Yalla Group Limited(YALA)Earnings, Financials & Key RatiosYalla Group Limited (YALA) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2025Q4
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% |
Recent stock market news and headlines for Yalla Group Limited (YALA)
Yalla Group is rated BUY, with 40–80% upside to $7.50–$9.60/share, driven by robust gaming growth and a significant buyback yield. YALA's top-of-funnel metrics remain strong, with MAU up 7.7% y/y, supporting long-term growth in both chatting and gaming services. The $150mn share repurchase plan over 24 months implies a 9% annualized buyback yield, underpinned by a market cap near net cash value.
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 |
|---|---|---|---|---|---|---|---|
| $5.62 | $867.76M | 6.77 | 0.67% | 43.82% | 19.98% | — | |
| $5.82 | $935.05M | 8.56 | -1.85% | 7.2% | 6.68% | — | |
| $10.00 | $30.72M | 2.03 | -5.9% | 0.88% | 4.1% | — | |
| $0.40 | $8.66M | -1.32 | -3.07% | -17.49% | -40.41% | — | |
| $2.32 | $531.06M | -32.83 | 6.96% | -2.51% | -2.41% | — | |
| $4.68 | $141.24M | -34.93 | -10.58% | -4.81% | -6.48% | — |
Yalla Group Limited (YALA) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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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.
