Full Truck Alliance (YMM) Share-based Compensation (2020 - 2022)
Full Truck Alliance (YMM) reported Share-based Compensation of $34.1 million for Q4 2022, down 85.28% on a YoY basis from $231.7 million in Q4 2021, and up 187.06% sequentially from $11.9 million in Q3 2022.
Full Truck Alliance (YMM) Share-based Compensation (2020 - 2022) Analysis & Trends
Full Truck Alliance (YMM) has 3 years of Share-based Compensation data on file, last reported at $34.1 million in Q4 2022.
- For the quarter ending Q4 2022, Share-based Compensation fell 85.28% year-over-year to $34.1 million; the trailing twelve-month figure through Dec 2022 stood at $335.0 million (down 43.81% YoY), and the FY2025 full-year result was $40.3 million, down 40.82% from the prior year.
- Share-based Compensation improved to $34.1 million in Q4 2022, from $11.9 million in the prior quarter.
- In the past five years, Share-based Compensation ranged from a high of $387.5 million in Q4 2020 to a low of $11.9 million in Q3 2022.
- A 3-year average of $126.6 million and a median of $52.0 million in 2020 frame the typical range for Share-based Compensation.
- Peak annual rise in Share-based Compensation reached 23.21% in 2022, while the deepest fall reached 85.28% in 2022.
- Tracing YMM's Share-based Compensation over 3 years: stood at $387.5 million in 2020, then slumped by 40.2% to $231.7 million in 2021, then slumped by 85.28% to $34.1 million in 2022.
- Business Quant data shows YMM's Share-based Compensation at $34.1 million in Q4 2022, $11.9 million in Q3 2022, and $57.3 million in Q1 2022.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Share-based Compensation (Qtr) |
|---|---|---|---|---|---|
| 1 | Sap Se | 208.91 Bn | 189.27 Bn | 8.16 Bn | 333.66 Mn |
| 2 | Full Truck Alliance | 188.77 Bn | 186.13 Bn | - | - |
| 3 | Shopify | 145.98 Bn | 140.23 Bn | 1.55 Bn | 132.00 Mn |
| 4 | Uber Technologies | 141.48 Bn | 140.44 Bn | 5.95 Bn | 473.00 Mn |
| 5 | Salesforce | 128.51 Bn | 116.67 Bn | 8.56 Bn | 250.00 Mn |
| 6 | ServiceNow | 98.38 Bn | 93.20 Bn | 2.82 Bn | 283.00 Mn |
| 7 | Automatic Data Processing | 97.56 Bn | 94.34 Bn | 2.87 Bn | 51.00 Mn |
| 8 | Snowflake | 91.55 Bn | 88.59 Bn | 926.45 Mn | 402.47 Mn |
| 9 | Cadence Design Systems | 89.91 Bn | 88.50 Bn | 1.41 Bn | 123.09 Mn |
| 10 | Datadog | 86.34 Bn | 81.58 Bn | 797.20 Mn | 6.52 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Dec 31, 2022 | 34.11 Mn |
| Dec 31, 2022 | 34.11 Mn |
| Sep 30, 2022 | 11.88 Mn |
| Sep 30, 2022 | 11.88 Mn |
| Mar 31, 2022 | 57.34 Mn |
| Mar 31, 2022 | 57.34 Mn |
| Dec 31, 2021 | 231.72 Mn |
| Dec 31, 2021 | 231.72 Mn |
| Sep 30, 2021 | 12.99 Mn |
| Sep 30, 2021 | 12.99 Mn |
| Jun 30, 2021 | 305.03 Mn |
| Jun 30, 2021 | 305.03 Mn |
| Mar 31, 2021 | 46.54 Mn |
| Mar 31, 2021 | 46.54 Mn |
| Dec 31, 2020 | 387.53 Mn |
| Dec 31, 2020 | 387.53 Mn |
| Sep 30, 2020 | 51.96 Mn |
| Sep 30, 2020 | 51.96 Mn |