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Company Analysis

Yalla Group Limited YALA

A comprehensive view of key metrics, scores, and financial health for Yalla Group Limited

Overview of Yalla Group Limited

YALA NYQ
Technology Software - Application Small Cap
Yalla Group Limited (YALA), is a Small Cap company, in the Software - Application industry, last closed at $6.40, about 55.6% undervalued vs fair value, +29.3% 1Y return, ranked 197/762 in sector.
$6.40
-0.47%
As of March 13, 2026
Previous close • Vol 90d: 34.6%
52-Week Range
Market Cap
$1.10B
Enterprise Value
$679.09M
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.yalla.com
HQ Dubai
Employees 815
Fiscal year Dec 31

Next Events

Earnings May 18 Estimated

Fair Value Snapshot

Bear Base Bull
$9
$10
$11
Current: $6.40 +56% vs base

Engine Room Money Flow™

Small Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$339.7M
6.5%%
Gross Profit
$219.2M
7.3%%
Operating Income
$122.2M
26.4%%
Net Income
$135.7M
15.6%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
126.7%
Excellent

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$13.9M
8.1% of FCF

Where It Leaks

Cash Flow Health healthy
Strong cash conversion with minimal leakage across profit-to-cash-to-value chain.
0
Active Leaks
0/0
Improving
0
High Impact
0
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Yalla Group Limited's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
79
/100
Strong
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
65
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Software SaaS vs Industry Peers 92% Coverage
Trade-Off Triangle Visualization A ternary plot showing YALA's balance between Growth (20.4%), Profitability (40.5%), and Safety (39.1%). Growth 20% Safety 39% Profitability 40%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

40th percentile vs peers
40
Key Signals
Rev Growth YoY 6.5% 41p Revenue CAGR 3Y 7.5% 36p EPS Growth YoY 14.8% 47p EPS CAGR 3Y 17.3% 38p
Strengths
  • Operating Margin in top 20% of peers (36.0%, 95th percentile)
  • Fcf Margin in top 20% of peers (50.6%, 97th percentile)
  • Net Profit Margin in top 20% of peers (40.0%, 96th percentile)
  • Roic in top 20% of peers (15.8%, 82th percentile)
Risks
  • Growth below peer median (percentile: 40)

Profitability

80th percentile vs peers
80
Key Signals
Strengths
Risks
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Safety

77th percentile vs peers
77
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Yalla Group Limited.

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$9.96
- - -
+55.6% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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