Added to YB: 2026-10-16
Pitch date: 2026-10-14
TYL [neutral]
Tyler Technologies, Inc.
+1.93%
current return
Author Info
No bio for this author
Company Info
Tyler Technologies, Inc. provides integrated software and technology management solutions for the public sector in the United States.
Market Cap
$14.2B
Pitch Price
$356.72
Price Target
N/A
Dividend
N/A
EV/EBITDA
29.42
P/E
45.68
EV/Sales
6.05
Sector
Software
Category
growth
Tyler Technologies at $349: Is the Setup More Attractive?
TYL (monitor): Tyler’s 98% gross retention and 87% recurring-revenue mix support a durable public-sector software business, while maintenance-to-SaaS conversions historically deliver 1.7x revenue and transactions provide a second growth engine. At $349, however, the base case yields only ~9.8% annually through 2030 versus a 12-15% hurdle; ~$320 supports 12%. The shares remain on the watch list, with post-conversion SaaS growth and a sub-20x FCF valuation the key risks.
Read full article (7 min)