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Yext, Inc.YEXTCompetitor analysis, valuation and peers

United States · USD·Information Technology›Data Processing Services
Momentum leader 97
Mkt cap
$749M
US dollars, full cap
Free float
84%
of shares outstanding
$/day
$5.66M
20-day average traded
Fwd P/E
10.0×
forward earnings
ROIC−WACC
+11.3 pp
WACC 9.3%
Hurdle
+5 pp
Req g minus delivered
Next earnings
33 days
9 Dec 2026
Close · USD$7.57
1D-1.1%
1W+5.3%
1M+11.0%
3M+31.4%
6M+88.3%
YTD-6.1%
1Y-10.9%
ATR %4.0%
Beta0.71
52w lowhigh16.2% off high

What Yext does

Employees: 1,120

Yext at a glance

Size Yext (YEXT) is a United States Information Technology company (Data Processing Services) with a market value of $749M, the 2436th largest of 3,117 United States companies the cockpit tracks. Shares closed at $7.57 on 6 Nov 2026.

Performance Over six months the shares gained 88.3%, against -27.9% for the median peer and -1.1% for the United States market (cap-weighted) — highest of 21 in its peer set.

Growth Revenue fell 1.5% over the last twelve months (peer median +8.8%); the operating margin is 10.1% (peer median 6.8%).

Valuation It trades at 10.0× forward earnings against a peer median of 19.1× (2nd cheapest of 12).

Price implies For today's price to make sense, revenue must grow about 10% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is +5 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 11.3 points above its cost of capital (9.3% WACC).

Backlog Backlog (remaining performance obligations) was $488M at 31 Jul 2026, up 10% on a year earlier — 1.1 years of trailing revenue. Backlog detail →

Short interest Short interest is 6.8% of the free float (15 Oct 2026).

Next results Next results expected around 9 Dec 2026 (exchange calendar; dates can move).

Relative performance

10015020011 May 202611 Aug 20266 Nov 2026YEXT 200Peer median 67
Six months, rebased to 100: Yext against the median of its 20 peers (local-currency closes).

Yext financials

Reported figures in USD; fiscal year ends 2026-01-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$443M$447M$421M$404M$401M
Revenue growth—+6%+4%+1%—
Gross profit$330M$335M$325M$317M$297M
EBITDA$79.6M$64.1M$24.0M$18.4M-$38.4M
Net income$26.1M$37.9M-$27.9M-$2.63M-$65.9M
Free cash flow$52.4M$52.2M$47.3M$43.0M$11.2M
Capital expenditure$2.11M$2.56M$2.08M$2.73M$6.19M
Total debt$222M$178M$95.4M$106M$119M

Quarterly statements and history in the cockpit →

Yext competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-50%0%+50%-40%-20%0%PSISHAZ6882283778RXTWIIT3011103008952597BLSBTGOVNETGLIBA301302HIVE0026477711YEXT6-month return →1-month return →
Up and to the right = strong over both horizons. Yext is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%+150%25×50×75×PSI3778WIIT301110BLSVNETGLIBAHAPPSTMNDS3013027711YEXTRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Yext is the large dot.

Capital: growth delivered against growth the price implies

0%+50%+100%0%50%100%PSI688228RXTWIIT301110300895BLSGLIBA0026477711YEXTGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Yext is the large dot.

Yext competitors and peer comparison

How Yext compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Yext against its 20 peers (data as of 6 Nov 2026)
MeasureYEXTPeer medianRank in peer set
1-month return+11.0%-19.7%2nd highest of 21
6-month return+88.3%-27.9%highest of 21
Distance from 52-week high-16.2%-45.5%2nd highest of 21
Revenue growth (TTM)-1.5%+8.8%6th lowest of 21
Operating margin10.1%6.8%8th highest of 21
Forward P/E10.0×19.1×2nd cheapest of 12
Growth the price implies (Req g, 7 yrs)9.6%11.9%4th least demanding of 12
Growth delivered (Del g)+4.7%+21.8%4th lowest of 12
Hurdle (Req g minus delivered)+4.9 pp-5.0 pp5th most demanding of 12
ROIC minus cost of capital+11.3 pp-4.4 pp2nd highest of 20
EV / EBITDA11.1×11.0×5th most expensive of 10
Net debt / EBITDA1.7×2.5×4th least indebted of 10

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Yext YEXTUnited States$749M+88%-1%10%10.0×9.6%+4.7%
Pason Systems PSI.TOCanada$742M-10%-2%18%12.4×1.5%+21.8%
SharonAI SHAZUnited States$781M-59%+257%-894%n/an/an/a
Ucap Cloud Information Technology 688228.SSChina$786M-26%-39%-14%n/a39.9%+6.8%
SAKURA Internet 3778.TJapan$688M-13%+26%8%35.7×n/an/a
Rackspace Technology RXTUnited States$645M-54%0%-2%n/a35.0%-0.2%
WIIT WIIT.MIItaly$638M-34%-2%16%30.0×23.9%+25.8%
Qingmu Tec 301110.SZChina$637M-32%+5%9%26.8×11.9%+16.9%
Beijing Topnew Info & Tech 300895.SZChina$938M-27%+1%-25%n/a54.6%-3.4%
Beijing Xunzhong Communication Technology 2597.HKHong Kong$586M+7%-1%10%n/an/an/a
BLS International Services BLS.NSIndia$973M-23%+29%23%10.7×9.7%+44.4%
BitGo BTGOUnited States$571M-61%+424%-1%n/an/an/a
VNET Group, Inc. Sponsored ADR VNETUnited States$1.00B-64%+23%7%89.6×n/an/a
Liberty Capital GLIBAUnited States$1.06B-2%+13%13%8.0×0.8%+113.1%
Happiest Minds Technologies HAPPSTMNDS.NSIndia$506M-19%+12%15%16.1×11.4%+24.5%
Beijing Huaru Technology 301302.SZChina$506M-10%+52%-38%33.2×n/an/a
Leon Technology 300603.SZChina$501M-29%-19%-22%n/an/an/a
HIVE Digital Technologies HIVE.TOCanada$491M-36%+155%-44%n/an/an/a
Keel Infrastructure KEELUnited States$1.15B-53%-23%-121%n/an/an/a
Rendong 002647.SZChina$1.20B-43%+6%6%19.1×42.3%-17.2%
ASrock Rack 7711.TWTaiwan$1.23B+35%+183%10%15.3×7.5%+42.1%

Yext backlog

Yext reported $488M of remaining performance obligations at 31 Jul 2026, up 10% from a year earlier and down 2% from the previous quarter. That is 1.1 years of trailing revenue already under contract. Book-to-bill last quarter: 0.90.

Questions

Which companies are Yext's closest peers?
The cockpit's peer set: Pason Systems (PSI.TO), SharonAI (SHAZ), Ucap Cloud Information Technology (688228.SS), SAKURA Internet (3778.T), Rackspace Technology (RXT), WIIT (WIIT.MI), Qingmu Tec (301110.SZ), Beijing Topnew Info & Tech (300895.SZ).
Is Yext expensive compared with its peers?
On forward p/e it trades at 10.0× against a peer median of 19.1×, 2nd cheapest of 12 in its peer set. For today's price to make sense, revenue must grow about 10% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is +5 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has Yext stock performed?
Over six months to 6 Nov 2026 the shares returned +88.3% against -27.9% for the median peer; over one year -10.9%.
What is Yext's backlog?
Yext's remaining performance obligations (contracted revenue not yet recognised) were $488M at 31 Jul 2026, +10% on a year earlier.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.