Yalla Group Limited

NYSE:YALA Voorraadrapport

Marktkapitalisatie: US$1.0b

Yalla Group Inkomsten in het verleden

Verleden criteriumcontroles 3/6

Yalla Group heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 28.8%, terwijl de Interactive Media and Services-industrie de winst zag groeien met 16.8% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 11%. Het rendement op eigen vermogen van Yalla Group is 18.5%, en het heeft een nettomarge van 43.8%.

Belangrijke informatie

28.78%

Groei van de winst

27.32%

Groei van de winst per aandeel

Interactive Media and Services Groei van de industrie6.15%
Inkomstengroei10.96%
Rendement op eigen vermogen18.47%
Nettomarge43.82%
Laatste winstupdate31 Dec 2025

Recente prestatie-updates uit het verleden

Recent updates

YALA: Esports Partnerships And Buybacks Will Support Measured Long Term Returns

Analysts have trimmed their price target on Yalla Group by $0.90 as they factor in a slightly higher discount rate, more moderate revenue growth, a small uplift in profit margin, and a lower future P/E assumption. What's in the News Yalla Group announced a share repurchase program authorizing up to US$150 million of American depositary shares and Class A ordinary shares, to be funded from existing cash over a 24 month period (Key Developments).

YALA: Expanded Buybacks And Saudi Esports Partnership Will Support Future Upside

Analysts have kept their $10.30 price target for Yalla Group unchanged, citing only minor adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions that do not materially change their overall valuation perspective. What's in the News Yalla Group updated investors that, from October 1, 2025 to December 31, 2025, it repurchased 660,552 shares, representing 0.43% of shares, for US$4.7 million under its ongoing buyback program (Key Developments).

YALA: Share Repurchases And Saudi Esports Expansion Will Drive Future Upside

Analysts have kept their $10.30 price target for Yalla Group unchanged, citing relatively stable assumptions on discount rate, revenue growth, profit margin, and future P/E as reasons to maintain their view rather than adjust it. What's in the News Yalla Group completed a share repurchase tranche between October 1, 2025 and December 31, 2025, buying back 660,552 shares for US$4.7 million.

Yalla: The Social Status Economy Trading At A Deep Discount

Mar 17

YALA: Saudi Esports Partnerships Will Support Future Upside Case

Analysts have nudged their price target for Yalla Group higher to $10.30 per share, citing updated assumptions around discount rate, revenue growth, profit margin and forward P/E that slightly adjust their valuation framework. What's in the News Yalla Group signed two Memoranda of Understanding with the Saudi Esports Federation to support Saudi Arabia's National Gaming and Esports Strategy and Vision 2030 goals, focusing on building out the national esports ecosystem.

YALA: Saudi Esports Partnerships Will Support Stronger Long Term Returns

Analysts have modestly adjusted their price target on Yalla Group, with updated assumptions for revenue growth, profit margins and a slightly lower future P/E. This has led to a refreshed view of fair value in the $8.50 range.

YALA: Esports Partnerships And Margin Outlook Will Support Bullish Case

Analysts have kept Yalla Group's fair value estimate at US$10.30 per share. They explained the unchanged target by noting that slightly revised revenue growth and P/E assumptions are offset by expectations for stronger profit margins.

YALA: Share Repurchases And Stable Outlook Will Support Stronger Future Returns

Analysts have kept their price target for Yalla Group broadly steady, reflecting only a marginal tweak to inputs such as discount rate, revenue growth, profit margin, and future P/E assumptions, rather than a material shift in their view on the stock’s valuation in US$ terms. What's in the News Yalla Group repurchased 1,486,184 shares between July 1, 2025 and September 30, 2025, representing 0.95% of its shares, for a total of US$10.9 million under its ongoing buyback program (Key Developments).

YALA: Ongoing Share Repurchases Will Support Stronger Future Shareholder Returns

Analysts kept their fair value estimate for Yalla Group steady at US$8.50, with only small tweaks to the discount rate, revenue growth outlook and assumed future P/E. Together, these factors support maintaining the existing price target level rather than making a sizable change.

