Full Truck Alliance (YMM) Share-based Compensation (2021 - 2023)
Full Truck Alliance's (YMM) quarterly Share-based Compensation came in at $127.7 million in Q4 2023, up 274.34% year-over-year from $34.1 million in Q4 2022, and up 274.34% quarter-over-quarter from $34.1 million in Q4 2022.
Analysis
Full Truck Alliance (YMM) Share-based Compensation (2021 - 2023) Analysis & Trends
Full Truck Alliance has disclosed Share-based Compensation across 3 years of filings, most recently posting $127.7 million for Q4 2023.
- In Q4 2023, Share-based Compensation rose 274.34% year-over-year to $127.7 million; the TTM figure through Dec 2023 stood at $405.4 million (changed N/A YoY), while the FY2025 annual figure was $40.3 million, down 40.82% from the prior year.
- Share-based Compensation came in at $127.7 million for Q4 2023 at Full Truck Alliance, up from $34.1 million in the prior quarter.
- In the past five years, Share-based Compensation ranged from a high of $231.7 million in Q4 2021 to a low of $11.9 million in Q3 2022.
- Average Share-based Compensation over 3 years is $101.3 million, with a median of $80.9 million recorded in 2022.
- Year-over-year, Share-based Compensation slumped 85.28% in 2022 and surged 274.34% in 2023.
- Over 3 years, Share-based Compensation stood at $231.7 million in 2021, then tumbled by 85.28% to $34.1 million in 2022, then surged by 274.34% to $127.7 million in 2023.
- Per Business Quant data, the three most recent Share-based Compensation figures were $127.7 million in Q4 2023, $34.1 million in Q4 2022, and $11.9 million in Q3 2022.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Share-based Compensation (Qtr) |
|---|---|---|---|---|---|
| 1 | Alibaba Group Holding | 262.96 Bn | 227.70 Bn | 15.11 Bn | 437.00 Mn |
| 2 | Booking Holdings | 145.23 Bn | 128.02 Bn | 4.98 Bn | 123.00 Mn |
| 3 | PDD Holdings | 117.02 Bn | 86.74 Bn | 9.45 Bn | - |
| 4 | Airbnb | 107.34 Bn | 95.28 Bn | 2.98 Bn | 487.00 Mn |
| 5 | Mercadolibre | 100.30 Bn | 85.10 Bn | 4.16 Bn | 207.00 Mn |
| 6 | Ebay | 46.02 Bn | 42.71 Bn | 2.30 Bn | 182.00 Mn |
| 7 | Expedia | 34.12 Bn | 26.99 Bn | 3.91 Bn | 114.00 Mn |
| 8 | Maplebear | 11.90 Bn | 11.05 Bn | 751.00 Mn | 141.00 Mn |
| 9 | Full Truck Alliance | 8.08 Bn | 7.12 Bn | - | - |
| 10 | Etsy | 7.07 Bn | 5.94 Bn | 484.05 Mn | 51.18 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Dec 31, 2023 | 127.67 Mn |
| Dec 31, 2022 | 34.11 Mn |
| Sep 30, 2022 | 11.88 Mn |
| Dec 31, 2021 | 231.72 Mn |