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Vertex Inc

VERX

25.150USD

-0.490-1.91%

Close 09/19, 16:00（ET）Quotes delayed by 15 min

4.01BMarket Cap

LossP/E TTM



Vertex Inc

25.150

-0.490-1.91%

Overview Company Financials Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score

Currency: USD Updated: 2025-09-19

Key Insights

The company's fundamentals are relatively healthy. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Buy. Despite an average stock market performance, the company shows strong fundamentals and technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Industry Ranking

113 / 470

Overall Ranking

184 / 4720

Industry

Software & IT Services

Support & Resistance

No Data

Score Analysis

Current score

Previous score

Analyst Rating

Based on 16 analysts

Buy

Current Rating

37.722

Target Price

+47.12%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Company Highlights

StrengthsRisks

Vertex, Inc. is a global provider of indirect tax solutions. The Company and its subsidiaries operate as solutions providers of state, local and value-added tax calculation, compliance, and analytics, offering software products that are sold through software licenses and software-as-a-service (cloud) subscriptions. It also provides implementation and training services in connection with its software license and cloud subscriptions, transaction tax returns outsourcing, and other tax-related services. Its software includes tax determination, compliance and reporting, tax data management and document management tools, analytics and insights, as well as pre-built integrations with business applications. Its tax-determination solutions enable real-time calculation of indirect taxes and applicable fees for sale and purchase transactions. Its compliance and reporting solutions enable the automation of signature-ready returns and remittance of indirect tax to appropriate jurisdictions.

High Growth

The company's revenue has grown steadily over the past 3 years, averaging 35.63% year-on-year.

High Profit Growth

The company's net income leads the industry, with the latest annual income totaling USD 328.55.

Overvalued

The company’s latest PE is -77.14, at a high 3-year percentile range.

Institutional Selling

The latest institutional holdings are 89.45M shares, decreasing 4.79% quarter-over-quarter.

Held by The Vanguard

Star Investor The Vanguard holds 7.68M shares of this stock.

Higher Market Activity

The company has more investor interest, with a 20-day turnover ratio of 0.93.

Financial Health

Currency: USD Updated: 2025-09-19

The company's current financial score is 6.24, which is lower than the Software & IT Services industry's average of 7.27. Its financial status is stable, and its operating efficiency is high. Its latest quarterly revenue reached 184.56M, representing a year-over-year increase of 14.56%, while its net profit experienced a year-over-year increase of 118.61%.

Score

Industry at a Glance

Previous score

6.24

Change



Financials

6.09

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data



Quality of Earnings

2.41

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

No Data



Operational Efficiency

8.51

Key Metrics

Cash flow from operating activities

Income after tax

No Data



Growth Potential

7.01

Key Metrics

Cash flow from operating activities

Total revenue

No Data



Shareholder Returns

7.15

Key Metrics

Free cash flow

No Data

Company Valuation

Currency: USD Updated: 2025-09-19

The company’s current valuation score is 1.20, which is lower than the Software & IT Services industry's average of 2.10. Its current P/E ratio is -78.64, which is 10.11% below the recent high of -86.59 and -77.37% above the recent low of -139.49.

Score

Industry at a Glance

Previous score

1.20

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 113/470

No Data

Earnings Forecast

Currency: USD Updated: 2025-09-19

The company’s current earnings forecast score is 7.50, which is lower than the Software & IT Services industry's average of 7.60. The average price target for Vertex Inc is 36.55, with a high of 54.00 and a low of 25.00.

Score

Industry at a Glance

Previous score

7.50

Change

Support & Resistance

No Data

Analyst Rating

Based on 16 analysts

Buy

Current Rating

37.722

Target Price

+47.12%

Upside Space

Strong Buy

Buy

Hold

Sell

Strong Sell

Peer Comparison

242

Total

Median

Average

Company name

Ratings

Analysts

Vertex Inc

VERX

Microsoft Corp

MSFT

Palo Alto Networks Inc

PANW

Zscaler Inc

ServiceNow Inc

NOW

Fortinet Inc

FTNT

...

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2025-09-19

The company’s current price momentum score is 9.05, which is higher than the Software & IT Services industry's average of 7.63. Sideways: Currently, the stock price is trading between the resistance level at 27.05 and the support level at 23.68, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

9.05

Change

-0.27

Support & Resistance

No Data

Indicators



The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators

Sell(2)

Neutral(4)

Buy(1)

Indicators

Value

Direction

MACD(12,26,9)

0.769

Neutral

RSI(14)

45.414

Neutral

STOCH(KDJ)(9,3,3)

60.968

Neutral

ATR(14)

1.206

Low Volatility

CCI(14)

84.742

Neutral

Williams %R

40.178

Buy

TRIX(12,20)

-0.497

Sell

StochRSI(14)

77.007

Sell

Moving Average

Sell(3)

Neutral(0)

Buy(3)

Indicators

Value

Direction

MA5

25.081

Buy

MA10

24.834

Buy

MA20

24.910

Buy

MA50

28.566

Sell

MA100

33.155

Sell

MA200

39.583

Sell

Institutional Confidence

Currency: USD Updated: 2025-09-19

The company’s current institutional recognition score is 10.00, which is higher than the Software & IT Services industry's average of 6.81. The latest institutional shareholding proportion is 115.69%, representing a quarter-over-quarter decrease of 2.86%. The largest institutional shareholder is The Vanguard, holding a total of 7.68M shares, representing 9.94% of shares outstanding, with 2.56% increase in holdings.

Score

Industry at a Glance

Previous score

10.00

Change

Institutional Shareholding

No Data

Shareholder Activity

Name

Shares Held

Chg %

The Vanguard Group, Inc.

Star Investors

6.85M

+0.05%

BlackRock Institutional Trust Company, N.A.

4.00M

-5.19%

Tensile Capital Management LP

3.66M

-2.89%

Conestoga Capital Advisors, LLC

2.95M

+30.34%

Neuberger Berman, LLC

3.26M

-1.93%

Geneva Capital Management LLC

2.04M

+42.13%

Putnam Investment Management, L.L.C.

1.89M

+7.27%

Capital World Investors

1.59M

Risk Assessment

Currency: USD Updated: 2025-09-19

The company’s current risk assessment score is 3.17, which is lower than the Software & IT Services industry's average of 4.01. The company's beta value is 0.63. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.