COMP <GO>
SMWB vs YALA // ENTERPRISE SCALE & MARKET CAP
Similarweb Ltd. (NYSE) VS. Yalla Group Limited each representing one Class A Ordinary Share (NYSE) • 15-METRIC TALLY: SMWB 3
— YALA 7
▲ ENTERPRISE SCALE & MARKET CAP LEADER: YALA
LAST: $8.74 (-2.67%) • MKT CAP: $804.9M
market-cap
$804.9M
YALA — Yalla Group Limited each representing one Class A Ordinary Share SUPERIOR
ROARABLE C • RQD 64/100
LAST: $5.49 (-2.31%) • MKT CAP: $853.3M
market-cap
$853.3M
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SMWB VS. YALA)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SMWB | YALA | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 79.50% | 67.30% | +12.20 | SMWB | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -35.00% | 34.10% | -69.10 | YALA | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 3.4x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 1.63% | 15.89% | -14.26 | YALA | /fcf-yield <GO> |
| Operating Margin | -8.30% | 35.70% | -44.00 | YALA | /operating-margins <GO> |
| Net Profit Margin | -11.70% | 43.30% | -55.00 | YALA | /net-margins <GO> |
| Revenue Growth (YoY) | 13.10% | 0.70% | +12.40 | SMWB | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.47 | 8.02 | -7.55 | YALA | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 6/9 | -1.00 | YALA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 56.5 | 54.8 | +1.70 | SMWB | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 5.4x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $804.9M | $853.3M | -$48.4M | YALA | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SMWB REV | YALA REV | SMWB GROSS % | YALA GROSS % | SMWB FCF | YALA FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $282.6M | $341.9M | 79.5% | 67.3% | $13.2M | $135.6M |
| FY 2024 | $249.9M | $339.7M | 78.1% | 64.5% | $28.7M | $172.1M |
| FY 2023 | $218.0M | $318.9M | — | — | -$3.0M | $139.3M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SMWB // BETA —
YALA // BETA —