Yalla Group Limited

Yalla Group Limited

YALA
Yalla Group LimitedUS flagNew York Stock Exchange
5.59
USD
+0.11
- -
863.13MMarket Cap
Yalla Group Limited
YALA
(New York Stock Exchange)

Recent

price

5.59

P/E

ratio

- -

div

yld

- -

ROIC.AI

2018
2019
2020
2021
2022
2023
2024
2025
TTM
FRC
0.58
0.86
1.47
1.84
1.98
2
2.12
2.19
2.18
Revenue per Share
0.14
0.39
-0.01
0.56
0.52
0.74
0.85
0.96
0.92
Basic EPS, GAAP
0.31
0.42
0.69
0.96
0.67
0.86
1.07
0.87
- -
Free Cash Flow per Basic Share
- -
- -
0.1
- -
- -
- -
- -
- -
- -
Dividend per Share
-0.1
0.27
0.14
0.64
1.14
1.83
2.67
3.3
3.51
Book Value per Share
-0.1
0.27
2.55
2.26
2.86
3.53
4.34
5.14
5.35
Tangible Book Value per Share
74
74
92
149
154
159
160
156
154
Basic Weighted Avg Shares
42
63
135
273
304
319
340
342
337
Sales/Revenue/Turnover
48.04
45.6
2.86
30.92
26.03
30.32
35.98
36.01
34.24
Operating Margin (%)
- -
- -
- -
1
1
2
1
2
- -
Depreciation Expense
20
29
3
83
80
117
136
150
142
Net Income, GAAP
1.28
1.48
21.13
2.39
3.18
2.32
9.4
2.62
2.21
Effective Tax Rate (%)
47.77
45.58
2.38
30.24
26.27
36.8
39.95
43.82
42.03
Profit Margin (%)
17
45
232
332
417
494
590
708
758
Working Capital
- -
- -
- -
- -
1
1
- -
1
1
LT Debt
17
46
234
336
440
563
698
802
827
Total Equity
- -
89.73
2.17
28.83
19.61
18.72
17.37
15.84
14.35
Return on Invested Capital (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Capital (%)
- -
- -
-3.03
153.42
59.07
50.24
37.68
31.77
28.22
Return on Common Equity (%)

Capital Structure

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
ST Debt
- -
- -
1
LT Borrowings
- -
- -
- -
LT Finance Leases
- -
1
1
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
153
153
152
Market Capitalization
1,182
1,082
962

Working Capital

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
Total Current Assets
771
796
836
Cash, Cash Equivalents & STI
738
753
805
Accounts Receivable, Net
- -
- -
- -
Inventories
- -
- -
- -
Total Current Liabilities
87
88
78
Payables & Accruals
31
28
23
ST Debt
- -
- -
1
Deferred Revenue
55
55
54

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
- -
28.33%
14.94%
Free Cash Flow
- -
26.62%
-21.38%
Net Income, GAAP
- -
508.05%
10.43%
Sales/Revenue/Turnover
- -
25.16%
0.67%
Total Cash Common Dividend
- -
- -
- -

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
79
81
89
91
340
2025
84
85
90
84
342
2026
79
- -
- -
- -
- -

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.2
0.2
0.25
0.2
0.85
2025
0.23
0.24
0.27
0.23
0.96
2026
0.19
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
- -
2025
- -
- -
- -
- -
- -
2026
- -
- -
- -
- -
- -
Business
Yalla Group Limited (NYSE: YALA), headquartered in Dubai, United Arab Emirates, and founded in 2016, operates as the leading MENA-based online social networking and gaming company, providing voice-centric platforms and casual games tailored to users in the Middle East and North Africa region. The company offers flagship mobile applications including Yalla, a voice-centric group chat platform with real-time voice chat rooms, social networking features, and localized content; Yalla Ludo, a casual gaming app featuring online versions of board games such as Ludo and Dominoes with in-game voice chat and Majlis functionality; YallaChat, an instant messaging product for Arabic users; and additional casual games like Yalla Baloot and 101 Okey Yalla to sustain local gaming communities. Through its subsidiary Yalla Game Limited, Yalla expands into mid-core and hard-core games, while exploring international markets with Yalla Parchis, a Ludo variant for South America; the platform monetizes via virtual item sales, upgrades, in-app purchases, virtual gifting, and advertising, serving primarily Arabic-speaking users across MENA with culturally resonant experiences. Recent developments include the completion of a $50 million share repurchase program in 2025, with over 7.7 million ADS repurchased by November for $51.9 million, alongside an expanded buyback reflecting confidence in growth; collaborations such as distribution partnerships with leading gaming studios for Middle East-focused SLG titles launching by year-end, a Yalla Ludo tie-up with Dubai’s Department of Economy and Tourism, and new product initiatives like Turbo Match enhancements, roguelike game launches, and Match 3 category expansions to deepen media, mid-core, and hardcore game penetration. The company reported Q3 2025 earnings beats with Q4 revenue guidance of $78-85 million, net income of $77.2 million for 2024 on $342.3 million revenue up 7.8% year-over-year, and ongoing investments in product innovation, user acquisition, and localization to strengthen its integrated ecosystem.

Company News

APIChatGPT
  • Yalla Group: An Asymmetric Tech Bet Trading At The Ultimate Cash Floor

  • Yalla Group Concludes Landmark Participation in Saudi eLeague 2026

  • Yalla Expects Return To Double-Digit Revenue Growth Next Year As New Gaming Initiative Gains Momentum

  • Yalla Group Limited (YALA) Q1 2026 Earnings Call Transcript

  • Yalla Group Q1 Earnings Call Highlights

  • Yalla Group Limited Announces Unaudited First Quarter 2026 Financial Results

  • Yalla Group Limited to Report First Quarter 2026 Financial Results on May 18, 2026 Eastern Time

  • Yalla Group Releases 2025 ESG Report

  • Yalla Group Limited Files 2025 Annual Report on Form 20-F

  • Comparing NPK International (NYSE:NPKI) & Yalla Group (NYSE:YALA)

  • Yalla Group Limited Sponsored ADR $YALA Shares Sold by JPMorgan Chase & Co.

  • Yalla Group (NYSE:YALA) vs. CLEAR Secure (NYSE:YOU) Head-To-Head Survey

  • Yalla: The Social Status Economy Trading At A Deep Discount

  • Yalla Strengthens Saudi Presence With New Partnership, Regional Office

  • Yalla Group Limited (YALA) Q4 2025 Earnings Call Transcript

  • Yalla Group Limited Announces New US$150 Million Share Repurchase Program

  • Yalla Group Limited Announces Unaudited Fourth Quarter and Full Year 2025 Financial Results

  • Yalla Group Limited to Report Fourth Quarter and Full Year 2025 Financial Results on March 9, 2026 Eastern Time

  • Yalla Group Announces Partnership with Saudi Esports Federation to Drive Growth of Local Esports Ecosystem

  • Critical Analysis: Yalla Group (NYSE:YALA) vs. zSpace (NASDAQ:ZSPC)