Vertex Energy Stock Buy Hold or Sell Recommendation
| VTNR Stock | USD 1.55 0.06 4.03% |
Given the investment horizon of 90 days and your highly speculative risk level, our recommendation regarding Vertex Energy is 'Hold'. Macroaxis provides Vertex Energy buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding VTNR positions. The advice algorithm takes into account all of Vertex Energy's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Vertex Energy's buy or sell advice are summarized below:
Real Value 2.96 | Target Price 7.5 | Hype Value 1.52 | Market Value 1.55 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Vertex Energy given historical horizon and risk tolerance towards Vertex Energy. When Macroaxis issues a 'buy' or 'sell' recommendation for Vertex Energy, the advice is generated through an automated system that utilizes algorithms and statistical models.
Vertex |
Execute Vertex Energy Buy or Sell Advice
The Vertex recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Vertex Energy. Macroaxis does not own or have any residual interests in Vertex Energy or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Vertex Energy's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | Insignificant | Details | |
Volatility | Dangerous | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Hyperactively responds to market trends | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Frail | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Vertex Energy Trading Alerts and Improvement Suggestions
| Vertex Energy had very high historical volatility over the last 90 days | |
| Vertex Energy may become a speculative penny stock | |
| The company reported the previous year's revenue of 3.18 B. Net Loss for the year was (125.68 M) with profit before overhead, payroll, taxes, and interest of 193.44 M. | |
| Vertex Energy currently holds about 97.91 M in cash with (58.63 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 1.29. | |
| Vertex Energy has a frail financial position based on the latest SEC disclosures | |
| Latest headline from finance.yahoo.com: Is Vertex Pharmaceuticals Stock a Millionaire Maker |
Vertex Energy Returns Distribution Density
The distribution of Vertex Energy's historical returns is an attempt to chart the uncertainty of Vertex Energy's future price movements. The chart of the probability distribution of Vertex Energy daily returns describes the distribution of returns around its average expected value. We use Vertex Energy price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Vertex Energy returns is essential to provide solid investment advice for Vertex Energy.
| Mean Return | -0.09 | Value At Risk | -8 | Potential Upside | 8.94 | Standard Deviation | 7.58 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Vertex Energy 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.
Vertex Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Vertex Energy is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Vertex Energy backward and forwards among themselves. Vertex Energy's institutional investor refers to the entity that pools money to purchase Vertex Energy'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 | Susquehanna International Group, Llp | 2023-12-31 | 1.1 M | Arnhold & S. Bleichroeder Advisers, Llc | 2023-12-31 | 867.8 K | Citadel Advisors Llc | 2023-09-30 | 672.6 K | Group One Trading, Lp | 2023-12-31 | 669.8 K | Northern Trust Corp | 2023-12-31 | 645.3 K | Wells Fargo & Co | 2023-12-31 | 577.1 K | Nwam, Llc | 2023-12-31 | 561.4 K | Segment Wealth Management, Llc | 2023-12-31 | 538.8 K | Healthcare Of Ontario Pension Plan Trust Fund | 2023-12-31 | 493 K | Goldman Sachs Group Inc | 2023-12-31 | 6.4 M | Blackrock Inc | 2023-12-31 | 5.3 M |
Vertex Energy Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | 1.5M | 3.1M | (2.2M) | 2.6M | (45.2M) | (43.0M) | |
| Change In Cash | 1.3M | 6.8M | 125.6M | 9.6M | (65.6M) | (62.3M) | |
| Free Cash Flow | (1.4M) | (6.8M) | (16.7M) | (4.9M) | (202.2M) | (192.1M) | |
| Depreciation | 7.2M | 7.0M | 594.1K | 17.1M | 31.2M | 32.7M | |
| Other Non Cash Items | 558.3K | 47.8K | 1.2M | 38.7M | 73.6M | 77.3M | |
| Capital Expenditures | 3.9M | 6.7M | 1.1M | 75.7M | 143.5M | 150.7M | |
| Net Income | (5.5M) | (11.4M) | (30.4M) | (16.7M) | (125.7M) | (119.4M) | |
| End Period Cash Flow | 4.2M | 11.0M | 136.6M | 146.2M | 80.6M | 84.6M | |
| Change Receivables | (2.7M) | 2.6M | (677.8K) | (27.2M) | (24.5M) | (23.2M) | |
| Change To Netincome | 3.3M | 215.7K | 28.1M | 7.8M | 8.9M | 9.4M | |
| Net Borrowings | (2.4M) | (5.3M) | 127.3M | 154.3M | 177.5M | 186.3M | |
| Investments | (3.6M) | (8.4M) | (13.7M) | (302.2M) | (59.3M) | (62.2M) |
Vertex Energy 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 Vertex Energy or Oil, Gas & Consumable Fuels 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 Vertex Energy'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 Vertex 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 | -0.4 | |
β | Beta against NYSE Composite | 4.03 | |
σ | Overall volatility | 7.28 | |
Ir | Information ratio | -0.02 |
Vertex Energy Volatility Alert
Vertex Energy is displaying above-average volatility over the selected time horizon. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Vertex Energy'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 Vertex Energy'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.Vertex Energy Fundamentals Vs Peers
