Comprehensive Stock Comparison

Compare Yalla Group Limited (YALA) vs Lyft, Inc. (LYFT) Stock

Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.

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Quick Verdict

CategoryWinnerWhy
GrowthLYFT9.2% revenue growth vs YALA's 6.5%
ValueYALALower P/E (8.0x vs 21.5x)
Quality / MarginsLYFT45.0% net margin vs YALA's 42.3%
Stability / SafetyYALABeta 0.62 vs LYFT's 1.40, lower leverage
DividendsTieNeither pays a meaningful dividend
Momentum (1Y)YALA+79.7% vs LYFT's +3.7%
Efficiency (ROA)LYFT31.5% ROA vs YALA's 17.0%, ROIC -7.1% vs 39.3%
Bottom line: YALA and LYFT each win 3 categories — the better choice depends on your priorities. Lyft, Inc. is the better choice for growth and revenue expansion and profitability and margin quality. As direct sector peers, they can serve as alternatives in the same portfolio allocation.

Who Each Stock Is For

Income & stability

Growth exposure

Long-term compounding (10Y)

Sleep-well-at-night portfolio

Defensive / Recession hedge

Business Model

What each company does and how it makes money

YALAYalla Group Limited
Technology

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.

LYFTLyft, Inc.
Technology

Lyft operates a digital ridesharing platform connecting passengers with drivers through a mobile app. It generates revenue primarily from taking a commission — typically 20-25% — on each ride fare, supplemented by subscription fees from its Lyft Pink membership program and enterprise transportation solutions. Its competitive advantage lies in its established two-sided network effect — a large driver base attracts more riders, which in turn attracts more drivers — and its brand recognition in North America.

Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

YALAYalla Group Limited
FY 2024
Group Chatting Services
99.7%$225M
Product and Service, Other
0.3%$668,908
LYFTLyft, Inc.

Segment breakdown not available.

Financial Metrics Comparison

Side-by-side fundamentals across 2 stocks. BestLagging

Financial Scorecard

YALA 5LYFT 0
Financial MetricsYALA4/6 metrics
Valuation MetricsYALA3/5 metrics
Profitability & EfficiencyYALA5/8 metrics
Total ReturnsYALA6/6 metrics
Risk & VolatilityYALA2/2 metrics
Analyst Outlook0/0 metrics

YALA leads in 5 of 6 categories — strongest in Financial Metrics and Valuation Metrics.

Financial Metrics (TTM)

LYFT is the larger business by revenue, generating $6.3B annually — 18.1x YALA's $349M. Profitability is closely matched — net margins range from 45.0% (LYFT) to 42.3% (YALA).

MetricYALAYalla Group Limit…LYFTLyft, Inc.
RevenueTrailing 12 months$349M$6.3B
EBITDAEarnings before interest/tax$127M-$57M
Net IncomeAfter-tax profit$148M$2.8B
Free Cash FlowCash after capex$0$1.1B
Gross MarginGross profit ÷ Revenue+66.6%+41.5%
Operating MarginEBIT ÷ Revenue+36.0%-3.0%
Net MarginNet income ÷ Revenue+42.3%+45.0%
FCF MarginFCF ÷ Revenue+50.6%+18.2%
Rev. Growth (YoY)Latest quarter vs prior year+0.8%+2.7%
EPS Growth (YoY)Latest quarter vs prior year+4.5%-100.0%
YALA leads this category, winning 4 of 6 comparable metrics.

Valuation Metrics

At 2.0x trailing earnings, LYFT trades at a 79% valuation discount to YALA's 9.6x P/E.

MetricYALAYalla Group Limit…LYFTLyft, Inc.
Market CapShares × price$175M$5.5B
Enterprise ValueMkt cap + debt − cash-$312M$5.1B
Trailing P/EPrice ÷ TTM EPS9.57x2.03x
Forward P/EPrice ÷ next-FY EPS est.8.05x21.45x
PEG RatioP/E ÷ EPS growth rate0.35x
EV / EBITDAEnterprise value multiple-2.54x
Price / SalesMarket cap ÷ Revenue0.52x0.88x
Price / BookPrice ÷ Book value/share1.86x1.77x
Price / FCFMarket cap ÷ FCF1.02x4.97x
YALA leads this category, winning 3 of 5 comparable metrics.

