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

NASDAQ:VERX • US92538J1060

Current stock price

12.56 USD
+0.04 (+0.32%)
At close:
12.53 USD
-0.03 (-0.24%)
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.
  • In the past year VERX had a positive cash flow from operations.
  • VERX had negative earnings in 4 of the past 5 years.
  • Each year in the past 5 years VERX 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 2025 0 50M -50M 100M -100M 150M

1.2 Ratios

  • Looking at the Return On Assets, with a value of 0.57%, VERX is in line with its industry, outperforming 58.09% of the companies in the same industry.
  • Looking at the Return On Equity, with a value of 2.79%, VERX is in the better half of the industry, outperforming 62.87% of the companies in the same industry.
  • VERX has a Return On Invested Capital of 1.04%. This is in the better half of the industry: VERX outperforms 61.76% of its industry peers.
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 in line with its industry peers.
  • With a Operating Margin value of 1.22%, VERX perfoms like the industry average, outperforming 59.56% of the companies in the same industry.
  • VERX has a Gross Margin (64.35%) which is comparable to the rest of the industry.
  • 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

  • With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), VERX 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.
  • 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 1.74, we must say that VERX is in the distress zone and has some risk of bankruptcy.
  • With a Altman-Z score value of 1.74, VERX perfoms like the industry average, outperforming 48.90% of the companies in the same 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.
  • Looking at the Debt to FCF ratio, with a value of 7.09, VERX is in line with its industry, outperforming 50.00% 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.
  • 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 80.51% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.3
Debt/FCF 7.09
Altman-Z 1.74
ROIC/WACC0.1
WACC10.13%
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.
  • Looking at the Current ratio, with a value of 0.98, VERX is doing worse than 76.47% 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.
  • VERX has a worse Quick ratio (0.98) than 75.37% 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

  • 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.
  • VERX shows quite a strong growth in Revenue. In the last year, the Revenue has grown by 12.25%.
  • 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

  • Based on estimates for the next years, VERX will show a quite strong growth in Earnings Per Share. The EPS will grow by 18.72% on average per year.
  • The Revenue is expected to grow by 11.52% 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 5Y11.52%

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

  • VERX is valuated rather expensively with a Price/Earnings ratio of 19.63.
  • VERX's Price/Earnings ratio is a bit cheaper when compared to the industry. VERX is cheaper than 71.32% of the companies in the same industry.
  • VERX is valuated rather cheaply when we compare the Price/Earnings ratio to 27.15, which is the current average of the S&P500 Index.
  • VERX is valuated rather expensively with a Price/Forward Earnings ratio of 17.05.
  • VERX's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. VERX is cheaper than 69.85% of the companies in the same industry.
  • The average S&P500 Price/Forward Earnings ratio is at 22.12. VERX is valued slightly cheaper when compared to this.
Industry RankSector Rank
PE 19.63
Fwd PE 17.05
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

  • Based on the Enterprise Value to EBITDA ratio, VERX is valued a bit cheaper than the industry average as 73.53% of the companies are valued more expensively.
  • The rest of the industry has a similar Price/Free Cash Flow ratio as VERX.
Industry RankSector Rank
P/FCF 42.22
EV/EBITDA 19.16
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)1.3
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%

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 (4/27/2026, 8:22:26 PM)

After market: 12.53 -0.03 (-0.24%)

12.56

+0.04 (+0.32%)

Chartmill FA Rating
GICS IndustryGroupSoftware & Services
GICS IndustrySoftware
Earnings (Last)02-11
Earnings (Next)05-07
Inst Owners110.55%
Inst Owner Change-3.51%
Ins Owners4.69%
Ins Owner Change5.19%
Market Cap2.01B
Revenue(TTM)748.44M
Net Income(TTM)7.21M
Analysts75.65
Price Target20.82 (65.76%)
Short Float %12.67%
Short Ratio5.07
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)0%
EPS NY rev (3m)-1.27%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-0.38%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-0.12%
Valuation
Industry RankSector Rank
PE 19.63
Fwd PE 17.05
P/S 2.68
P/FCF 42.22
P/OCF 12.14
P/B 7.76
P/tB N/A
EV/EBITDA 19.16
EPS(TTM)0.64
EY5.1%
EPS(NY)0.74
Fwd EY5.86%
FCF(TTM)0.3
FCFY2.37%
OCF(TTM)1.03
OCFY8.24%
SpS4.68
BVpS1.62
TBVpS-1.08
PEG (NY)1.3
PEG (5Y)N/A
Graham Number4.8279 (-61.56%)
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 1.74
F-Score7
WACC10.13%
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 5Y11.52%
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%.