Full Truck Alliance Co. Ltd.（YMM）股价、财务与研究

盘中时间采用ET。市场数据可能有所延迟。

GoAI 研究快照

简明呈现最新可用的模型信息。

2026年7月10日

61/ 100

GoAI评分

Buy

Favorable setup — positive multi-factor alignment

估值

84

Deep Value

动量

36

Weakening

情绪

70

Bullish

风险韧性

56

Elevated Risk

完整 GoAI 研究

继续查看更深入的依据、催化因素和风险。

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人工智能生成的上下文仅供参考，并非投资建议。

公司概况

公司网站

Full Truck Alliance Co. Ltd., along with its subsidiaries, operates a prominent digital logistics platform across the People's Republic of China. This platform's core purpose is to seamlessly connect cargo owners (shippers) with truck drivers, streamlining the transportation of goods regardless of distance, weight, or type. The company offers essential services like freight posting, carrier matching, and brokerage assistance, complemented by secure online payment processing. Furthermore, it provides an array of supplementary offerings designed to benefit its users, including financing solutions, insurance services, electronic toll management, and energy-related services. Full Truck Alliance also dedicates resources to technology development and various other support functions. The enterprise was established in 2011 and is headquartered in Guiyang, China.

行业: Software - Application
部门: Technology
总部: CN
首席执行官: Hui Zhang
上市以来: 2021年6月23日
雇员: 8,251

市场位置

日内区间

当前US$8.77，

US$8.625US$8.88

52周区间

当前US$8.77，

US$7.455US$14.07

开盘价: US$8.655
前收盘价: US$8.62
成交量: 811.75万; 1× 平均值
平均成交量: 815.39万; 日均成交量
市值: 91.72亿 USD
贝塔: 0.31; 市场参考 1
50天平均值: US$8.785; 低于平均水平-0.17%
200天平均值: US$9.5106; 低于平均水平-7.79%

财务数据

财务快照

估值与收益率

企业价值: 720.74亿 CNY
市盈率（TTM）: 14.85×
市净率（TTM）: 1.51×
市销率（TTM）: 4.82×
EV/EBITDA: 16.97×
盈利收益率: 5.64%
自由现金流收益率: 5.75%
股息率: 3.01%

盈利能力和效率

毛利率: 65.86%
营业利润率: 33.59%
净利润率: 32.98%
净资产收益率: 11.00%
资产收益率: 9.94%
投入资本回报率: 8.26%

财务健康

负债权益比: 0×
流动比率: 8.09×
奥特曼 Z 分数: 10.9
皮奥特罗斯基 F 分数: 5 共 9 个

财报历史与展望

EPS超预期率: 64%; 超预期7次、低于预期2次、符合预期2次
平均EPS意外幅度: +8.13%; 11 类似报告
最新每股收益结果: 0.2; 预期0.19 · 超预期5.26%

EPS：实际值与预期值

近期已公布业绩

实际值预期值

营收：实际值与预期值

近期已公布业绩

实际值预期值

分析师评级

第三方分析师预期可能变化，并非 GoAI 建议。

分析师目标价

平均目标

US$11.45

上涨空间 30.56%

过去 12 个月12个月预测最高：US$13.36平均的：US$11.45最低：US$10.00

评级分布

3项评级

评级样本有限，仅3项

强力买入00%

买入267%

持有133%

卖出00%

强力卖出00%

YMM 消息

seekingalpha.com2026年8月20日

Full Truck Alliance: High-Quality Monetization At An Inflection Point, Reiterate Buy

Full Truck Alliance delivered Q2 2026 results and Q3 guidance well ahead of consensus, reinforcing its market leadership in China's freight gig economy. Transaction services revenue surged 33% y/y, with commission…

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seekingalpha.com2026年8月19日

Full Truck Alliance Co. Ltd. (YMM) Q2 2026 Earnings Call Transcript

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zacks.com2026年8月19日

Full Truck Alliance Co. Ltd. Sponsored ADR (YMM) Q2 Earnings and Revenues Top Estimates

Full Truck Alliance Co. Ltd. Sponsored ADR (YMM) came out with quarterly earnings of $0.2 per share, beating the Zacks Consensus Estimate of $0.19 per share.

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marketbeat.com2026年8月19日

Full Truck Alliance Q2 Earnings Call Highlights

Full Truck Alliance NYSE: YMM reported second-quarter 2026 revenue growth of 4.4% as transaction services expanded and platform fulfillment metrics reached record levels, despite what management described as a…

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gurufocus.com2026年8月19日

Full Truck Alliance Co. Ltd. Announces Second Quarter 2026 Unaudited Financial Results

Full Truck Alliance Co. Ltd. Announces Second Quarter 2026 Unaudited Financial Results PR Newswire GUIYANG, China,

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prnewswire.com2026年8月19日

Full Truck Alliance Co. Ltd. Announces Second Quarter 2026 Unaudited Financial Results

GUIYANG, China, Aug. 19, 2026 /PRNewswire/ -- Full Truck Alliance Co. Ltd. ("FTA" or the "Company") (NYSE: YMM), a leading digital freight platform, today announced its unaudited financial results for the second quarter…

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