Profitability & Efficiency

LYFT delivers a 86.9% return on equity — every $100 of shareholder capital generates $87 in annual profit, vs $19 for YALA. YALA carries lower financial leverage with a 0.00x debt-to-equity ratio, signaling a more conservative balance sheet compared to LYFT's 0.41x. On the Piotroski fundamental quality scale (0–9), YALA scores 5/9 vs LYFT's 4/9, reflecting solid financial health.

MetricYALAYalla Group Limit…LYFTLyft, Inc.
ROE (TTM)Return on equity+19.0%+86.9%
ROA (TTM)Return on assets+17.0%+31.5%
ROICReturn on invested capital+39.3%-7.1%
ROCEReturn on capital employed+19.2%-6.2%
Piotroski ScoreFundamental quality 0–954
Debt / EquityFinancial leverage0.00x0.41x
Net DebtTotal debt minus cash-$487M-$1.6B
Cash & Equiv.Liquid assets$488M$1.8B
Total DebtShort + long-term debt$1M$1.4B
Interest CoverageEBIT ÷ Interest expense80.43x
YALA leads this category, winning 5 of 8 comparable metrics.

Total Returns (with DRIP)

A $10,000 investment in YALA five years ago would be worth $2,750 today (with dividends reinvested), compared to $2,414 for LYFT. Over the past 12 months, YALA leads with a +79.7% total return vs LYFT's +3.7%. The 3-year compound annual growth rate (CAGR) favors YALA at 17.6% vs LYFT's 11.4% — a key indicator of consistent wealth creation.

MetricYALAYalla Group Limit…LYFTLyft, Inc.
YTD ReturnYear-to-date+0.3%-30.1%
1-Year ReturnPast 12 months+79.7%+3.7%
3-Year ReturnCumulative with dividends+62.8%+38.4%
5-Year ReturnCumulative with dividends-72.5%-75.9%
10-Year ReturnCumulative with dividends+1.1%-82.3%
CAGR (3Y)Annualised 3-year return+17.6%+11.4%
YALA leads this category, winning 6 of 6 comparable metrics.

Risk & Volatility

YALA is the less volatile stock with a 0.62 beta — it tends to amplify market swings less than LYFT's 1.40 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 LYFT's 54.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricYALAYalla Group Limit…LYFTLyft, Inc.
Beta (5Y)Sensitivity to S&P 5000.62x1.40x
52-Week HighHighest price in past year$9.29$25.54
52-Week LowLowest price in past year$3.83$9.66
% of 52W HighCurrent price vs 52-week peak+76.2%+54.2%
RSI (14)Momentum oscillator 0–10054.438.8
Avg Volume (50D)Average daily shares traded233K12.9M
YALA leads this category, winning 2 of 2 comparable metrics.

Analyst Outlook

Wall Street rates YALA as "Buy" and LYFT as "Hold".

MetricYALAYalla Group Limit…LYFTLyft, Inc.
Analyst RatingConsensus buy/hold/sellBuyHold
Price TargetConsensus 12-month target$19.85
# AnalystsCovering analysts259
Dividend YieldAnnual dividend ÷ price
Dividend StreakConsecutive years of raises0
Dividend / ShareAnnual DPS
Buyback YieldShare repurchases ÷ mkt cap+7.9%+9.0%
Insufficient data to determine a leader in this category.

Historical Charts

Charts are rendered on first load. Hover for details.

Chart 1Total Return — 5 Years (Rebased to 100)

StockSep 20Feb 26Change
Yalla Group Limited (YALA)100100.14+0.1%
Lyft, Inc. (LYFT)10062.06-37.9%

Yalla Group Limited (YALA) returned -73% over 5 years vs Lyft, Inc. (LYFT)'s -76%.

Chart 2Revenue Growth — 10 Years

Stock20162025Change
Yalla Group Limited (YALA)$42M$340M+701.7%
Lyft, Inc. (LYFT)$343M$6.3B+1739.9%

Lyft, Inc.'s revenue grew from $343M (2016) to $6.3B (2025) — a 38.2% CAGR.