Comparing Vertex Energy'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 Vertex Energy's direct or indirect competition across all of the common fundamentals between Vertex Energy and the related equities. This way, we can detect undervalued stocks with similar characteristics as Vertex Energy or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Vertex Energy's fundamental indicators could also be used in its relative valuation, which is a method of valuing Vertex Energy by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Vertex Energy to competition |
| Fundamentals | Vertex Energy | Peer Average |
| Return On Equity | -0.69 | -0.31 |
| Return On Asset | -0.0232 | -0.14 |
| Profit Margin | (0.02) % | (1.27) % |
| Operating Margin | (0.07) % | (5.51) % |
| Current Valuation | 557.95 M | 16.62 B |
| Shares Outstanding | 93.51 M | 571.82 M |
| Shares Owned By Insiders | 9.45 % | 10.09 % |
| Shares Owned By Institutions | 47.53 % | 39.21 % |
| Number Of Shares Shorted | 17.48 M | 4.71 M |
| Price To Earning | (1.91) X | 28.72 X |
| Price To Book | 0.49 X | 9.51 X |
| Price To Sales | 0.03 X | 11.42 X |
| Revenue | 3.18 B | 9.43 B |
| Gross Profit | 193.44 M | 27.38 B |
| EBITDA | 2.55 M | 3.9 B |
| Net Income | (125.68 M) | 570.98 M |
| Cash And Equivalents | 97.91 M | 2.7 B |
| Cash Per Share | 1.29 X | 5.01 X |
| Total Debt | 350.44 M | 5.32 B |
| Debt To Equity | 4.11 % | 48.70 % |
| Current Ratio | 1.53 X | 2.16 X |
| Book Value Per Share | 2.10 X | 1.93 K |
| Cash Flow From Operations | (58.63 M) | 971.22 M |
| Short Ratio | 6.77 X | 4.00 X |
| Earnings Per Share | (1.47) X | 3.12 X |
| Price To Earnings To Growth | (0.13) X | 4.89 X |
| Target Price | 2.93 | |
| Number Of Employees | 481 | 18.84 K |
| Beta | 1.61 | -0.15 |
| Market Capitalization | 139.34 M | 19.03 B |
| Total Asset | 854.62 M | 29.47 B |
| Retained Earnings | (187.38 M) | 9.33 B |
| Working Capital | 23.2 M | 1.48 B |
Note: Acquisition by James Rhame of 31976 shares of Vertex Energy at 6.46 subject to Rule 16b-3 [view details]
Vertex Energy Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Vertex . 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.
| Accumulation Distribution | 540974.0 | |||
| Daily Balance Of Power | 0.2857 | |||
| Rate Of Daily Change | 1.04 | |||
| Day Median Price | 1.45 | |||
| Day Typical Price | 1.48 | |||
| Price Action Indicator | 0.14 | |||
| Period Momentum Indicator | 0.06 |
About Vertex Energy Buy or Sell Advice
When is the right time to buy or sell Vertex Energy? Buying financial instruments such as Vertex 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) | Other Current Liabilities | 37.6M | 202.2M | 214.4M | 412.7M | Total Assets | 266.1M | 689.4M | 854.6M | 897.4M |
Use Investing Ideas to Build Portfolios
In addition to having Vertex Energy 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 Machinery Thematic Idea Now
Machinery
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Machinery theme has 61 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 Machinery Theme or any other thematic opportunities.
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Check out Vertex Energy 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. To learn how to invest in Vertex Stock, please use our How to Invest in Vertex Energy guide.You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.
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When running Vertex Energy's price analysis, check to measure Vertex Energy'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 Vertex Energy is operating at the current time. Most of Vertex Energy's value examination focuses on studying past and present price action to predict the probability of Vertex Energy's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Vertex Energy's price. Additionally, you may evaluate how the addition of Vertex Energy to your portfolios can decrease your overall portfolio volatility.
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Is Vertex Energy'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 Vertex Energy. If investors know Vertex 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 Vertex Energy listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.139 | Earnings Share (1.47) | Revenue Per Share 37.118 | Quarterly Revenue Growth (0.17) | Return On Assets (0.02) |
The market value of Vertex Energy is measured differently than its book value, which is the value of Vertex that is recorded on the company's balance sheet. Investors also form their own opinion of Vertex Energy's value that differs from its market value or its book value, called intrinsic value, which is Vertex Energy'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 Vertex Energy's market value can be influenced by many factors that don't directly affect Vertex Energy'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 Vertex Energy's value and its price as these two are different measures arrived at by different means. Investors typically determine if Vertex Energy is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vertex Energy'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.