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YMM 
Full Truck Alliance Co Ltd ADR (YMM)
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Upturn Advisory Summary
10/15/2025: YMM (1-star) is a SELL. SELL since 4 days. Simulated Profits (-6.88%). Updated daily EoD!
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
15 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $15.3
1 Year Target Price $15.3
| 10 | Strong Buy |
| 2 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -32.67% | Avg. Invested days 32 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 13.19B USD | Price to earnings Ratio 22.52 | 1Y Target Price 15.3 |
Price to earnings Ratio 22.52 | 1Y Target Price 15.3 | ||
Volume (30-day avg) 15 | Beta 0.2 | 52 Weeks Range 8.07 - 13.96 | Updated Date 10/17/2025 |
52 Weeks Range 8.07 - 13.96 | Updated Date 10/17/2025 | ||
Dividends yield (FY) 1.52% | Basic EPS (TTM) 0.56 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 34.41% | Operating Margin (TTM) 35.18% |
Management Effectiveness
Return on Assets (TTM) 5.99% | Return on Equity (TTM) 11.17% |
Valuation
Trailing PE 22.52 | Forward PE 19.49 | Enterprise Value 11661197587 | Price to Sales(TTM) 1.09 |
Enterprise Value 11661197587 | Price to Sales(TTM) 1.09 | ||
Enterprise Value to Revenue 6.84 | Enterprise Value to EBITDA 17.2 | Shares Outstanding 939300912 | Shares Floating 16684687437 |
Shares Outstanding 939300912 | Shares Floating 16684687437 | ||
Percent Insiders 0.52 | Percent Institutions 78.47 |
Upturn AI SWOT
Full Truck Alliance Co Ltd ADR
Company Overview
History and Background
Full Truck Alliance Co Ltd ADR, often referred to as Manbang Group, was formed in 2017 through the merger of Huochebang and Yunmanman. It is a digital freight platform connecting shippers and truckers in China. It has rapidly grown to become a major player in China's logistics industry.
Core Business Areas
- Freight Matching Platform: Connects shippers with available trucks, enabling efficient matching of supply and demand.
- Value-Added Services: Offers services such as fuel cards, electronic toll collection, financing, and insurance to truckers.
- Digital Freight Brokerage: Facilitates transactions between shippers and carriers using digital technology, streamlining the process.
Leadership and Structure
The company is led by a CEO and management team overseeing various departments including technology, operations, and finance. The organizational structure includes divisions for platform development, service offerings, and regional operations.
Top Products and Market Share
Key Offerings
- Truck Matching Service: Core platform connecting shippers and truckers. Manbang claims to be the world's largest digital freight platform. Competitors include local Chinese freight platforms and traditional logistics brokers, although Manbang's scale gives it a significant advantage.
- ETC (Electronic Toll Collection) Service: Facilitates electronic toll payments for truckers. Part of the value-added service offerings. Competitors include companies providing similar fintech solutions for the transportation industry.
- Fuel Cards: Provides discounted fuel cards for truckers which is part of the value-added service offerings. Competitors are companies such as LianLian Digital (Hk) Co., Limited and other Chinese firms that offer similar discounts.
Market Dynamics
Industry Overview
China's logistics industry is large and rapidly growing, driven by e-commerce and industrial production. The industry is characterized by fragmentation and inefficiencies, presenting opportunities for digital platforms to improve matching and reduce costs.
Positioning
Full Truck Alliance Co Ltd ADR is a leading digital freight platform in China. Its scale and network effects create a competitive advantage. The company focuses on digitizing and optimizing the trucking industry.
Total Addressable Market (TAM)
The TAM for the digital freight market in China is estimated to be in the hundreds of billions of dollars. Full Truck Alliance Co Ltd ADR is well-positioned to capture a significant share of this market through its platform and services.
Upturn SWOT Analysis
Strengths
- Largest digital freight platform in China
- Strong network effects
- Comprehensive service offerings
- Data-driven insights
Weaknesses
- Regulatory risks in China
- Dependence on Chinese economy
- Data privacy concerns
- Competition from local players
Opportunities
- Expansion into new service lines
- Further penetration of the Chinese market
- International expansion
- Adoption of AI and machine learning
Threats
- Increased competition
- Economic slowdown in China
- Changes in government regulations
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- GOGOX (Not a US Stock)
- Lalamove (Not a US Stock)
- Didi Freight (Not a US Stock)
Competitive Landscape
Full Truck Alliance Co Ltd ADR has a strong competitive position due to its scale and network effects. However, competition is increasing.
Growth Trajectory and Initiatives
Historical Growth: Full Truck Alliance Co Ltd ADR has experienced rapid growth in user base and transaction volume.
Future Projections: Future growth is projected to be driven by increasing adoption of digital freight platforms and expansion into new markets.
Recent Initiatives: Recent initiatives include investing in technology and expanding service offerings.
Summary
Full Truck Alliance (YMM) holds a leading position in China's digital freight market due to its large network and comprehensive services. Regulatory risks in China and increased competition pose challenges. Continued innovation and strategic partnerships will be crucial for maintaining its growth trajectory. The absence of dividends and reliance on the Chinese economy are factors to consider.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- Industry Reports
- Market Research Reports
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions can change rapidly. Consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Full Truck Alliance Co Ltd ADR
Exchange NYSE | Headquaters - | ||
IPO Launch date 2021-06-22 | Founder, Chairman & CEO Mr. Hui Zhang | ||
Sector Technology | Industry Software - Application | Full time employees 7185 | |
Full time employees 7185 | |||
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.
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