Ibotta vs Yalla Group
Ibotta and Yalla Group are similar in size: $342m and $342m of revenue in their latest fiscal years. Yalla Group grew faster (0.7% against -6.8%). Yalla Group kept more of each dollar of sales as profit: a net margin of 43.3% against 1.0%. Ibotta carries less debt relative to equity (0.0% against 0.0%).
| Latest fiscal year | IbottaIBTA, 2025 | Yalla GroupYALA, 2025 |
|---|---|---|
| Revenue | $342m | $342m |
| Revenue growth | -6.8% | 0.7% |
| Net income | $3.6m | $148m |
| Operating margin | -0.2% | 35.7% |
| Net margin | 1.0% | 43.3% |
| Return on equity | 1.0% | 19.6% |
| Free cash flow | $75.0m | $136m |
| Cash | $187m | $527m |
| Total debt | $0 | $0 |
| Debt to equity | 0.0% | 0.0% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $233m | $56.6m |
| Employees | 800 | — |
| Market value | $1.41bn | $1.00bn |
| Price vs our value range | Above our value range | Below our value range |
| Moat score | — | — |
| Insider trades, 12 months | — | 0 buys, 0 sales |