Full Truck Alliance Co. Ltd.
YMM
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- Full Truck Alliance operates in a growing logistics technology sector, which is increasingly vital for supply chain efficiency.
- Revenue increased by 19% compared to the prior quarter, reaching $3.4 billion.
- Operating margin expanded to 44% in the latest quarter.
- The company has a sell signal with a score of -10.00, indicating potential downward pressure.
- Net income decreased to $990.906 million in the last quarter, down from $1.33 billion in the previous quarter.
- Gross margin slightly declined to 72.6%, compared to 72.7% in the prior quarter.
Fundamentals
| Market cap | $8.71B | Enterprise value | -$13.49B | Trailing P/E | 14.61 | Forward P/E | 9.58 |
| PEG | — | Price / book | 1.43 | Beta | 0.21 | Dividend yield | 4.03% |
| Revenue growth | 4.4% | Earnings growth | 0.4% | Gross margin | 87.3% | Operating margin | 43.9% |
| Profit margin | 33.0% | ROE | 10.4% | ROA | 6.1% | Debt / equity | 0.00 |
| Current ratio | 7.96 | Free cash flow | $6.01B | Analyst recommendation | buy | Mean target | $12.52 |
| 52w high | $13.40 | 52w low | $7.46 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | 2025-Q1 | |
|---|---|---|---|---|---|---|
| Revenue | $3.4B | $2.8B | $3.2B | $3.4B | $3.2B | — |
| Op margin | 43.9% | 35.3% | 32.2% | 23.1% | 35.2% | — |
| Net income | $1.3B | $991M | $988M | $907M | $1.2B | — |
| Gross margin | 72.6% | 72.7% | 66.3% | 52.2% | 61.8% | — |
| Gross profit | $2.5B | $2.1B | $2.1B | $1.8B | $2.0B | — |
| Operating income | $1.5B | $1.0B | $1.0B | $776M | $1.1B | — |
- Revenue +19% vs prior quarter ($3.4B vs $2.8B).
- Gross margin 72.6% (was 72.7% prior quarter).
- Operating margin expanded to 44%.
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Revenue | $12.5B | $11.2B | $8.4B | $6.7B | — |
| Op margin | 33.2% | 22.0% | 11.8% | -2.4% | — |
| Net income | $4.4B | $3.1B | $2.2B | $407M | — |
| Gross margin | 63.0% | 54.6% | 51.2% | 47.8% | — |
| Gross profit | $7.9B | $6.1B | $4.3B | $3.2B | — |
| Operating income | $4.1B | $2.5B | $997M | -$162M | — |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-09-30 · YMM vs. NPO: Which Stock Is the Better Value Option?
2026-09-23 · Is Full Truck Alliance (NYSE:YMM) Below Fair Value On Earnings?
2026-09-14 · YMM vs. NPO: Which Stock Should Value Investors Buy Now?
2026-09-09 · Full Truck Alliance (YMM) Upgraded to Buy: Here's Why
2026-08-27 · YMM or NPO: Which Is the Better Value Stock Right Now?
2026-08-19 · Full Truck Alliance Co Ltd (YMM) (Q2 2026) Earnings Call Highlights: Record Fulfillment Rate ...
2026-08-19 · Full Truck Alliance Q2 Earnings Call Highlights
2026-08-19 · Full Truck Alliance Co. Ltd. Sponsored ADR (YMM) Q2 Earnings and Revenues Top Estimates
2026-08-19 · Full Truck Alliance Co. Ltd. Announces Second Quarter 2026 Unaudited Financial Results
2026-08-13 · Alithya Group (ALYAF) Lags Q1 Earnings and Revenue Estimates
2026-08-11 · NextNav Inc. (NN) Reports Q2 Loss, Tops Revenue Estimates
2026-08-11 · TTEC Holdings (TTEC) Q2 Earnings and Revenues Miss Estimates
Price (daily)
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