SNDK
Sandisk Corporation
SNDK has the edge over YEXT overall, supported by stronger fundamentals and stronger modeled upside.
YEXT
Yext, Inc.
YEXT has lower modeled downside risk, despite its lower overall score.
SNDK Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
SNDK's revenue, profitability, cash flow and balance sheet are all currently strong.
YEXT Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Stable | |
| Healthy |
YEXT's balance sheet is currently healthy, and its revenue and cash flow are stable, but its profitability is under pressure.
SNDK PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 3.8x | $937 | — |
| Current | 7.5x | $937 | — |
| Cheap | 17x | $2,173 | +132% |
| Fair | 24x | $3,048 | +225% |
| Expensive | 59x | $7,452 | +695% |
Historical ranges are pointers, not guarantees.
SNDK's PE is 7.5x, but its earnings don't support one, so it isn't a reliable read right now.
YEXT PE Valuation
YEXT has no meaningful PE right now: it lost money over the past year.
SNDK Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| High |
SNDK has the edge over YEXT on the outlook, with more favorable revenue expectations.
YEXT Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Growth | |
| Stable | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect YEXT's earnings to grow and its profitability to improve, with its revenue holding steady.
SNDK Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $247.30 | +97% |
| Q3 2026 | $125.61 | +$137.63 |
| Q2 2026 | $73.76 | +$85.07 |
| Q2 2025 | -$11.31 | -$6.65 |
SNDK has the edge over YEXT in the latest year-over-year earnings comparison.
YEXT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.76 | — |
| Q3 2025 | -$0.12 | -$0.07 |
| Q2 2025 | -$0.18 | -$0.13 |
| Q1 2025 | -$0.22 | -$0.20 |
| Q4 2024 | -$0.15 | -$0.05 |
| Q3 2024 | -$0.05 | +$0.15 |
| Q2 2024 | -$0.05 | +$0.28 |
| Q1 2024 | -$0.02 | +$0.51 |
| Q4 2023 | -$0.10 | +$0.54 |
YEXT is still losing money, but far less than before: $0.12 per share over the past year, against $1.16 at its worst in early 2020.
SNDK Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $11B | +378% |
| Q2 2026 | $9B | +372% |
| Q1 2026 | $6B | +251% |
| Q4 2025 | $3B | +61% |
| Q3 2025 | $2.3B | +23% |
| Q2 2025 | $1.9B | +8% |
| Q1 2025 | $1.7B | -0.6% |
| Q4 2024 | $1.9B | +13% |
SNDK has the edge over YEXT on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 80% | +72 points |
| Q2 2026 | 78% | +78 points |
| Q1 2026 | 69% | +180 points |
| Q4 2025 | 35% | +25 points |
| Q3 2025 | 7.6% | -9 points |
| Q2 2025 | 0.9% | N/A |
| Q1 2025 | -111% | -122 points |
| Q4 2024 | 10% | +6.6 points |
SNDK has the edge over YEXT on profitability, with a higher operating margin.
YEXT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $111.1M | -1.8% |
| Q2 2026 | $107.9M | -1.4% |
| Q1 2026 | $112M | -1% |
| Q4 2025 | $112M | -1.7% |
| Q3 2025 | $113.1M | +16% |
| Q2 2025 | $109.5M | +14% |
| Q1 2025 | $113.1M | +12% |
| Q4 2024 | $114M | +13% |
YEXT's revenue grew through 2024 and has held roughly level since: $111M last quarter, down 1.8% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 16% | -10 points |
| Q2 2026 | 5.2% | +4.2 points |
| Q1 2026 | 5.3% | +13 points |
| Q4 2025 | 7% | +16 points |
| Q3 2025 | 26% | +34 points |
| Q2 2025 | 1% | +6.7 points |
| Q1 2025 | -8% | -9.1 points |
| Q4 2024 | -9.1% | -7.3 points |
YEXT's operating margin was 16% last quarter, down 10 points from the same quarter a year ago, near the top of its range since 2019.
SNDK Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $6.3B | +1340% |
| Q2 2026 | $7.1B | +14355% |
| Q1 2026 | $3B | +$3B |
| Q3 2025 | $438M | +$636M |
| Q2 2025 | $49M | +$217M |
| Q1 2025 | -$18M | +$23M |
| Q3 2024 | -$198M | -$157M |
SNDK has the edge over YEXT on cash flow, with more consistent year-over-year improvement.
