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Held by 194 of 5,944 reporting institutions (91th percentile) — extremely crowded.
Data as of Q1 2026
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Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $6.29 today, the market must believe free cash flow compounds 3.6%/yr for a decade (off $48M normalized FCF).
The market's 3.6% is more conservative than its 4-yr track record.
2-stage DCF · 0.12B shares · net debt -$56M
mean 83.1% · volatility σ 127% · implied rate exceeded in 4/4 yrs
Central path = implied 3.6%/yr growth; shaded band = ±1σ (127%) of this company's historical FCF volatility, widening with time. The wider the band, the less certain the growth.
Reverse DCF: rather than guessing a fair value, we solve for the growth the current price implies, then you stress-test the assumptions. Enterprise value of the FCF stream, less net debt, ÷ shares. Educational — not a recommendation.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
Safe > 2.99 · grey 1.81–2.99 · distress < 1.81
Eight indices comparing this year to last (receivables, margins, asset quality, growth, accruals, leverage). Above −1.78 suggests possible manipulation; below −2.22 is clean.
A screen, not proof — high growth alone can raise it.
Earnings are backed by cash (FCF ≥ net income) — high quality. Lower/negative accruals = higher quality (Sloan).
Comfortably covers interest; leverage rising year-over-year.
F-Score (0–9 fundamental momentum), Altman Z (distress risk), and Beneish M (earnings-manipulation screen) are academic models computed from the SEC filings. Screens and context — educational, not recommendations.
What the company returns to shareholders — and whether it's covered by cash.
No dividend to cover. Last year: $0 dividends + $67M buybacks = $67M returned on $53M FCF.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 10 years — and what it earned on reinvestment.
A balanced mix of reinvestment and shareholder returns.
Reinvestment has been productive — operating income grew well per dollar put in. Current ROIC on all capital: 15%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Coverage is adequate but not comfortable. Effective rate ~7.7% on $98M of debt.
Cash vs short-term debt unavailable.
Mostly long-term debt (balance-sheet current vs non-current split). A year-by-year maturity schedule wasn't disclosed for this issuer.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Educational — not a recommendation.
EOD close · as of 2026-09-17
How a revenue dollar becomes profit — FY2026
Each value shows its share of revenue below it (common-size).
| Line Item | FY2026 | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $446.6M 100.0% | $421.0M 100.0% | $404.3M 100.0% | $400.9M 100.0% | $390.6M 100.0% | $354.7M 100.0% | $298.8M 100.0% | $228.3M 100.0% | $170.2M 100.0% | $124.3M 100.0% |
| Cost of Revenue | $114.1M 25.5% | $96.4M 22.9% | $87.5M 21.6% | $104.0M 25.9% | $98.3M 25.2% | $86.4M 24.4% | $77.0M 25.8% | $57.4M 25.1% | $44.1M 25.9% | $37.0M 29.7% |
