COMP <GO>
TBLA vs YALA // EV/EBITDA & P/E VALUATION
Taboola.com Ltd. (NASDAQ) VS. Yalla Group Limited each representing one Class A Ordinary Share (NYSE) • 15-METRIC TALLY: TBLA 5
— YALA 6
▲ EV/EBITDA & P/E VALUATION LEADER: YALA
LAST: $3.52 (+1.15%) • MKT CAP: $887.4M
valuation
10.6x
YALA — Yalla Group Limited each representing one Class A Ordinary Share SUPERIOR
ROARABLE B • RQD 72/100
LAST: $5.62 (+0.54%) • MKT CAP: $853.3M
valuation
3.4x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (TBLA VS. YALA)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | TBLA | YALA | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 29.80% | 67.30% | -37.50 | YALA | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.90% | 34.10% | -30.20 | YALA | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 10.6x | 3.4x | +7.20 | YALA | /valuation <GO> |
| Free Cash Flow Yield | 18.42% | 15.89% | +2.53 | TBLA | /fcf-yield <GO> |
| Operating Margin | 2.30% | 35.70% | -33.40 | YALA | /operating-margins <GO> |
| Net Profit Margin | 2.20% | 43.30% | -41.10 | YALA | /net-margins <GO> |
| Revenue Growth (YoY) | 8.30% | 0.70% | +7.60 | TBLA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 8.02 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 6/9 | +3.00 | TBLA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.2 | 45.1 | +3.05 | TBLA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.5x | 5.4x | +14.10 | YALA | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $887.4M | $853.3M | $34.2M | TBLA | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | TBLA REV | YALA REV | TBLA GROSS % | YALA GROSS % | TBLA FCF | YALA FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.91B | $341.9M | 29.8% | 67.3% | $163.4M | $135.6M |
| FY 2024 | $1.77B | $339.7M | 30.2% | 64.5% | $149.2M | $172.1M |
| FY 2023 | $1.44B | $318.9M | — | — | $84.4M | $139.3M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
TBLA // BETA —
YALA // BETA —