Yalla Group Limited
YALA · Price history
Price at last available close
$5.59
+$0.12 (+2.19%) 1M
2026-10-28
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Company & revenue
About Yalla Group Limited
Primary reporting period: 2025-12-31 · Research updated Oct 12, 2026. A research update is not a new financial filing.
Who they are
Yalla Group Limited, together with its subsidiaries, operates a social networking and gaming platform in the Middle East and North Africa region. The company offers mobile applications, including Yalla, a voice-centric group chat platform; and Yalla Ludo, a casual gaming application. Its platform provides group chatting and games services; and consume virtual currencies to purchase virtual items, as well as provides upgrade services.
How they make money
Yalla Group generates revenue primarily through a virtual item-based model where users purchase virtual currencies to buy virtual gifts and upgrade services within its social networking and gaming applications. The platform provides free access to basic functions, while monetization is driven by user engagement with localized content and social features.
Products & services
The company operates a suite of mobile applications including Yalla (voice-centric group chat), Yalla Ludo (casual board games), YallaChat (IM), WeMuslim (customs-focused), and various other casual games like Yalla Baloot and 101 Okey Yalla.
Brands & revenue mix
Flagship voice-centric group chat platform.
Separate brand revenue is not available in this research.Source
Casual gaming application featuring board games.
Separate brand revenue is not available in this research.Source
Revenue share is not unit sales or a best-seller ranking. Parent brands and included sub-brands can overlap; do not add overlapping rows.
Product / operating segments
No reconciled product or operating-segment revenue breakdown is available for the current research period. Company-wide revenue remains separate from segment disclosure.
Geographic revenue
No reconciled geographic revenue breakdown was confirmed for the current research period.
Customer types
Customer concentration
The company relies on Apple and Google as primary distribution channels and payment processing intermediaries for its mobile applications, which creates significant dependency for revenue collection as of 2025-12-31.
Suppliers, materials & equipment
- Cloud Service Providers — The company relies on third-party cloud infrastructure and server hosting services to operate its platform; specific supplier names are unnamed.Source
- Apple App Store and Google Play Store — These platforms serve as the primary distribution channels for the company's mobile applications and payment processing intermediaries.Source
Strengths
Sources
Financial risk observations and what to check
These are saved observations about business performance, not predictions. Review the company filings alongside the interpretation below. Latest stored financial period end: 2026-06-30.
Total debt increased 319.9% versus the same quarter last year.
Compare the added borrowing with available cash, cash generation and maturities. A percentage increase from a small starting balance can look large without measuring the full debt burden.
Wall Street Score
Overall investment score · Quality, value, risk and opportunity
55
Fair
View category scores →
Company Quality
How good is the actual business—regardless of today’s stock price?
74
Strong
Financial Strength
78
Business Quality / Moat
69
Management
100
Growth Quality
31
Risk / Durability
92
Uses financial strength, moat, management, growth quality and durability. It excludes share price, P/E, market cap, intrinsic value and margin of safety.
Opportunity
Opportunity Score · How does the current price compare with estimated value?
72
Fair
Based on current valuation, company quality, recent trends, and available market signals.
View score details →
Model Outlook
12-month model · What does the model think happens next?
64/100
Building Historical Record
Model Score 64/100 — estimates relative performance potential, distinct from the overall Wall Street Score and the separate Company Quality score.
Probability unavailable — the model has not produced a calibrated probability yet.
Click for full breakdown →
WSS View
The quick read
The overall Wall Street Score is mixed across its combined quality, valuation and risk inputs. Review the category scores to identify what is helping or hurting the result.
At today’s price, the WSS valuation framework currently reads as relatively attractive.
The model outlook is currently moderate.
- •Asset quality scores strongly
- •Valuation scores attractively
- •Recent buyback activity is present
- •Revenue fundamentals are weak
Company-specific research
Questions worth answering for YALA
These questions are generated from this company's current financial and score data so the page adds context instead of treating the headline score as a stand-alone conclusion.
- •What is driving YALA's revenue decline, and does the latest company filing suggest the weakness is temporary or structural?
- •Is YALA's positive free cash flow repeatable, or is the current level being helped by temporary working-capital or spending changes?
