VERTEX INC - CLASS A (VERX) Stock Fundamental Analysis

NASDAQ:VERX • US92538J1060

13.01 USD
+0.64 (+5.17%)
Last: Feb 13, 2026, 10:07 AM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

3

We assign a fundamental rating of 3 out of 10 to VERX. VERX was compared to 277 industry peers in the Software industry. Both the profitability and financial health of VERX have multiple concerns. VERX has a correct valuation and a medium growth rate.


Dividend Valuation Growth Profitability Health

2

1. Profitability

1.1 Basic Checks

  • VERX had positive earnings in the past year.
  • In the past year VERX had a positive cash flow from operations.
  • VERX had negative earnings in each of the past 5 years.
  • Of the past 5 years VERX 4 years had a positive operating cash flow.
VERX Yearly Net Income VS EBIT VS OCF VS FCFVERX Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2018 2019 2020 2021 2022 2023 2024 0 50M -50M 100M -100M 150M

1.2 Ratios

  • Looking at the Return On Assets, with a value of -4.39%, VERX is in line with its industry, outperforming 44.04% of the companies in the same industry.
  • Looking at the Return On Equity, with a value of -20.26%, VERX is doing worse than 60.65% of the companies in the same industry.
Industry RankSector Rank
ROA -4.39%
ROE -20.26%
ROIC N/A
ROA(3y)-2.65%
ROA(5y)-4.32%
ROE(3y)-13.31%
ROE(5y)-14.67%
ROIC(3y)N/A
ROIC(5y)N/A
VERX Yearly ROA, ROE, ROICVERX Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2018 2019 2020 2021 2022 2023 2024 0 -20 -40 -60 -80

1.3 Margins

  • VERX has a Gross Margin (64.55%) which is in line with its industry peers.
  • VERX's Gross Margin has been stable in the last couple of years.
  • The Profit Margin and Operating Margin are not available for VERX so they could not be analyzed.
Industry RankSector Rank
OM N/A
PM (TTM) N/A
GM 64.55%
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y1.03%
GM growth 5Y-0.54%
VERX Yearly Profit, Operating, Gross MarginsVERX Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2018 2019 2020 2021 2022 2023 2024 0 20 -20 40 60

More info and screens

ROAROEROICOperating and Profit MarginShow most profitable peers

2

2. Health

2.1 Basic Checks

  • VERX does not have a ROIC to compare to the WACC, probably because it is not profitable.
  • VERX has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
VERX Yearly Shares OutstandingVERX Yearly Shares OutstandingYearly Shares Outstanding 2018 2019 2020 2021 2022 2023 2024 50M 100M 150M
VERX Yearly Total Debt VS Total AssetsVERX Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2018 2019 2020 2021 2022 2023 2024 200M 400M 600M 800M 1B

2.2 Solvency

  • VERX has an Altman-Z score of 1.78. This is a bad value and indicates that VERX is not financially healthy and even has some risk of bankruptcy.
  • The Altman-Z score of VERX (1.78) is comparable to the rest of the industry.
  • The Debt to FCF ratio of VERX is 6.09, which is on the high side as it means it would take VERX, 6.09 years of fcf income to pay off all of its debts.
  • VERX has a Debt to FCF ratio of 6.09. This is comparable to the rest of the industry: VERX outperforms 53.07% of its industry peers.
  • VERX has a Debt/Equity ratio of 1.27. This is a high value indicating a heavy dependency on external financing.
  • Looking at the Debt to Equity ratio, with a value of 1.27, VERX is doing worse than 79.06% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 1.27
Debt/FCF 6.09
Altman-Z 1.78
ROIC/WACCN/A
WACC10.95%
VERX Yearly LT Debt VS Equity VS FCFVERX Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2018 2019 2020 2021 2022 2023 2024 0 100M -100M 200M 300M

2.3 Liquidity

  • A Current Ratio of 1.01 indicates that VERX should not have too much problems paying its short term obligations.
  • With a Current ratio value of 1.01, VERX is not doing good in the industry: 72.92% of the companies in the same industry are doing better.
  • A Quick Ratio of 1.01 indicates that VERX should not have too much problems paying its short term obligations.
  • Looking at the Quick ratio, with a value of 1.01, VERX is doing worse than 71.84% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 1.01
Quick Ratio 1.01
VERX Yearly Current Assets VS Current LiabilitesVERX Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2018 2019 2020 2021 2022 2023 2024 100M 200M 300M 400M 500M

