’t want to miss. Uncover the bold financial projections that could reshape your view of Full Truck Alliance’s true potential.

Result: Fair Value of $15.52 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, rising user acquisition costs and slower freight brokerage growth could still weigh on long-term profitability if these factors are not carefully managed.

Find out about the key risks to this Full Truck Alliance narrative.

Build Your Own Full Truck Alliance Narrative

If you see things differently or want to dive into the numbers yourself, you can quickly craft your own view of Full Truck Alliance in just a few minutes, and Do it your way

A good starting point is our analysis highlighting 3 key rewards investors are optimistic about regarding Full Truck Alliance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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