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

NASDAQ:VERX • US92538J1060

Current stock price

11.89 USD
+0.22 (+1.89%)
At close:
11.9 USD
+0.01 (+0.08%)
After Hours:

This VERX fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

4

1. VERX Profitability Analysis

1.1 Basic Checks

  • In the past year VERX was profitable.
  • VERX had a positive operating cash flow in the past year.
  • In the past 5 years VERX reported 4 times negative net income.
  • In the past 5 years VERX always reported a positive cash flow from operatings.
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

  • The Return On Assets of VERX (0.57%) is comparable to the rest of the industry.
  • VERX has a Return On Equity of 2.79%. This is in the better half of the industry: VERX outperforms 63.27% of its industry peers.
  • With a decent Return On Invested Capital value of 1.04%, VERX is doing good in the industry, outperforming 62.18% 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

  • With a Profit Margin value of 0.96%, VERX perfoms like the industry average, outperforming 59.27% of the companies in the same industry.
  • The Operating Margin of VERX (1.22%) is better than 60.73% of its industry peers.
  • VERX has a Gross Margin of 64.35%. This is comparable to the rest of the industry: VERX outperforms 43.64% of its industry peers.
  • In the last couple of years the Gross Margin of VERX has grown nicely.
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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1

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.
  • The number of shares outstanding for VERX has been increased compared to 1 year ago.
  • Compared to 5 years ago, VERX has more shares outstanding
  • The debt/assets ratio for VERX has been reduced compared to a year ago.
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

  • Based on the Altman-Z score of 1.68, we must say that VERX is in the distress zone and has some risk of bankruptcy.
  • The Altman-Z score of VERX (1.68) is comparable to the rest of the industry.
  • VERX has a debt to FCF ratio of 7.09. This is a slightly negative value and a sign of low solvency as VERX would need 7.09 years to pay back of all of its debts.
  • With a Debt to FCF ratio value of 7.09, VERX perfoms like the industry average, outperforming 51.27% of the companies in the same industry.
  • A Debt/Equity ratio of 1.30 is on the high side and indicates that VERX has dependencies on debt financing.
  • The Debt to Equity ratio of VERX (1.30) is worse than 78.55% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.3
Debt/FCF 7.09
Altman-Z 1.68
ROIC/WACC0.1
WACC10.25%
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

  • A Current Ratio of 0.98 indicates that VERX may have some problems paying its short term obligations.
  • Looking at the Current ratio, with a value of 0.98, VERX is doing worse than 76.73% of the companies in the same industry.
  • VERX has a Quick 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.
  • With a Quick ratio value of 0.98, VERX is not doing good in the industry: 75.64% of the companies in the same industry are doing better.
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%.
  • 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.
  • VERX shows quite a strong growth in Revenue. In the last year, the Revenue has grown by 12.25%.
  • The Revenue has been growing by 14.84% on average over the past years. This is quite good.
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

  • VERX is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 18.72% yearly.
  • Based on estimates for the next years, VERX will show a quite strong growth in Revenue. The Revenue will grow by 12.08% on average per year.
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

  • Although the future EPS growth is still strong, it is not able to hold up the even more excellent growth rate of 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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4

4. VERX Valuation Analysis

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 18.58, VERX is valued on the expensive side.
  • VERX's Price/Earnings ratio is a bit cheaper when compared to the industry. VERX is cheaper than 72.36% of the companies in the same industry.
  • VERX is valuated rather cheaply when we compare the Price/Earnings ratio to 25.35, which is the current average of the S&P500 Index.
  • Based on the Price/Forward Earnings ratio of 16.14, the valuation of VERX can be described as correct.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of VERX indicates a somewhat cheap valuation: VERX is cheaper than 71.27% of the companies listed in the same industry.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 22.61, VERX is valued a bit cheaper.
Industry RankSector Rank
PE 18.58
Fwd PE 16.14
VERX Price Earnings VS Forward Price EarningsVERX Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • VERX's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. VERX is cheaper than 77.09% of the companies in the same industry.
  • The rest of the industry has a similar Price/Free Cash Flow ratio as VERX.
Industry RankSector Rank
P/FCF 39.97
EV/EBITDA 18.15
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.
  • A more expensive valuation may be justified as VERX's earnings are expected to grow with 19.21% in the coming years.
PEG (NY)1.23
PEG (5Y)N/A
EPS Next 2Y17.7%
EPS Next 3Y19.21%

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

0

5. VERX Dividend Analysis

5.1 Amount

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

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VERX Fundamentals: All Metrics, Ratios and Statistics

VERTEX INC - CLASS A

NASDAQ:VERX (3/31/2026, 8:11:27 PM)

After market: 11.9 +0.01 (+0.08%)

11.89

+0.22 (+1.89%)

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 Change5.19%
Market Cap1.90B
Revenue(TTM)748.44M
Net Income(TTM)7.21M
Analysts75.65
Price Target20.82 (75.11%)
Short Float %13.96%
Short Ratio4.07
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)0%
PT rev (3m)-28.5%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-0.92%
EPS NY rev (1m)-1.12%
EPS NY rev (3m)-1.69%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-0.43%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-0.22%
Valuation
Industry RankSector Rank
PE 18.58
Fwd PE 16.14
P/S 2.54
P/FCF 39.97
P/OCF 11.49
P/B 7.35
P/tB N/A
EV/EBITDA 18.15
EPS(TTM)0.64
EY5.38%
EPS(NY)0.74
Fwd EY6.19%
FCF(TTM)0.3
FCFY2.5%
OCF(TTM)1.03
OCFY8.7%
SpS4.68
BVpS1.62
TBVpS-1.08
PEG (NY)1.23
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 1.68
F-Score7
WACC10.25%
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 Fundamental Analysis 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 4 / 10 to VERTEX INC - CLASS A (VERX). This can be considered as Fairly Valued.


Can you provide the profitability details for VERTEX INC - CLASS A?

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


What is the expected EPS growth for VERTEX INC - CLASS A (VERX) stock?

The Earnings per Share (EPS) of VERTEX INC - CLASS A (VERX) is expected to grow by 15.09% in the next year.


Is the dividend of VERTEX INC - CLASS A sustainable?

The dividend rating of VERTEX INC - CLASS A (VERX) is 0 / 10 and the dividend payout ratio is 0%.