Nextdoor Holdings vs Yalla Group
Yalla Group is the larger business, with $342m of revenue in fiscal 2025 against $258m for Nextdoor Holdings (1.3 times as much). Nextdoor Holdings grew faster (4.2% against 0.7%). Yalla Group kept more of each dollar of sales as profit: a net margin of 43.3% against -21.0%. Nextdoor Holdings carries less debt relative to equity (0.0% against 0.0%).
| Latest fiscal year | Nextdoor HoldingsNXDR, 2025 | Yalla GroupYALA, 2025 |
|---|---|---|
| Revenue | $258m | $342m |
| Revenue growth | 4.2% | 0.7% |
| Net income | −$54.2m | $148m |
| Operating margin | -27.9% | 35.7% |
| Net margin | -21.0% | 43.3% |
| Return on equity | -12.3% | 19.6% |
| Free cash flow | $5.9m | $136m |
| Cash | $63.3m | $527m |
| Total debt | $0 | $0 |
| Debt to equity | 0.0% | 0.0% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $18.9m | $56.6m |
| Employees | 463 | — |
| Market value | $878m | $1.00bn |
| Price vs our value range | — | Below our value range |
| Moat score | 38 (Weak) | — |
| Insider trades, 12 months | 0 buys, 25 sales | 0 buys, 0 sales |