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

NASDAQ:VERX • US92538J1060

14.13 USD
-0.13 (-0.91%)
At close: Mar 11, 2026
14.2 USD
+0.07 (+0.5%)
After Hours: 3/11/2026, 8:00:02 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. There are concerns on the financial health of VERX while its profitability can be described as average. VERX is not valued too expensively and it also shows a decent growth rate.


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.
  • VERX had negative earnings in 4 of the past 5 years.
  • 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 has a Return On Assets of 0.57%. This is comparable to the rest of the industry: VERX outperforms 59.21% of its industry peers.
  • VERX has a Return On Equity of 2.79%. This is in the better half of the industry: VERX outperforms 63.18% of its industry peers.
  • VERX has a better Return On Invested Capital (1.04%) than 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.
  • VERX has a better Operating Margin (1.22%) than 61.01% of its industry peers.
  • With a Gross Margin value of 64.35%, VERX perfoms like the industry average, outperforming 43.32% 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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ROAROEROICOperating and Profit MarginShow most profitable peers

2

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.
  • Compared to 1 year ago, VERX has more shares outstanding
  • VERX has more shares outstanding than it did 5 years ago.
  • 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

  • VERX has an Altman-Z score of 1.90. 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.
  • Looking at the Altman-Z score, with a value of 1.90, VERX is in line with its industry, outperforming 53.43% 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.
  • VERX's Debt to FCF ratio of 7.09 is in line compared to the rest of the industry. VERX outperforms 52.35% 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 worse Debt to Equity ratio (1.30) than 79.06% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.3
Debt/FCF 7.09
Altman-Z 1.9
ROIC/WACC0.1
WACC10.28%
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.
  • Looking at the Current ratio, with a value of 0.98, VERX is doing worse than 76.53% of the companies in the same industry.
  • 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.
  • VERX's Quick ratio of 0.98 is on the low side compared to the rest of the industry. VERX is outperformed by 75.45% 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

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.
  • 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 18.72% on average over the next years. This is quite good.
  • Based on estimates for the next years, VERX will show a quite strong growth in Revenue. The Revenue will grow by 12.08% on average per year.
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

  • The Price/Earnings ratio is 22.08, which indicates a rather expensive current valuation of VERX.
  • 66.43% of the companies in the same industry are more expensive than VERX, based on the Price/Earnings ratio.
  • When comparing the Price/Earnings ratio of VERX to the average of the S&P500 Index (26.15), we can say VERX is valued inline with the index average.
  • Based on the Price/Forward Earnings ratio of 19.18, the valuation of VERX can be described as rather expensive.
  • Compared to the rest of the industry, the Price/Forward 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/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 24.27.
Industry RankSector Rank
PE 22.08
Fwd PE 19.18
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

  • 72.92% of the companies in the same industry are more expensive than VERX, based on the Enterprise Value to EBITDA ratio.
  • VERX's Price/Free Cash Flow ratio is in line with the industry average.
Industry RankSector Rank
P/FCF 47.49
EV/EBITDA 21.72
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 19.21% in the coming years. This may justify a more expensive valuation.
PEG (NY)1.46
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

  • VERX does not give a dividend.
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 (3/11/2026, 8:00:02 PM)

After market: 14.2 +0.07 (+0.5%)

14.13

-0.13 (-0.91%)

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 Cap2.26B
Revenue(TTM)748.44M
Net Income(TTM)7.21M
Analysts75.65
Price Target20.82 (47.35%)
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 22.08
Fwd PE 19.18
P/S 3.02
P/FCF 47.49
P/OCF 13.65
P/B 8.73
P/tB N/A
EV/EBITDA 21.72
EPS(TTM)0.64
EY4.53%
EPS(NY)0.74
Fwd EY5.21%
FCF(TTM)0.3
FCFY2.11%
OCF(TTM)1.03
OCFY7.32%
SpS4.68
BVpS1.62
TBVpS-1.08
PEG (NY)1.46
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 1.9
F-Score7
WACC10.28%
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.