Zacks Investment Research·1 day ago
YMM vs. SYM: Which Stock Is the Better Value Option?Investors with an interest in Technology Services stocks have likely encountered both Full Truck Alliance Co. Ltd. Sponsored ADR (YMM) and Symbotic Inc. (SYM).
Full Truck Alliance Co. Ltd.(YMM)Earnings, Financials & Key Ratios
YMM•NYSE
$8.67
14.0× P/E·Price updated Jul 6, 2026
AboutFull 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. The company offers freight listing, matching, and brokerage services; and online transaction services, as well as various value-added services, such as credit solutions, insurance brokerage, electronic toll collection, and energy services. It also provides technology development and other services. The company was founded in 2011 and is based in Guiyang, China.Show more
- Revenue$12.49B+11.1%
- EBITDA$4.25B+66.3%
- Net Income$4.41B+43.6%
- EPS (Diluted)4.20+42.9%
- Gross Margin63.02%-27.2%
- EBITDA Margin34%+49.7%
- Operating Margin33.2%+50.7%
- Net Margin35.29%+29.2%
- ROE11.1%+33.8%
YMM Price & Volume
Full Truck Alliance Co. Ltd. (YMM) stock price & volume — 10-year historical chart
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Scaling Platform Efficiency Amidst Regulatory Margin Volatility
Investment Thesis • Updated 2025Q2
VerdictNeutral
Growth:Decelerating
Profitability:Strong
Financial:Fortress
Cash Flow:Mixed
Primary Risk:Regulatory and platform oversight
Key Thesis Takeaways
- Full Truck Alliance demonstrates significant operational leverage as evidenced by operating margins expanding from 9.7% in 2023Q1 to 35.2% in 2025Q2, though growth is normalizing with revenue expansion slowing to 17.2% in the most recent quarter.
- While the company maintains a fortress balance sheet with zero debt and $4.4 billion in cash, the lack of transparent cash flow reporting and persistent stock-based compensation of $77.5 million in 2025Q2 warrant caution.
- Investors should monitor potential regulatory interventions regarding take-rate caps and worker rights, which may threaten the sustainability of current profitability levels.
Verdict Logic
while the company exhibits strong operating leverage with a 35.2% operating margin in 2025Q2, the lack of cash flow transparency and ongoing regulatory risks regarding worker rights necessitate a cautious approach.
YMM Growth Metrics
Full Truck Alliance Co. Ltd. (YMM) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years37.08%
3 Years22.87%
TTM25.14%
Profit CAGR
10 Years-
5 Years-
3 Years121.3%
TTM60.55%
EPS CAGR
10 Years-
5 Years-
3 Years118.98%
TTM1693.33%
Return on Capital
10 Years-2.93%
5 Years1.11%
3 Years6.63%
Last Year10.4%
YMM Recent Earnings
Full Truck Alliance Co. Ltd. (YMM) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 8/12 qtrs (67%)●Beat Revenue 6/12 qtrs (50%)
Q2 2026Latest
May 21, 2026Metric
Actual
Est
EPS
$0.17+30.8%
$0.13
Rev
$413M+6.2%
$389M
Q2 2026
Mar 12, 2026Metric
Actual
Est
EPS
$0.14+0.0%
$0.14
Rev
$480M+7.4%
$447M
Q4 2025
Nov 17, 2025Metric
Actual
Est
EPS
$0.13-7.1%
$0.14
Rev
$472M-84.9%
$3.1B
Q3 2025
Aug 21, 2025Metric
Actual
Est
EPS
$0.18+12.5%
$0.16
Rev
$452M-85.5%
$3.1B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 21, 2026 | $0.17vs $0.13+30.8% | $413Mvs $389M+6.2% |
| Q2 2026 | Mar 12, 2026 | $0.14vs $0.14+0.0% | $480Mvs $447M+7.4% |
| Q4 2025 | Nov 17, 2025 | $0.13vs $0.14-7.1% | $472Mvs $3.1B-84.9% |
| Q3 2025 | Aug 21, 2025 | $0.18vs $0.16+12.5% | $452Mvs $3.1B-85.5% |
Based on last 12 quarters of dataView full earnings history →
Latest YMM News
Recent stock market news and headlines for Full Truck Alliance Co. Ltd. (YMM)
Zacks Investment Research·Jun 19, 2026
YMM or SYM: Which Is the Better Value Stock Right Now?Investors interested in Technology Services stocks are likely familiar with Full Truck Alliance Co. Ltd. Sponsored ADR (YMM) and Symbotic Inc. (SYM).
Peers Comparison
Key metrics vs top competitors for Full Truck Alliance Co. Ltd. (YMM)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $8.67 | $9.07B | 14.02 | 11.13% | 35.29% | 11.1% | 2.31% | |
| $72.42 | $150.01B | 15.31 | 18.28% | 15.91% | 32.02% | — | |
| $15.39 | $5.84B | 2.26 | 9.16% | 43.82% | 150.2% | — | |
| $3.85 | $15.3B | 60.44 | 20.49% | 10.67% | 5.79% | — | |
| $65.30 | $3.68B | -136.04 | 31.62% | -5.08% | -5.4% | — | |
| $188.57 | $22.37B | 39.04 | -8.42% | 3.7% | 33.32% | — |
Compare YMM vs Peers
Full Truck Alliance Co. Ltd. (YMM) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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YMM Frequently Asked Questions
Full Truck Alliance Co. Ltd. (YMM) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Full Truck Alliance Co. Ltd.'s revenue?
Full Truck Alliance Co. Ltd. (YMM) reported $12.14B in revenue for fiscal year 2025. This represents a 391% increase from $2.47B in 2019.
How fast is Full Truck Alliance Co. Ltd. growing?
Full Truck Alliance Co. Ltd. (YMM) grew revenue by 11.1% over the past year. This is steady growth.
Is YMM profitable?
Yes, Full Truck Alliance Co. Ltd. (YMM) is profitable, generating $4.18B in net income for fiscal year 2025 (35.3% net margin).
Dividend & Returns
Does YMM pay dividends?
Yes, Full Truck Alliance Co. Ltd. (YMM) pays a dividend with a yield of 2.31%. This makes it attractive for income-focused investors.
What is YMM's return on equity?
Full Truck Alliance Co. Ltd. (YMM) has a return on equity (ROE) of 11.1%. This is reasonable for most industries.
What is Full Truck Alliance Co. Ltd.'s free cash flow?
Full Truck Alliance Co. Ltd. (YMM) generated $4.50B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.