Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$8.5B
1,038M shares
52-week range
$7.46 – $14.07
9% from low
Exchange
NYSE
ADRC
P/S (TTM)
0.7
EV / FCF (TTM)
0.4
Full Truck Alliance Co Ltd, through its subsidiaries, provides comprehensive services for shippers and truckers through its mobile and website platforms. Its principal operations are in the People's Republic of China. The group derives its revenues principally from shippers and trucker's use of its platforms in connection with freight matching services and value-added services.
www.fulltruckalliance.comNo one on the platform currently holds YMM.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 1,396,629 | $11.6M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-10-14 | $0.0840 | 2026-10-28 |
| 2026-07-07 | $0.0840 | 2026-07-21 |
| 2026-04-08 | $0.0840 | 2026-04-22 |
| 2025-10-10 | $0.0960 | 2025-10-27 |
| 2025-04-07 | $0.0960 | 2025-04-17 |
| 2024-04-04 | $0.1444 | 2024-04-19 |
No one on the platform has traded YMM yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 10.1% | — | — | — | ||
| Rev. Growth % | 11.1% | 37.1% | ||||
| Profit Margin % | 35.3% | 3.3% | ||||
| Free Cash Flow Margin % | 36.0% | 16.1% | ||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +14.9% on the P/E track.
At today's price, your expected annual return is +21.0% on the P/E track.
At today's price, your expected annual return is +26.6% on the P/E track.
Also held through funds
2 more books hold YMM indirectly · FLCH 0.2% of fund
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $12.6B | +1.8% | $4.80 | $4.33–$5.00 | 1.7× | 7 |
| 2027 | $13.7B | +8.6% | $5.75 | $5.29–$6.21 | 1.4× | 7 |
| 2028 | $15.7B | +14.9% | $6.76 | $5.74–$7.67 | 1.2× | 7 |
| 2029 | $18.8B | +19.8% | $7.52 | $6.66–$8.53 | 1.1× | 2 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 6 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-19 | $0.19 | $0.20 | +5.3% |
| 2026-05-21 | $0.13 | $0.17 | +30.8% |
| 2026-03-12 | $0.14 | $0.14 | +0.0% |
| 2025-11-17 | $0.14 | $0.13 | -7.1% |
| 2025-08-21 | $0.16 | $0.18 | +12.5% |
| 2025-05-21 | $0.17 | $0.18 | +5.9% |
| 2025-03-05 | $0.14 | $0.07 | -47.2% |
| 2024-11-20 | $0.14 |
| $0.17 |
| +21.4% |
| $644M |
| — |
| DJCODaily Journal Corporation | $677.05 | +2.29% | $933M | — |
| IBTAIbotta, Inc. | $42.40 | +3.06% | $1.1B | — |
Source: Financial Modeling Prep · peers by sector/industry
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
https://www.marketbeat.com/earnings/reports/2026-8-19-full-truck-alliance-co-ltd-stock/ $YMM Full Truck Alliance Earnings Transcript
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YMM Q2 2026 Earnings Summary $YMM https://stocktwits.com/news/earnings/ai summaries/ymm-q2-2026-earnings-summary/cZYdLT9RJkD
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$YMM Q2 '26 Earnings Results & Recap Full Truck Alliance expects total net revenues to be between RMB3.32 billion and RMB3.42 billion for the third quarter of 2026, compared with RMB3.36 billion in the same period of 2025.
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$YMM Full Truck implied volatility remains in focus https://www.macroaxis.com/stock-options/YMM/Full-Truck-Alliance?utm_source=dlvr.it&utm_medium=stocktwits
View on StockTwits ↗
📊 Today's Trade Ideas 1️⃣ $GGB Momentum Setup • 68% Entry: $4.78 - $4.83 Target: $5.09 Stop: $4.61 Risk: High 2️⃣ $YMM Momentum Setup • 56% Entry: $9.15 - $9.25 Target: $9.75 Stop: $8.83 Risk: Low 3️⃣ $DOCU Watchlist Setup • 44% Entry: $50.90 - $51.66 Target: $54.23 Stop: $49.11 Risk: Low Not financial advice.
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$YMM Best pick of the day so far +6% https://app.k3vl4r.com/picks
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$YMM Current Stock Price: $7.68 Contracts to trade: $7.5 YMM Jul 17 2026 Call Entry: $0.15 Exit: $0.22 ROI: 48% Hold ~23 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
View on StockTwits ↗Been digging into $YMM and the setup is actually pretty clean. Full Truck Alliance is doing the picks-and-shovels thing in China logistics while everyone's distracted elsewhere. Detailed breakdown and targets here: https://app.k3vl4r.com/tp/ymm-top-pick-story-stocks-f3216f0c53083abdd3856decdb19acf6?utm_source=x&utm_medium=social&utm_campaign=top_pick&utm_content=YMM #stocks
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$YMM What to Know About This Fund's $194 Million Exit From a China Logistics Stock https://marketwirenews.com/stock/ymm/news/what-to-know-about-this-fund-s-194-million-exit-from-8937071276450868.html?utm_source=stocktwits
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$YMM early momentum confirmation with RSI at 53.45 crossing above 50 on 2.5x volume
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$YMM (+5.0% pre) Full Truck Alliance Non-GAAP EPADS of $0.14, revenue of $412.9M https://ooc.bz/l/103171
View on StockTwits ↗$YMM Q1 '26 Earnings Results & Recap Full Truck Alliance reported 55M fulfilled orders, a 14.3% YoY increase, and 3.11M average shipper MAUs, up 12.7% YoY, in Q1 2026.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.