TYLTYLER TECHNOLOGIES INC
Services-Prepackaged Software
- Revenue
- $2.3B
- 9.1% YoY
- Operating margin
- 15.3%
- 9.5% YoY
- EBITDA
- $496M
- 12% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 1.3×
- $622M net debt
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear207% of net incomeCash flow under 80% of net income
- Dilutive SBCClear6% of revenueOver 10% of revenue
- Payouts exceed cash flowClear27% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyFired49% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $1.6B | $1.9B | $2.0B | $2.1B | $2.3B | 9.1% |
| Operating income | $181M | $214M | $219M | $300M | $358M | 19% |
| Net income | $161M | $164M | $166M | $263M | $316M | 20% |
| Operating cash flow | $372M | $381M | $380M | $625M | $654M | 4.6% |
| Capex | $34M | $23M | $21M | $21M | $16M | 22% |
| Stock-based comp | $105M | $103M | $108M | $123M | $151M | 23% |
| Buybacks | $13M | $0 | $0 | $0 | $175M |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.