Yalla Group Limited

NYSE:YALA Stock Report

Market Cap: US$695.8m

Yalla Group Valuation

Is YALA undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

5/6

Valuation Score 5/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of YALA when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: YALA ($4.3) is trading below our estimate of fair value ($24.36)

Significantly Below Fair Value: YALA is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for YALA?

Key metric: As YALA is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for YALA. This is calculated by dividing YALA's market cap by their current earnings.
What is YALA's PE Ratio?
PE Ratio5.1x
EarningsUS$134.28m
Market CapUS$695.84m

Price to Earnings Ratio vs Peers

How does YALA's PE Ratio compare to its peers?

The above table shows the PE ratio for YALA vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average45.3x
EVER EverQuote
49.3x21.3%US$664.3m
SSTK Shutterstock
29.2x29.8%US$1.0b
VMEO Vimeo
32.6x14.8%US$1.1b
MAX MediaAlpha
70x34.1%US$824.6m
YALA Yalla Group
5.1x5.9%US$695.8m

Price-To-Earnings vs Peers: YALA is good value based on its Price-To-Earnings Ratio (5.1x) compared to the peer average (45.3x).

Price to Earnings Ratio vs Industry

How does YALA's PE Ratio compare vs other companies in the US Interactive Media and Services Industry?

2 CompaniesPrice / EarningsEstimated GrowthMarket Cap
CHR Cheer Holding
0.8xn/aUS$26.95m
MI NFT
2.6xn/aUS$13.18m
No more companies available in this PE range
YALA 5.1xIndustry Avg. 23.4xNo. of Companies5PE020406080100+
2 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: YALA is good value based on its Price-To-Earnings Ratio (5.1x) compared to the US Interactive Media and Services industry average (23.7x).

Price to Earnings Ratio vs Fair Ratio

What is YALA's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

YALA PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio5.1x
Fair PE Ratio15.1x

Price-To-Earnings vs Fair Ratio: YALA is good value based on its Price-To-Earnings Ratio (5.1x) compared to the estimated Fair Price-To-Earnings Ratio (15.1x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst YALA forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$4.30
US$6.10
+41.9%
9.8%US$6.70US$5.50n/a2
Nov ’25US$3.98
US$5.70
+43.2%
12.3%US$6.40US$5.00n/a2
Oct ’25US$4.55
US$5.70
+25.3%
12.3%US$6.40US$5.00n/a2
Sep ’25US$4.09
US$5.70
+39.4%
12.3%US$6.40US$5.00n/a2
Aug ’25US$4.16
US$6.70
+61.1%
4.5%US$7.00US$6.40n/a2
Jul ’25US$4.46
US$6.70
+50.2%
4.5%US$7.00US$6.40n/a2
Jun ’25US$4.70
US$6.70
+42.6%
4.5%US$7.00US$6.40n/a2
May ’25US$4.76
US$6.70
+40.8%
4.5%US$7.00US$6.40n/a2
Apr ’25US$4.90
US$6.70
+36.7%
4.5%US$7.00US$6.40n/a2
Mar ’25US$5.18
US$6.70
+29.3%
4.5%US$7.00US$6.40n/a2
Feb ’25US$5.08
US$6.65
+30.9%
12.8%US$7.50US$5.80n/a2
Jan ’25US$6.13
US$6.65
+8.5%
12.8%US$7.50US$5.80n/a2
Dec ’24US$6.03
US$6.65
+10.3%
12.8%US$7.50US$5.80n/a2
Nov ’24US$5.38
US$6.65
+23.6%
12.8%US$7.50US$5.80US$3.982
Oct ’24US$5.24
US$6.25
+19.3%
12.0%US$7.00US$5.50US$4.552
Sep ’24US$5.17
US$6.25
+20.9%
12.0%US$7.00US$5.50US$4.092
Aug ’24US$5.55
US$5.50
-0.9%
9.1%US$6.00US$5.00US$4.162
Jul ’24US$4.36
US$5.10
+17.0%
7.8%US$5.50US$4.70US$4.462
Jun ’24US$4.21
US$5.10
+21.1%
7.8%US$5.50US$4.70US$4.702
May ’24US$3.60
US$5.10
+41.7%
7.8%US$5.50US$4.70US$4.762
Apr ’24US$3.94
US$5.10
+29.4%
7.8%US$5.50US$4.70US$4.902
Mar ’24US$4.21
US$5.80
+37.8%
15.2%US$7.00US$4.90US$5.183
Feb ’24US$5.28
US$5.33
+1.0%
22.1%US$7.00US$4.50US$5.083
Jan ’24US$3.50
US$5.33
+52.4%
22.1%US$7.00US$4.50US$6.133
Dec ’23US$3.67
US$5.33
+45.3%
22.1%US$7.00US$4.50US$6.033
Nov ’23US$3.23
US$6.13
+89.9%
10.3%US$7.00US$5.50US$5.383

Analyst Forecast: Target price is more than 20% higher than the current share price, but there are not enough analysts covering the stock to determine statistical confidence in agreement.

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