Yext, Inc. (YEXT) Stock — Forensic Analysis, Red Flags & Rating | Stockonomy · Stockonomy
Forensic Analysis · Technology / Software · as of Aug 12, 2026
Yext, Inc. (YEXT)
A forensic read on Yext, Inc. built from its complete SEC filings — financial-health screens, earnings quality, red flags and a price-aware rating. Reproducible math, not opinion.
D · Weak — demands caution
Forensic grade
Distress
Financial health
-1.5
Distress distance
Clean
Earnings quality
3
Forensic signals
14.1
P / E (ttm)
23.8%
ROE
$572M
Market cap
6.1%
Revenue growth
This free snapshot doesn't read filing or proxy text, so the auditor-quality and governance checks that can lower a grade were not evaluated (red flags, auditor quality, say on pay, board independence). Those checks only ever lower a grade, so the full analysis can land below the grade above but never above it — treat it as the most favourable reading, not the settled one.
Yext, Inc. earns a D (Weak — demands caution) forensic quality grade, and its balance-sheet distress test reads -1.5, placing it in the Distress zone. 3 forensic signals were flagged in its latest SEC filings, led by accruals ratio (% of noa).
What the filings flag
+109.8%
FY2025→FY2026
Accruals ratio (% of NOA).Net operating assets grew +109.8% relative to their own average in FY2026 — scaled by NOA itself, not total assets (see the Forensic Screens card's differently-scaled Sloan Accrual Ratio for that read). Accruals are building sharply — a large slice of profit sits in operating assets, not cash; Richardson/Sloan link high accruals to weaker future returns as they reverse. The cash-flow cross-check is more mixed: reported earnings ran behind operating cash by 27% of net operating assets, diverging from the balance-sheet accrual read.
+1.2%/yr
FY2023–FY2026
Share-count dilution.Diluted share count changed +4% over the last 3 years to FY2026 (+1.2%/yr). The count is growing: more stock was issued than repurchased over this window, so aggregate results grew faster than their per-share equivalents. That's ~1.2% shaved off per-share growth every year — total profit has to grow that much just to keep earnings-per-share flat, and a stake held since FY2023 has been diluted ~4%.
127% of FCF
FY2026
Shareholder returns.Returned $67M to shareholders (buybacks + dividends) in FY2026 — 127% of free cash flow. More than free cash flow generated — and beyond operating cash too, so the extra is coming from debt or cash reserves, which isn't sustainable indefinitely. Counting the $49M of stock-based comp paid out in shares on top of that, the combined claim on free cash flow is 218%.
Key fundamentals
Latest Revenue$446.6M
Revenue Growth YoY+6.1%
Revenue CAGR (3yr)+3.7%
Net Margin8.5%
Free Cash Flow$53.3M
Return on Equity23.8%
Debt / Equity0.61x
The forensic grade and screens above are free — no account needed. Want the AI investment read on top — the 0–100 rating, thesis, bull-vs-bear, red flags and the 12-month scenario, written from Yext, Inc.'s actual 10-K/10-Q/8-K filings?