YEXT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $7.7M | -1.9% |
| Q2 2026 | $37M | -0.4% |
| Q1 2026 | $28.6M | -25% |
| Q4 2025 | -$20.3M | -$4M |
| Q3 2025 | $7.8M | +$19M |
| Q2 2025 | $37.2M | -1.3% |
| Q1 2025 | $38M | +38% |
| Q4 2024 | -$16.4M | -$14M |
YEXT generated $53M in free cash flow over the past year, down 21% from the year before.
SNDK Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.6% | -1M shares |
| 1 year | +3.4% | +5M shares |
| 3 years | +6.9% | +10M shares |
SNDK has 154M diluted shares, up 3.4% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $5B |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
| Q3 2023 | — |
YEXT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -8.7% | -9.8M shares |
| 1 year | -21% | -28.2M shares |
| 3 years | -16% | -20.2M shares |
| 5 years | -18% | -22.3M shares |
| Available history | -9.1% | -10.4M shares |
YEXT has the edge over SNDK on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $8.9M |
| Q2 2026 | $142M |
| Q1 2026 | $7.7M |
| Q4 2025 | $14.4M |
| Q3 2025 | $17.7M |
| Q2 2025 | $27.6M |
| Q1 2025 | $11.1M |
| Q4 2024 | $6.6M |
YEXT spent $173M buying back its own shares over the past year, up 174% from the year before.
SNDK Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | -0.4x | Net Cash |
| Q1 2026 | -0.7x | Net Cash |
SNDK has the edge over YEXT on leverage, with a lower net debt burden relative to earnings.
YEXT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.0x | Very low |
| Q2 2026 | 0.7x | Very low |
| Q1 2026 | -0.8x | Net Cash |
| Q4 2025 | -0.8x | Net Cash |
| Q3 2025 | -2.1x | Net Cash |
| Q2 2024 | -66.4x | Net Cash |
| Q1 2024 | -21.9x | Net Cash |
| Q4 2023 | -83.4x | Net Cash |
YEXT's net debt is about a year of its operating earnings (EBITDA), after holding more cash than debt a year ago.
SNDK Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.2 | Neutral |
| Stochastic | 10.6 | Oversold |
SNDK's weekly RSI is 40 (neutral) and its Stochastic is 11 (oversold).
YEXT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 68.4 | Neutral |
| Stochastic | 80.0 | Neutral |
YEXT's weekly RSI is 68 (neutral) and its Stochastic is 80 (neutral).
SNDK PE vs Technology Sector
| Metric | SNDK | Sector median | Relative |
|---|---|---|---|
| PE | 7.5x | 28x | 73% below |
| PE % | 4 | 27 | 23 pts below |
SNDK is trading at 7.5x earnings, a 73% discount to the Technology sector's median of 28x, though its earnings don't support one.
YEXT PE vs Technology Sector
YEXT has no meaningful PE right now: it lost money over the past year.
SNDK Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $1,317.5 | 29% below |
| 20 week MA | $1,465.4 | 36% below |
| 50 week MA | $1,119.6 | 16% below |
YEXT has stronger trend alignment. SNDK is above 0 of 3 weekly averages versus YEXT above 5 of 5.
YEXT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $7.07 | 8.2% above |
| 20 week MA | $6.32 | 21% above |
| 50 week MA | $5.79 | 32% above |
| 100 week MA | $6.63 | 15% above |
| 200 week MA | $6.83 | 12% above |
YEXT has climbed back above all five of its weekly moving averages, and it's now 12% above its 200-week average.
SNDK Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2025 | $50.4 | $250.1 | +396% |
| 2026 YTD | $250.1 | $937.5 | +275% |
SNDK has the edge over YEXT on returns for 2026, with the stronger performance.
YEXT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $14.6 | $16.9 | +16% |
| 2021 | $16.9 | $10.6 | -37% |
| 2022 | $10.6 | $6.14 | -42% |
| 2023 | $6.14 | $5.89 | -4.1% |
| 2024 | $5.89 | $6.33 | +7.5% |
| 2025 | $6.33 | $8.10 | +28% |
| 2026 YTD | $8.10 | $7.65 | -5.6% |
YEXT has finished lower in three of the last six years. It's down 5.6% so far in 2026.