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Upturn AI SWOT - About
Full Truck Alliance Co Ltd ADR (YMM)
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Upturn Advisory Summary
06/20/2025: YMM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $15.32
1 Year Target Price $15.32
| 10 | Strong Buy |
| 2 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -27.18% | Avg. Invested days 30 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/20/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 12.35B USD | Price to earnings Ratio 23.62 | 1Y Target Price 15.32 |
Price to earnings Ratio 23.62 | 1Y Target Price 15.32 | ||
Volume (30-day avg) 15 | Beta 0.2 | 52 Weeks Range 6.66 - 13.85 | Updated Date 06/30/2025 |
52 Weeks Range 6.66 - 13.85 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 1.63% | Basic EPS (TTM) 0.5 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | 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 23.62 | Forward PE 19.49 | Enterprise Value 9547595224 | Price to Sales(TTM) 1.06 |
Enterprise Value 9547595224 | Price to Sales(TTM) 1.06 | ||
Enterprise Value to Revenue 5.86 | Enterprise Value to EBITDA 16.09 | Shares Outstanding 939300992 | Shares Floating 16253399327 |
Shares Outstanding 939300992 | Shares Floating 16253399327 | ||
Percent Insiders 0.52 | Percent Institutions 75 |
Analyst Ratings
Rating 4 | Target Price 15.32 | Buy 2 | Strong Buy 10 |
Buy 2 | Strong Buy 10 | ||
Hold 3 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Full Truck Alliance Co Ltd ADR
Company Overview
History and Background
Full Truck Alliance (FTA), also known as Manbang Group, was founded in 2017 through the merger of two leading Chinese truck-hailing platforms, Yunmanman and Huochebang. It connects shippers with truckers to facilitate freight transportation. FTA addresses inefficiencies in China's fragmented trucking market.
Core Business Areas
- Freight Brokerage: Facilitates transactions between shippers and truckers, providing a platform for price discovery and matching supply and demand.
- Freight Services: Offers value-added services such as insurance, financing, and fuel cards to truckers to improve their operational efficiency and reduce costs.
- Truck Sales: Facilitates the sales of new and used trucks in cooperation with dealers.
Leadership and Structure
The leadership team includes Hui Zhang (Chairman and CEO). The organizational structure comprises business units focused on brokerage, services, and technology development.
Top Products and Market Share
Key Offerings
- Yunmanman Platform: A mobile app that connects shippers with truckers for spot market freight transactions. In 2023 Q4, Average Shipper MAU was 1.98 million and Average Trucker MAU was 6.13 million. Competitors include local Chinese platforms with regional focus and emerging digital freight brokerages.
- Huochebang Platform: Similar to Yunmanman, focusing on specific regions and freight types. Competitors include local Chinese platforms with regional focus and emerging digital freight brokerages.
- Value-Added Services: Including fuel cards, ETC cards, insurance, and financing solutions that enhance the profitability of FTAu2019s network users. Competitors include local financial institutions and fintech companies that offer financial products to truckers.
Market Dynamics
Industry Overview
China's road freight market is large but fragmented, characterized by inefficiencies in matching supply and demand and a lack of transparency in pricing. Digitization is rapidly transforming the market.
Positioning
FTA is a leading digital freight platform in China, leveraging its large network and technology to improve efficiency and transparency. FTA holds a significant market share in the digital freight brokerage market in China.
Total Addressable Market (TAM)
The total addressable market for road freight in China is estimated to be in the hundreds of billions of dollars. FTA is positioned to capture a significant portion of this market through its digital platform and value-added services.
Upturn SWOT Analysis
Strengths
- Large network of shippers and truckers
- Advanced technology platform
- Strong brand recognition in China
- Comprehensive suite of value-added services
- Economies of scale
Weaknesses
- Reliance on the Chinese regulatory environment
- Exposure to macroeconomic fluctuations in China
- Potential for increased competition from other digital platforms
- Dependence on user adoption of technology
- Geopolitical risk.
Opportunities
- Expansion into new geographies within China
- Increased adoption of value-added services
- Strategic partnerships with logistics companies
- Technological advancements in autonomous driving
- Further penetration into SME freight segment
Threats
- Increased regulatory scrutiny
- Economic slowdown in China
- Emergence of new competitors
- Cybersecurity risks
- Fluctuations in fuel prices
Competitors and Market Share
Key Competitors
- None (US Publicly Traded)
Competitive Landscape
FTA is a leading player in China's digital freight market, benefiting from its large network and comprehensive service offerings. Competitive advantages include its scale and technology. The company has no direct US publicly traded competitors.
Growth Trajectory and Initiatives
Historical Growth: FTA has experienced rapid growth in transaction volume and revenue since its founding, driven by the digitization of China's road freight market.
Future Projections: Analysts project continued growth for FTA, driven by increasing demand for digital freight services and expansion into new markets.
Recent Initiatives: Recent initiatives include expanding value-added service offerings, enhancing technology infrastructure, and strengthening partnerships with strategic partners.
Summary
Full Truck Alliance is a leading player in China's digital freight market, with a large network and a growing suite of services. Its strong market position and technological capabilities are counterbalanced by regulatory risks and macroeconomic uncertainties in China. While it is currently not profitable, FTA's revenue growth indicates a positive trajectory. Investors should closely monitor regulatory developments and competition within the digital freight sector.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Financial data may be outdated. Market shares are estimates.
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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