Professional
Added to YB: 2025-10-02
Pitch date: 2025-06-30
YMM [neutral]
Full Truck Alliance Co. Ltd.
-22.64%
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
$56.9B
Pitch Price
$11.40
Price Target
N/A
Dividend
4.11%
EV/EBITDA
7.88
P/E
13.66
EV/Sales
2.72
Sector
Ground Transportation
Category
growth
Baron International Growth Fund Portfolio Holding: Full Truck Alliance Co. Ltd.
YMM (holding update: China's top digital freight platform delivered strong Q results w/ solid revenue growth & margin improvement, but muted earnings guidance & lower FY profit forecast due to AI investment & acquisition losses disappointed. Delisting fears pressured shares. Retain conviction on growth outlook, expanding market share & higher take rates.
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