Full Truck Alliance Co. Ltd.
Full Truck Alliance Co. Ltd. (YMM) is listed on NYSE and classified in Software - Application, part of the Technology sector. It is headquartered in Guiyang, China and has 8,251 employees. The company is worth $8.73B and trades at 14.6x its earnings of the last twelve months; the median for its sector is 28.0x. Revenue was CN¥12.49B in fiscal 2025, up 11.1% from the year before. Net income was CN¥4.41B. The share price is 37.7% below its 52-week high of $13.40. It pays a dividend yielding 2.99%. 2 of the 38 superinvestors we track held it at the end of Q2 2026. The largest position belongs to Renaissance Technologies, at $7.01M. In that quarter, 2 of them reduced the position. No open-market insider trades in it were filed over the last 30 days.
Written from the data on this page: SEC filings (13F, Form 4, annual reports) and market prices.
Year by year, from the annual reports; dividends from the payments themselves.
Revenue, debt and profit are in CNY, the currency the company reports in — not converted to dollars. Dividends are in dollars.
Bars are year-end balances; lines are what happened during the year.
Major managers that reported this stock in their latest 13F.
▼ -30.1% over 5Y.
today you would have $644.31▼ -35.6%
Dividends reinvested, splits accounted for. Past prices say what happened, not what will.
The last 4 closed years, each at that year’s closing price and reported numbers.
| Indicator | Median | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Year-end price | $10.73 | $10.82 | $7.01 | $8.00 | |
| EPS | CN¥4.20 | CN¥3.00 | CN¥2.00 | CN¥0.40 | |
| Dividend yield | — | 0.89% | 1.33% | — | — |
| Profit margin | 26.77% | 35.29% | 27.32% | 26.23% | 6.04% |
| ROE | 7.18% | 11.01% | 8.15% |
Seven formulas applied to the reported numbers, each with its assumption next to the result. None of them predicts a price.
Square root of 22.5 × earnings × book value. Blind to intangibles, so it undervalues software and brands.
Earnings growing 0.0% a year plus a 3.0% dividend yield. Growth capped at 25%.
Median P/E of 28.0 among peers in the sector.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Companies of similar size in Technology, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| LFUSLittelfuse Inc | $350.28 | — | 3.4x | 0.91% | -0.31% | $8.9B |
| IDCCInterDigital, Inc. | $332.06 | 39.1x | 7.1x | 0.90% | 26.40% | $8.57B |
| GTLBGitlab Inc. | $54.53 | — | 9.9x | 0.00% | -5.74% | $9.09B |
| ZETAZeta Global Holdings Corp. | $33.52 |
| 6.22% |
| 1.21% |
This company reports in CNY, and the stock trades in dollars. P/E, P/S, P/B and payout would divide dollars by CNY, so they are not shown; EPS is in CNY. Margin, ROE and dividend yield do not depend on the currency.
Median of the years shown; P/E years above 200x are left out.
Dividend growing 0.0% a year against a 7.0% required return, from the stock’s beta.
The average of the method families that answered, not of the seven numbers: four of the seven start from the same earnings per share.
4 methods answered, across 2 families.
Room for errors in the reported numbers.
-39.3% from the average.
Models, not forecasts, and not investment advice. How each formula works →
| — |
| 9.1x |
| 0.00% |
| -0.27% |
| $8.36B |
| CGNXCognex Corp | $54.60 | 52.5x | 5.6x | 0.62% | 11.15% | $9.19B |
| VICRVicor Corp | $179.99 | 55.6x | 9.2x | 0.00% | 23.47% | $8.3B |