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Upturn AI SWOT - About
Full Truck Alliance Co Ltd ADR (YMM)
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Upturn Advisory Summary
08/14/2025: YMM (1-star) is currently NOT-A-BUY. Pass it for now.
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 $15.24
1 Year Target Price $15.24
| 10 | Strong Buy |
| 2 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -28.12% | Avg. Invested days 33 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 11.26B USD | Price to earnings Ratio 21.54 | 1Y Target Price 15.24 |
Price to earnings Ratio 21.54 | 1Y Target Price 15.24 | ||
Volume (30-day avg) 15 | Beta 0.2 | 52 Weeks Range 6.85 - 13.85 | Updated Date 08/15/2025 |
52 Weeks Range 6.85 - 13.85 | Updated Date 08/15/2025 | ||
Dividends yield (FY) 1.78% | Basic EPS (TTM) 0.5 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-08-21 | When - | Estimate 1.28 | Actual - |
Profitability
Profit Margin 32.2% | Operating Margin (TTM) 44.54% |
Management Effectiveness
Return on Assets (TTM) 5.13% | Return on Equity (TTM) 10.33% |
Valuation
Trailing PE 21.54 | Forward PE 19.49 | Enterprise Value 8462445006 | Price to Sales(TTM) 0.97 |
Enterprise Value 8462445006 | Price to Sales(TTM) 0.97 | ||
Enterprise Value to Revenue 5.2 | Enterprise Value to EBITDA 14.28 | Shares Outstanding 939300992 | Shares Floating 16705641359 |
Shares Outstanding 939300992 | Shares Floating 16705641359 | ||
Percent Insiders 0.52 | Percent Institutions 79.36 |
Upturn AI SWOT
Full Truck Alliance Co Ltd ADR
Company Overview
History and Background
Full Truck Alliance (FTA), also known as Manbang Group, was formed in 2017 through the merger of two leading Chinese truck-hailing platforms, Yunmanman and Huochebang. The company's goal is to connect shippers with truckers to improve efficiency and reduce costs in the logistics sector.
Core Business Areas
- Freight Matching Platform: FTA operates a digital freight matching platform connecting shippers and truckers. It allows shippers to post transportation requests and truckers to find available loads.
- Value-Added Services: Besides freight matching, FTA offers value-added services such as financing, fuel cards, insurance, and electronic toll collection services to truckers.
Leadership and Structure
The leadership team includes key executives overseeing technology, operations, and finance. The organizational structure is designed to support its platform operations and value-added service offerings.
Top Products and Market Share
Key Offerings
- Yunmanman: One of FTA's primary platforms, connecting shippers with truckers. It is one of the largest digital freight platforms in China by users and freight volume. Competitors include Didi Freight and other smaller regional platforms.
- Huochebang: The other primary platform, also facilitating freight matching. Similar to Yunmanman, it faces competition from Didi Freight and local players in China.
Market Dynamics
Industry Overview
The road freight industry in China is large and fragmented, characterized by inefficiencies due to information asymmetry and reliance on traditional brokerage models. Digital platforms are emerging to modernize the industry.
Positioning
FTA is a leading player in China's digital freight matching market, leveraging its large user base and extensive network to gain a competitive advantage.
Total Addressable Market (TAM)
The China road freight market is estimated to be worth billions of USD. FTA aims to capture a significant portion of this TAM by digitalizing the freight matching process.
Upturn SWOT Analysis
Strengths
- Large user base of shippers and truckers
- Extensive network coverage across China
- Technology platform with advanced matching algorithms
- Value-added service offerings
Weaknesses
- Regulatory uncertainties in China
- Competition from other digital freight platforms
- Dependence on the Chinese economy
- Negative Profit Margins
Opportunities
- Further penetration of the digital freight matching market
- Expansion of value-added services
- Potential for international expansion
- Investment in logistics infrastructure
Threats
- Increased regulatory scrutiny
- Economic slowdown in China
- Emergence of disruptive technologies
- Intense price competition
Competitors and Market Share
Key Competitors
- DIDIY
- GOGOX
Competitive Landscape
FTA faces competition from other digital freight platforms and traditional logistics providers. Its competitive advantage lies in its large user base and network.
Major Acquisitions
Xiaogang Technology
- Year: 2018
- Acquisition Price (USD millions): 200
- Strategic Rationale: Strengthened its data analytics and technology capabilities.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by the increasing adoption of digital freight matching services in China.
Future Projections: Future growth depends on the company's ability to expand its user base, increase transaction volume, and offer new services.
Recent Initiatives: Recent initiatives may include partnerships with logistics providers, investment in technology upgrades, and expansion into new geographic areas.
Summary
Full Truck Alliance (FTA) is a prominent player in China's digital freight matching sector, leveraging its extensive network and technology platform. While it faces competition and regulatory uncertainties, its large user base and value-added services provide a competitive edge. FTA's future growth hinges on its ability to expand its service offerings and navigate the evolving regulatory landscape. The key things to watch out for is their profitability and also the Chinese regulatory bodies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Industry Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market data is subject to change.
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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