VERTEX INC - CLASS A (VERX) Fundamental Analysis & Valuation

NASDAQ:VERX • US92538J1060

15.09 USD
-0.16 (-1.05%)
Last: Mar 9, 2026, 03:44 PM
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This VERX fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

Fundamental Rating

3

Taking everything into account, VERX scores 3 out of 10 in our fundamental rating. VERX was compared to 277 industry peers in the Software industry. There are concerns on the financial health of VERX while its profitability can be described as average. While showing a medium growth rate, VERX is valued expensive at the moment.


Dividend Valuation Growth Profitability Health

4

1. VERX Profitability Analysis

1.1 Basic Checks

  • In the past year VERX was profitable.
  • In the past year VERX had a positive cash flow from operations.
  • In the past 5 years VERX reported 4 times negative net income.
  • VERX had a positive operating cash flow in each of the past 5 years.
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 2025 0 50M -50M 100M -100M 150M

1.2 Ratios

  • With a Return On Assets value of 0.57%, VERX perfoms like the industry average, outperforming 59.21% of the companies in the same industry.
  • VERX's Return On Equity of 2.79% is fine compared to the rest of the industry. VERX outperforms 63.18% of its industry peers.
  • With a decent Return On Invested Capital value of 1.04%, VERX is doing good in the industry, outperforming 62.82% of the companies in the same industry.
Industry RankSector Rank
ROA 0.57%
ROE 2.79%
ROIC 1.04%
ROA(3y)-1.89%
ROA(5y)-1.52%
ROE(3y)-10.6%
ROE(5y)-7.56%
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 2025 0 -20 -40 -60 -80

1.3 Margins

  • VERX has a Profit Margin (0.96%) which is comparable to the rest of the industry.
  • VERX's Operating Margin of 1.22% is fine compared to the rest of the industry. VERX outperforms 61.01% of its industry peers.
  • Looking at the Gross Margin, with a value of 64.35%, VERX is in line with its industry, outperforming 43.32% of the companies in the same industry.
  • VERX's Gross Margin has improved in the last couple of years.
Industry RankSector Rank
OM 1.22%
PM (TTM) 0.96%
GM 64.35%
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y1.95%
GM growth 5Y2.87%
VERX Yearly Profit, Operating, Gross MarginsVERX Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2018 2019 2020 2021 2022 2023 2024 2025 0 20 -20 40 60

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ROAROEROICOperating and Profit MarginShow most profitable peers

2

2. VERX Health Analysis

2.1 Basic Checks

  • VERX has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
  • VERX has more shares outstanding than it did 1 year ago.
  • The number of shares outstanding for VERX has been increased compared to 5 years ago.
  • VERX has a better debt/assets ratio than last year.
VERX Yearly Shares OutstandingVERX Yearly Shares OutstandingYearly Shares Outstanding 2018 2019 2020 2021 2022 2023 2024 2025 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 2025 200M 400M 600M 800M 1B

2.2 Solvency

  • An Altman-Z score of 2.00 indicates that VERX is not a great score, but indicates only limited risk for bankruptcy at the moment.
  • VERX has a Altman-Z score (2.00) which is in line with its industry peers.
  • The Debt to FCF ratio of VERX is 7.09, which is on the high side as it means it would take VERX, 7.09 years of fcf income to pay off all of its debts.
  • VERX has a Debt to FCF ratio (7.09) which is comparable to the rest of the industry.
  • A Debt/Equity ratio of 1.30 is on the high side and indicates that VERX has dependencies on debt financing.
  • VERX's Debt to Equity ratio of 1.30 is on the low side compared to the rest of the industry. VERX is outperformed by 79.06% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.3
Debt/FCF 7.09
Altman-Z 2
ROIC/WACC0.1
WACC10.32%
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 2025 0 100M -100M 200M 300M

