VERTEX INC - CLASS A (VERX) Stock Fundamental Analysis

NASDAQ:VERX • US92538J1060

14.64 USD
+0.24 (+1.67%)
At close: Mar 3, 2026
14.64 USD
0 (0%)
After Hours: 3/3/2026, 5:42:55 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

4

We assign a fundamental rating of 4 out of 10 to VERX. VERX was compared to 276 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 is showing excellent growth while it is valued at reasonable prices. Keep and eye on this one!


Dividend Valuation Growth Profitability Health

4

1. Profitability

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.
  • 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

  • VERX's Return On Assets of 0.57% is in line compared to the rest of the industry. VERX outperforms 58.33% of its industry peers.
  • With a decent Return On Equity value of 2.79%, VERX is doing good in the industry, outperforming 63.41% of the companies in the same industry.
  • With a decent Return On Invested Capital value of 1.04%, VERX is doing good in the industry, outperforming 63.04% 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

  • The Profit Margin of VERX (0.96%) is comparable to the rest of the industry.
  • VERX has a Operating Margin of 1.22%. This is in the better half of the industry: VERX outperforms 61.59% of its industry peers.
  • 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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ROAROEROICOperating and Profit MarginShow most profitable peers

2

2. Health

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), VERX 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

  • VERX has an Altman-Z score of 1.91. This is not the best score and indicates that VERX is in the grey zone with still only limited risk for bankruptcy at the moment.
  • The Altman-Z score of VERX (1.91) is comparable to the rest of the 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 51.81% 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.
  • Looking at the Debt to Equity ratio, with a value of 1.30, VERX is doing worse than 79.35% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 1.3
Debt/FCF 7.09
Altman-Z 1.91
ROIC/WACC0.1
WACC10.36%
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.
  • VERX has a Current ratio of 0.98. This is in the lower half of the industry: VERX underperforms 77.17% of its industry peers.
  • 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.
  • The Quick ratio of VERX (0.98) is worse than 75.72% 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

7

3. Growth

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.
  • 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 25.57% on average over the next years. This is a very strong growth
  • VERX is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 12.37% yearly.
EPS Next Y16.39%
EPS Next 2Y19.27%
EPS Next 3Y19.66%
EPS Next 5Y25.57%
Revenue Next Year10.58%
Revenue Next 2Y11.09%
Revenue Next 3Y12.12%
Revenue Next 5Y12.37%

3.3 Evolution

  • The EPS growth rate is stable: in the next years the growth will be about the same than in the last 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 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 0.5 1 1.5

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Find the best growth stocksShow best growing peers

4

4. Valuation

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 22.88, the valuation of VERX can be described as rather expensive.
  • VERX's Price/Earnings ratio is a bit cheaper when compared to the industry. VERX is cheaper than 66.30% of the companies in the same industry.
  • VERX is valuated at similar levels of the S&P average when we compare the Price/Earnings ratio to 26.83, which is the current average of the S&P500 Index.
  • The Price/Forward Earnings ratio is 19.65, which indicates a rather expensive current valuation of VERX.
  • 67.03% 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 24.95, VERX is valued a bit cheaper.
Industry RankSector Rank
PE 22.88
Fwd PE 19.65
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 72.46% of the companies in the same industry.
  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of VERX is on the same level as its industry peers.
Industry RankSector Rank
P/FCF 49.08
EV/EBITDA 21.88
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 19.66% in the coming years.
PEG (NY)1.4
PEG (5Y)N/A
EPS Next 2Y19.27%
EPS Next 3Y19.66%

More info and screens

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

0

5. Dividend

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

VERTEX INC - CLASS A

NASDAQ:VERX (3/3/2026, 5:42:55 PM)

After market: 14.64 0 (0%)

14.64

+0.24 (+1.67%)

Chartmill FA Rating
GICS IndustryGroupSoftware & Services
GICS IndustrySoftware
Earnings (Last)02-11
Earnings (Next)05-05
Inst Owners112.96%
Inst Owner Change2.51%
Ins Owners4.36%
Ins Owner Change5.38%
Market Cap2.34B
Revenue(TTM)748.44M
Net Income(TTM)7.21M
Analysts78.26
Price Target20.82 (42.21%)
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)-28.5%
PT rev (3m)-28.5%
EPS NQ rev (1m)-0.92%
EPS NQ rev (3m)-0.92%
EPS NY rev (1m)-0.15%
EPS NY rev (3m)-4.9%
Revenue NQ rev (1m)-0.38%
Revenue NQ rev (3m)-0.43%
Revenue NY rev (1m)-0.12%
Revenue NY rev (3m)-2.75%
Valuation
Industry RankSector Rank
PE 22.88
Fwd PE 19.65
P/S 3.12
P/FCF 49.08
P/OCF 14.11
P/B 9.02
P/tB N/A
EV/EBITDA 21.88
EPS(TTM)0.64
EY4.37%
EPS(NY)0.74
Fwd EY5.09%
FCF(TTM)0.3
FCFY2.04%
OCF(TTM)1.04
OCFY7.09%
SpS4.69
BVpS1.62
TBVpS-1.08
PEG (NY)1.4
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 1.91
F-Score7
WACC10.36%
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 Y16.39%
EPS Next 2Y19.27%
EPS Next 3Y19.66%
EPS Next 5Y25.57%
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 5Y12.37%
EBIT growth 1Y510.86%
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next Year39.34%
EBIT Next 3Y22.81%
EBIT Next 5Y26.01%
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 16.39% in the next year.