YEXT - Yext, Inc.
Price:
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CONSENSUS:
Buy
DETAILS
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PRICE TARGET:
$8.20
DETAILS
HIGH:
$10.50
LOW:
$7.00
MEDIAN:
$8.00
CONSENSUS:
$8.20
UPSIDE:
51.01%
AlphaVal
Deterministic, archetype-aware fair value
High-Growth Software
80% confidence
Primary model: Revenue × Terminal Margin DCF
Adjust Assumptions
1.0%
23.0%
12.0%
Key Value Driver
Revenue growth (1%) × margin expansion to 23%
Terminal Value % of EV
51%
Implied Market Multiple
1.5x
Plain-Language Summary
Our base-case estimate uses a discounted cash flow model based on revenue growth and long-run free cash flow margins. We then blend that result with the average analyst price target of $8.20 from 17 analysts, using a 25% weight on analyst consensus. That produces an estimated intrinsic value of $6.92 per share.
Key Risks
- Current FCF misleads — the model values future margins, not today's cash
- SBC dilution is the hidden tax: 2-4% annual share growth compounds fast
- Revenue deceleration is inevitable — the question is when and how steep