Yalla Group (YALA)

Technology · Software - Application
$5.51 +2.42% on the day Market cap $755M 52-week range $5.01 to $7.83 Prices as of Oct 11, 2026

What the price implies

A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.

Free cash flow growth the price needs
-12% a year for 10 years

At a market value of $755M, Yalla Group's free cash flow of $136M (fiscal 2025) would need to grow about -12% a year for the stock to be worth today's price. That is slower than the company has grown its free cash flow over the last 7 years.

Assumes a 9% discount rate and 3% growth after year 10, on free cash flow (operating cash flow minus capital spending) from Yalla Group's SEC filings. Change any assumption, or model revenue and margins instead, in the Modeling tab, or try your own numbers in the reverse DCF calculator.

Implied by the price-12.4% a year
Free cash flow, last 7 years28.7% a year
Revenue, same period34.8% a year
Price to free cash flow5.6x

Fundamental grade

A

Five factors scored 1 to 9 from YALA's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.

Valuation9
Profitability9
Growth5
Financial health9
Cash efficiency9

Results from SEC filings

Fiscal years, from Yalla Group's 10-K filings. Ten years of the full income statement, balance sheet and cash flow.

Fiscal year20212022202320242025
Revenue$273M$304M$319M$340M$342M
Net income$83M$79M$113M$134M$148M
Free cash flow$143M$118M$138M$172M$136M
EPS (diluted)$0.46$0.45$0.65$0.74$0.83
Operating margin30.4%25.9%30.2%35.7%35.7%

Where the revenue comes from

Revenue by products, fiscal 2025. Every breakdown, year by year.

Group Chatting Services$216M63%
Games Services$124M36%
Others$2M0%

Superinvestors who own YALA

From each investor's latest 13F filing (what a 13F shows).

None of the superinvestors we track held YALA in their latest 13F.

Insider buying

Open-market purchases by Yalla Group's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.

No open-market insider purchases of YALA in the last 12 months. Most insider activity is selling and option exercises, which aren't shown here.

Get an alert at your buy price

Pick the price you'd be interested at. We'll email you when YALA trades at or below it.

$

New accounts get 7 days of Pro, price alerts included. No card needed.

In the full deep dive

DCF fair value per share
Yearly return (IRR) at today's price
Growth implied by revenue and margins
15+ years of statements and quarters

Questions

What growth does Yalla Group's stock price imply?

At a market value of $755M, Yalla Group would need its free cash flow to grow about -12% a year for 10 years (discounted at 9%, 3% growth after that) to be worth today's price. Over the last 7 years its free cash flow grew 29% a year.

Are Yalla Group insiders buying the stock?

No open-market insider purchases of YALA in the last 12 months, according to SEC Form 4 filings.

Prices and ratios as of Oct 11, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.