Vertex Stock Analysis

VERX
 Stock
  

USD 15.94  1.27  7.38%   

The current price rise of Vertex may raise some interest from investors as it is trading at a share price of 15.94 on 565,575 in trading volume. The company executives may have good odds in positioning the company resources to exploit market volatility in January. The stock standard deviation of daily returns for 90 days investing horizon is currently 3.86. The above-average risk is mostly attributed to market volatility and speculations regarding some of the upcoming earning calls from Vertex partners.
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The Vertex stock analysis report makes it easy to digest most publicly released information about Vertex and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Vertex Stock analysis module also helps to analyze the Vertex price relationship with some important fundamental indicators such as market cap and management efficiency.

Vertex Stock Analysis Notes

About 72.0% of the company outstanding shares are owned by institutional investors. The company recorded a loss per share of 0.03. Vertex 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 Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Vertex's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Vertex or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Vertex has very high historical volatility over the last 90 days
The company currently holds 78.59 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. Debt can assist Vertex until it has trouble settling it off, either with new capital or with free cash flow. So, Vertex's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Vertex sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Vertex to invest in growth at high rates of return. When we think about Vertex's use of debt, we should always consider it together with cash and equity.
The entity reported the previous year's revenue of 425.55 M. Net Loss for the year was (1.48 M) with profit before overhead, payroll, taxes, and interest of 263.66 M.
About 72.0% of Vertex outstanding shares are owned by institutional investors

Vertex Market Capitalization

The company currently falls under 'Mid-Cap' category with current market capitalization of 2.58 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Vertex's market, we take the total number of its shares issued and multiply it by Vertex's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

Vertex Profitablity

Vertex's profitability indicators refer to fundamental financial ratios that showcase Vertex's ability to generate income relative to its revenue or operating costs. If, let's say, Vertex is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Vertex's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Vertex's profitability requires more research than a typical breakdown of Vertex's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Profit Margin (PM) of (0.02) %, which may suggest that it does not properly executes on its current pricing strategies or is unable to control all of the operational costs. This is way below average. Similarly, it shows Operating Margin (OM) of 0.01 %, which suggests for every 100 dollars of sales, it generated a net operating income of 0.0.

Management Efficiency

Vertex 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.

Technical Drivers

As of the 2nd of December, Vertex has the Semi Deviation of 3.45, risk adjusted performance of 0.1642, and Coefficient Of Variation of 953.53. 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. In other words, you can use this information to find out if the company will indeed mirror its model of past prices and volume data, or the prices will eventually revert. We were able to interpolate data for nineteen technical drivers for Vertex, which can be compared to its competition. Please validate Vertex jensen alpha and semi variance to decide if Vertex is priced more or less accurately, providing market reflects its prevalent price of 15.94 per share. Given that Vertex has jensen alpha of 0.2104, we advise you to double-check Vertex's current market performance to make sure the company can sustain itself at a future point.

Vertex Price Movement Analysis

Execute Study
The output start index for this execution was twenty-three with a total number of output elements of thirty-eight. 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.
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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 Technical and Predictive Indicators

Vertex Forecast Models

Vertex time-series forecasting models is one of many Vertex's stock analysis techniquest aimed to predict 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.
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.

Be your own money manager

As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our stock analysis tools, you can find out how much better you can do when adding Vertex to your portfolios without increasing risk or reducing expected return.

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Also, please take a look at World Market Map. You can also try Piotroski F Score module to get Piotroski F Score based on binary analysis strategy of nine different fundamentals.

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Is Vertex'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. 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 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 YOY
(0.96) 
Market Capitalization
2.6 B
Quarterly Revenue Growth YOY
0.14
Return On Assets
0.003
Return On Equity
(0.0348) 
The market value of Vertex 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's value that differs from its market value or its book value, called intrinsic value, which is Vertex'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's market value can be influenced by many factors that don't directly affect Vertex'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's value and its price as these two are different measures arrived at by different means. Investors typically determine Vertex value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vertex'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.