Vertex, Inc. (VERX)
NEUTRALFondamental
42
Prix
$13.45
Capitalisation boursière
$2.22B
Partie 1 · Ce que vaut l'entreprise
Vue d'ensemble
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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Direct competitors
Who this company fights with for the same customers
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Bilan & Liquidités
Chiffre d'affaires
$787M
12 derniers mois (au 30/06/2026)
Résultat net
$4M
12 derniers mois (au 30/06/2026)
Flux de trésorerie libre
-
Capitaux propres totaux
$259M
Passif total
$1.01B
Ratio de liquidité général
0.87
Couverture des intérêts
0.44
Dette/EBITDA
3.53
Bénéfice par action
Chiffre d'affaires & Résultat net
Flux de trésorerie libre
Décomposition du résultat
État historique
Marges dans le temps
La dette dans le temps
Le poids de la dette
Grille de la croissance
Croissance — Chiffre d'affaires
Estimation de la juste valeur
Juste valeur
$14.34
Prix actuel
$13.45
Marge de sécurité
+6.2%
Fourchette de juste valeur
$9.32 - $19.36
Méthodes d'estimation
Indicateurs de valorisation
Ratio P/E
569.22
ROE
2.8%
Ratio P/B
4.52
P/FCF
-
Marge brute
64.0%
ROIC
-1.6%
Radar de rentabilité
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.
Critères d'analyse fondamentale
Réussi (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
Échoué (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%
Indisponible (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)
Score F de Piotroski
Santé financière solide
Qualité des bénéfices
Qualité élevée : bénéfices soutenus par la trésorerie
Dilution du capital
Rachat d'actions. Favorable aux actionnaires
Gouvernance
Équipe dirigeante
| Nom | Titre | Âge |
|---|---|---|
| Mr. Christopher David Young | CEO, President & Director | 53 |
| Ms. Amanda Westphal Radcliffe | Co-Owner & Independent Director | 56 |
| Ms. Stefanie Westphal-Lucas Thompson | Co-Owner & Independent Director | 62 |
| Mr. John R. Schwab | Chief Financial Officer | 57 |
| Mr. Bryan T. R. Rowland | Senior VP, General Counsel & Secretary | 45 |
| Mr. Ray Westphal | Founder | - |
| Mr. Aneel Jaeel | Chief Operations Officer | - |
| Mr. Ryan J. Leib CPA | Chief Accounting Officer | 47 |
| Mr. Bala Chandran | Chief Product & Technology Officer | - |
| Mr. Joseph J. Crivelli | Vice President of Investor Relations | - |
Risque d'audit
4
Risque du conseil
10
Risque de rémunération
7
Risque droits des actionnaires
10
Partie 2 · Le prix et le moment d'entrer
Cette partie ne dit pas si l'entreprise vaut la peine : elle aide à choisir quand l'acheter, une fois que les fondamentaux vous ont convaincu. À l'intérieur : analyse technique, potentiel, baisses historiques, exposition gamma.
Latest News
Recent headlines for VERX, sourced from Markets Gazette.
- 3/10/2026NEGATIVEInvestment 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