Yalla Group Limited (YALA)
Technology · NYQ
Fundamentals
Valuation and ratings
Yalla Group Limited trades at USD5.18, which is 30% below the USD6.72 our discounted cash flow model puts on the business. On that measure alone it screens as undervalued, though a DCF is an argument rather than a measurement, and the market is frequently right about why something is cheap.
Our moat model scores it 69 out of 100, which is a moat, but not a deep one. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 6.8 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
YALA earnings and analyst estimates
Recommendation mix, 3 analyst ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About Yalla Group Limited
Yalla Group Limited, together with its subsidiaries, operates a social networking and gaming platform in the Middle East and North Africa region. It offers mobile applications, including Yalla, a voice-centric group chat platform; and Yalla Ludo, a casual gaming application. The company's platform provides group chatting and games services; and consume virtual currencies to purchase virtual items, as well as provides upgrade services. It has operations in United Arab Emirates, Mainland China, Hongkong, Cayman Islands, Saudia Arabia, and Singapore countries. The company was formerly known as FYXTech Corporation. Yalla Group Limited was founded in 2016 and is headquartered in Dubai, the United Arab Emirates.
YALA passes 6 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
4 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Arrowstreet Capital, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$8.10M · 0.0% of book
- Renaissance Technologies, RENAISSANCE TECHNOLOGIES LLC$2.35M · 0.0% of book
- Ken Griffin, CITADEL ADVISORS LLC$442.1K · 0.0% of book
- Two Sigma, TWO SIGMA INVESTMENTS, LP$175.7K · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Common questions
Is Yalla Group Limited (YALA) undervalued?
Against our discounted cash flow estimate of USD6.72, YALA at USD5.18 is 30% below fair value. That is one model's answer, not a recommendation, and most of a DCF's output sits in a terminal value nobody can forecast.
Which funds own YALA?
4 of the institutions we track reported a position in YALA in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
What is YALA's P/E ratio?
YALA trades at 6.8 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
When does YALA report earnings next?
Yalla Group Limited is scheduled to report on 10 Aug 2026. Companies move earnings dates, so read it as scheduled rather than certain.
The full research page for YALA, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.