2.3 Liquidity

  • VERX has a Current Ratio of 0.98. This is a bad value and indicates that VERX is not financially healthy enough and could expect problems in meeting its short term obligations.
  • VERX's Current ratio of 0.98 is on the low side compared to the rest of the industry. VERX is outperformed by 76.53% of its industry peers.
  • A Quick Ratio of 0.98 indicates that VERX may have some problems paying its short term obligations.
  • VERX's Quick ratio of 0.98 is on the low side compared to the rest of the industry. VERX is outperformed by 75.45% of its industry peers.
Industry RankSector Rank
Current Ratio 0.98
Quick Ratio 0.98
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 2025 100M 200M 300M 400M 500M

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

6

3. VERX Growth Analysis

3.1 Past

  • VERX shows a small growth in Earnings Per Share. In the last year, the EPS has grown by 4.92%.
  • VERX shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 28.73% yearly.
  • The Revenue has grown by 12.25% in the past year. This is quite good.
  • Measured over the past years, VERX shows a quite strong growth in Revenue. The Revenue has been growing by 14.84% on average per year.
EPS 1Y (TTM)4.92%
EPS 3Y28.73%
EPS 5YN/A
EPS Q2Q%13.33%
Revenue 1Y (TTM)12.25%
Revenue growth 3Y15.04%
Revenue growth 5Y14.84%
Sales Q2Q%9.11%

3.2 Future

  • The Earnings Per Share is expected to grow by 18.72% on average over the next years. This is quite good.
  • The Revenue is expected to grow by 12.08% on average over the next years. This is quite good.
EPS Next Y15.09%
EPS Next 2Y17.7%
EPS Next 3Y19.21%
EPS Next 5Y18.72%
Revenue Next Year10.58%
Revenue Next 2Y11.09%
Revenue Next 3Y12.12%
Revenue Next 5Y12.08%

3.3 Evolution

  • The estimated forward EPS growth is still strong, although it is decreasing when compared to the stronger growth in the past years.
  • The Revenue 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 2030 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 2030 0.5 1 1.5

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Find the best growth stocksShow best growing peers

3

4. VERX Valuation Analysis

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 23.58, which indicates a rather expensive current valuation of VERX.
  • Based on the Price/Earnings ratio, VERX is valued a bit cheaper than the industry average as 65.70% of the companies are valued more expensively.
  • VERX is valuated at similar levels of the S&P average when we compare the Price/Earnings ratio to 26.29, which is the current average of the S&P500 Index.
  • With a Price/Forward Earnings ratio of 20.49, VERX is valued on the expensive side.
  • VERX's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. VERX is cheaper than 64.98% of the companies in the same industry.
  • When comparing the Price/Forward Earnings ratio of VERX to the average of the S&P500 Index (24.60), we can say VERX is valued inline with the index average.
Industry RankSector Rank
PE 23.58
Fwd PE 20.49
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

  • Based on the Enterprise Value to EBITDA ratio, VERX is valued a bit cheaper than the industry average as 72.56% of the companies are valued more expensively.
  • VERX's Price/Free Cash Flow is on the same level as the industry average.
Industry RankSector Rank
P/FCF 50.72
EV/EBITDA 23.22
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

  • The 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 19.21% in the coming years. This may justify a more expensive valuation.
PEG (NY)1.56
PEG (5Y)N/A
EPS Next 2Y17.7%
EPS Next 3Y19.21%

More info and screens

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

0

5. VERX Dividend Analysis

5.1 Amount

  • No dividends for VERX!.
Industry RankSector Rank
Dividend Yield 0%

More info and screens

Find the best dividend stocksShow peers with best dividend

VERX Fundamentals: All Metrics, Ratios and Statistics

VERTEX INC - CLASS A

NASDAQ:VERX (3/9/2026, 3:44:07 PM)

15.09

-0.16 (-1.05%)

