YMM (Full Truck Alliance Co) Tariff Resilience Score: 7/10 (As of Jun. 29, 2026)


YMM Full Truck Alliance Co Ltd YMM
73 GF Score
Price $8.08
GF Value $11.76
Valuation Significantly Undervalued
! 2 Warning Signs
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What is Full Truck Alliance Co Tariff Resilience Score?

Full Truck Alliance Co YMM +4.66% 73 Tariff Resilience Score is 7 as of Jun. 29, 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 2,812 Software companies, Full Truck Alliance Co ranks better than 90.43% on this metric.

Full Truck Alliance Co has the Tariff Resilience Score of 7, which implies that the company might have Highly Resilient.

Full Truck Alliance Co has Primarily operates in China with limited international exposure. The domestic focus reduces tariff vulnerability, but potential future expansion could increase exposure. Mitigation strategies include leveraging local partnerships and technology to optimize logistics.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Full Truck Alliance Co might have Highly Resilient.

Full Truck Alliance Co  (NYSE:YMM) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Full Truck Alliance Co Tariff Resilience Score Related Terms

YMM vs UBER, SHOP, CRM: Tariff Resilience Score Comparison

For the Software - Application subindustry, Full Truck Alliance Co's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience 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 Tariff Resilience Score vs Software Industry

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

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


YMM
73GF Score
Full Truck Alliance Co Ltd YMM
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 7 mean?
Full Truck Alliance Co (YMM) has a Tariff Resilience Score of 7 as of Jun. 29, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Full Truck Alliance Co ranks #269 out of 2812 companies in the Software industry, placing it in the top 9.6%.
Is Full Truck Alliance Co's Tariff Resilience Score too high?
Full Truck Alliance Co's current Tariff Resilience Score is 7. Based on the distribution chart, Full Truck Alliance Co ranks #269 out of 2812 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 Tariff Resilience Score compare to UBER and SHOP?
According to the Software industry distribution chart, Full Truck Alliance Co ranks #269 out of 2812 companies for Tariff Resilience Score. This places Full Truck Alliance Co in the top 10% 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 Tariff Resilience Score for a Software company?
A good Tariff Resilience Score depends on the Software industry context. However, Tariff Resilience 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 Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Full Truck Alliance Co's current Tariff Resilience Score is 7. 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 $8.08 — trading 31.3% below its estimated fair value. The current Tariff Resilience Score is 7. 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 Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Full Truck Alliance Co (YMM), the current Tariff Resilience Score is 7 as of Jun. 29, 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 $8.08 is trading 31.3% below its estimated GF Value™ of $11.76. GuruFocus considers Full Truck Alliance Co to be Significantly Undervalued.

Key valuation signals for YMM:

  • Tariff Resilience Score: 7
  • GF Value™: $11.76 vs. price of $8.08 (31.3% 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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Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$8.08
Price
$11.76
GF Value