Nama Insights

Full Truck Alliance (YMM)

Technology · Software Application · NYSE

Full Truck Alliance (YMM) is a Technology company in the Software Application industry. It has a market capitalization of $9.58B, a trailing price-to-earnings ratio of 13.9 and a free-cash-flow yield of 7.1%. Over the most recent reported fiscal year, revenue grew 11.1% and free cash flow per share grew 55.1%. Nama's AI scorecard rates it Strong Buy, 8.9 out of 10. On 12-month momentum it ranks in the trailing band of its market.
AI scorecard
Strong Buy · 8.9/10
The top band of the Fundamental Verdict (8.6–10). As of Nov 7, 2026.
Momentum
Trailing · -33.0% over 12 months ex. last
Bottom 20% of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-46.3%
How far the last close sits under the highest price of the past five years.
Market cap$9.58B
Trailing P/E13.9
Price / book31.6
Price / sales5.0
FCF yield7.1%
Dividend yield2.7%
Gross margin65.7%
Operating margin33.6%
Net margin33.0%
Revenue growth (YoY)+11.1%
Revenue growth (3-yr annual)+22.9%
EPS growth (YoY)+19.5%
FCF/share growth (YoY)+55.1%
Beta0.2
ExchangeNYSE
SectorTechnology
IndustrySoftware Application

YMM earnings

Next report: Nov 19, 2026 (Q3 2026, EPS estimate $0.20). Beat the EPS estimate in 2 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q2 2026 Aug 19, 2026 $0.20 $0.19 +7.9% $509.49M
Q1 2026 May 21, 2026 $0.17 $0.15 +18.6% $429.16M
Q4 2025 Mar 12, 2026 $0.15 $0.15 +3.1% $481.02M
Q3 2025 Nov 17, 2025 $0.14 $0.15 -8.8% $505.98M

YMM analyst price target

Median target $12.20 from 15 analysts, ranging $9.08 – $16.33.

Software Application peers

TickerCompanyMarket capP/E
SAP SAP $269.45B 29.7
SHOP Shopify $191.58B 85.1
CRM Salesforce $175.83B 12.7
UBER Uber Technologies $140.05B 40.6
ADP Automatic Data Processing $119.75B 26.5
NOW ServiceNow $105.84B 26.9
SNOW Snowflake $97.33B 195.7
ADBE Adobe $93.14B 10.1
Explore live YMM data on Nama Insights →

YMM FAQ

Is YMM a buy?
Nama's AI scorecard currently rates Full Truck Alliance Strong Buy (8.9 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is YMM's P/E ratio?
Full Truck Alliance trades at a trailing price-to-earnings ratio of 13.9.
When does YMM report earnings?
Full Truck Alliance's next scheduled report is on Nov 19, 2026. Analysts expect EPS of $0.20.
What is the YMM price target?
The median analyst price target from 15 analysts is $12.20, with a range of $9.08 – $16.33.
Is YMM Shariah compliant?
Nama's AAOIFI-style screen reads Full Truck Alliance as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does YMM pay a dividend?
Yes — Full Truck Alliance's dividend yield is 2.7%.