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.
  
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Vertex. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area.
For more information on how to buy Vertex Stock please use our How to Invest in Vertex guide.

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

161.1 Million

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
2023-09-300.090.10.0111 
2022-08-09
2022-06-300.050.060.0120 
2021-03-10
2020-12-310.070.080.0114 
View All Earnings Estimates

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, Llc2024-06-30
1.6 M
Franklin Resources Inc2024-06-30
1.4 M
Geode Capital Management, Llc2024-06-30
1.2 M
Palisade Capital Management Llc2024-06-30
1.2 M
Fuller & Thaler Asset Management Inc2024-06-30
1.1 M
Geneva Capital Management2024-06-30
M
State Street Corp2024-06-30
998.3 K
T. Rowe Price Investment Management,inc.2024-06-30
964.1 K
Banque Pictet & Cie Sa2024-06-30
949.5 K
Vanguard Group Inc2024-06-30
6.4 M
Blackrock Inc2024-06-30
4.7 M
Note, although Vertex's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

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 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)

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 ReportedProjected 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 Value3.1 B2.8 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

Execute Study
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.
 
Stamm John Richard over three weeks ago
Disposition of 5000 shares by Stamm John Richard of Vertex at 35.4408 subject to Rule 16b-3
 
Item Second Irr. Trust Fbo Kyle R. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 over a month ago
Disposition of 158900 shares by Item Second Irr. Trust Fbo Kyle R. Westphal Ua Of Jeffrey R. Westphal Dated October 5, 2001 of Vertex at 37.272 subjec...
 
Stamm John Richard over a month ago
Disposition of 16000 shares by Stamm John Richard of Vertex at 35.9487 subject to Rule 16b-3
 
Bryan Rowland over a month ago
Disposition of 30000 shares by Bryan Rowland of Vertex at 3.734 subject to Rule 16b-3
 
Andersen Eric C. over a month ago
Disposition of 140000 shares by Andersen Eric C. of Vertex at 2.5 subject to Rule 16b-3
 
Westphal Jeffrey over three months ago
Acquisition by Westphal Jeffrey of 2500000 shares of Vertex subject to Rule 16b-3
 
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan over six months ago
Disposition of 30692 shares by 2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan of Vertex at 30.221 subject to Rule 16b-3
 
Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 over six months ago
Disposition of 27128 shares by Item Second Irr. Trust Fbo Anne Marie Westphal Ua Of Jeffrey R. Westphal Dated October 5, 2001 of Vertex at 30.271 subj...
 
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan over six months ago
Disposition of 10926 shares by 2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan of Vertex at 30.0403 subject to Rule 16b-3
 
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan over six months ago
Disposition of 30954 shares by 2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan of Vertex at 30.0559 subject to Rule 16b-3
 
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan over six months ago
Disposition of 8558 shares by 2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan of Vertex at 30.0066 subject to Rule 16b-3
 
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan over six months ago
Disposition of 1412 shares by 2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan of Vertex at 30.0021 subject to Rule 16b-3

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.

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 ReportedProjected 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 PriceAdvice# of Analysts
23.82Buy11Odds
Vertex current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
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 Analyst Advice Details

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 Flow106.7 M
Long Term Debt44.1 M
Common Stock Shares Outstanding151.9 M
Total Stockholder Equity253 M
Tax Provision14.2 M
Quarterly Earnings Growth Y O Y-0.961
Property Plant And Equipment Net115.3 M
Cash And Short Term Investments98.7 M
Cash89.2 M
Accounts Payable23.6 M
Net Debt-22.2 M
50 Day M A37.218
Total Current Liabilities440.8 M
Other Operating Expenses579.8 M
Non Current Assets Total497.3 M
Non Currrent Assets Other41.2 M
Stock Based Compensation33.9 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.