(YALA) Yalla - Overview

Exchange: NYSE • Country: United Arab Emirates • Currency: USD • Type: Common Stock • ISIN: US98459U1034

Stock: Chat, Gaming, Virtual Items

Total Rating 43

Risk 36

Buy Signal -1.59

Software - Application » Interactive Media & Services
Age: 5.3y

Market Cap: 1,120m
Avg Trading Vol: 1.90M USD

ATR: 2.84%
Peers RS (IBD): 79.49

EPS (Earnings per Share)

EPS CAGR: -45.60%
EPS Trend: 9.3%

Last SUE: 0.00
Qual. Beats: 0

Revenue

Rev. CAGR: 7.83%
Rev. Trend: 85.4%

Last SUE: 0.04
Qual. Beats: 0

Risk 5d forecast
Volatility	36.6%
Relative Tail Risk	-6.16%

Reward TTM
Sharpe Ratio	1.33
Alpha	61.34

Character TTM
Beta	0.607
Beta Downside	0.610

Drawdowns 3y
Max DD	40.85%
CAGR/Max DD	0.28

Description: YALA Yalla January 15, 2026

Yalla Group Ltd (NYSE:YALA) operates a voice-centric social networking and casual gaming platform across the Middle East and North Africa (MENA). Its flagship apps-Yalla for group voice chat and Yalla Ludo for casual games-monetize through virtual currencies, in-app purchases, and subscription-based upgrade services. The company, formerly FYXTech, was founded in 2016 and is headquartered in Dubai, UAE.

As of 2023, Yalla reported roughly 30 million monthly active users, with revenue growing about 45 % year-over-year driven by a rising ARPU of ~$2.5 per user. The platform benefits from the MENA region’s fast-growing mobile internet penetration (now above 70 %) and a youthful, smartphone-savvy demographic that is increasingly allocating discretionary spend to digital entertainment. Competitive pressures come from global players like Discord and TikTok, but Yalla’s localized voice-chat focus gives it a differentiated moat in Arabic-language communities.

For a deeper, data-driven valuation framework, you may want to explore YALA’s profile on ValueRay.

Piotroski VR‑10 (Strict, 0-10) 6.0

Net Income: 147.6m TTM > 0 and > 6% of Revenue
FCF/TA: 0.20 > 0.02 and ΔFCF/TA 1.77 > 1.0
NWC/Revenue: 196.2% < 20% (prev 156.8%; Δ 39.37% < -1%)
CFO/TA 0.20 > 3% & CFO 172.8m > Net Income 147.6m
Net Debt (-422.1m) to EBITDA (136.4m): -3.09 < 3
Current Ratio: 8.87 > 1.5 & < 3
Outstanding Shares: last quarter (179.3m) vs 12m ago -2.30% < -2%
Gross Margin: 66.58% > 18% (prev 0.64%; Δ 6594 % > 0.5%)
Asset Turnover: 42.71% > 50% (prev 43.15%; Δ -0.44% > 0%)
Interest Coverage Ratio: -7.04 > 6 (EBITDA TTM 136.4m / Interest Expense TTM -19.2m)

Altman Z'' 10.00

A: 0.79 (Total Current Assets 771.4m - Total Current Liabilities 87.0m) / Total Assets 869.5m
B: 0.56 (Retained Earnings 485.4m / Total Assets 869.5m)
C: 0.17 (EBIT TTM 134.9m / Avg Total Assets 816.9m)
D: 5.24 (Book Value of Equity 483.0m / Total Liabilities 92.1m)
Altman-Z'' Score: 13.60 = AAA

Beneish M 1.00

DSRI: 275.5 (Receivables 31.9m/109.5k, Revenue 348.9m/329.8m)
GMI: 0.96 (GM 66.58% / 63.61%)
AQI: 0.48 (AQ_t 0.09 / AQ_t-1 0.20)
SGI: 1.06 (Revenue 348.9m / 329.8m)
TATA: -0.03 (NI 147.6m - CFO 172.8m) / TA 869.5m)
Beneish M-Score: 222.5 (Cap -4..+1) = D

What is the price of YALA shares?

As of February 04, 2026, the stock is trading at USD 6.87 with a total of 276,304 shares traded.
Over the past week, the price has changed by -4.85%, over one month by -3.92%, over three months by -10.20% and over the past year by +73.05%.

