VERTEX INC - CLASS A (VERX) Stock Fundamental Analysis

NASDAQ:VERX • US92538J1060

14.48 USD
-0.36 (-2.43%)
At close: Feb 27, 2026
14.5 USD
+0.02 (+0.14%)
After Hours: 2/27/2026, 8:00:02 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 274 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

  • 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

  • VERX has a Return On Assets (0.57%) which is in line with its industry peers.
  • The Return On Equity of VERX (2.79%) is better than 62.41% of its industry peers.
  • VERX's Return On Invested Capital of 1.04% is fine compared to the rest of the industry. VERX outperforms 61.31% 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

  • Looking at the Profit Margin, with a value of 0.96%, VERX is in line with its industry, outperforming 58.03% of the companies in the same industry.
  • Looking at the Operating Margin, with a value of 1.22%, VERX is in line with its industry, outperforming 59.85% of the companies in the same industry.
  • VERX has a Gross Margin (64.35%) which is comparable to the rest of the 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. Health

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), VERX is destroying value.
  • Compared to 1 year ago, VERX has more shares outstanding
  • Compared to 5 years ago, VERX has more shares outstanding
  • VERX has a better debt/assets ratio than last year.
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 1.95 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 1.95, VERX perfoms like the industry average, outperforming 54.01% 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 51.82% 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 79.56% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.3
Debt/FCF 7.09
Altman-Z 1.95
ROIC/WACC0.1
WACC10.71%
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 75.55% of its industry peers.
  • A Quick Ratio of 0.98 indicates that VERX may have some problems paying its short term obligations.
  • VERX has a worse Quick ratio (0.98) than 74.09% 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

  • VERX shows a small growth in Earnings Per Share. In the last year, the EPS has grown by 4.92%.
  • VERX shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 28.73% yearly.
  • 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 a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 25.57% yearly.
  • The Revenue is expected to grow by 12.37% on average over the next years. This is quite good.
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

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

  • With a Price/Earnings ratio of 22.63, VERX is valued on the expensive side.
  • Based on the Price/Earnings ratio, VERX is valued a bit cheaper than 65.69% of the companies in the same industry.
  • When comparing the Price/Earnings ratio of VERX to the average of the S&P500 Index (27.10), we can say VERX is valued inline with the index average.
  • A Price/Forward Earnings ratio of 19.44 indicates a rather expensive valuation of VERX.
  • 65.33% of the companies in the same industry are more expensive than VERX, based on the Price/Forward Earnings ratio.
  • VERX is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 28.06, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 22.63
Fwd PE 19.44
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

  • VERX's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. VERX is cheaper than 70.80% 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 48.54
EV/EBITDA 22.54
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.
  • VERX's earnings are expected to grow with 19.66% in the coming years. This may justify a more expensive valuation.
PEG (NY)1.38
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 (2/27/2026, 8:00:02 PM)

After market: 14.5 +0.02 (+0.14%)

14.48

-0.36 (-2.43%)

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 Change0.31%
Market Cap2.31B
Revenue(TTM)748.44M
Net Income(TTM)7.21M
Analysts78.26
Price Target20.82 (43.78%)
Short Float %10.99%
Short Ratio4
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)-4.44%
PT rev (3m)-4.44%
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 22.63
Fwd PE 19.44
P/S 3.09
P/FCF 48.54
P/OCF 13.95
P/B 8.92
P/tB N/A
EV/EBITDA 22.54
EPS(TTM)0.64
EY4.42%
EPS(NY)0.74
Fwd EY5.14%
FCF(TTM)0.3
FCFY2.06%
OCF(TTM)1.04
OCFY7.17%
SpS4.69
BVpS1.62
TBVpS-1.08
PEG (NY)1.38
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 250
Cash Conversion 156.05%
Profit Quality 659.95%
Current Ratio 0.98
Quick Ratio 0.98
Altman-Z 1.95
F-Score7
WACC10.71%
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 Year38.1%
EBIT Next 3Y23.9%
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.