Comprehensive Stock Comparison
Compare Yalla Group Limited (YALA) vs Salesforce, Inc. (CRM) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | CRM | 9.6% revenue growth vs YALA's 6.5% |
| Value | YALA | Lower P/E (8.0x vs 16.5x), PEG 0.29 vs 1.35 |
| Quality / Margins | YALA | 42.3% net margin vs CRM's 18.0% |
| Stability / Safety | YALA | Beta 0.62 vs CRM's 1.04, lower leverage |
| Dividends | CRM | 0.9% yield; 2-year raise streak; YALA pays no meaningful dividend |
| Momentum (1Y) | YALA | +79.7% vs CRM's -34.0% |
| Efficiency (ROA) | YALA | 17.0% ROA vs CRM's 6.6%, ROIC 39.3% vs 10.9% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Valuation efficiency (growth/$)
Defensive / Recession hedge
Business Model
What each company does and how it makes money
Yalla Group operates a voice-centric social networking and entertainment platform primarily serving the Middle East and North Africa region. It generates revenue through in-app purchases of virtual items and premium features within its chat rooms and casual games — with the social entertainment segment contributing the majority of sales. The company's key advantage is its deep cultural understanding and localization for Arabic-speaking users, creating a sticky ecosystem where voice-based social interaction drives engagement.
Salesforce is a cloud-based customer relationship management (CRM) software company that helps businesses manage sales, service, marketing, and commerce operations. It generates revenue primarily through subscription fees for its SaaS platform—with sales cloud (~30%), service cloud (~25%), and platform/other (~45%) being its main segments. Its competitive moat lies in its massive ecosystem of integrated applications, enterprise data architecture, and high switching costs for customers deeply embedded in its platform.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
YALA leads in 4 of 6 categories (Valuation Metrics, Profitability & Efficiency). CRM leads in 1 (Analyst Outlook). 1 tied.
Financial Metrics (TTM)
CRM is the larger business by revenue, generating $41.5B annually — 119.0x YALA's $349M. YALA is the more profitable business, keeping 42.3% of every revenue dollar as net income compared to CRM's 18.0%. On growth, CRM holds the edge at +12.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | YALAYalla Group Limit… | CRMSalesforce, Inc. |
|---|---|---|
| RevenueTrailing 12 months | $349M | $41.5B |
| EBITDAEarnings before interest/tax | $127M | $11.4B |
| Net IncomeAfter-tax profit | $148M | $7.5B |
| Free Cash FlowCash after capex | $0 | $14.4B |
| Gross MarginGross profit ÷ Revenue | +66.6% | +77.7% |
| Operating MarginEBIT ÷ Revenue | +36.0% | +21.5% |
| Net MarginNet income ÷ Revenue | +42.3% | +18.0% |
| FCF MarginFCF ÷ Revenue | +50.6% | +34.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | +0.8% | +12.1% |
| EPS Growth (YoY)Latest quarter vs prior year | +4.5% | +18.3% |
Valuation Metrics
At 9.6x trailing earnings, YALA trades at a 62% valuation discount to CRM's 25.0x P/E. Adjusting for growth (PEG ratio), YALA offers better value at 0.35x vs CRM's 2.04x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | YALAYalla Group Limit… | CRMSalesforce, Inc. |
|---|---|---|
| Market CapShares × price | $175M | $187.4B |
| Enterprise ValueMkt cap + debt − cash | -$312M | $186.8B |
| Trailing P/EPrice ÷ TTM EPS | 9.57x | 24.97x |
| Forward P/EPrice ÷ next-FY EPS est. | 8.05x | 16.54x |
| PEG RatioP/E ÷ EPS growth rate | 0.35x | 2.04x |
| EV / EBITDAEnterprise value multiple | -2.54x | 20.95x |
| Price / SalesMarket cap ÷ Revenue | 0.52x | 4.51x |
| Price / BookPrice ÷ Book value/share | 1.86x | 3.15x |
| Price / FCFMarket cap ÷ FCF | 1.02x | 13.01x |
Profitability & Efficiency
YALA delivers a 19.0% return on equity — every $100 of shareholder capital generates $19 in annual profit, vs $13 for CRM. YALA carries lower financial leverage with a 0.00x debt-to-equity ratio, signaling a more conservative balance sheet compared to CRM's 0.11x. On the Piotroski fundamental quality scale (0–9), CRM scores 8/9 vs YALA's 5/9, reflecting strong financial health.
