Tearsheet

Yalla (YALA)


Market Price (9/4/2025): $7.59 | Market Cap: $1.2 Bil
Sector: Information Technology | Industry: Application Software

Yalla (YALA)


Market Price (9/4/2025): $7.59
Market Cap: $1.2 Bil
Sector: Information Technology
Industry: Application Software

Investment Highlights

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 12%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 8.1%
  Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 58%
1 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -59%
  
2 Attractive operating margins
Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 36%
  
3 Low stock price volatility
Vol 12M is 47%
  
0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 12%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 8.1%
1 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -59%
2 Attractive operating margins
Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 36%
3 Low stock price volatility
Vol 12M is 47%
4 Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 58%

Market Valuation

 9/4/252024202320222021
Share Price CYE$7.59$4.06$6.13$3.50$6.71
Market Cap CYE ($ Bil)1.20.61.00.61.0
Total Debt ($ Bil)0.00.00.00.00.0
Total Cash ($ Bil)0.70.70.50.50.4
Enterprise Value ($ Bil)0.50.61.00.61.0
Valuation Ratios     
P/S TTM3.41.93.11.83.6
P/EBIT TTM9.45.310.16.811.8
P/E TTM8.14.88.36.712.1
Sector Ratios     
P/S TTM (Sector)4.24.54.53.46.3
P/EBIT TTM (Sector)17.815.713.08.512.9
P/E TTM (Sector)19.618.016.49.815.1
 9/4/2520242023
Share Price CYE$7.59$4.06$6.13
Market Cap CYE ($ Bil)1.20.61.0
Total Debt ($ Bil)0.00.00.0
Total Cash ($ Bil)0.70.70.5
Enterprise Value ($ Bil)0.50.61.0
Valuation Ratios   
P/S TTM3.41.93.1
P/EBIT TTM9.45.310.1
P/E TTM8.14.88.3
Sector Ratios   
P/S TTM (Sector)4.24.54.5
P/EBIT TTM (Sector)17.815.713.0
P/E TTM (Sector)19.618.016.4

Business Description

Yalla Group Limited operates a voice-centric social networking and entertainment platform under the Yalla name primarily in the Middle East and North Africa region. Its platform offers group chatting and games services; and sells virtual items, as well as provides upgrade services. The company was formerly known as FYXTech Corporation. Show more

Price Returns Compared

Expand for Detailed View

 202020212022202320242025Total [1]
Returns
YALA Return--53%-48%75%-34%120%-47%
Peers Return-2%-17%-44%2036%97%12%2057%
S&P 500 Return16%27%-19%24%23%10%100%

[1] Cumulative total returns since the beginning of 2020
[2] Peers: ADSK, WRCDF, ORCL, PLTR, SAP.
[3] 2025 data is for the year up to 9/3/2025 (YTD)

Better Bets than Yalla (YALA)

Recent Active Movers

Recent Active Movers

More From Trefis

Peer Comparisons for Yalla

Financials

YALAADSKWRCDFORCLPLTRSAPMedian
NameYalla Autodesk Wirecard Oracle Palantir.SAP  
Mkt Price7.60317.51-223.45154.90270.94223.45
Mkt Cap1.267.6-627.2366.4315.9315.9
Rev LTM3486,6052,53757,3993,44135,8875,023
Op Inc LTM1251,51560218,0525709,3091,058
FCF LTM-1,847991-3941,7096,3991,709
FCF 3Y Avg-1,7045096,6289276,1321,704
CFO LTM-1,9251,08920,8211,7307,1891,925
CFO 3Y Avg-1,77561718,8869476,9351,775

Growth & Margins

YALAADSKWRCDFORCLPLTRSAPMedian
NameYalla Autodesk Wirecard Oracle Palantir.SAP  
Rev Chg LTM6.8%13.8%34.2%8.4%38.8%10.3%12.0%
Rev Chg 3Y Avg6.6%11.7%38.8%10.7%25.7%8.7%11.2%
Rev Chg Q4.1%17.1%36.8%11.3%48.0%8.9%14.2%
QoQ Delta Rev Chg LTM1.0%4.1%8.4%2.9%10.5%2.1%3.5%
Op Mgn LTM36.0%22.9%23.7%31.5%16.6%25.9%24.8%
Op Mgn 3Y Avg32.5%21.5%22.7%29.8%8.4%22.1%22.4%
QoQ Delta Op Mgn LTM0.0%0.8%0.6%-0.4%3.5%1.2%0.7%
CFO/Rev LTM-29.1%42.9%36.3%50.3%20.0%36.3%
CFO/Rev 3Y Avg-30.7%31.6%35.3%32.9%21.0%31.6%
FCF/Rev LTM-28.0%39.1%-0.7%49.7%17.8%28.0%
FCF/Rev 3Y Avg-29.5%25.7%12.9%32.0%18.6%25.7%

Valuation

YALAADSKWRCDFORCLPLTRSAPMedian
NameYalla Autodesk Wirecard Oracle Palantir.SAP  
Mkt Cap1.267.6-627.2366.4315.9315.9
P/S3.410.2-10.9106.58.810.2
P/EBIT9.447.9-35.4643.330.335.4
P/E8.164.8-50.4480.048.350.4
P/CFO-35.1-30.1211.843.939.5
Total Yield12.3%1.5%-2.7%0.2%2.1%2.1%
Dividend Yield0.0%0.0%-0.8%0.0%0.0%0.0%
FCF Yield 3Y Avg-3.3%∞%1.9%1.0%2.6%2.3%
D/E0.00.0-0.20.00.00.0
Net D/E-0.60.0-0.1-0.0-0.0-0.0

Returns

YALAADSKWRCDFORCLPLTRSAPMedian
NameYalla Autodesk Wirecard Oracle Palantir.SAP  
1M Rtn-4.8%5.0%--11.5%-3.6%-4.5%-4.5%
3M Rtn6.7%6.4%-33.2%19.1%-12.4%6.7%
6M Rtn91.4%18.8%-39.1%71.9%-4.7%39.1%
12M Rtn92.4%23.1%-61.9%407.7%26.2%61.9%
3Y Rtn85.8%59.8%-211.6%1,993.2%237.9%211.6%
1M Excs Rtn-6.6%3.1%--13.4%-5.5%-6.4%-6.4%
3M Excs Rtn3.3%-2.0%-24.4%8.3%-19.6%3.3%
6M Excs Rtn83.3%7.1%-31.1%71.9%-13.7%31.1%
12M Excs Rtn71.0%7.6%-46.6%384.4%9.6%46.6%
3Y Excs Rtn32.5%-6.1%-152.8%1,792.0%175.1%152.8%

Financials

Segment Financials

Revenue by Segment

$ Mil20242023202220212020
Revenues generated from chatting services21221520812363
Revenues generated from games services1078965120
Others00   
Total31930427313563


Price Behavior

Short Interest

Short Interest: As Of Date8152025
Short Interest: Shares Quantity929,329
Short Interest: % Change Since 7312025-20.8%
Average Daily Volume1,134,455
Days-to-Cover Short Interest1
Basic Shares Quantity155,958,658
Short % of Basic Shares0.6%

Insider Activity

Expand for More