Chartmill FA Rating
GICS IndustryGroupSoftware & Services
GICS IndustrySoftware
Earnings (Last)02-11
Earnings (Next)05-05
Inst Owners111.16%
Inst Owner Change2.51%
Ins Owners4.69%
Ins Owner Change5.38%
Market Cap2.41B
Revenue(TTM)748.44M
Net Income(TTM)7.21M
Analysts75.65
Price Target20.82 (37.97%)
Short Float %10.8%
Short Ratio3.46
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)3.23%
Min EPS beat(2)2.25%
Max EPS beat(2)4.22%
EPS beat(4)4
Avg EPS beat(4)4.83%
Min EPS beat(4)2.25%
Max EPS beat(4)9.3%
EPS beat(8)8
Avg EPS beat(8)8.73%
EPS beat(12)11
Avg EPS beat(12)7.41%
EPS beat(16)15
Avg EPS beat(16)11.45%
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)-1.91%
Min Revenue beat(4)-1.98%
Max Revenue beat(4)-1.75%
Revenue beat(8)1
Avg Revenue beat(8)-1.29%
Revenue beat(12)3
Avg Revenue beat(12)-0.61%
Revenue beat(16)6
Avg Revenue beat(16)-0.29%
PT rev (1m)-25.18%
PT rev (3m)-28.5%
EPS NQ rev (1m)-0.92%
EPS NQ rev (3m)-0.92%
EPS NY rev (1m)-1.12%
EPS NY rev (3m)-1.69%
Revenue NQ rev (1m)-0.38%
Revenue NQ rev (3m)-0.43%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-0.22%
Valuation
Industry RankSector Rank
PE 23.58
Fwd PE 20.49
P/S 3.23
P/FCF 50.72
P/OCF 14.58
P/B 9.32
P/tB N/A
EV/EBITDA 23.22
EPS(TTM)0.64
EY4.24%
EPS(NY)0.74
Fwd EY4.88%
FCF(TTM)0.3
FCFY1.97%
OCF(TTM)1.03
OCFY6.86%
SpS4.68
BVpS1.62
TBVpS-1.08
PEG (NY)1.56
PEG (5Y)N/A
Graham Number4.83
Profitability
Industry RankSector Rank
ROA 0.57%
ROE 2.79%
ROCE 1.31%
ROIC 1.04%
ROICexc 1.89%
ROICexgc N/A
OM 1.22%
PM (TTM) 0.96%
GM 64.35%
FCFM 6.36%
ROA(3y)-1.89%
ROA(5y)-1.52%
ROE(3y)-10.6%
ROE(5y)-7.56%
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 3Y1.95%
GM growth 5Y2.87%
F-Score7
Asset Turnover0.59
Health
Industry RankSector Rank
Debt/Equity 1.3
Debt/FCF 7.09
Debt/EBITDA 3.18
Cap/Depr 121.69%
Cap/Sales 15.76%
Interest Coverage 2.76
Cash Conversion 156.05%
Profit Quality 659.95%
Current Ratio 0.98
Quick Ratio 0.98
Altman-Z 2
F-Score7
WACC10.32%
ROIC/WACC0.1
Cap/Depr(3y)136.21%
Cap/Depr(5y)125.86%
Cap/Sales(3y)17.17%
Cap/Sales(5y)15.41%
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 Y15.09%
EPS Next 2Y17.7%
EPS Next 3Y19.21%
EPS Next 5Y18.72%
Revenue 1Y (TTM)12.25%
Revenue growth 3Y15.04%
Revenue growth 5Y14.84%
Sales Q2Q%9.11%
Revenue Next Year10.58%
Revenue Next 2Y11.09%
Revenue Next 3Y12.12%
Revenue Next 5Y12.08%
EBIT growth 1Y510.86%
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next Year39.34%
EBIT Next 3Y24.14%
EBIT Next 5Y19.45%
FCF growth 1Y699.41%
FCF growth 3Y140.29%
FCF growth 5Y12.23%
OCF growth 1Y0.44%
OCF growth 3Y29.15%
OCF growth 5Y22.69%

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 3 / 10 to VERTEX INC - CLASS A (VERX). This can be considered as Overvalued.


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

VERTEX INC - CLASS A (VERX) has a profitability rating of 4 / 10.


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

The financial health rating of VERTEX INC - CLASS A (VERX) is 2 / 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 15.09% in the next year.