- •How is YALA likely to use its cash advantage: reinvestment, acquisitions, debt reduction, dividends or buybacks?
- •Is YALA's valuation discount tied to a temporary concern or to a longer-term business risk?
- •What does the current fundamental change risk warning mean for the reliability or interpretation of YALA's score?
Essential Investment Snapshot
Wall Street Score
55
Opportunity Score
72
Market Cap
$861.9M
P/E Ratio
5.9
EPS
$0.90
52-Week High
$7.83
52-Week Low
$5.01
Beta
0.44
Intrinsic Value
$14.93
Shares Outstanding
180.1M
Total Revenue
$335.1M
Total Debt
$4.5M
Dividend
No current dividend
Liquidation Value / Share
$4.69
Momentum & Volatility Signals
Two different market-behavior signals. Momentum measures direction and trend strength. Volatility measures how large and unstable the price moves are, regardless of direction.
Neutral / mixed momentum
Low movement
A high momentum score means price has been trending upward with confirming short- and medium-term strength. A low score means downward or weakening momentum.
A high volatility score means larger, less stable price swings. It can happen while a stock is rising or falling, so high volatility is not automatically bullish or bearish.
Important: the volatility score above is based on realized price volatility. Implied volatility (IV) comes from options prices and represents the market's expected future movement. Wall Street Score will keep IV separate and will only display it when a verified options-chain feed is available.
Notices for YALA
Detected from reported data — verify before acting.Historical repurchase activity
Reported cash flows or share-count measures indicate past repurchase activity. This does not verify an active buyback authorization or future purchases.
Community Sentiment
0 active · 0 total callsNo personal call yet on YALA.
Potential upside factors
- +Growth opportunities may come from revenue expansion, margin improvement, new products, market-share gains, and stronger cash flow.
- +Strong localization expertise for the MENA region.
- +Integrated ecosystem of social and gaming applications.
- +Positive free cash flow may provide capacity to invest in growth.
Potential downside factors
- −Key risks may include competition, margin pressure, debt levels, valuation risk, and changes in demand within the Software - Application industry.
- −Dependency on third-party mobile application stores.
- −Regulatory and cultural compliance risks in the MENA region.
These research factors come from saved company research and financial data, not community votes. They are starting points to verify against filings, not buy or sell recommendations.
Create a free account to make a call.
Scores
Click any score for full breakdownWas this stock page easy to understand?
One click helps us improve the research experience. This is not tied to an investment decision.
Score Changes
2 historical score records availablePrevious Score
73
Jul 24, 2026
Change
-17.6
points
Current Score
55
Oct 1, 2026
Category Changes
YALA decreased 17.6 points because some fundamentals weakened.
Positive Contributors
- + Valuation improved by 15 points
Projected Score
Projected Score
50
Projected Change
-5.2 points
Preliminary comparable-period financial changes suggest decline of approximately 5.2 points. This is a projected estimate, not the official WallStreetScore.
Price vs. Value
UndervaluedCurrent Price
$5.59
Model Intrinsic Value
$14.93
Difference
−$9.34
-62.6% vs IV
Margin of Safety
62.6%
Financial Charts
Revenue
Additional Metrics
Operating Cash Flow
Total Debt
Total Assets
Net Margin %
Free includes 3 annual periods plus available TTM; Premium includes up to 10 annual periods. History depends on available company filings. Swipe the table horizontally to see older periods. A dash means unavailable, not zero.
