Vertex Stock Analysis
VERX Stock | USD 41.03 0.18 0.44% |
Vertex is overvalued with Real Value of 31.72 and Target Price of 23.82. The main objective of Vertex stock analysis is to determine its intrinsic value, which is an estimate of what Vertex is worth, separate from its market price. There are two main types of Vertex's stock analysis: fundamental analysis and technical analysis.
The Vertex stock is traded in the USA on NASDAQ Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Vertex is usually not traded on Memorial Day, Juneteenth Holiday, Independence Day, Labour Day, Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday. Vertex Stock trading window is adjusted to America/New York timezone.
Vertex |
Vertex Stock Analysis Notes
About 21.0% of the company outstanding shares are owned by insiders. The company had not issued any dividends in recent years. Vertex, Inc. provides tax technology solutions for corporations in retail, communication, leasing, and manufacturing industries in the United States and internationally. Vertex, Inc. was founded in 1978 and is headquartered in King of Prussia, Pennsylvania. Vertex Inc operates under SoftwareApplication classification in the United States and is traded on NASDAQ Exchange. It employs 1300 people. For more information please call David DeStefano at 800 355 3500 or visit https://www.vertexinc.com.Vertex Quarterly Total Revenue |
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Vertex Investment Alerts
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 79.0% of Vertex outstanding shares are owned by institutional investors | |
Latest headline from zacks.com: Top Stock Picks for Week of October 7, 2024 |
Vertex Upcoming and Recent Events
Earnings reports are used by Vertex to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period..
13th of March 2024 Upcoming Quarterly Report | View | |
8th of May 2024 Next Financial Report | View | |
31st of December 2023 Next Fiscal Quarter End | View | |
13th of March 2024 Next Fiscal Year End | View | |
30th of September 2023 Last Quarter Report | View | |
31st of December 2022 Last Financial Announcement | View |
Vertex Largest EPS Surprises
Earnings surprises can significantly impact Vertex's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
---|---|---|---|---|---|---|---|
2023-11-09 | 2023-09-30 | 0.09 | 0.1 | 0.01 | 11 | ||
2022-08-09 | 2022-06-30 | 0.05 | 0.06 | 0.01 | 20 | ||
2021-03-10 | 2020-12-31 | 0.07 | 0.08 | 0.01 | 14 |
Vertex Environmental, Social, and Governance (ESG) Scores
Vertex's ESG score is a quantitative measure that evaluates Vertex's performance and commitment regarding environmental, social, and governance (ESG) factors. These scores are becoming increasingly crucial in investment decision-making processes, providing insights into non-financial aspects of Vertex's operations that may have significant financial implications and affect Vertex's stock price as well as guide investors towards more socially responsible investments.
Vertex Stock Institutional Investors
Shares | Wsfs Capital Management, Llc | 2024-06-30 | 1.6 M | Franklin Resources Inc | 2024-06-30 | 1.4 M | Geode Capital Management, Llc | 2024-06-30 | 1.2 M | Palisade Capital Management Llc | 2024-06-30 | 1.2 M | Fuller & Thaler Asset Management Inc | 2024-06-30 | 1.1 M | Geneva Capital Management | 2024-06-30 | 1 M | State Street Corp | 2024-06-30 | 998.3 K | T. Rowe Price Investment Management,inc. | 2024-06-30 | 964.1 K | Banque Pictet & Cie Sa | 2024-06-30 | 949.5 K | Vanguard Group Inc | 2024-06-30 | 6.4 M | Blackrock Inc | 2024-06-30 | 4.7 M |
Vertex Market Capitalization
The company currently falls under 'Mid-Cap' category with a current market capitalization of 6.38 B.Vertex Profitablity
The company has Profit Margin (PM) of 0.03 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.04 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.04.Last Reported | Projected 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) |
Management Efficiency
Return On Tangible Assets is likely to drop to -0.03 in 2024. Return On Capital Employed is likely to drop to -0.02 in 2024. At this time, Vertex's Net Tangible Assets are fairly stable compared to the past year. Non Currrent Assets Other is likely to rise to about 43.3 M in 2024, whereas Total Assets are likely to drop slightly above 583.7 M in 2024. Vertex's management efficiency ratios could be used to measure how well Vertex manages its routine affairs as well as how well it operates its assets and liabilities.Last Reported | Projected for Next Year | ||
Book Value Per Share | 1.67 | 1.75 | |
Tangible Book Value Per Share | (0.30) | (0.32) | |
Enterprise Value Over EBITDA | 51.27 | 53.83 | |
Price Book Value Ratio | 16.17 | 16.98 | |
Enterprise Value Multiple | 51.27 | 53.83 | |
