Wall Street analyst estimates for Full Truck Alliance Co. Ltd. (YMM): consensus price target, buy/hold/sell recommendations and forecasts for revenue, EPS and EBITDA for the upcoming fiscal years.
Full Truck Alliance Co. Ltd., along with its subsidiaries, operates a prominent digital logistics platform across the People's Republic of China. This platform's core purpose is to seamlessly connect cargo owners (shippers) with truck drivers, streamlining the transportation of goods regardless of distance, weight, or type. The company offers essential services like freight posting, carrier matching, and brokerage assistance, complemented by secure online payment processing.
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2026-11-16 | $0.20 | ||
| 2026-08-19 | $0.20 | $0.19 | +5.3% |
| 2026-05-21 | $0.17 | $0.13 | +30.8% |
| 2026-03-12 | $0.14 | $0.14 | +0.0% |
| 2025-11-17 | $0.13 | $0.14 | -7.1% |
| 2025-08-21 | $0.18 | $0.16 | +12.5% |
| 2025-05-21 | $0.18 | $0.17 | +5.9% |
| 2025-03-05 | $0.07 | $0.14 | -47.2% |
Valuation Ratios
| P/E Ratio | 13.61 |
| Price / Book | 1.41 |
| EV / EBITDA | 10.64 |
| Dividend Yield | 3.23% |
Income Statement (10y)
| Year | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|
| Revenue | 2.47B CNY | 2.58B CNY | 4.66B CNY | 6.73B CNY | 8.44B CNY | 11.24B CNY | 12.49B CNY |
| Cost of Revenue | 1.39B CNY | 1.32B CNY | 2.54B CNY | 3.51B CNY | 1.23B CNY | 5.10B CNY | 4.62B CNY |
| Gross Profit | 1.08B CNY | 1.26B CNY | 2.12B CNY | 3.22B CNY | 7.20B CNY | 6.14B CNY | 7.87B CNY |
| Research & Development | 396.7M CNY | 413.4M CNY | 729.7M CNY | 914.2M CNY | 946.6M CNY | 880.0M CNY | 874.4M CNY |
| Selling, General & Admin | 1.59B CNY | 4.39B CNY | 5.11B CNY | 2.32B CNY | 2.18B CNY | 2.51B CNY | 2.46B CNY |
| Operating Expenses | 2.10B CNY | 4.88B CNY | 5.91B CNY | 3.38B CNY | 6.21B CNY | 3.66B CNY | 3.72B CNY |
| Operating Income | -1.02B CNY | -3.61B CNY | -3.80B CNY | -162.0M CNY | 997.4M CNY | 2.47B CNY | 4.15B CNY |
| EBITDA | -1.45B CNY | -3.38B CNY | -3.57B CNY | -74.1M CNY | 2.41B CNY | 2.55B CNY | 4.25B CNY |
| Interest Expense | 40.0M CNY | 8.4M CNY | 40,000 CNY | 175,000 CNY | 0 | 0 | 0 |
| Pre-tax Income | -1.56B CNY | -3.45B CNY | -3.64B CNY | 507.9M CNY | 2.33B CNY | 3.36B CNY | 5.39B CNY |
| Income Tax | -14.7M CNY | 19.3M CNY | 14.2M CNY | 96.0M CNY | 106.8M CNY | 239.4M CNY | 929.2M CNY |
| Net Income | -1.52B CNY | -3.47B CNY | -3.65B CNY | 406.8M CNY | 2.21B CNY | 3.07B CNY | 4.41B CNY |
| EPS | $-0.20 | $-0.47 | $-0.59 | $0.06 | $0.30 | $0.41 | $0.59 |
| EPS (Diluted) | $-0.20 | $-0.47 | $-0.59 | $0.06 | $0.30 | $0.41 | $0.59 |
| Shares Outstanding (Diluted) | 1.10B CNY | 1.10B CNY | 1.09B CNY | 1.08B CNY | 1.06B CNY | 1.05B CNY | 1.05B CNY |
Price
| Price | $8.41 |
| Market Cap | $8.8B |
| Exchange | NYSE |
| Country | CN |
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Explore sector: Technology · Software - Application
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