Is YALA a buy, sell or hold?

Yalla has received a consensus analysts rating of 4.33. Therefore, it is recommended to buy YALA.

StrongBuy: 2
Buy: 0
Hold: 1
Sell: 0
StrongSell: 0

What are the forecasts/targets for the YALA price?

Issuer	Target	Up/Down from current
Wallstreet Target Price	9.6	39.7%
Analysts Target Price	9.6	39.7%
ValueRay Target Price	7.2	4.7%

YALA Fundamental Data Overview February 03, 2026

P/E Trailing = 8.7037
P/E Forward = 15.361
P/S = 3.2101
P/B = 1.4264
P/EG = 0.6403
Revenue TTM = 348.9m USD
EBIT TTM = 134.9m USD
EBITDA TTM = 136.4m USD
Long Term Debt = 489.5k USD (from capitalLeaseObligations, last quarter)
Short Term Debt = 232.3k USD (from shortTermDebt, last quarter)
Debt = 489.5k USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -422.1m USD (from netDebt column, last quarter)
Enterprise Value = 382.6m USD (1.12b + Debt 489.5k - CCE 737.9m)
Interest Coverage Ratio = -7.04 (Ebit TTM 134.9m / Interest Expense TTM -19.2m)
EV/FCF = 2.22x (Enterprise Value 382.6m / FCF TTM 172.0m)
FCF Yield = 44.95% (FCF TTM 172.0m / Enterprise Value 382.6m)
FCF Margin = 49.29% (FCF TTM 172.0m / Revenue TTM 348.9m)
Net Margin = 42.29% (Net Income TTM 147.6m / Revenue TTM 348.9m)
Gross Margin = 66.58% ((Revenue TTM 348.9m - Cost of Revenue TTM 116.6m) / Revenue TTM)
Gross Margin QoQ = 68.28% (prev 66.95%)
Tobins Q-Ratio = 0.44 (Enterprise Value 382.6m / Total Assets 869.5m)
Interest Expense / Debt = 170.5% (Interest Expense 834.5k / Debt 489.5k)
Taxrate = 3.81% (1.61m / 42.3m)
NOPAT = 129.8m (EBIT 134.9m * (1 - 3.81%))
Current Ratio = 8.87 (Total Current Assets 771.4m / Total Current Liabilities 87.0m)
Debt / Equity = 0.00 (Debt 489.5k / totalStockholderEquity, last quarter 785.3m)
Debt / EBITDA = -3.09 (Net Debt -422.1m / EBITDA 136.4m)
Debt / FCF = -2.45 (Net Debt -422.1m / FCF TTM 172.0m)
Total Stockholder Equity = 743.1m (last 4 quarters mean from totalStockholderEquity)
RoA = 18.06% (Net Income 147.6m / Total Assets 869.5m)
RoE = 19.86% (Net Income TTM 147.6m / Total Stockholder Equity 743.1m)
RoCE = 18.14% (EBIT 134.9m / Capital Employed (Equity 743.1m + L.T.Debt 489.5k))
RoIC = 17.46% (NOPAT 129.8m / Invested Capital 743.1m)
WACC = 8.15% (E(1.12b)/V(1.12b) * Re(8.15%) + (debt cost/tax rate unavailable))
Discount Rate = 8.15% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -0.96%
[DCF Debug] Terminal Value 80.78% ; FCFF base≈158.3m ; Y1≈195.1m ; Y5≈331.8m
Fair Price DCF = 44.19 (EV 5.45b - Net Debt -422.1m = Equity 5.87b / Shares 132.8m; r=8.15% [WACC]; 5y FCF grow 24.92% → 2.90% )
EPS Correlation: 9.28 | EPS CAGR: -45.60% | SUE: 0.0 | # QB: 0
Revenue Correlation: 85.45 | Revenue CAGR: 7.83% | SUE: 0.04 | # QB: 0
EPS next Year (2026-12-31): EPS=0.93 | Chg30d=+0.010 | Revisions Net=+1 | Growth EPS=+5.7% | Growth Revenue=+9.3%

Additional Sources for YALA Stock

News: Wall Street Journal | Benzinga | Yahoo Finance
Fund Manager Positions: Dataroma | Stockcircle