More info and screens

WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

4

3. Growth

3.1 Past

  • The Earnings Per Share has been growing slightly by 4.92% over the past year.
  • Measured over the past years, VERX shows a very strong growth in Earnings Per Share. The EPS has been growing by 28.73% on average per year.
EPS 1Y (TTM)4.92%
EPS 3Y28.73%
EPS 5YN/A
EPS Q2Q%13.33%
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%9.11%

3.2 Future

  • The Earnings Per Share is expected to grow by 25.57% on average over the next years. This is a very strong growth
  • Based on estimates for the next years, VERX will show a quite strong growth in Revenue. The Revenue will grow by 12.37% on average per year.
EPS Next Y16.39%
EPS Next 2Y19.27%
EPS Next 3Y19.66%
EPS Next 5Y25.57%
Revenue Next Year10.57%
Revenue Next 2Y11.64%
Revenue Next 3Y11.7%
Revenue Next 5Y12.37%

3.3 Evolution

  • The EPS growth rate is stable: in the next years the growth will be about the same than in the last years.
VERX Yearly Revenue VS EstimatesVERX Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 200M 400M 600M 800M 1B
VERX Yearly EPS VS EstimatesVERX Yearly EPS VS EstimatesYearly EPS VS Estimates 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 0.5 1 1.5

More info and screens

Find the best growth stocksShow best growing peers

5

4. Valuation

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 20.33, VERX is valued on the expensive side.
  • Based on the Price/Earnings ratio, VERX is valued a bit cheaper than 70.76% of the companies in the same industry.
  • The average S&P500 Price/Earnings ratio is at 27.67. VERX is valued slightly cheaper when compared to this.
  • Based on the Price/Forward Earnings ratio of 17.47, the valuation of VERX can be described as rather expensive.
  • VERX's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. VERX is cheaper than 71.84% of the companies in the same industry.
  • When comparing the Price/Forward Earnings ratio of VERX to the average of the S&P500 Index (27.69), we can say VERX is valued slightly cheaper.
Industry RankSector Rank
PE 20.33
Fwd PE 17.47
VERX Price Earnings VS Forward Price EarningsVERX Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • 69.31% of the companies in the same industry are more expensive than VERX, based on the Enterprise Value to EBITDA ratio.
  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of VERX indicates a somewhat cheap valuation: VERX is cheaper than 60.65% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF 37.47
EV/EBITDA 23.25
VERX Per share dataVERX EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 1 -1 2 3 4

4.3 Compensation for Growth

  • VERX's PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • VERX's earnings are expected to grow with 19.66% in the coming years. This may justify a more expensive valuation.
PEG (NY)1.24
PEG (5Y)N/A
EPS Next 2Y19.27%
EPS Next 3Y19.66%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

0

5. Dividend

5.1 Amount

  • VERX does not give a dividend.
Industry RankSector Rank
Dividend Yield 0%

More info and screens

Find the best dividend stocksShow peers with best dividend

VERTEX INC - CLASS A

NASDAQ:VERX (2/13/2026, 10:07:03 AM)

13.01

+0.64 (+5.17%)