| Gross Profit | $332.5M 74.5% | $324.6M 77.1% | $316.9M 78.4% | $296.9M 74.1% | $292.3M 74.8% | $268.3M 75.6% | $221.8M 74.2% | $170.9M 74.9% | $126.1M 74.1% | $87.3M 70.3% |
| Research & Development | $89.9M 20.1% | $77.2M 18.3% | $72.0M 17.8% | $70.9M 17.7% | $68.3M 17.5% | $58.1M 16.4% | $49.4M 16.5% | $36.1M 15.8% | $25.7M 15.1% | $19.3M 15.5% |
| Selling, General & Admin | $63.3M 14.2% | $105.1M 25.0% | $72.2M 17.9% | $79.3M 19.8% | $83.4M 21.4% | $76.0M 21.4% | $77.2M 25.8% | $51.6M 22.6% | $40.1M 23.5% | $29.2M 23.5% |
| Total Operating Expenses | $288.0M 64.5% | $357.0M 84.8% | $323.1M 79.9% | $361.7M 90.2% | $382.2M 97.9% | $362.6M 102.2% | $344.8M 115.4% | $246.5M 108.0% | $192.7M 113.2% | $130.0M 104.6% |
| Operating Income | $44.5M 10.0% | -$32.4M -7.7% | -$6.2M -1.5% | -$64.8M -16.2% | -$90.0M -23.0% | -$94.3M -26.6% | -$123.0M -41.1% | -$75.6M -33.1% | -$66.6M -39.2% | -$42.7M -34.4% |
| Interest Expense | $7.6M 1.7% | $967K 0.2% | $470K 0.1% | $589K 0.1% | — | — | — | — | $359K 0.2% | $150K 0.1% |
| Interest & Investment Income | — | — | — | — | — | — | — | $1.5M 0.7% | $1.1M 0.7% | $34K 0.0% |
| Other Income (Expense), net | -$704K -0.2% | -$745K -0.2% | -$761K -0.2% | -$125K -0.0% | -$1.5M -0.4% | — | — | -$527K -0.2% | -$539K -0.3% | -$266K -0.2% |
| Pretax Income | $40.1M 9.0% | -$28.1M -6.7% | -$338K -0.1% | -$63.9M -15.9% | -$92.0M -23.6% | -$94.6M -26.7% | -$120.4M -40.3% | -$74.6M -32.7% | -$66.4M -39.0% | -$43.1M -34.7% |
| Income Tax Expense | $2.3M 0.5% | -$110K -0.0% | $2.3M 0.6% | $2.1M 0.5% | $1.3M 0.3% | $97K 0.0% | $1.1M 0.4% | $222K 0.1% | $162K 0.1% | $68K 0.1% |
| Net Income | $38.0M 8.5% | -$28.0M -6.7% | -$3.0M -0.7% | -$66.0M -16.5% | -$93.0M -23.8% | -$94.7M -26.7% | -$121.5M -40.7% | -$74.8M -32.8% | -$66.6M -39.1% | -$43.1M -34.7% |
| Per Share | ||||||||||
| EPS (Basic) | $0.31 | $-0.22 | $-0.02 | $-0.53 | $-0.73 | $-0.79 | — | — | — | — |
| EPS (Diluted) | $0.07 | $-0.22 | $-0.02 | $-0.53 | $-0.73 | $-0.79 | — | — | — | — |
| Weighted Avg Shares (Basic) | 123.6M | 126.9M | 124.1M | 125.3M | 127.8M | 119.7M | — | — | — | — |
| Weighted Avg Shares (Diluted) | 129.9M | 126.9M | 124.1M | 125.3M | 127.8M | 119.7M | — | — | — | — |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
EOD close · as of 2026-09-17
No material risks flagged.
Is the profit real, and how strong is the balance sheet?
FY2026 · every deduction from revenue to net income
DuPont — the three levers
Watch the leverage lever — a chunk of ROE comes from the balance sheet.
What the company owes vs. what it holds
Year-by-year maturities aren't in SEC companyfacts (footnote-only), so this shows the debt/cash structure and net leverage instead.
Latest year: profit growth vs revenue growth
Profit and sales moved in opposite directions this year.
Each line as % of revenue — the trend in color
| % of revenue | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 25.1 | 25.8 | 24.4 | 25.2 | 25.9 | 21.6 | 22.9 | 25.5 |
| Gross Profit | 74.9 | 74.2 | 75.6 | 74.8 | 74.1 | 78.4 | 77.1 | 74.5 |
