Yalla Group Limited (YALA) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2025Q4
"Yalla Group exhibits a fortress balance sheet with $528.6 million in cash, yet faces significant headwinds as revenue growth decelerated to a 7.7% contraction in 2025Q4. While the company maintains a robust 41.6% net margin, this profitability is heavily reliant on interest income rather than core operational expansion. Investors should monitor the lack of clear capital deployment strategies, as the current business model appears to be reaching maturity within its primary MENA markets."
while the stock trades at a low 6.63 P/E TTM, the lack of top-line growth and opaque capital allocation strategy warrant caution despite the $528.6 million cash buffer.
Yalla Group Limited (YALA) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Yalla Group Limited (YALA) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 18, 2026 | $0.16 | $79Mvs $78M+1.2% |
| Q2 2026 | Mar 9, 2026 | $0.20 | $84Mvs $85M-1.6% |
| Q4 2025 | Nov 10, 2025 | $0.23 | $90Mvs $85M+5.2% |
| Q3 2025 | Aug 11, 2025 | $0.20 | $85Mvs $89M-5.3% |
Key metrics vs top competitors for Yalla Group Limited (YALA)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $5.07 | $782.84M | 6.11 | 0.67% | 43.82% | 19.98% | — | |
| $5.40 | $867.57M | 7.95 | -1.85% | 7.2% | 6.68% | — | |
| $10.21 | $31.36M | 2.07 | -5.9% | 0.88% | 4.1% | — | |
| $0.37 | $8.02M | -1.22 | -3.07% | -17.49% | -40.41% | — | |
| $2.19 | $501.3M | -31.02 | 6.96% | -2.51% | -2.41% | — | |
| $4.60 | $138.82M | -34.37 | -10.58% | -4.81% | -6.48% | — |
Yalla Group Limited (YALA) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Get notified when YALA posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Yalla Group Limited (YALA) stock FAQ — growth, dividends, profitability & financials explained
Yalla Group Limited (YALA) reported $341.9M in revenue for fiscal year 2025. This represents a 707% increase from $42.4M in 2018.
Yalla Group Limited (YALA) grew revenue by 0.7% over the past year. Growth has been modest.
Yes, Yalla Group Limited (YALA) is profitable, generating $149.8M in net income for fiscal year 2025 (43.8% net margin).
Yalla Group Limited (YALA) has a return on equity (ROE) of 20.0%. This is reasonable for most industries.
Yalla Group Limited (YALA) generated $135.2M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.