Yalla Group runs mobile social and casual gaming apps, including Yalla, a voice-chat platform popular across the Middle East and North Africa, plus a portfolio of casual titles aimed at that region's Arabic-speaking users. The moat is local: its voice-room community and Arabic-language content are hard for global platforms to replicate, and that engagement shows up in a 67.8% gross margin and a 23.5% operating margin. Revenue is shrinking (down 2.3%), so the thesis rests on whether monetisation per user can stabilise and whether margins hold while top-line growth is absent. At 7.3 times trailing earnings and 5.8 times forward, with a 16.8% return on equity and an $841M market cap, the valuation prices in continued decline, which makes the name worth a closer look at the user and revenue data. Its score of 52/100 and absence from any index are reasons for caution, not dismissal.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 21 Oct 2026, 11:06 CEST | Rating | Undervalued | first publication | $5.61 |
| 21 Oct 2026, 11:06 CEST | Fair value | $19.43 | first publication | $5.61 |
| 13 Oct 2026, 00:00 CEST | ACCE price target | $6.00 | first publication | $5.51 |
Answered from Yalla Group Limited American Depositary Shares each representing one Class A Ordinary Share fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| YALA Yalla Group Limited American Depositary Shares each representing one Class A Ordinary Share | $5.61 | $19 | 71% below | 7.3x | 16.8% | 86 | 52 |
| 3697.T SHIFT Inc. | ¥1156.00 | - | - | 40.0x | 17.8% | 56 | 73 |
| WTC.AX WiseTech Global Limited | A$40.12 | - | - | 52.1x | 9.8% | 73 | 59 |
| FIG Figma Inc. Class A Common Stock | $24.64 | $22 | 12% above | - | -108.6% | 47 | 48 |
| HUBS HubSpot Inc. Common Stock | $270.88 | $207 | 31% above | 96.7x | 7.9% | 64 | 67 |
| MANH Manhattan Associates Inc. Common Stock | $238.19 | $100 | 138% above | 67.8x | 96.4% | 89 | 60 |
| GWRE Guidewire Software Inc. Common Stock | $189.00 | $82 | 131% above | 116.0x | 10.5% | 71 | 53 |
Where YALA ranks against its sector peers on each metric.