Vertex Stock Performance

VERX Stock  USD 54.64  0.39  0.72%   
On a scale of 0 to 100, Vertex holds a performance score of 21. The entity has a beta of 1.98, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Vertex will likely underperform. Please check Vertex's sortino ratio, semi variance, as well as the relationship between the Semi Variance and rate of daily change , to make a quick decision on whether Vertex's existing price patterns will revert.

Risk-Adjusted Performance

21 of 100

 
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Compared to the overall equity markets, risk-adjusted returns on investments in Vertex are ranked lower than 21 (%) of all global equities and portfolios over the last 90 days. In spite of fairly weak basic indicators, Vertex showed solid returns over the last few months and may actually be approaching a breakup point. ...more

Actual Historical Performance (%)

One Day Return
0.72
Five Day Return
0.55
Year To Date Return
103.88
Ten Year Return
128.33
All Time Return
128.33
1
Disposition of 5000 shares by Stamm John Richard of Vertex at 35.4408 subject to Rule 16b-3
09/12/2024
2
Disposition of 27732 shares by Item Second Irr. Trust Fbo Anne Marie Westphal Ua Of Jeffrey R. Westphal Dated October 5, 2001 of Vertex at 41.3234 subject to Ru...
10/08/2024
3
Vertex 10 percent Owner Sold 5.35M In Company Stock
10/10/2024
4
Disposition of 42765 shares by Item Second Irr. Trust Fbo Anne Marie Westphal Ua Of Jeffrey R. Westphal Dated October 5, 2001 of Vertex at 40.4849 subject to Ru...
10/11/2024
5
Disposition of 56419 shares by Item Second Irr. Trust Fbo Jacob J. Westphal Ua Of Jeffrey R. Westphal Dated October 5, 2001 of Vertex at 40.7688 subject to Rule...
10/14/2024
6
Disposition of 210084 shares by David DeStefano of Vertex subject to Rule 16b-3
10/30/2024
7
Vertex price target raised to 60 from 45
11/06/2024
8
3 Reasons Growth Investors Will Love Vertex
11/12/2024
9
Why Vertex Might be Well Poised for a Surge
11/13/2024
10
Vertex Given New 62.00 Price Target at Morgan Stanley
11/14/2024
11
Disposition of 16769 shares by David DeStefano of Vertex at 49.5717 subject to Rule 16b-3
11/15/2024
12
Disposition of 22275 shares by David DeStefano of Vertex at 49.5536 subject to Rule 16b-3
11/18/2024
13
Insider Sale President CEO David Destefano Sells 198,151 Shares of Vertex Inc
11/19/2024
14
Disposition of 1100 shares by Stamm John Richard of Vertex subject to Rule 16b-3
11/22/2024
15
Vertex Holiday Shopping Survey Emphasizes the Crucial Role of Tax Automation
11/26/2024
16
Vertex director John Richard Stamm sells 134,525 in stock
11/27/2024
17
Vertex is an Incredible Growth Stock 3 Reasons Why
12/02/2024
Begin Period Cash Flow106.7 M
  

Vertex Relative Risk vs. Return Landscape

If you would invest  3,608  in Vertex on September 4, 2024 and sell it today you would earn a total of  1,856  from holding Vertex or generate 51.44% return on investment over 90 days. Vertex is currently generating 0.6803% in daily expected returns and assumes 2.5032% risk (volatility on return distribution) over the 90 days horizon. In different words, 22% of stocks are less volatile than Vertex, and 87% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
  Expected Return   
       Risk  
Given the investment horizon of 90 days Vertex is expected to generate 3.35 times more return on investment than the market. However, the company is 3.35 times more volatile than its market benchmark. It trades about 0.27 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.19 per unit of risk.

Vertex Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Vertex's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Vertex, and traders can use it to determine the average amount a Vertex's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.2718

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Estimated Market Risk

 2.5
  actual daily
22
78% of assets are more volatile

Expected Return

 0.68
  actual daily
13
87% of assets have higher returns

Risk-Adjusted Return

 0.27
  actual daily
21
79% of assets perform better
Based on monthly moving average Vertex is performing at about 21% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Vertex by adding it to a well-diversified portfolio.

Vertex Fundamentals Growth

Vertex Stock prices reflect investors' perceptions of the future prospects and financial health of Vertex, and Vertex fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Vertex Stock performance.

About Vertex Performance

Evaluating Vertex's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vertex has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Vertex has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for Next Year
Return On Tangible Assets(0.03)(0.03)
Return On Capital Employed(0.02)(0.02)
Return On Assets(0.02)(0.02)
Return On Equity(0.05)(0.05)

Things to note about Vertex performance evaluation

Checking the ongoing alerts about Vertex for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Vertex help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Vertex currently holds 66.97 M in liabilities with Debt to Equity (D/E) ratio of 0.36, which is about average as compared to similar companies. Vertex has a current ratio of 0.6, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about Vertex's use of debt, we should always consider it together with its cash and equity.
The entity reported the previous year's revenue of 572.39 M. Net Loss for the year was (13.09 M) with profit before overhead, payroll, taxes, and interest of 298.49 M.
Vertex has a strong financial position based on the latest SEC filings
Over 90.0% of Vertex outstanding shares are owned by institutional investors
Latest headline from zacks.com: Vertex is an Incredible Growth Stock 3 Reasons Why
Evaluating Vertex's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Vertex's stock performance include:
  • Analyzing Vertex's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Vertex's stock is overvalued or undervalued compared to its peers.
  • Examining Vertex's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Vertex's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vertex's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Vertex's stock. These opinions can provide insight into Vertex's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Vertex's stock performance is not an exact science, and many factors can impact Vertex's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Additional Tools for Vertex Stock Analysis

When running Vertex's price analysis, check to measure Vertex'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 is operating at the current time. Most of Vertex's value examination focuses on studying past and present price action to predict the probability of Vertex'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's price. Additionally, you may evaluate how the addition of Vertex to your portfolios can decrease your overall portfolio volatility.