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

NASDAQ:VERX • US92538J1060

15.53 USD
+0.38 (+2.51%)
Last: Mar 5, 2026, 11:59 AM
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This VERX fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

Fundamental Rating

4

Overall VERX gets a fundamental rating of 4 out of 10. We evaluated VERX against 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 shows excellent growth, but is valued quite expensive already.


Dividend Valuation Growth Profitability Health

4

1. VERX Profitability Analysis

1.1 Basic Checks

  • VERX had positive earnings in the past year.
  • In the past year VERX had a positive cash flow from operations.
  • 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'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.
  • VERX has a Return On Equity of 2.79%. This is in the better half of the industry: VERX outperforms 63.04% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 1.04%, VERX is in the better half of the industry, outperforming 62.68% 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.
  • The Gross Margin of VERX (64.35%) 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. VERX Health Analysis

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
  • VERX has more shares outstanding than it did 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

  • VERX has an Altman-Z score of 1.98. 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.
  • VERX has a Altman-Z score of 1.98. This is comparable to the rest of the industry: VERX outperforms 53.99% of its industry peers.
  • 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.
  • VERX's Debt to FCF ratio of 7.09 is in line compared to the rest of the industry. VERX outperforms 51.81% of its industry peers.
  • VERX has a Debt/Equity ratio of 1.30. This is a high value indicating a heavy dependency on external financing.
  • VERX has a Debt to Equity ratio of 1.30. This is in the lower half of the industry: VERX underperforms 79.35% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.3
Debt/FCF 7.09
Altman-Z 1.98
ROIC/WACC0.1
WACC10.39%
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 77.17% of the companies in the same industry.
  • A Quick Ratio of 0.98 indicates that VERX may have some problems paying its short term obligations.
  • VERX's Quick ratio of 0.98 is on the low side compared to the rest of the industry. VERX is outperformed by 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. 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%.
  • 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.
  • 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

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

3

4. VERX Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 24.27 indicates a rather expensive valuation of VERX.
  • 65.22% of the companies in the same industry are more expensive than VERX, based on the Price/Earnings ratio.
  • Compared to an average S&P500 Price/Earnings ratio of 27.03, VERX is valued at the same level.
  • The Price/Forward Earnings ratio is 20.85, which indicates a rather expensive current valuation of VERX.
  • 65.22% of the companies in the same industry are more expensive than VERX, based on the Price/Forward Earnings ratio.
  • VERX is valuated at similar levels of the S&P average when we compare the Price/Forward Earnings ratio to 25.11, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 24.27
Fwd PE 20.85
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

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of VERX indicates a somewhat cheap valuation: VERX is cheaper than 72.46% of the companies listed in the same industry.
  • VERX's Price/Free Cash Flow is on the same level as the industry average.
Industry RankSector Rank
P/FCF 52.06
EV/EBITDA 23
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 19.66% in the coming years.
PEG (NY)1.48
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. 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 (3/5/2026, 11:59:58 AM)

15.53

+0.38 (+2.51%)

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 Cap2.48B
Revenue(TTM)748.44M
Net Income(TTM)7.21M
Analysts78.26
Price Target20.82 (34.06%)
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 24.27
Fwd PE 20.85
P/S 3.31
P/FCF 52.06
P/OCF 14.97
P/B 9.57
P/tB N/A
EV/EBITDA 23
EPS(TTM)0.64
EY4.12%
EPS(NY)0.74
Fwd EY4.8%
FCF(TTM)0.3
FCFY1.92%
OCF(TTM)1.04
OCFY6.68%
SpS4.69
BVpS1.62
TBVpS-1.08
PEG (NY)1.48
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 1.98
F-Score7
WACC10.39%
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 3 / 10 to VERTEX INC - CLASS A (VERX). This can be considered as Overvalued.


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.