Vertex, Inc. (VERX)
NEUTRAL基本面
42
价格
$13.45
市值
$2.22B
第一部分 · 这家公司值多少
概览
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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资产负债表与流动性
营收
$787M
最近12个月(截至2026/6/30)
净利润
$4M
最近12个月(截至2026/6/30)
自由现金流
-
股东权益合计
$259M
负债合计
$1.01B
流动比率
0.87
利息覆盖率
0.44
债务/EBITDA
3.53
每股收益
营收与净利润
自由现金流
收入构成
历史财务表
利润率变化
债务变化
债务负担有多重
增长一览表
增长 — 营业收入
公允价值估算
公允价值
$14.34
当前价格
$13.45
安全边际
+6.2%
公允价值区间
$9.32 - $19.36
估算方法
估值指标
市盈率(P/E)
569.22
ROE
2.8%
市净率(P/B)
4.52
P/FCF
-
毛利率
64.0%
ROIC
-1.6%
盈利能力雷达图
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.
基本面分析标准
通过(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
未通过(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%
不可用(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-评分
财务状况强健
盈利质量
高质量:盈利有现金流支撑
股权稀释
正在回购股份,对股东友好
公司治理
管理团队
| 姓名 | 职位 | 年龄 |
|---|---|---|
| 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 | - |
审计风险
4
董事会风险
10
薪酬风险
7
股东权利风险
10
第二部分 · 价格与买入时机
这一部分不判断公司是否值得拥有:它帮助你在基本面说服你之后,选择何时买入。包含:技术分析、潜力、历史回撤、Gamma 敞口。
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