Tyler Technologies (TYL)
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
QuarterlyIQ Insights · TYL
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-09-06. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $364 TYL trades at 33× p/e, in line with its 27× p/e peer median, and our $335 fair value agrees. It's a high-confidence read. Analysts target $340–$440. Note: our $335 fair value sits below the entire analyst range ($340–$440). Even valued only for durable growth at sustainable margins, it's worth about $428 — above today's price, so the premium reflects that growth case, not pure multiple expansion. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $400.00 | — | — | Analyst | high |
| dcf fcfe | 12M | $1347.98 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $721.28 | — | — | Hist. CAGR | high |
| graham number | 12M | $133.89 | — | — | TTM | high |
| Peer EV/EBITDA |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$340.00 – $440.00 (median $400.00) · 5 analysts · as of 2026-08-01
Only weak execution quality — not the full expensive x weak x turbulent stack. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price you pay about 124% over what the business is worth with no growth; closing that gap needs roughly 12.9 years of the forecast growth to come through. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $10.13/sh owner earnings.
Looks more expensive than peers.
Self-history needs ~20 months of data.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| 12M |
| $160.83 |
| 13.6 |
| 12.72 |
| TTM |
| high |
| Peer P/FCF | 12M | $315.48 | 18.5 | 17.07 | TTM | high |
| Peer P/E | 12M | $249.05 | 17.0 | 14.64 | ntm analyst | high |
| Peer P/S | 12M | $218.87 | 3.8 | 58.05 | TTM | high |
| PEG | 12M | $154.06 | 14.0 | 10.98 | TTM | high |
| residual income | 12M | $88.49 | — | — | TTM | high |
| triangulated | 12M | $310.51 | 27.4 | 11.32 | Triangulated | high |
| Peer P/FCF | 3Y | $479.81 | 18.5 | 25.95 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $285.27 | 17.0 | 16.76 | Analyst | medium |
| Peer P/S | 3Y | $276.20 | 3.8 | 73.26 | guidance | medium |
| PEG | 3Y | $235.22 | 14.0 | 16.76 | Analyst | medium |
| Peer P/FCF | 5Y | $634.55 | 18.5 | 34.33 | Hist. CAGR(prov.) | medium |
| Peer P/E | 5Y | $315.46 | 17.0 | 18.54 | Analyst | medium |
| Peer P/S | 5Y | $305.43 | 3.8 | 81.01 | guidance | medium |
| PEG | 5Y | $260.11 | 14.0 | 18.54 | Analyst | medium |