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Vertex, Inc. (VERX)

NEUTRAL
TechnologySoftware - ApplicationUnited States

ファンダメンタル

42

株価

$13.45

時価総額

$2.22B

パート1 · 企業の価値

概要

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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貸借対照表と流動性

売上高

$787M

直近12か月(2026/6/30まで)

純利益

$4M

直近12か月(2026/6/30まで)

フリーキャッシュフロー

-

自己資本合計

$259M

負債合計

$1.01B

流動比率

0.87

利払い倍率

0.44

負債/EBITDA

3.53

一株当たり利益(EPS)

売上高と純利益

フリーキャッシュフロー

収益内訳

財務推移表

利益率の推移

負債の推移

負債の重さ

成長率グリッド

成長率 — 売上高

適正価値の推定

適正価値

適正価値

$14.34

現在株価

$13.45

安全マージン

+6.2%

適正価値レンジ

$9.32 - $19.36

推定方法

Analyst Target:$17.15
DCF:-
PE-based:$0.27
Graham Growth:$0.33
EPV:-
アナリスト・コンセンサス:買い (12B / 10H / 0S)
直近の決算サプライズ:+2.77%

バリュエーション指標

P/E レシオ

569.22

ROE

2.8%

P/B レシオ

4.52

P/FCF

-

粗利益率

64.0%

ROIC

-1.6%

収益性レーダー

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.

ファンダメンタル分析基準

合格(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

不合格(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%

データなし(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-スコア

7/9

財務健全性が高い

score
criteria

利益の質

48.56

高品質:利益はキャッシュに裏付けられている

株式希薄化

-

株式を買い戻している。株主に友好的

ガバナンス

経営陣

氏名役職年齢
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-

監査リスク

4

取締役会リスク

10

報酬リスク

7

株主権利リスク

10

パート2 · 株価と買い時

この部分は企業に価値があるかを判断するものではありません。ファンダメンタルズに納得したうえで、いつ買うかを選ぶためのものです。内容:テクニカル分析、ポテンシャル、過去のドローダウン、ガンマエクスポージャー。

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