YMM — Full Truck Alliance Co. Ltd. Stock Price, Chart & AI Report

Positive Sep 30, 2026 • 14:40 UTC Zacks Investment Research • Na

YMM vs. NPO: Which Stock Is the Better Value Option?

A comparison of two Technology Services sector stocks for value investors. Full Truck Alliance Co. Ltd. (YMM) receives a Zacks Rank #2 (Buy) with a Value grade of B, featuring a forward P/E of 11.38 and PEG ratio of 0.72. Enpro (NPO) holds a Zacks Rank #3 (Hold) with a Value grade of D, with a forward P/E of 32.22 and PEG ratio of 2.15. YMM is identified as the more attractive option for value investors based on superior valuation metrics.

YMM NPO value investing stock comparison P/E ratio PEG ratio Zacks Rank Technology Services sector

Sentiment note

Superior Zacks Rank #2 (Buy) vs competitor's #3, better Value grade (B vs D), lower forward P/E ratio (11.38 vs 32.22), lower PEG ratio (0.72 vs 2.15), and lower P/B ratio (1.43 vs 4.1) indicate undervaluation and positive earnings estimate revisions.

Positive Sep 14, 2026 • 15:40 UTC Zacks Investment Research • Na

YMM vs. NPO: Which Stock Should Value Investors Buy Now?

A comparison of two Technology Services stocks reveals that Full Truck Alliance Co. Ltd. (YMM) offers better value than Enpro (NPO) for value investors. Both stocks hold a Zacks Rank #2 (Buy) with improving earnings outlooks, but YMM demonstrates superior valuation metrics with a forward P/E of 11.56 versus NPO's 31.47, a PEG ratio of 0.70 versus 2.10, and a P/B ratio of 1.41 versus 4.01, earning YMM a Value grade of B compared to NPO's D grade.

YMM NPO value investing valuation metrics P/E ratio PEG ratio Zacks Rank Technology Services

Sentiment note

YMM demonstrates superior value metrics with lower forward P/E (11.56), lower PEG ratio (0.70), and lower P/B ratio (1.41), earning a Value grade of B. Combined with a Zacks Rank #2 (Buy) and improving earnings outlook, it is positioned as the better value option.

Positive Aug 27, 2026 • 15:40 UTC Zacks Investment Research • Na

YMM or NPO: Which Is the Better Value Stock Right Now?

In a comparison of two Technology Services stocks, Full Truck Alliance Co. Ltd. (YMM) and Enpro (NPO), both holding a Zacks Rank #2 (Buy), YMM emerges as the superior value option. YMM features a more attractive forward P/E ratio of 12.48 versus NPO's 32.33, a lower PEG ratio of 0.76 compared to NPO's 2.16, and a P/B ratio of 1.53 versus NPO's 4.12, earning YMM a Value grade of B compared to NPO's D grade.

YMM NPO value investing P/E ratio PEG ratio Zacks Rank valuation metrics Technology Services

Sentiment note

YMM demonstrates superior valuation metrics with a lower forward P/E ratio (12.48), lower PEG ratio (0.76), and lower P/B ratio (1.53), earning a Value grade of B. The stock is rated Zacks Rank #2 (Buy) with improving earnings outlook, making it the more attractive value option.

Negative May 31, 2026 • 18:33 UTC The Motley Fool • Jonathan Ponciano

What to Know About This Fund's $194 Million Exit From a China Logistics Stock

Kontiki Capital Management sold its entire 20.38 million share stake in Full Truck Alliance (YMM) for approximately $193.84 million. Despite solid operational metrics including 5.5% revenue growth and 33% surge in transaction service revenue, the stock has underperformed, declining 24% over the past year. The fund's exit raises questions about whether the company can convert its growing network into faster earnings growth, as net income fell 22% year-over-year.

YMM NU CPNG fund exit China logistics Full Truck Alliance digital freight platform stock underperformance

Sentiment note

Stock down 24% over the past year significantly underperforming S&P 500; major fund completely exited position; net income fell 22% year-over-year despite revenue growth; muted growth outlook from management; disconnect between operational improvements and shareholder returns

Positive Apr 6, 2026 • 11:37 UTC Benzinga • Bamboo Works

ZG Group Revenue Rises, But Loss Widens Significantly

ZG Group, a Chinese steel trading platform, reported 36.7% revenue growth to 2.12 billion yuan in 2025, but gross margins fell sharply from 27.5% to 17.9%, and net losses ballooned from 68.7 million yuan to 590 million yuan. The company is diversifying into supply-chain services, international expansion, and AI tools to drive long-term growth, but these lower-margin businesses are pressuring profitability. The stock has fallen over 50% in six months amid concerns about corporate direction and earnings sustainability.