| R&D | 15.8 | 16.5 | 16.4 | 17.5 | 17.7 | 17.8 | 18.3 | 20.1 |
| SG&A | 22.6 | 25.8 | 21.4 | 21.4 | 19.8 | 17.9 | 25.0 | 14.2 |
| Operating Income | -33.1 | -41.1 | -26.6 | -23.0 | -16.2 | -1.5 | -7.7 | 10.0 |
| Income Tax | 0.1 | 0.4 | 0.0 | 0.3 | 0.5 | 0.6 | -0.0 | 0.5 |
| Net Income | -32.8 | -40.7 | -26.7 | -23.8 | -16.5 | -0.7 | -6.7 | 8.5 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on YEXT: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
Ranked against 743 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-03-31.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TSM | $10.83T | — | — | — | — | — | — | — | — | — | 3,121 |
| NVDA | $5.20T | 43.6× | 39.0× | 24.1× | 65.5% | 71.1% | 55.6% | 76.3% | 72.4% | 0.1× | 5,582 |
| AAPL | $4.91T | 44.6× | 34.3× | 11.8× | 6.4% | 46.9% | 26.9% | 152% | 68.1% | 0.6× | 5,858 |
| MSFT | $3.64T | 27.3× | 19.3× | 11.0× | 17.8% | 67.9% | 40.3% | 30.2% | 27.7% | 0.2× | 5,944 |
| AVGO | $1.61T | 71.2× | 63.6× | 25.2× | 23.9% | 67.8% | 36.2% | 28.4% | 15.8% | 2.5× | 4,442 |
| MU | $1.04T | 122.1× | 57.5× | 27.8× | 48.9% | 39.8% | 22.8% | 15.8% | 12.9% | 0.7× | 2,894 |
| AMD | $835.4B | 193.4× | 197.6× | 24.1× | 34.3% | 49.5% | 12.5% | 6.9% | 6.5% | 0.8× | 3,059 |
| INTC | $504.6B | — | 62.9× | 9.6× | -0.5% | 34.8% | -0.5% | -0.2% | -0.2% | 5.5× | 2,495 |
| CSCO | $426.7B | 42.3× | 35.8× | 7.5× | 5.3% | 64.9% | 18.0% | 21.7% | 13.6% | 2.3× | 3,560 |
| PLTR | $416.9B | 276.7× | 288.5× | 93.2× | 56.2% | 82.4% | 36.3% | 22.0% | 22.0% | — | 2,883 |
| DELL | $367.3B | 64.9× | 34.6× | 3.2× | 18.8% | 20.0% | 5.2% | -240% | 20.4% | 2.8× | 1,564 |
| LRCX | $341.6B | 64.9× | 54.5× | 18.5× | 23.7% | 48.7% | 29.1% | 54.3% | 37.4% | 0.7× | 2,500 |
| AMAT | $329.4B | 48.0× | 37.9× | 11.6× | 4.4% | 48.7% | 24.7% | 34.3% | 25.9% | 0.8× | 2,826 |
| RPAY | $325.1B | — | — | 1051.3× | -1.2% | 75.0% | -83.0% | -53.0% | -28.2% | -1.7× | 142 |
| UMC | $283.0B | — | — | — | — | — | — | — | — | — | 302 |
| SAP | $261.9B | — | — | — | — | — | — | — | — | — | 794 |
| ARM | $259.6B | 287.0× | 223.6× | 52.8× | 22.8% | 97.5% | 18.4% | 10.9% | 10.9% | — | 730 |
| PANW | $250.9B | 234.8× | 156.8× | 27.2× | 14.9% | 73.4% | 12.3% | 14.5% | 14.5% | — | 2,374 |
| ANET | $248.2B | 71.8× | 62.7× | 27.6× | 28.6% | 64.1% | 39.0% | 28.4% | 28.4% | — | 1,930 |
| TXN | $236.9B | 47.8× | 31.2× | 13.4× | 13.0% | 57.0% | 28.3% | 30.7% | 16.5% | 1.8× | 2,345 |
| CRM | $232.8B | 32.1× | 25.2× | 5.6× | 9.6% | 77.7% | 18.0% | 12.6% | 10.1% | 1.5× | 2,547 |
| IBM | $222.5B | 21.3× | — | 3.3× | 7.6% | 58.2% | 15.7% | 32.4% | 11.3% | — | 3,351 |
| SNDK | $221.9B | — | — | 30.2× | 10.4% | 30.1% | -22.3% | -17.8% | -14.8% | -1.5× | 1,127 |
| QCOM | $198.5B | 36.9× | 14.9× | 4.5× | 13.7% | 55.4% | 12.5% | 26.1% | 15.4% | 1.1× | 2,611 |
| MRVL | $194.6B | 74.8× | 127.2× | 23.8× | 42.1% | 51.0% | 32.6% | 18.7% | 14.2% | 2.9× | 1,477 |
| YEXT | $786M | 91.3× | 13.2× | 1.8× | 6.1% | 74.5% | 8.5% | 23.8% | 14.7% | 1.8× | 194 |
Peers = companies sharing YEXT's sector (Technology) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.