Vtex Stock Buy Hold or Sell Recommendation
| VTEX Stock | USD 7.71 0.28 3.77% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding VTEX is 'Cautious Hold'. Macroaxis provides VTEX buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding VTEX positions. The advice algorithm takes into account all of VTEX's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting VTEX's buy or sell advice are summarized below:
Real Value 7.18 | Target Price 6.36 | Hype Value 7.71 | Market Value 7.71 | Naive Value 8.1 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell VTEX given historical horizon and risk tolerance towards VTEX. When Macroaxis issues a 'buy' or 'sell' recommendation for VTEX, the advice is generated through an automated system that utilizes algorithms and statistical models.
VTEX |
Execute VTEX Buy or Sell Advice
The VTEX recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on VTEX. Macroaxis does not own or have any residual interests in VTEX or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute VTEX's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Somewhat reliable | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | About Average | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
VTEX Trading Alerts and Improvement Suggestions
| VTEX generated a negative expected return over the last 90 days | |
| VTEX has high likelihood to experience some financial distress in the next 2 years | |
| The company reported the previous year's revenue of 201.52 M. Net Loss for the year was (13.69 M) with profit before overhead, payroll, taxes, and interest of 104.79 M. | |
| VTEX has a poor financial position based on the latest SEC disclosures | |
| About 28.0% of the company outstanding shares are owned by insiders | |
| Latest headline from news.google.com: VTEX Receives Average Rating of Moderate Buy from Analysts - Defense World |
VTEX Returns Distribution Density
The distribution of VTEX's historical returns is an attempt to chart the uncertainty of VTEX's future price movements. The chart of the probability distribution of VTEX daily returns describes the distribution of returns around its average expected value. We use VTEX price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of VTEX returns is essential to provide solid investment advice for VTEX.
| Mean Return | 0.03 | Value At Risk | -3.26 | Potential Upside | 4.46 | Standard Deviation | 2.51 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of VTEX historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
VTEX Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as VTEX is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading VTEX backward and forwards among themselves. VTEX's institutional investor refers to the entity that pools money to purchase VTEX's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Citadel Advisors Llc | 2023-09-30 | 593.3 K | Dynamo Administração De Recursos Ltda | 2023-12-31 | 558.8 K | Two Sigma Advisers, Llc | 2023-12-31 | 498.4 K | Ams Capital Ltda | 2023-12-31 | 468 K | Velt Partners Investimentos Ltda | 2023-09-30 | 462.8 K | Jpmorgan Chase & Co | 2023-12-31 | 428.4 K | State Street Corporation | 2023-12-31 | 424.3 K | Acadian Asset Management Llc | 2023-12-31 | 401.2 K | Penserra Capital Management, Llc | 2023-12-31 | 274.3 K | Softbank Group Corp | 2023-12-31 | 19.9 M | Dynamo Internacional Gestao De Recursos | 2023-12-31 | 6.4 M |
VTEX Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to VTEX or Software sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that VTEX's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a VTEX stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.05 | |
β | Beta against NYSE Composite | 1.17 | |
σ | Overall volatility | 2.51 | |
Ir | Information ratio | -0.02 |
VTEX Volatility Alert
VTEX has relatively low volatility with skewness of 1.11 and kurtosis of 2.13. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure VTEX's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact VTEX's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.VTEX Fundamentals Vs Peers
Comparing VTEX's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze VTEX's direct or indirect competition across all of the common fundamentals between VTEX and the related equities. This way, we can detect undervalued stocks with similar characteristics as VTEX or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of VTEX's fundamental indicators could also be used in its relative valuation, which is a method of valuing VTEX by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare VTEX to competition |
| Fundamentals | VTEX | Peer Average |
| Return On Equity | -0.0532 | -0.31 |
| Return On Asset | -0.0261 | -0.14 |
| Profit Margin | (0.07) % | (1.27) % |
| Operating Margin | 0.09 % | (5.51) % |
| Current Valuation | 1.21 B | 16.62 B |
| Shares Outstanding | 77.39 M | 571.82 M |
| Shares Owned By Insiders | 27.92 % | 10.09 % |
| Shares Owned By Institutions | 46.64 % | 39.21 % |
| Number Of Shares Shorted | 168.34 K | 4.71 M |
| Price To Book | 6.02 X | 9.51 X |
| Price To Sales | 7.18 X | 11.42 X |
| Revenue | 201.52 M | 9.43 B |
| Gross Profit | 104.79 M | 27.38 B |
| EBITDA | 14.41 M | 3.9 B |
| Net Income | (13.69 M) | 570.98 M |
| Cash And Equivalents | 254.78 M | 2.7 B |
| Cash Per Share | 1.33 X | 5.01 X |
| Total Debt | 4.1 M | 5.32 B |
| Debt To Equity | 0.03 % | 48.70 % |
| Current Ratio | 5.33 X | 2.16 X |
| Book Value Per Share | 1.31 X | 1.93 K |
| Cash Flow From Operations | 4.26 M | 971.22 M |
| Short Ratio | 0.26 X | 4.00 X |
| Earnings Per Share | (0.07) X | 3.12 X |
| Price To Earnings To Growth | (0.22) X | 4.89 X |
| Target Price | 10.4 | |
| Number Of Employees | 1.28 K | 18.84 K |
| Beta | 1.41 | -0.15 |
| Market Capitalization | 1.42 B | 19.03 B |
| Total Asset | 341.14 M | 29.47 B |
| Retained Earnings | (130.06 M) | 9.33 B |
| Working Capital | 189.01 M | 1.48 B |
| Net Asset | 341.14 M |
VTEX Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as VTEX . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About VTEX Buy or Sell Advice
When is the right time to buy or sell VTEX? Buying financial instruments such as VTEX Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 9.3M | 6.8M | 4.1M | 3.9M | Total Assets | 415.0M | 357.7M | 341.1M | 254.4M |
Use Investing Ideas to Build Portfolios
In addition to having VTEX in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Small Growth Funds Thematic Idea Now
Small Growth Funds
Funds or Etfs that invest in stocks of small to mid-sized companies with above-average risk and growth rate that usually reinvest their earnings back into business. The Small Growth Funds theme has 44 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Small Growth Funds Theme or any other thematic opportunities.
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Check out VTEX Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For more information on how to buy VTEX Stock please use our How to Invest in VTEX guide.Note that the VTEX information on this page should be used as a complementary analysis to other VTEX's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.
Complementary Tools for VTEX Stock analysis
When running VTEX's price analysis, check to measure VTEX's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy VTEX is operating at the current time. Most of VTEX's value examination focuses on studying past and present price action to predict the probability of VTEX's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move VTEX's price. Additionally, you may evaluate how the addition of VTEX to your portfolios can decrease your overall portfolio volatility.
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Is VTEX's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of VTEX. If investors know VTEX will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about VTEX listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share (0.07) | Revenue Per Share 1.081 | Quarterly Revenue Growth 0.335 | Return On Assets (0.03) | Return On Equity (0.05) |
The market value of VTEX is measured differently than its book value, which is the value of VTEX that is recorded on the company's balance sheet. Investors also form their own opinion of VTEX's value that differs from its market value or its book value, called intrinsic value, which is VTEX's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because VTEX's market value can be influenced by many factors that don't directly affect VTEX's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between VTEX's value and its price as these two are different measures arrived at by different means. Investors typically determine if VTEX is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, VTEX's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.