Full Truck Alliance Co. Ltd. American (YMM) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$8.09 +0.12% NYSE • Public Delayed / 60s Snapshot

Full Truck Alliance Co. Ltd. American (YMM) earns a Roarable Rating of B- (Buy) with 70/100 RQD Confidence. High-quality cash engine (72% profit margin, 9% return on capital) with steady institutional support. Even if the broader market gets choppy, the company’s underlying cash engine and big-money support put the odds in buyers’ favor.

ROARABLE B- • BUY Cap $8.39B
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
RQD QUANT TACHOMETERBUY • B-
025507510070
2-of-3 JEV AI Jury Bullish
Cash
SEC
Whale
5-PILLAR SNOWFLAKE RADARRw C · Rk A-
Cash (15)Whales (10)SEC (16)Macro (17)CEO (12)
Each axis scored 0–20
12M PRICE TARGET CONE+5.4% Base Target
$14 Bull$9 Base$7 Bear
🔴 SUNDAY NIGHT PREP • 7:00 PM ET
WHALE OPTIONS TUG-OF-WAR:52% Call Buyers ($2.3M)
48% PutsMax Pain: $8.00
VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How YMM Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$661.6M (16.5% FCF Margin)
Revenue$4.00BGross Profit $0 (0%)Cost of Sales $4.00BOp Profit $0 (0%)OpEx (R&D/SG&A) $0Net Profit$0 (0%)Tax/Other $0

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow
FY24
Rev $4.00B
FY25
Rev $4.00B
Fiscal YearRevenueGross MarginOp MarginNet ProfitFree Cash FlowROIC %
FY 2025$4.00B0%14.8%$0$661.6M9%
FY 2024$4.00B0%8.5%$0$406.9M5.8%
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Red-Light Warning Desk: How Pros Profit When Overhyped Stocks Crack (Featuring YMM)

  • ✓Live walkthrough of YMM's RQD Radar, SEC cash-conversion gap & downside levels
  • ✓3 asymmetric Bear/Hedge setups institutions use when 10-year yields stay elevated
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RQD INSIDER CLUB UPGRADE$49/YEAR
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YMM // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -3.24%▲ ASCENDING TRIANGLE
2026-10-30O $8.15H $8.38L $8.10C $8.37VOL 6.96M
RES: $8.91SUP: $7.92SMA50: $8.42SMA200: $8.79
$11.22$10.20$9.17$8.15$7.13RES $8.91SUP $7.92$8.372026-04-302026-06-152026-07-312026-09-162026-10-30
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

YMM Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
11.4%/yr Implied 5Y Growth

vs. -2.2% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on YMM today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for YMM. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for YMM today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

YMM Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is Full Truck Alliance Co. Ltd. American (YMM)?

In FY 2025 (10-K), YMM converted $4.0B of revenue into a 0% gross margin, 0% operating margin, and $661.6M in free cash flow (16.5% FCF margin).