YMM (Full Truck Alliance Co) Moat Score: 5/10 (As of Jun. 28, 2026)


YMM Full Truck Alliance Co Ltd YMM
73 GF Score
Price $7.72
GF Value $11.76
Valuation Significantly Undervalued
! 2 Warning Signs
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What is Full Truck Alliance Co Moat Score?

Full Truck Alliance Co YMM +2.39% 73 Moat Score is 5 as of Jun. 28, 2026. GuruFocus rates YMM with a GF Score™ of 73/100 and a GF Value™ of $11.76 (Significantly Undervalued). The stock has 2 warning signs investors should review. Among 2,845 Software companies, Full Truck Alliance Co ranks better than 94.8% on this metric.

Full Truck Alliance Co has the Moat Score of 5, which implies that the company might have Narrow Moat - Solid narrow moat.

Full Truck Alliance Co has Narrow Moat: Full Truck Alliance has a solid narrow moat due to its network effects in the logistics platform market. It benefits from customer switching costs and a growing distribution network. However, it faces competition and lacks strong pricing power and regulatory barriers, limiting its moat to a solid narrow level.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes Full Truck Alliance Co might have Narrow Moat - Solid narrow moat.

Full Truck Alliance Co  (NYSE:YMM) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

Full Truck Alliance Co Moat Score Related Terms

YMM vs CRM, SHOP, UBER: Moat Score Comparison

For the Software - Application subindustry, Full Truck Alliance Co's Moat Score, along with its competitors' market caps and Moat Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Full Truck Alliance Co Moat Score vs Software Industry

For the Software industry and Technology sector, Full Truck Alliance Co's Moat Score distribution charts can be found below:

* The bar in red indicates where Full Truck Alliance Co's Moat Score falls into.


YMM
73GF Score
Full Truck Alliance Co Ltd YMM
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 5 mean?
Full Truck Alliance Co (YMM) has a Moat Score of 5 as of Jun. 28, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, Full Truck Alliance Co ranks #148 out of 2845 companies in the Software industry, placing it in the top 5.2%.
Is Full Truck Alliance Co's Moat Score too high?
Full Truck Alliance Co's current Moat Score is 5. Based on the distribution chart, Full Truck Alliance Co ranks #148 out of 2845 companies in the Software industry, which is in the top quartile — a strong position relative to peers. Overall, Full Truck Alliance Co has a GF Score™ of 73/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Full Truck Alliance Co's Moat Score compare to CRM and SHOP?
According to the Software industry distribution chart, Full Truck Alliance Co ranks #148 out of 2845 companies for Moat Score. This places Full Truck Alliance Co in the top 5% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for a Software company?
A good Moat Score depends on the Software industry context. However, Moat Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. Full Truck Alliance Co's current Moat Score is 5. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Full Truck Alliance Co stock overvalued right now?
Based on GuruFocus' analysis, Full Truck Alliance Co (YMM) is currently considered Significantly Undervalued. The stock's GF Value™ is $11.76, compared to a current price of $7.72 — trading 34.4% below its estimated fair value. The current Moat Score is 5. Full Truck Alliance Co's overall GF Score™ is 73/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Moat Score calculated?
Moat Score is calculated from a company's financial statements. For Full Truck Alliance Co (YMM), the current Moat Score is 5 as of Jun. 28, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Full Truck Alliance Co (YMM) Overvalued in 2026?

Based on GuruFocus' analysis, Full Truck Alliance Co stock appears to be undervalued. The current stock price of $7.72 is trading 34.4% below its estimated GF Value™ of $11.76. GuruFocus considers Full Truck Alliance Co to be Significantly Undervalued.

Key valuation signals for YMM:

  • Moat Score: 5
  • GF Value™: $11.76 vs. price of $7.72 (34.4% below fair value)
  • GF Score™: 73/100 with 2 warning signs

No single metric tells the full story. See the YMM stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Full Truck Alliance Co Business Description

Other Exchanges YMMN:Mexico892:Germany
Address 20 Fengxin Road, Wanbo Science and Technology Park, Yuhuatai District, Nanjing, CHN, 210012
Full Truck Alliance Co Ltd, through its subsidiaries, provides comprehensive services for shippers and truckers through its mobile and website platforms. Its principal operations are in the People's Republic of China. The group derives its revenues principally from shippers and trucker's use of its platforms in connection with freight matching services and value-added services.
73GF Score

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Moat Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$7.72
Price
$11.76
GF Value