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

NASDAQ:VERX • US92538J1060

Current stock price

11.69 USD
-0.75 (-6.03%)
At close:
11.69 USD
0 (0%)
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

  • VERX had positive earnings in the past year.
  • 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

  • With a Return On Assets value of 0.57%, VERX perfoms like the industry average, outperforming 59.19% 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 63.24% of its industry peers.
  • The Return On Invested Capital of VERX (1.04%) is better than 61.40% 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 of 0.96%. This is comparable to the rest of the industry: VERX outperforms 59.19% of its industry peers.
  • With a Operating Margin value of 1.22%, VERX perfoms like the industry average, outperforming 59.19% of the companies in the same industry.
  • With a Gross Margin value of 64.35%, VERX perfoms like the industry average, outperforming 43.75% of the companies in the same 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

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so VERX is destroying value.
  • VERX has more shares outstanding than it did 1 year ago.
  • Compared to 5 years ago, VERX has more shares outstanding
  • Compared to 1 year ago, VERX has an improved debt to assets ratio.
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

  • VERX has an Altman-Z score of 1.73. This is a bad value and indicates that VERX is not financially healthy and even has some risk of bankruptcy.
  • VERX's Altman-Z score of 1.73 is in line compared to the rest of the industry. VERX outperforms 47.79% of 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.
  • VERX has a Debt/Equity ratio of 1.30. This is a high value indicating a heavy dependency on external financing.
  • VERX has a worse Debt to Equity ratio (1.30) than 78.31% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.3
Debt/FCF 7.09
Altman-Z 1.73
ROIC/WACC0.11
WACC9.89%
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.
  • With a Current ratio value of 0.98, VERX is not doing good in the industry: 76.84% of the companies in the same industry are doing better.
  • A Quick Ratio of 0.98 indicates that VERX may have some problems paying its short term obligations.
  • With a Quick ratio value of 0.98, VERX is not doing good in the industry: 75.74% 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%.
  • The Earnings Per Share has been growing by 28.73% on average over the past years. This is a very strong growth
  • Looking at the last year, VERX shows a quite strong growth in Revenue. The Revenue has grown by 12.25% in the last year.
  • VERX shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 14.84% yearly.
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

  • 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.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
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

4

4. VERX Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 18.27 indicates a rather expensive valuation of VERX.
  • Compared to the rest of the industry, the Price/Earnings ratio of VERX indicates a somewhat cheap valuation: VERX is cheaper than 72.79% of the companies listed in the same industry.
  • VERX is valuated rather cheaply when we compare the Price/Earnings ratio to 27.47, which is the current average of the S&P500 Index.
  • With a Price/Forward Earnings ratio of 15.87, VERX is valued correctly.
  • Based on the Price/Forward Earnings ratio, VERX is valued a bit cheaper than 71.69% of the companies in the same industry.
  • VERX is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 22.62, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 18.27
Fwd PE 15.87
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 75.37% 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 39.29
EV/EBITDA 18.98
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.
  • A more expensive valuation may be justified as VERX's earnings are expected to grow with 19.21% in the coming years.
PEG (NY)1.21
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%

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Find the best dividend stocksShow peers with best dividend

VERX Fundamentals: All Metrics, Ratios and Statistics

VERTEX INC - CLASS A

NASDAQ:VERX (4/23/2026, 4:32:33 PM)

After market: 11.69 0 (0%)

11.69

-0.75 (-6.03%)

Chartmill FA Rating
GICS IndustryGroupSoftware & Services
GICS IndustrySoftware
Earnings (Last)02-11
Earnings (Next)05-07
Inst Owners110.55%
Inst Owner Change-0.36%
Ins Owners4.69%
Ins Owner Change5.19%
Market Cap1.87B
Revenue(TTM)748.44M
Net Income(TTM)7.21M
Analysts75.65
Price Target20.82 (78.1%)
Short Float %13.28%
Short Ratio4.03
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)-1.69%
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 18.27
Fwd PE 15.87
P/S 2.5
P/FCF 39.29
P/OCF 11.3
P/B 7.22
P/tB N/A
EV/EBITDA 18.98
EPS(TTM)0.64
EY5.47%
EPS(NY)0.74
Fwd EY6.3%
FCF(TTM)0.3
FCFY2.54%
OCF(TTM)1.03
OCFY8.85%
SpS4.68
BVpS1.62
TBVpS-1.08
PEG (NY)1.21
PEG (5Y)N/A
Graham Number4.8279 (-58.7%)
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 1.73
F-Score7
WACC9.89%
ROIC/WACC0.11
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%.