Added to YB: 2025-12-16
Pitch date: 2025-10-30
YMM [bullish]
Full Truck Alliance Co. Ltd.
-29.38%
current return
Author Info
No bio for this author
Company Info
Full Truck Alliance Co. Ltd., together with its subsidiaries, operates a digital freight platform that connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types in the People’s Republic of China and Hong Kong.
Market Cap
$65.3B
Pitch Price
$12.49
Price Target
N/A
Dividend
3.62%
EV/EBITDA
11.56
P/E
14.95
EV/Sales
3.96
Sector
Ground Transportation
Category
growth
Full Truck Alliance Co. Ltd. - $YMM
YMM: China's dominant freight platform (70% share) disrupting archaic road transport. Revenue mix shifting to higher-margin transaction commission (1.4-3% take rates) from low-margin VAT brokerage. EBIT margins expanding 22%→35% as they deprioritize low-margin segments. 35% EBIT CAGR 2024-28, 20%+ ROIC. Risks: China macro, regulatory caps, competition.
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