Yalla Group Ltd. (YALA) intrinsic value & 10-year financials
Yalla Group Ltd. (YALA) has a Graham intrinsic value of $27.57 per share. At $5.59 on Oct 27, 2026, the stock trades 80% below that value. Over the last 9 fiscal years revenue grew 34.8% a year to $341.9M, with an average return on invested capital of 89.8%.
- Graham intrinsic value
- $27.57
- Share price (Oct 27, 2026)
- $5.59
- Price vs Graham value
- 80% below
- Market cap
- $1.0B
- Revenue (FY2025)
- $341.9M
- Revenue growth (9-yr CAGR)
- 34.8%
- ROIC (10-yr avg)
- 89.8%
- Free cash flow (FY2025)
- $135.6M
YALA 10-year financial history
| Fiscal year | Revenue | Net income | EPS (diluted) | Free cash flow | Operating margin | ROIC |
|---|---|---|---|---|---|---|
| FY2025 | $341.9M | $148.1M | $0.83 | $135.6M | 35.7% | 47.6% |
| FY2024 | $339.7M | $134.2M | $0.74 | $172.1M | 35.7% | 46.5% |
| FY2023 | $318.9M | $113.1M | $0.65 | $138.0M | 30.2% | 64.7% |
| FY2022 | $303.6M | $79.0M | $0.45 | $118.0M | 25.9% | 816.1% |
| FY2021 | $273.1M | $82.6M | $0.46 | $142.8M | 30.4% | -526.1% |
| FY2020 | $134.9M | $3.2M | -$0.01 | $63.8M | 2.8% | — |
| FY2019 | $63.5M | $28.9M | $0.11 | $30.9M | 45.6% | — |
| FY2018 | $42.4M | $20.2M | — | $23.2M | 48.0% | — |
| FY2017 | — | — | — | — | — | — |
Source: annual 10-K filings on SEC EDGAR. Figures in USD.
Executive summary
Yalla Group Ltd revenue growth over the past decade is N/A; insufficient history prevents a reliable 10-year CAGR calculation.
Yalla Group Ltd has earned high returns on invested capital, averaging 32.3% ROIC over the available history. High ROIC is consistent with a durable franchise, but it is not by itself proof of an economic moat.
Yalla Group Ltd capital allocation metrics are N/A for the decade; share count and net debt history are incomplete.
Benjamin Graham lens
Under Benjamin Graham's formula using SEC EDGAR fundamentals, Yalla Group Ltd is modeled at 15.0% normalized earnings growth with a 5.1% bond-yield adjustment. The resulting Graham intrinsic value estimate is $27.57 per share.