YEXTYext, Inc.

Services-Computer Processing & Data Preparation · $714M market cap · 1,120 employees

12×

More likely than average to be taken private

Top 1% of the Russell 3000 for a buyout by a private-equity firm, holdco or insiders. How it works

What an activist or buyer would see: cheap, overpaid, diluted or under pressure.

TSR below peersYes
5 of 5 years
3+ of last 5 years
Dilutive SBCYes
11% of revenue
Over 10% of revenue
Payouts exceed cash flowYes
121% of cash flow
Buybacks + dividends over cash flow
Buyout-sizedYes
$714M market cap
Market cap $500M–$5B
Recurring revenueYes
9 of 10
10-K business scored 7+ of 10 for recurring revenue
Active 13DYes
1 filing
Active-intent 13D in 18 months
Net insider sellingYes
−$28M net
Net sales over $10M in 12 months

8 other checks

High CEO pay despite TSRNo
$9M median
Median CEO pay ≥ $15M while TSR trails
Earnings not backed by cashNo
147% of net income
Cash flow under 80% of net income
Goodwill-heavyNo
23% of assets
Over 40% of assets
Shareholder dissentNo
95% lowest support
Any vote under 80% support
Low revenue per employeeNo
$399K · 42nd pct
Bottom quartile of its SIC industry
Quiet on AINo
10.6 per 10K words · 93rd pct
Bottom quartile of AI mentions in 10-Ks
Net cashNo
1.1× EBITDA net debt
More cash than debt, positive EBITDA
AI-rollup shapedNo
2 of 10
10-K business scored 5+ of 10 as an AI-rollup target

Metric	FY2022	FY2023	FY2024	FY2025	FY2026	YoY
Revenue	$391M	$401M	$404M	$421M	$447M	6.1%
Operating income	−$90M	−$65M	−$6M	−$32M	$45M	237%
Net income	−$93M	−$66M	−$3M	−$28M	$38M	236%
Operating cash flow	$22M	$18M	$46M	$50M	$56M	11%
Capex	$13M	$6M	$3M	$2M	$3M	23%
Stock-based comp	$73M	$63M	$45M	$52M	$49M	5.9%
Buybacks	$0	$77M	$23M	$18M	$67M	277%

Filed	Filer	Form	Stake	Intent
Jul 9, 2026	Lynrock Lake LP	SCHEDULE 13D	19.0%	Active
Mar 25, 2026	Lead Edge Public Fund, LP	SCHEDULE 13D/A	2.5%	Passive
Oct 4, 2022	Lead Edge Capital Management, LLC	SC 13D	9.3%	Passive

−$28Mnet selling by insiders, open market, last 12 months

Bought $896K · 2 tradesSold $29M · 5 trades

Year	CEO total comp	Comp actually paid	TSR (indexed)	Peer TSR
FY2026	$9M	$16M	42	257
FY2025	—	—	39	198
FY2024	—	—	35	151
FY2023	—	—	41	97
FY2022	—	—	48	125