| Line Item | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $335.1M | $341.9M | $339.7M | $318.9M | ···· | ···· | ···· | ···· | ···· |
| Cost of Revenue | $108.1M | $111.9M | $120.5M | $114.5M | ···· | ···· | ···· | ···· | ···· |
| Gross Profit | $227.1M | $230.0M | $219.2M | $204.4M | ···· | ···· | ···· | ···· | ···· |
| Research & Development | $37.1M | $34.3M | $29.0M | $25.8M | ···· | ···· | ···· | ···· | ···· |
| SG&A Expenses | $86.7M | $73.5M | $68.8M | $82.2M | ···· | ···· | ···· | ···· | ···· |
| Operating Expenses | $123.8M | $107.8M | $97.8M | $108.0M | ···· | ···· | ···· | ···· | ···· |
| EBITDA | $135.5M | $153.9M | $123.5M | $98.4M | ···· | ···· | ···· | ···· | ···· |
| Operating Income | $103.3M | $122.2M | $121.4M | $96.4M | ···· | ···· | ···· | ···· | ···· |
| Interest Expense | $0.00 | $0.00 | $0.00 | $0.00 | ···· | ···· | ···· | ···· | ···· |
| Income Before Tax | $135.2M | $152.1M | $148.1M | $115.7M | ···· | ···· | ···· | ···· | ···· |
| Income Tax Expense | $2.3M | $4.0M | $13.9M | $2.7M | ···· | ···· | ···· | ···· | ···· |
| Net Income | $136.7M | $149.8M | $135.7M | $117.3M | ···· | ···· | ···· | ···· | ···· |
| Basic EPS | $0.90 | $0.96 | $0.85 | $0.74 | ···· | ···· | ···· | ···· | ···· |
| Basic Shares | 151M | 156M | 160M | 159M | ···· | ···· | ···· | ···· | ···· |
| Diluted Shares | 175M | 180M | 183M | 182M | ···· | ···· | ···· | ···· | ···· |
Earnings Summary
Revenue
$82.6M
Estimate unavailable.
Revenue Beat/Miss
Not available (no estimate stored)
EPS
$0.18
Estimate unavailable.
EPS Beat/Miss
Not available (no estimate stored)
Debt Change
+319.9%
Cash Change
-21.2%
Margin Change
-5.0 pp
Debt and cash show percentage changes versus the comparison period; margin shows the change in percentage points (pp). These are company-wide changes, not per-share amounts.
Financial Changes Since Prior Period
What Weakened
- Margins contracted
- Cash position declined
- Debt increased
Potential Score Impact
Pressure indicators included revenue growth, EPS growth, cash levels, debt levels. These factors may support or pressure the Revenue, Management, Financial, and Debt categories; this summary does not claim that the stored scores changed.
Stored Earnings Analysis
Revenue declined 2.3%. EPS declined 10.0%. Cash declined 21.2%. Total debt increased 319.9%. Net income margin declined by 5.0 percentage points.
Earnings-Call Transcript
Earnings-call transcript analysis is not currently available.
These results may influence future scores when the next evaluation is completed.
Insider Activity
Guru / Smart Money
Guru Score
Smart Money
Number of Gurus
Total Guru Value
Avg Portfolio Weight
Largest Holder
Largest Holder %
New Positions
Increased Positions
Reduced Positions
Exited Positions
Net Guru Sentiment
Short Interest
Dividend History
Dividend data is not available yet. Missing data does not mean this company pays no dividend.
Conservative Projected Values
3 Years
$———.——
5 Years
$———.——
10 Years
$———.——
Conservative Projection Rate
——%
Conservative Projected Values — price projections derived from actual 10-year adjusted historical returns, conservatively adjusted and capped at 8% annually. These are distinct from the Outperformance Model Score and WallStreetScore.
Conservative Projected Values
Premium unlocks the 3-year, 5-year, and 10-year conservative projected values with full calculation breakdowns based on actual historical returns.
Start 7-Day Free TrialHistorical Outperformance Record
Premium includes stored forecasts and any available evaluated results. Completed results, win rates and calibrated probabilities are shown only when supported records exist; access does not create historical outcomes.
Start 7-Day Free TrialHistorical Trends
2 historical records2 historical score records available.
Historical Score Chart
2 of 2 records shownWall Street Score
Debt Score
Revenue Score
Asset Score
Capital Score
Management Score
Moat Score
Valuation Score
Buffett Score
Intrinsic Value
Value Reference
Margin of Safety %
Related Companies
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Yalla Group: Gaming Engine Humming, Free Cash And Buybacks Anchor Valuation
Yalla Group Limited (YALA) Q2 2026 Earnings Call Transcript
Yalla Group Q2 Earnings Call Highlights
Yalla Group Limited Announces Unaudited Second Quarter 2026 Financial Results
Rumor Mill · YALA
Corporate developments & opportunities
No reviewed developments match this filter.
Evidence credibility is not a forecast of stock performance. Rumor Mill is separate from the WSS score.
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