Full Truck Alliance (YMM) Share-based Compensation (2020 - 2025)

Full Truck Alliance (YMM) posted Share-based Compensation of $7.4 million for Q4 2025, up 5.87% sequentially from $7.0 million in Q3 2025, and down 53.15% YoY from $15.7 million in Q4 2024.

Full Truck Alliance (YMM) Share-based Compensation (2020 - 2025) Analysis & Trends

Full Truck Alliance has reported Share-based Compensation for 6 years, with the latest figure at $7.4 million in Q4 2025.

  • Quarterly Share-based Compensation fell 53.15% year-over-year to $7.4 million in Q4 2025, while the trailing twelve-month figure through Dec 2025 was $44.2 million (down 37.69% YoY) and the FY2025 annual result came in at $40.3 million, down 40.82% from the prior year.
  • Share-based Compensation climbed to $7.4 million in Q4 2025 per YMM's latest filing, from $7.0 million in the prior quarter.
  • Over five years, Share-based Compensation peaked at $305.0 million in Q2 2021 and troughed at $7.0 million in Q3 2025.
  • A 5-year average of $50.7 million and a median of $15.7 million in 2024 frame the typical range for Share-based Compensation.
  • The sharpest annual moves came in 2022 and 2024: Share-based Compensation plunged 88.1% in 2022, then jumped 67.68% in 2024.
  • Over 5 years, Share-based Compensation stood at $231.7 million in 2021, then sank by 85.28% to $34.1 million in 2022, then tumbled by 46.79% to $18.1 million in 2023, then dropped by 13.29% to $15.7 million in 2024, then tumbled by 53.15% to $7.4 million in 2025.
  • According to Business Quant data, Share-based Compensation over the past three periods registered $7.4 million, $7.0 million, and $14.1 million for Q4 2025, Q3 2025, and Q1 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Share-based Compensation (Qtr)
1 Sap Se 255.48 Bn 234.41 Bn 16.51 Bn 875.26 Mn
2 Shopify 198.95 Bn 194.00 Bn 1.71 Bn 128.00 Mn
3 Salesforce 160.70 Bn 148.86 Bn 8.56 Bn 250.00 Mn
4 Uber Technologies 154.94 Bn 149.73 Bn 6.38 Bn 550.00 Mn
5 ServiceNow 128.25 Bn 123.58 Bn 2.82 Bn 283.00 Mn
6 Snowflake 114.00 Bn 111.05 Bn 926.45 Mn 402.47 Mn
7 Automatic Data Processing 108.58 Bn 104.35 Bn 2.51 Bn 59.70 Mn
8 Adobe 105.34 Bn 99.72 Bn 5.90 Bn -295.00 Mn
9 Intuit 94.55 Bn 87.77 Bn 7.24 Bn 485.00 Mn
10 Full Truck Alliance 9.16 Bn 6.51 Bn - -

Historic Data

Download Data
DateValue
Dec 31, 2025 7.37 Mn
Dec 31, 2025 7.37 Mn
Sep 30, 2025 6.97 Mn
Sep 30, 2025 6.97 Mn
Mar 31, 2025 14.15 Mn
Mar 31, 2025 14.15 Mn
Dec 31, 2024 15.74 Mn
Dec 31, 2024 15.74 Mn
Sep 30, 2024 15.28 Mn
Sep 30, 2024 15.28 Mn
Mar 31, 2024 21.81 Mn
Mar 31, 2024 21.81 Mn
Dec 31, 2023 18.15 Mn
Dec 31, 2023 18.15 Mn
Jun 30, 2023 13.74 Mn
Jun 30, 2023 13.74 Mn
Mar 31, 2023 13.01 Mn
Mar 31, 2023 13.01 Mn
Dec 31, 2022 34.11 Mn
Dec 31, 2022 34.11 Mn