| Metric | YALAYalla Group Limit… | CRMSalesforce, Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +19.0% | +12.6% |
| ROA (TTM)Return on assets | +17.0% | +6.6% |
| ROICReturn on invested capital | +39.3% | +10.9% |
| ROCEReturn on capital employed | +19.2% | +11.9% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 8 |
| Debt / EquityFinancial leverage | 0.00x | 0.11x |
| Net DebtTotal debt minus cash | -$487M | -$590M |
| Cash & Equiv.Liquid assets | $488M | $7.3B |
| Total DebtShort + long-term debt | $1M | $6.7B |
| Interest CoverageEBIT ÷ Interest expense | — | 44.14x |
Total Returns (with DRIP)
A $10,000 investment in CRM five years ago would be worth $9,104 today (with dividends reinvested), compared to $2,750 for YALA. Over the past 12 months, YALA leads with a +79.7% total return vs CRM's -34.0%. The 3-year compound annual growth rate (CAGR) favors YALA at 17.6% vs CRM's 6.6% — a key indicator of consistent wealth creation.
| Metric | YALAYalla Group Limit… | CRMSalesforce, Inc. |
|---|---|---|
| YTD ReturnYear-to-date | +0.3% | -23.2% |
| 1-Year ReturnPast 12 months | +79.7% | -34.0% |
| 3-Year ReturnCumulative with dividends | +62.8% | +21.1% |
| 5-Year ReturnCumulative with dividends | -72.5% | -9.0% |
| 10-Year ReturnCumulative with dividends | +1.1% | +192.3% |
| CAGR (3Y)Annualised 3-year return | +17.6% | +6.6% |
Risk & Volatility
YALA is the less volatile stock with a 0.62 beta — it tends to amplify market swings less than CRM's 1.04 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. YALA currently trades 76.2% from its 52-week high vs CRM's 64.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | YALAYalla Group Limit… | CRMSalesforce, Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.62x | 1.04x |
| 52-Week HighHighest price in past year | $9.29 | $303.07 |
| 52-Week LowLowest price in past year | $3.83 | $174.57 |
| % of 52W HighCurrent price vs 52-week peak | +76.2% | +64.3% |
| RSI (14)Momentum oscillator 0–100 | 54.4 | 47.5 |
| Avg Volume (50D)Average daily shares traded | 233K | 8.6M |
Analyst Outlook
Wall Street rates YALA as "Buy" and CRM as "Buy". CRM is the only dividend payer here at 0.85% yield — a key consideration for income-focused portfolios.
| Metric | YALAYalla Group Limit… | CRMSalesforce, Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | — | $299.00 |
| # AnalystsCovering analysts | 2 | 97 |
| Dividend YieldAnnual dividend ÷ price | — | +0.9% |
| Dividend StreakConsecutive years of raises | 0 | 2 |
| Dividend / ShareAnnual DPS | — | $1.66 |
| Buyback YieldShare repurchases ÷ mkt cap | +7.9% | +6.7% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Sep 20 | Feb 26 | Change |
|---|---|---|---|
| Yalla Group Limited (YALA) | 100 | 100.14 | +0.1% |
| Salesforce, Inc. (CRM) | 100 | 83.18 | -16.8% |
Salesforce, Inc. (CRM) returned -9% over 5 years vs Yalla Group Limited (YALA)'s -73%.
Chart 2Revenue Growth — 10 Years
| Stock | 2017 | 2026 | Change |
|---|---|---|---|
| Yalla Group Limited (YALA) | $42M | $340M | +701.7% |
| Salesforce, Inc. (CRM) | $8.4B | $41.5B | +394.8% |
Salesforce, Inc.'s revenue grew from $8.4B (2017) to $41.5B (2026) — a 19.4% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2017 | 2026 | Change |
|---|---|---|---|
| Yalla Group Limited (YALA) | 47.8% | 39.9% | -16.4% |
| Salesforce, Inc. (CRM) | 3.8% | 18.0% | +366.6% |
Salesforce, Inc.'s net margin went from 4% (2017) to 18% (2026).