Price Fair Value | 16.17 | 16.98 | |
Enterprise Value | 3.1 B | 2.8 B |
The analysis of Vertex's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze Vertex's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of Vertex Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Operating Margin 0.0443 | Profit Margin 0.032 | Beta 0.681 | Return On Assets 0.0066 | Return On Equity 0.0862 |
Technical Drivers
As of the 10th of October, Vertex has the Coefficient Of Variation of 955.55, risk adjusted performance of 0.093, and Semi Deviation of 2.03. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Vertex, as well as the relationship between them.Vertex Price Movement Analysis
The output start index for this execution was thirty-five with a total number of output elements of twenty-six. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Vertex middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Vertex. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
Vertex Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Vertex insiders, such as employees or executives, is commonly permitted as long as it does not rely on Vertex's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Vertex insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Vertex Outstanding Bonds
Vertex issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Vertex uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Vertex bonds can be classified according to their maturity, which is the date when Vertex has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
VERTICAL HOLDCO GMBH Corp BondUS92537VAA89 | View | |
VERTICAL U S Corp BondUS92537RAA77 | View | |
US92535UAB08 Corp BondUS92535UAB08 | View |
Vertex Predictive Daily Indicators
Vertex intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Vertex stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Vertex Corporate Filings
F4 | 9th of October 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F4 | 7th of October 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
13A | 2nd of October 2024 An amended filing to the original Schedule 13G | ViewVerify |
F4 | 16th of September 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F4 | 27th of August 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F4 | 26th of August 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F4 | 22nd of August 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F4 | 15th of August 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
Vertex Forecast Models
Vertex's time-series forecasting models are one of many Vertex's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Vertex's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.About Vertex Stock Analysis
Stock analysis is the technique used by a trader or investor to examine and evaluate how Vertex prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Vertex shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Vertex. By using and applying Vertex Stock analysis, traders can create a robust methodology for identifying Vertex entry and exit points for their positions.
Last Reported | Projected for Next Year | ||
Pretax Profit Margin | (0.04) | (0.04) | |
Operating Profit Margin | (0.01) | (0.01) | |
Net Loss | (0.02) | (0.02) | |
Gross Profit Margin | 0.57 | 0.67 |
Current Vertex Analysis - Recommendations
We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Vertex analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Vertex analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target Price | Advice | # of Analysts | |
23.82 | Buy | 11 | Odds |
Most Vertex analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Vertex stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Vertex, talking to its executives and customers, or listening to Vertex conference calls.
Vertex Stock Analysis Indicators
Vertex stock analysis indicators help investors evaluate how Vertex stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Vertex shares will generate the highest return on investment. By understating and applying Vertex stock analysis, traders can identify Vertex position entry and exit signals to maximize returns.
Begin Period Cash Flow | 106.7 M | |
Long Term Debt | 44.1 M | |
Common Stock Shares Outstanding | 151.9 M | |
Total Stockholder Equity | 253 M | |
Tax Provision | 14.2 M | |
Quarterly Earnings Growth Y O Y | -0.961 | |
Property Plant And Equipment Net | 115.3 M | |
Cash And Short Term Investments | 98.7 M | |
Cash | 89.2 M | |
Accounts Payable | 23.6 M | |
Net Debt | -22.2 M | |
50 Day M A | 37.218 | |
Total Current Liabilities | 440.8 M | |
Other Operating Expenses | 579.8 M | |
Non Current Assets Total | 497.3 M | |
Non Currrent Assets Other | 41.2 M | |
Stock Based Compensation | 33.9 M |
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.