Full Truck Alliance Co Ltd

Full Truck Alliance Co Ltd(YMM)の株式分析

$8.470

-0.327 (-3.86%)終値時点

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High
8.800
Open
8.800
VWAP
8.58
Vol
13.28M
Mkt Cap
8.67B
Low
8.455
Amount
113.89M
EV/EBITDA, TTM
0.40

Full Truck Alliance Co Ltd is a holding company primarily engaged in the operation of the digital freight platform FTA. The Company is primarily engaged in the provision of freight matching services. The services primarily include freight listing service, freight brokerage service, as well as online transaction service, which digitalizes the shipping transaction process. The Company is also engaged in the provision of value-added services, including cash credit solutions and working capital loans, insurance brokerage, software solutions, electronic toll collection (ETC) services, as well as energy services. The Company primarily operates its businesses in the domestic market.

AI analysis of Full Truck Alliance Co Ltd (YMM)

buy

Full Truck Alliance Co Ltd (YMM) is a good buy right now, trading at $8.81 with a forward P/E of 19.49, which is low compared to its growth potential. The company reported a strong Q2 2026 earnings growth with a 4.4% year-over-year increase in revenues to RMB 3.38 billion and a significant 33.1% increase in transaction service revenues. The main risk is the recent 21.69% year-to-date decline in stock price, which reflects market volatility and potential regulatory concerns.

バリュエーション指標

The current forward P/E ratio for Full Truck Alliance Co Ltd (YMM) is 19.49, compared to its 5-year average forward P/E of 32.01.

Forward P/E

Fair
5Y Average P/E
32.01
Current P/E
19.49
割高
58.10
割安
5.92

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
14.05
Current EV/EBITDA
0.40
割高
42.51
割安
-14.42

Forward P/S

Undervalued
5Y Average P/S
6.42
Current P/S
0.69
割高
10.02
割安
2.83

Whales holding YMM

R

Ruffer LLP

+ HoldingYMM

+7.85%

3M Return

M

Mondrian Investment Partners Limited

+ HoldingYMM

+6.87%

3M Return

D

Davis Selected Advisers LP

+ HoldingYMM

+2.81%

3M Return

S

SB Investment Advisers (UK) Limited

+ HoldingYMM

-0.29%

3M Return

K

Krane Funds Advisors, LLC

+ HoldingYMM

-2.88%

3M Return

P

Pacific Asset Management LLP

+ HoldingYMM

-3.93%

3M Return

イベントタイムライン

2026-08-19 (ET)

12:00:00

Major Averages Rise as Bond Yields Slip

05:30:00

Founder Peter Hui Zhang Reports Q2 Revenue of RMB 3.38B

05:30:00

Company Expects Q3 2026 Net Revenues Between RMB 3.32 Billion and RMB 3.42 Billion

2026-05-21 (ET)

05:30:00

FTA Reports Q1 Revenue of $412.93M

2026-03-12 (ET)

07:10:00

Company Board Approves Extension of Share Repurchase Program to $200M

ニュース

YMM FAQ — answered by Alphio AI

Full Truck Alliance Co Ltd is a holding company primarily engaged in the operation of the digital freight platform FTA. The Company is primarily engaged in the provision of freight matching services. The services primarily include freight listing service, freight brokerage service, as well as online transaction service, which digitalizes the shipping transaction process. The Company is also engaged in the provision of value-added services, including cash credit solutions and working capital loans, insurance brokerage, software solutions, electronic toll collection (ETC) services, as well as energy services. The Company primarily operates its businesses in the domestic market. It operates in the Technology sector (PREPACKAGED SOFTWARE industry).

Full Truck Alliance Co Ltd (YMM) is a good buy right now, trading at $8.81 with a forward P/E of 19.49, which is low compared to its growth potential. The company reported a strong Q2 2026 earnings growth with a 4.4% year-over-year increase in revenues to RMB 3.38 billion and a significant 33.1% increase in transaction service revenues. The main risk is the recent 21.69% year-to-date decline in stock price, which reflects market volatility and potential regulatory concerns.

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