YALA: Ongoing Share Repurchases Will Drive Stronger Future Shareholder Returns

Analysts have modestly raised their price target on Yalla Group to 8.56 dollars from 8.55 dollars, citing slightly improved expectations for long term revenue growth, profitability, and valuation multiples. What's in the News From July 1, 2025 to September 30, 2025, Yalla Group repurchased 1,486,184 shares, or about 0.95 percent of its outstanding shares, for 10.9 million dollars, as part of its ongoing share buyback program (company filing).

YALA: Share Repurchases And Rising Margins Will Drive Stronger Returns

Analysts have raised their price target on Yalla Group by approximately 13 percent to the mid single digit dollar range, citing improved profit margin expectations and a modestly higher justified earnings multiple despite slightly softer projected revenue growth. What's in the News Completed share repurchase program announced in May 2021, with a total of 15,021,621 shares bought back for approximately $101.3 million, representing about 9.8% of shares outstanding (company disclosure) Most recent tranche of the buyback, from July 1 to September 30, 2025, involved the repurchase of 1,486,184 shares for $10.9 million, equal to roughly 0.95% of shares (company disclosure) Issued fourth quarter 2025 revenue guidance in the range of $78 million to $85 million, reflecting management's current view of market conditions and demand (company guidance) Valuation Changes Fair Value: risen modestly from 7.5 to 8.5, reflecting a slightly higher intrinsic valuation estimate.

AI Integration And MENA Expansion May Improve Future Potential Amid Competition Risks

Upward revisions to Yalla Group’s consensus revenue growth forecasts and a slight decrease in its future P/E ratio have contributed to the increase in the analyst price target from $8.10 to $8.53. What's in the News Completed repurchase of 5,409,723 shares for $35.6 million, totaling 13,535,437 shares (8.89%) for $90.42 million under existing buyback.

Yalla Group Limited (NYSE:YALA) Surges 27% Yet Its Low P/E Is No Reason For Excitement

Jul 24
Yalla Group Limited (NYSE:YALA) Surges 27% Yet Its Low P/E Is No Reason For Excitement

Should You Be Adding Yalla Group (NYSE:YALA) To Your Watchlist Today?

Jun 30
Should You Be Adding Yalla Group (NYSE:YALA) To Your Watchlist Today?

Yalla Group Limited's (NYSE:YALA) Price Is Right But Growth Is Lacking After Shares Rocket 43%

May 09
Yalla Group Limited's (NYSE:YALA) Price Is Right But Growth Is Lacking After Shares Rocket 43%

Yalla: Undervalued Cash Machine Set For Double-Digit Growth

Mar 29

Yalla Group Limited (NYSE:YALA) Held Back By Insufficient Growth Even After Shares Climb 25%

Mar 25
Yalla Group Limited (NYSE:YALA) Held Back By Insufficient Growth Even After Shares Climb 25%

Yalla Group: Undervalued Tech Giant With A Huge Upside Potential

Jan 29

Yalla Group: Poised For A Breakthrough With Strong Fundamentals

Dec 07
User avatar

Expanding In MENA With Innovative Gaming Strategies Faces Profit Margin Challenges

Yalla Group's strategic enhancements in user acquisition and operational efficiency are poised to elevate user base and margins through AI and better technology use.

Yalla Group: The Proverbial Hit Or Miss

Aug 07

Yalla Group's Growth Slows Amid Macroeconomic Headwinds (Downgrade)

Jul 18

Yalla Seeks Major Game Publishers For 'Act Two' Of Its Hardcore Gaming Foray

Mar 18

Yalla Group: High Uncertainty Despite Strong Balance Sheet

Feb 06

Should You Be Adding Yalla Group (NYSE:YALA) To Your Watchlist Today?

Jan 15
Should You Be Adding Yalla Group (NYSE:YALA) To Your Watchlist Today?