ZKH YMM steel trading platform revenue growth margin compression supply-chain services international expansion AI tools

Sentiment note

Highlighted as a peer maintaining a high-margin matching platform business model with gross margins exceeding 60% and a price-to-sales ratio of 4.78 times, indicating investor confidence in its business model and profitability.

Neutral Feb 12, 2026 • 21:16 UTC The Motley Fool • Jonathan Ponciano

YMM Stock Fell Nearly 20% Last Quarter, but One Fund Is Betting $116 Million on a Turnaround

Despite Full Truck Alliance (YMM) stock falling nearly 20% in Q4 2025, London-based North of South Capital LLP increased its position by 240,446 shares, bringing its total stake to $116.40 million (10.46% of AUM). The fund's confidence appears grounded in the company's operational strength, with Q3 2025 showing 10.8% revenue growth and 22.3% order growth, despite near-term market skepticism around China tech stocks.

YMM IBN TSM JD Full Truck Alliance YMM stock decline North of South Capital China tech

Sentiment note

Mixed signals: stock declined 18.8% over the past year and fell nearly 20% last quarter, reflecting market skepticism around China tech. However, operational metrics remain strong with 10.8% revenue growth, 22.3% order growth, and 39% transaction service revenue surge in Q3 2025. The company maintains solid fundamentals with $4.4 billion in cash and positive net income, suggesting the decline is driven by sentiment rather than operational distress.

Positive Jan 4, 2026 • 21:15 UTC The Motley Fool • Jonathan Ponciano

This China Tech Stock Just Became a Fund’s Top Holding With a $33 Million Buy

Bright Valley Capital established a new position in Full Truck Alliance Co. Ltd. (YMM) by purchasing 2.57 million shares valued at $33.36 million, making it the fund's top holding at 26.37% of AUM. The digital freight platform company demonstrated strong fundamentals with 10.8% YoY revenue growth and 22% growth in fulfilled orders in Q3, while maintaining a robust balance sheet with $4.4 billion in cash and investments.

YMM Full Truck Alliance China tech stock digital freight platform institutional investment logistics sector platform economy value-added services

Sentiment note

Strong institutional backing with a significant $33.36M investment from Bright Valley Capital, solid Q3 financial metrics (10.8% revenue growth, 22% order growth), diversified revenue streams with transaction services up 39% YoY, robust balance sheet with $4.4B in cash, and strategic positioning in China's growing logistics sector despite recent stock underperformance relative to broader market.

Negative Nov 17, 2025 • 22:02 UTC The Motley Fool • Eric Volkman

Why Full Truck Alliance Stock Plummeted by Almost 12% Today

Full Truck Alliance reported mixed Q3 results with 11% revenue growth but 20% net income decline. The company saw record platform users but experienced a sharp stock price drop due to slightly underwhelming financial performance.

YMM logistics transportation China technology quarterly earnings

Sentiment note

Stock dropped 11.93% after reporting mixed quarterly results, with net income falling 20% and guidance suggesting marginal year-over-year improvement at best

Neutral Nov 17, 2025 • 15:14 UTC Benzinga • Lekha Gupta

Full Truck Alliance Q3 Sales Rise 10.8% On Strong Order, Profit Declines

Full Truck Alliance reported Q3 revenue growth of 10.8% to 3.358 billion Yuan, with 63.4 million fulfilled orders. Despite revenue increase, adjusted operating income declined, and the company expects 17.1% to 22.5% year-over-year revenue growth.

YMM earnings logistics freight revenue China

Sentiment note

Mixed financial performance with revenue growth but declining profitability, and cautiously optimistic future outlook

Neutral Nov 12, 2025 • 13:26 UTC The Motley Fool • Jake Lerch

Investment Manager Buys $88 Million of Chinese Stock. What's Behind This Big Move?

Krane Funds Advisors LLC increased its stake in Full Truck Alliance by 5.88 million shares, worth $88.88 million, making it the fund's 4th-largest holding representing 10% of assets under management.

YMM PDD TME Chinese stocks digital freight platform institutional investment portfolio rebalancing

Sentiment note

The investment appears to be part of a broader portfolio rebalancing rather than a strong directional bet, with the stock's percentage of total assets remaining consistent despite the increased dollar value

Unknown May 21, 2024 • 15:00 UTC The Motley Fool • newsfeedback@fool.com (Motley Fool Transcribing)

Full Truck Alliance (YMM) Q1 2024 Earnings Call Transcript

YMM earnings call for the period ending March 31, 2024.

YMM earningscall-transcripts

Unknown May 21, 2024 • 12:10 UTC Zacks Investment Research • Zacks Equity Research

Full Truck Alliance Co. Ltd. Sponsored ADR (YMM) Surpasses Q1 Earnings and Revenue Estimates

Full Truck Alliance (YMM) delivered earnings and revenue surprises of 11.11% and 4.15%, respectively, for the quarter ended March 2024. Do the numbers hold clues to what lies ahead for the stock?

YMM GDS