Chartmill FA Rating
GICS IndustryGroupSoftware & Services
GICS IndustrySoftware
Earnings (Last)02-11
Earnings (Next)05-05
Inst Owners112.96%
Inst Owner Change3.03%
Ins Owners4.36%
Ins Owner Change0.05%
Market Cap2.08B
Revenue(TTM)N/A
Net Income(TTM)-53.58M
Analysts78.26
Price Target27.82 (113.84%)
Short Float %10.37%
Short Ratio5.38
Dividend
Industry RankSector Rank
Dividend Yield 0%
Yearly DividendN/A
Dividend Growth(5Y)N/A
DP0%
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)3.89%
Min EPS beat(2)3.56%
Max EPS beat(2)4.22%
EPS beat(4)4
Avg EPS beat(4)6.03%
Min EPS beat(4)3.56%
Max EPS beat(4)9.3%
EPS beat(8)8
Avg EPS beat(8)10.02%
EPS beat(12)11
Avg EPS beat(12)10.09%
EPS beat(16)15
Avg EPS beat(16)14.59%
Revenue beat(2)0
Avg Revenue beat(2)-1.87%
Min Revenue beat(2)-1.98%
Max Revenue beat(2)-1.75%
Revenue beat(4)0
Avg Revenue beat(4)-1.68%
Min Revenue beat(4)-1.98%
Max Revenue beat(4)-1.09%
Revenue beat(8)2
Avg Revenue beat(8)-0.58%
Revenue beat(12)4
Avg Revenue beat(12)-0.28%
Revenue beat(16)7
Avg Revenue beat(16)-0.15%
PT rev (1m)-4.44%
PT rev (3m)-26.83%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-0.41%
EPS NY rev (1m)1.92%
EPS NY rev (3m)-0.47%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-0.33%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-0.52%
Valuation
Industry RankSector Rank
PE 20.33
Fwd PE 17.47
P/S 2.83
P/FCF 37.47
P/OCF 12.62
P/B 7.85
P/tB N/A
EV/EBITDA 23.25
EPS(TTM)0.64
EY4.92%
EPS(NY)0.74
Fwd EY5.73%
FCF(TTM)0.35
FCFY2.67%
OCF(TTM)1.03
OCFY7.92%
SpS4.59
BVpS1.66
TBVpS-1.06
PEG (NY)1.24
PEG (5Y)N/A
Graham Number4.89
Profitability
Industry RankSector Rank
ROA -4.39%
ROE -20.26%
ROCE N/A
ROIC N/A
ROICexc N/A
ROICexgc N/A
OM N/A
PM (TTM) N/A
GM 64.55%
FCFM 7.56%
ROA(3y)-2.65%
ROA(5y)-4.32%
ROE(3y)-13.31%
ROE(5y)-14.67%
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y1.03%
GM growth 5Y-0.54%
F-Score5
Asset Turnover0.6
Health
Industry RankSector Rank
Debt/Equity 1.27
Debt/FCF 6.09
Debt/EBITDA 3.92
Cap/Depr 118.4%
Cap/Sales 14.89%
Interest Coverage N/A
Cash Conversion 191.41%
Profit Quality N/A
Current Ratio 1.01
Quick Ratio 1.01
Altman-Z 1.78
F-Score5
WACC10.95%
ROIC/WACCN/A
Cap/Depr(3y)135.67%
Cap/Depr(5y)121.89%
Cap/Sales(3y)16.89%
Cap/Sales(5y)14.01%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)4.92%
EPS 3Y28.73%
EPS 5YN/A
EPS Q2Q%13.33%
EPS Next Y16.39%
EPS Next 2Y19.27%
EPS Next 3Y19.66%
EPS Next 5Y25.57%
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%9.11%
Revenue Next Year10.57%
Revenue Next 2Y11.64%
Revenue Next 3Y11.7%
Revenue Next 5Y12.37%
EBIT growth 1Y-173.81%
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next Year25.02%
EBIT Next 3Y21.09%
EBIT Next 5Y21.75%
FCF growth 1Y5920.22%
FCF growth 3Y-49.75%
FCF growth 5Y-35.88%
OCF growth 1Y105.64%
OCF growth 3Y21.47%
OCF growth 5Y12.25%

VERTEX INC - CLASS A / VERX FAQ

What is the ChartMill fundamental rating of VERTEX INC - CLASS A (VERX) stock?

ChartMill assigns a fundamental rating of 3 / 10 to VERX.


Can you provide the valuation status for VERTEX INC - CLASS A?

ChartMill assigns a valuation rating of 5 / 10 to VERTEX INC - CLASS A (VERX). This can be considered as Fairly Valued.


How profitable is VERTEX INC - CLASS A (VERX) stock?

VERTEX INC - CLASS A (VERX) has a profitability rating of 2 / 10.


What is the financial health of VERTEX INC - CLASS A (VERX) stock?

The financial health rating of VERTEX INC - CLASS A (VERX) is 3 / 10.


Can you provide the expected EPS growth for VERX stock?

The Earnings per Share (EPS) of VERTEX INC - CLASS A (VERX) is expected to grow by 16.39% in the next year.