Yalla Profit Zooms On Gaming Jump, Enhanced Efficiency

Nov 27

Yalla Group: Bullish Trend Appears To Be On

Nov 01

Should You Investigate Yalla Group Limited (NYSE:YALA) At US$5.39?

Oct 12
Should You Investigate Yalla Group Limited (NYSE:YALA) At US$5.39?

Do Yalla Group's (NYSE:YALA) Earnings Warrant Your Attention?

Aug 19
Do Yalla Group's (NYSE:YALA) Earnings Warrant Your Attention?

Yalla Group Grows Revenue And Profits As It Launches New Games

Aug 16

Is Yalla Group Limited (NYSE:YALA) Trading At A 27% Discount?

Jul 12
Is Yalla Group Limited (NYSE:YALA) Trading At A 27% Discount?

Is Yalla Group Limited (NYSE:YALA) Potentially Undervalued?

May 12
Is Yalla Group Limited (NYSE:YALA) Potentially Undervalued?

Earnings Update: Yalla Group Limited (NYSE:YALA) Just Reported And Analysts Are Trimming Their Forecasts

Mar 16
Earnings Update: Yalla Group Limited (NYSE:YALA) Just Reported And Analysts Are Trimming Their Forecasts

An Intrinsic Calculation For Yalla Group Limited (NYSE:YALA) Suggests It's 47% Undervalued

Feb 22
An Intrinsic Calculation For Yalla Group Limited (NYSE:YALA) Suggests It's 47% Undervalued

Yalla Group Expands Offerings For MENA Social Network

Feb 08

Yalla Group Limited (NYSE:YALA) Could Be Riskier Than It Looks

Dec 16
Yalla Group Limited (NYSE:YALA) Could Be Riskier Than It Looks

Opbrengsten en kosten

Hoe Yalla Group geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.

Inkomsten en omzetgeschiedenis

NYSE:YALA Opbrengsten, kosten en inkomsten (USD Millions )
DatumInkomstenInkomstenG+A UitgavenR&D-uitgaven
31 Dec 253421507434
30 Sep 253491487334
30 Jun 253481467132
31 Mar 253451417031
31 Dec 243401366929
30 Sep 243301347025
30 Jun 243261317125
31 Mar 243241287525
31 Dec 233191178226
30 Sep 233131018826
30 Jun 23308909025
31 Mar 23305818726
31 Dec 22304808725
30 Sep 22296828123
30 Jun 22287837821
31 Mar 22278818117
31 Dec 21273838114
30 Sep 21254737812
30 Jun 21216169710
31 Mar 211829818
31 Dec 20135-2655
30 Sep 20106-14504
30 Jun 209024163
31 Mar 207122142
31 Dec 196316122
31 Dec 1842-971

Kwaliteitswinsten: YALA heeft een hoog niveau van non-cash earnings.

Groeiende winstmarge: De huidige netto winstmarges (43.8%) YALA } zijn hoger dan vorig jaar (39.9%).

Analyse vrije kasstroom versus winst

Analyse van de winstgroei in het verleden

Winsttrend: YALA is de afgelopen 5 jaar winstgevend geworden en heeft de winst met 28.8% per jaar laten groeien.

Versnelling van de groei: De winstgroei van YALA over het afgelopen jaar ( 10.4% ) ligt onder het 5-jarig gemiddelde ( 28.8% per jaar).

Winst versus industrie: De winstgroei YALA over het afgelopen jaar ( 10.4% ) overtrof de Interactive Media and Services -sector 9.6%.

Rendement op eigen vermogen

Hoge ROE: Het Rendement op eigen vermogen ( 18.5% ) van YALA wordt als laag beschouwd.

Rendement op activa

Rendement op geïnvesteerd vermogen

Ontdek sterk presterende bedrijven uit het verleden

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/04/29 12:47
Aandelenkoers aan het einde van de dag2026/04/29 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Yalla Group Limited wordt gevolgd door 5 analisten. 3 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Xueqing ZhangChina International Capital Corporation Limited
Junyun ChenCitic Securities Co., Ltd.
Xiaoyue HuHaitong International Research Limited