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Vertex, Inc. (VERX)

NEUTRAL
TechnologySoftware - ApplicationUnited States

Fundamental

42

Kurs

$13.45

Marktkapitalisierung

$2.22B

Teil 1 · Was das Unternehmen wert ist

Übersicht

Vertex, Inc., together with its subsidiaries, provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally. The company offers transaction determination; compliance and reporting, including workflow management tools; tax data management and document management solutions; analytics and insights; pre-built integration that includes mapping data fields, and business logic and configurations; industry-specific solutions support certain industries for indirect tax needs, such as retail, communications, and leasing; and technology specific solutions, such as chain flow accelerator and SAP-specific tools. It provides implementation services, such as configuration, data migration and implementation, and support and training; E-invoicing, an end-to-end e-invoicing process; and managed services, including indirect tax return preparation, filing and tax payment, and notice management. The company sells its software products through software licenses and software as a service subscription. Vertex, Inc. has a strategic collaboration with xSuite Group GmbH to support SAP customers. The company was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.

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Who this company fights with for the same customers

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Bilanz & Liquidität

Umsatz

$787M

Letzte 12 Monate (bis 30.6.2026)

Nettogewinn

$4M

Letzte 12 Monate (bis 30.6.2026)

Freier Cashflow

-

Gesamtes Eigenkapital

$259M

Gesamtverbindlichkeiten

$1.01B

Current Ratio

0.87

Zinsdeckungsgrad

0.44

Schulden/EBITDA

3.53

Gewinn je Aktie

Umsatz & Nettogewinn

Freier Cashflow

Ertragsaufschlüsselung

Historische Aufstellung

Margen im Zeitverlauf

Verschuldung im Zeitverlauf

Wie schwer die Schulden wiegen

Wachstumsraster

Wachstum — Umsatz

Innerer-Wert-Schätzung

Fair bewertet

Innerer Wert

$14.34

Aktueller Kurs

$13.45

Sicherheitsmarge

+6.2%

Innerer-Wert-Spanne

$9.32 - $19.36

Bewertungsmethoden

Analyst Target:$17.15
DCF:-
PE-based:$0.27
Graham Growth:$0.33
EPV:-
Analystenkonsens:Kaufen (12B / 10H / 0S)
Letzte Gewinnüberraschung:+2.77%

Bewertungskennzahlen

P/E-Verhältnis

569.22

ROE

2.8%

P/B-Verhältnis

4.52

P/FCF

-

Bruttomarge

64.0%

ROIC

-1.6%

Rentabilitäts-Radar

Value Creation (Economic Moat)

ROIC

-1.6%

WACC

7.8%

ROIC − WACC

-9.5 pp

ROIC is below the cost of capital — the company is destroying value for every dollar invested.

Fundamentalanalyse-Kriterien

Bestanden (10)

  • Gross Margin 64.0%
  • Debt/Equity ratio
  • Current Ratio
  • Debt/EBITDA
  • Revenue Growth 5Y 14.8%
  • Analyst Consensus 55% Buy
  • Earnings Surprise avg 2.5%
  • Earnings Quality (OCF/NI) 48.56
  • Net Margin Trend 0.5% vs -7.1%
  • Piotroski F-Score 7/9

Nicht bestanden (9)

  • Price CAGR -14.65%
  • ROIC -1.6%
  • P/B Ratio 4.52
  • Operating Margin -1.7%
  • Interest Coverage
  • Return on Tangible Assets
  • Low reliance on intangibles
  • DCF valuation (Unknown)
  • ROE 1.4%

Nicht verfügbar (8)

  • EPS data insufficient
  • P/FCF NaN
  • Dividend Payout NaN%
  • Positive Free Cash Flow
  • CapEx intensity
  • Price below Graham Number
  • PEG Ratio (need PE > 0 and growth > 0)
  • Share Dilution (missing shares data)

Piotroski F-Score

7/9

Starke finanzielle Gesundheit

score
criteria

Gewinnqualität

48.56

Hohe Qualität: Gewinne durch Cashflow gedeckt

Aktienverwässerung

-

Aktienrückkäufe. Aktionärsfreundlich

Unternehmensführung

Führungsteam

NamePositionAlter
Mr. Christopher David YoungCEO, President & Director53
Ms. Amanda Westphal RadcliffeCo-Owner & Independent Director56
Ms. Stefanie Westphal-Lucas ThompsonCo-Owner & Independent Director62
Mr. John R. SchwabChief Financial Officer57
Mr. Bryan T. R. RowlandSenior VP, General Counsel & Secretary45
Mr. Ray WestphalFounder-
Mr. Aneel JaeelChief Operations Officer-
Mr. Ryan J. Leib CPAChief Accounting Officer47
Mr. Bala ChandranChief Product & Technology Officer-
Mr. Joseph J. CrivelliVice President of Investor Relations-

Prüfungsrisiko

4

Vorstandsrisiko

10

Vergütungsrisiko

7

Aktionärsrechterisiko

10

Teil 2 · Der Preis und der Einstiegszeitpunkt

Dieser Teil sagt nicht, ob das Unternehmen etwas taugt: Er hilft bei der Wahl des Kaufzeitpunkts, nachdem die Fundamentaldaten überzeugt haben. Enthalten: technische Analyse, Potenzial, historische Drawdowns, Gamma-Exposure.

Latest News

Recent headlines for VERX, sourced from Markets Gazette.

  • 3/10/2026NEGATIVE
    Investment Firm Sheds 384,000 Shares of VERX Stock, According to Latest SEC Filing

    An investment firm has divested 384,000 shares of Vertex Inc., a company specializing in tax technology software and SaaS solutions for corporate compliance. This significant sell-off, disclosed in a recent SEC filing, suggests a potential loss of confidence from institutional investors or a strategic portfolio adjustment. For current and prospective shareholders, this action could signal underlying concerns about the company's future prospects or valuation, potentially leading to downward pressure on the stock price.

via Markets Gazette