Yalla Group Limited (YALA)

NYSE: YALA · Services-Computer Programming, Data Processing, Etc. · Dubai, AE · filing with the SEC since 2020

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Grade5.8

◀ Past 6.9● Present 6.4▶ Future 4.6

1 est.

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The grade of Yalla Group Limited

Nine metrics read from its own filings, by tense

Headline grade

5.8/10

◀ Past6.925% of the headline

● Present6.435% of the headline

▶ Future4.640% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 8 read as filed from the record and 1 is an SI estimate, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

6.9/1025% of the headline grade · 3 of 3 filed

Surviving crises

as filed

7.0/10

Has it survived what it has been through?

No warning events in its filings since 2020.

weight 22% of this tense · 70th percentile among 79 sector filers · read for itself

From the record

Yalla Group Limited's filings since 2020 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed

8.3/10

What has it actually done, year after year?

+34.8% a year over 8 filed years; profitable in 8 of 8.

weight 45% of this tense · 83rd percentile among 70 sector filers · read for its customers

From the record

Yalla Group Limited's 8 filed years say what it did: revenue went from $42 million in fiscal 2018 to $342 million in fiscal 2025, up 34.8% a year; it rose in 7 of 7 years; it never fell from a peak; net income was positive in 8 of 8 of those years (its annual reports).

What it rests on

revenue growth over the filed span34.8%top 16% of its family
the share of years revenue rosetop 21% of its family
the share of filed years with a profittop 9% of its family
the deepest fall from a revenue peak0.0%top 21% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed

4.8/10

How has it treated the people who own it?

Share count grew 0.6% a year. 18% of cash flow returned. Insiders: 0 sales, 0 purchases.

weight 33% of this tense · 49th percentile among 41 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-12-31, Yalla Group Limited's diluted share count grew about 0.6% a year, and dividends and buybacks returned about 18% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 0 sales and 0 purchases of their own stock on the open market in the year to 2026-09-30 (their Form 4 filings).

What it rests on

the share count over the yearstop 40% of its family
cash returned against operating cash flowbottom 37% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

6.4/1035% of the headline grade · 2 of 3 filed, 1 estimated

Financial health

as filed

7.3/10

Is it financially healthy right now?

ROE 18%: 18¢ of profit per shareholder dollar. Leverage 10%: owes 10¢ per asset dollar.

weight 45% of this tense · 73rd percentile among 74 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, Yalla Group Limited earned about 18 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 26 cents per dollar of everything the company owns (revenue less the cost of revenue). Leverage: it owed about 10 cents per dollar of assets, and net share issuance: its share count shrank 1.7% over the year (the filed statements).

What it rests on

what it owes per dollar of assetstop 3% of its family
return on equitytop 18% of its family
gross profit against assetsbottom 43% of its family
the share count against the year beforetop 28% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed

6.1/10

How strong is its position in its industry?

top 39% of 73 in its family; net margin 43.3%.

weight 33% of this tense · 61st percentile among 73 sector filers · read for its customers

From the record

Yalla Group Limited's standing among 73 graded names in its industry family: revenue of $342 million in fiscal 2025 ranks in the bottom 48% by size; a net margin of 43.3% ranks in the top 3%; revenue growth of 4% a year over the last 3 filed years ranks in the bottom 38% (its annual reports).

What it rests on

revenue against the family$342Mbottom 48% of its family
net margin43.3%top 3% of its family
three-year revenue growth4.0%bottom 38% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

SI estimate

5.0/10

What are the people in charge doing?

SI estimate 5.0/10, confidence 20 of 100 (family median).

weight 22% of this tense · 50th percentile among 42 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate: It files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; the record of its people begins on 2026-03-18 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge, so the desk assumes the typical reading of its industry family, the median of 42 members with one.
What the record cannot read: It files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; the record of its people begins on 2026-03-18 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge.
How it was reasoned: family median, 42 readings behind it.
Confidence: 20 of 100
What would change it: Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Yalla Group Limited's leadership is put at 5.0 of 10 with a confidence of 20 of 100, because it files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; the record of its people begins on 2026-03-18 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge, so the desk assumes the typical reading of its industry family, the median of 42 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

▶ Future

What are they set up to do next?

4.6/1040% of the headline grade · 3 of 3 filed

Room to expand

as filed

6.9/10

How much room does it have to grow?

top 31% of 71 in its family for room to expand.

weight 22% of this tense · 69th percentile among 71 sector filers · read for itself

From the record

Yalla Group Limited's room to grow, from the newest filed statements (fiscal 2025): cash of $527 million against no long-term debt tagged leaves 58.8% of its assets as net cash, top 8% of its family; cash from operations less capital spending is 39.6% of revenue (top 5%); a gross margin of 67.3% (top 39%); research spending of 10% of revenue (bottom 27%) (its annual report).

What it rests on

cash less debt against assets58.8%top 8% of its family
cash from operations less capital spending against revenue39.6%top 5% of its family
gross margin67.3%top 39% of its family
research spending against revenue10.0%bottom 27% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed

3.9/10

What could actually drive growth from here?

bottom 39% of 70 in its family for growth drivers.

weight 45% of this tense · 39th percentile among 70 sector filers · read for its customers

From the record

Yalla Group Limited's growth drivers, from the filed years to fiscal 2025: revenue grew 4% a year over the last three filed years against 34.8% over all 8, slowing (bottom 8% of its family); the newest year grew 0.7% (bottom 28%); research spending grew 11.7% a year (top 35%); capital spending grew 8% a year (top 44%) (its annual reports). Yalla Group Limited reported 3 product lines in fiscal 2025: Group Chatting Services at $216 million (63%), Games Services at $124 million (36%), Product and Service Other at $2 million (0%); 2 of 3 grew against the year before (its annual report).

What it rests on

three-year growth against the whole span-30.7 points a yearbottom 8% of its family
the newest year's revenue growth0.7%bottom 28% of its family
three-year growth of research spending11.7%top 35% of its family
three-year growth of capital spending8.0%top 44% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed

4.1/10

Did its newest year beat what its own record pointed to?

bottom 41% of 65 in its family for expectations against reality.

weight 33% of this tense · 41st percentile among 65 sector filers · read for its shareholders

From the record

Yalla Group Limited's newest year against its own record: revenue of $342 million in fiscal 2025 came in 4.8% below the $359 million its prior three years' pace pointed to (bottom 27% of its family); net income of $148 million against a prior three-year average of $109 million (bottom 38%); a net margin of 43.3% against 33.7% before (top 41%) (its annual reports).

What it rests on

revenue against the prior three years' pace-4.8%bottom 27% of its family
net income against the prior three years' average+36%bottom 38% of its family
net margin against its prior average+9.7 pointstop 41% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton YALA · research, not advice