Chart 4P/E Ratio History — 8 Years
| Stock | 2017 | 2026 | Change |
|---|---|---|---|
| Yalla Group Limited (YALA) | 14.6 | 5.5 | -62.3% |
| Salesforce, Inc. (CRM) | 393.2 | 25 | -93.6% |
Yalla Group Limited has traded in a 6x–15x P/E range over 4 years; current trailing P/E is ~10x. Salesforce, Inc. has traded in a 25x–393x P/E range over 7 years; current trailing P/E is ~25x.
Chart 5EPS Growth — 10 Years
| Stock | 2017 | 2026 | Change |
|---|---|---|---|
| Yalla Group Limited (YALA) | 0.27 | 0.74 | +174.1% |
| Salesforce, Inc. (CRM) | 0.26 | 7.8 | +2900.0% |
Salesforce, Inc.'s EPS grew from $0.26 (2017) to $7.80 (2026) — a 46% CAGR.
Chart 6Free Cash Flow — 5 Years
Yalla Group Limited generated $172M FCF in 2024 (+20% vs 2021). Salesforce, Inc. generated $14B FCF in 2026 (+252% vs 2021).
YALA vs CRM: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is YALA or CRM a better buy right now?
Yalla Group Limited (YALA) offers the better valuation at 9.6x trailing P/E (8.0x forward), making it the more compelling value choice. Analysts rate Yalla Group Limited (YALA) a "Buy" — based on 2 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — YALA or CRM?
On trailing P/E, Yalla Group Limited (YALA) is the cheapest at 9.6x versus Salesforce, Inc. at 25.0x. On forward P/E, Yalla Group Limited is actually cheaper at 8.0x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Yalla Group Limited wins at 0.29x versus Salesforce, Inc.'s 1.35x — a PEG below 1.0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — YALA or CRM?
Over the past 5 years, Salesforce, Inc. (CRM) delivered a total return of -9.0%, compared to -72.5% for Yalla Group Limited (YALA). A $10,000 investment in CRM five years ago would be worth approximately $9K today (assuming dividends reinvested). Over 10 years, the gap is even starker: CRM returned +192.3% versus YALA's +1.1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — YALA or CRM?
By beta (market sensitivity over 5 years), Yalla Group Limited (YALA) is the lower-risk stock at 0.62β versus Salesforce, Inc.'s 1.04β — meaning CRM is approximately 67% more volatile than YALA relative to the S&P 500. On balance sheet safety, Yalla Group Limited (YALA) carries a lower debt/equity ratio of 0% versus 11% for Salesforce, Inc. — giving it more financial flexibility in a downturn.
05Which has better profit margins — YALA or CRM?
Yalla Group Limited (YALA) is the more profitable company, earning 39.9% net margin versus 18.0% for Salesforce, Inc. — meaning it keeps 39.9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: YALA leads at 35.7% versus 21.5% for CRM. At the gross margin level — before operating expenses — CRM leads at 77.7%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Is YALA or CRM more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential. By this metric, Yalla Group Limited (YALA) is the more undervalued stock at a PEG of 0.29x versus Salesforce, Inc.'s 1.35x. A PEG below 1.0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Yalla Group Limited (YALA) trades at 8.0x forward P/E versus 16.5x for Salesforce, Inc. — 8.5x cheaper on a one-year earnings basis.
07Which pays a better dividend — YALA or CRM?
In this comparison, CRM (0.9% yield) pays a dividend. YALA does not pay a meaningful dividend and should not be held primarily for income.
08Is YALA or CRM better for a retirement portfolio?
For long-horizon retirement investors, Salesforce, Inc. (CRM) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1.04), 0.9% yield, +192.3% 10Y return). Both have compounded well over 10 years (CRM: +192.3%, YALA: +1.1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between YALA and CRM?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. In terms of investment character: YALA is a small-cap deep-value stock; CRM is a mid-cap quality compounder stock. CRM pays a dividend while YALA does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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