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Vertex, Inc. (VERX)

NEUTRAL
TechnologySoftware - ApplicationUnited States

Fondamental

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

Justement valorisé

Juste valeur

$14.34

Prix actuel

$13.45

Marge de sécurité

+6.2%

Fourchette de juste valeur

$9.32 - $19.36

Méthodes d'estimation

Analyst Target:$17.15
DCF:-
PE-based:$0.27
Graham Growth:$0.33
EPV:-
Consensus des analystes:Acheter (12B / 10H / 0S)
Dernière surprise sur les résultats:+2.77%

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

7/9

Santé financière solide

score
criteria

Qualité des bénéfices

48.56

Qualité élevée : bénéfices soutenus par la trésorerie

Dilution du capital

-

Rachat d'actions. Favorable aux actionnaires

Gouvernance

Équipe dirigeante

NomTitreÂge
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-

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.

  • 3/10/2026NEGATIVE
    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