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

NASDAQ:VERX • US92538J1060

13.74 USD
-0.39 (-2.76%)
At close: Mar 12, 2026
13.85 USD
+0.11 (+0.8%)
After Hours: 3/12/2026, 8:15:07 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Forecast Earnings Financials Ownership News

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

Fundamental Rating

4

We assign a fundamental rating of 4 out of 10 to VERX. VERX was compared to 277 industry peers in the Software industry. While VERX is still in line with the averages on profitability rating, there are concerns on its financial health. VERX has a correct valuation and a medium growth rate.


Dividend Valuation Growth Profitability Health

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.
  • 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

  • VERX has a Return On Assets (0.57%) which is comparable to the rest of the industry.
  • With a decent Return On Equity value of 2.79%, VERX is doing good in the industry, outperforming 63.18% 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 62.82% 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

  • The Profit Margin of VERX (0.96%) is comparable to the rest of the industry.
  • With a decent Operating Margin value of 1.22%, VERX is doing good in the industry, outperforming 61.01% of the companies in the same industry.
  • With a Gross Margin value of 64.35%, VERX perfoms like the industry average, 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

  • 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.
  • 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

  • An Altman-Z score of 1.89 indicates that VERX is not a great score, but indicates only limited risk for bankruptcy at the moment.
  • With a Altman-Z score value of 1.89, VERX perfoms like the industry average, outperforming 53.07% of the companies in the same industry.
  • 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.
  • With a Debt to FCF ratio value of 7.09, VERX perfoms like the industry average, outperforming 52.35% of the companies in the same industry.
  • VERX has a Debt/Equity ratio of 1.30. This is a high value indicating a heavy dependency on external financing.
  • Looking at the Debt to Equity ratio, with a value of 1.30, VERX is doing worse than 79.06% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 1.3
Debt/FCF 7.09
Altman-Z 1.89
ROIC/WACC0.1
WACC10.31%
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.
  • The Current ratio of VERX (0.98) is worse than 76.53% of its industry peers.
  • A Quick Ratio of 0.98 indicates that VERX may have some problems paying its short term obligations.
  • Looking at the Quick ratio, with a value of 0.98, VERX is doing worse than 75.45% of the companies in the same industry.
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.
  • 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.
  • 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

  • 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.
  • VERX is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 12.08% yearly.
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

  • With a Price/Earnings ratio of 21.47, VERX is valued on the expensive side.
  • Compared to the rest of the industry, the Price/Earnings ratio of VERX indicates a somewhat cheap valuation: VERX is cheaper than 67.51% of the companies listed in the same industry.
  • VERX's Price/Earnings ratio indicates a similar valuation than the S&P500 average which is at 25.71.
  • With a Price/Forward Earnings ratio of 18.65, VERX is valued on the expensive side.
  • 67.15% of the companies in the same industry are more expensive than VERX, based on the Price/Forward Earnings ratio.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 23.82, VERX is valued a bit cheaper.
Industry RankSector Rank
PE 21.47
Fwd PE 18.65
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 73.65% 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 46.18
EV/EBITDA 21.53
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)1.42
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 (3/12/2026, 8:15:07 PM)

After market: 13.85 +0.11 (+0.8%)

13.74

-0.39 (-2.76%)

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 Cap2.20B
Revenue(TTM)748.44M
Net Income(TTM)7.21M
Analysts75.65
Price Target20.82 (51.53%)
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 21.47
Fwd PE 18.65
P/S 2.94
P/FCF 46.18
P/OCF 13.28
P/B 8.49
P/tB N/A
EV/EBITDA 21.53
EPS(TTM)0.64
EY4.66%
EPS(NY)0.74
Fwd EY5.36%
FCF(TTM)0.3
FCFY2.17%
OCF(TTM)1.03
OCFY7.53%
SpS4.68
BVpS1.62
TBVpS-1.08
PEG (NY)1.42
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 1.89
F-Score7
WACC10.31%
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 4 / 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.


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.