Chart 3Net Margin Trend — 10 Years

Stock20162025Change
Yalla Group Limited (YALA)47.8%39.9%-16.4%
Lyft, Inc. (LYFT)-198.9%45.0%+122.6%

Lyft, Inc.'s net margin went from -199% (2016) to 45% (2025).

Chart 4P/E Ratio History — 4 Years

Stock20212024Change
Yalla Group Limited (YALA)14.65.5-62.3%

Yalla Group Limited has traded in a 6x–15x P/E range over 4 years; current trailing P/E is ~10x.

Chart 5EPS Growth — 10 Years

Stock20162025Change
Yalla Group Limited (YALA)0.270.74+174.1%
Lyft, Inc. (LYFT)-2.876.81+337.3%

Lyft, Inc.'s EPS grew from $-2.87 (2016) to $6.81 (2025).

Chart 6Free Cash Flow — 5 Years

2021
$143M
$-181M
2022
$103M
$-352M
2023
$138M
$-248M
2024
$172M
$766M
2025
$1B
Yalla Group Limited (YALA)Lyft, Inc. (LYFT)

Yalla Group Limited generated $172M FCF in 2024 (+20% vs 2021). Lyft, Inc. generated $1B FCF in 2025 (+717% vs 2021).

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YALA vs LYFT: Frequently Asked Questions

9 questions · data-driven answers · updated daily

01

Is YALA or LYFT a better buy right now?

Lyft, Inc. (LYFT) offers the better valuation at 2.0x trailing P/E (21.5x 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.

02

Which has the better valuation — YALA or LYFT?

On trailing P/E, Lyft, Inc. (LYFT) is the cheapest at 2.0x versus Yalla Group Limited at 9.6x. On forward P/E, Yalla Group Limited is actually cheaper at 8.0x — notably different from the trailing picture, reflecting expected earnings growth.

03

Which is the better long-term investment — YALA or LYFT?

Over the past 5 years, Yalla Group Limited (YALA) delivered a total return of -72.5%, compared to -75.9% for Lyft, Inc. (LYFT). A $10,000 investment in YALA five years ago would be worth approximately $3K today (assuming dividends reinvested). Over 10 years, the gap is even starker: YALA returned +1.1% versus LYFT's -82.3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

04

Which is safer — YALA or LYFT?

By beta (market sensitivity over 5 years), Yalla Group Limited (YALA) is the lower-risk stock at 0.62β versus Lyft, Inc.'s 1.40β — meaning LYFT is approximately 127% 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 41% for Lyft, Inc. — giving it more financial flexibility in a downturn.

05

Which has better profit margins — YALA or LYFT?

Lyft, Inc. (LYFT) is the more profitable company, earning 45.0% net margin versus 39.9% for Yalla Group Limited — meaning it keeps 45.0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: YALA leads at 35.7% versus -3.0% for LYFT. At the gross margin level — before operating expenses — YALA leads at 64.5%, 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.

06

Is YALA or LYFT more undervalued right now?

On forward earnings alone, Yalla Group Limited (YALA) trades at 8.0x forward P/E versus 21.5x for Lyft, Inc. — 13.4x cheaper on a one-year earnings basis.

07

Which pays a better dividend — YALA or LYFT?

None of the stocks in this comparison currently pay a material dividend. All are effectively zero-yield and should be held for capital appreciation rather than income.

08

Is YALA or LYFT better for a retirement portfolio?

For long-horizon retirement investors, Yalla Group Limited (YALA) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.62)). Both have compounded well over 10 years (YALA: +1.1%, LYFT: -82.3%), 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.

09

What are the main differences between YALA and LYFT?

Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. 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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  • Sector: Technology
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Better Than Both

Find stocks that beat YALA and LYFT on the metrics you choose

Revenue Growth>
%
(YALA: 0.8% · LYFT: 2.7%)
Net Margin>
%
(YALA: 42.3% · LYFT: 45.0%)
P/E Ratio<
x
(YALA: 9.6x · LYFT: 2.0x)