Stock Scorecard
Stock Summary for Vertex Inc Class A (VERX) - $29.53 as of 4/27/2024 2:03:34 PM EST
Total Score
6 out of 29
Currently on the following lists
None
Tim's Recommendation
Avoid
Growth List Algorithm Criteria for VERX
Positive earnings growth | |
P/E ratio less than Industry P/E Ratio | |
P/E ratio less than Sector P/E Ratio | |
P/E ratio that is half the growth rate (or less) | |
Positive net cash position the past year and most recent quarter | |
Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
Positive net income past year and 12 trailing months | |
Free cash flow ratio greater than 0 and less than 10 |
Small Cap List Algorithm Criteria for VERX
Revenue growing by at least 20% average per year over the last 5 years | |
Market Capitalization under 2 billion | |
Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months | |
Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months | |
Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year |
Dividend List Algorithm Criteria for VERX
Declared an ex-dividend date | |
Forward annual dividend rate greater than 2 | |
Positive net cash position the past year and most recent quarter | |
Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
Current ratio most recent quarter greater than 2 |
Bonus Criteria for VERX
P/E ratio less than five-year Average P/E ratio | |
Last Price to 52 Week Low Ratio Less Than 1 | |
Total Cash Per Share > Last Day Price | |
P/S Ratio < 1 | |
P/B Ratio < 1 |
Financial Details for VERX
Company Overview |
|
---|---|
Ticker | VERX |
Company Name | Vertex Inc Class A |
Country | USA |
Description | Vertex, Inc. provides tax technology solutions for corporations in the retail, communications, leasing, and manufacturing industries in the United States and internationally. The company is headquartered in King of Prussia, Pennsylvania. |
Sector Name | TECHNOLOGY |
Industry Name | SERVICES-PREPACKAGED SOFTWARE |
Most Recent Quarter | 12/31/2023 |
Next Earnings Date | 5/8/2024 |
Stock Price History |
|
Last Day Price | 29.53 |
Last Day Price Updated | 4/27/2024 2:03:34 PM EST |
Last Day Volume | 412,512 |
Average Daily Volume | 794,466 |
52-Week High | 35.38 |
52-Week Low | 17.59 |
Last Price to 52 Week Low | 67.88% |
Valuation Measures |
|
Trailing PE | N/A |
Industry PE | 252.63 |
Sector PE | 74.39 |
5-Year Average PE | 49.57 |
Free Cash Flow Ratio | 26.60 |
Industry Free Cash Flow Ratio | 38.59 |
Sector Free Cash Flow Ratio | 28.82 |
Current Ratio Most Recent Quarter | 0.60 |
Total Cash Per Share | 1.11 |
Book Value Per Share Most Recent Quarter | 1.65 |
Price to Book Ratio | 19.11 |
Industry Price to Book Ratio | 10.27 |
Sector Price to Book Ratio | 14.93 |
Price to Sales Ratio Twelve Trailing Months | 8.45 |
Industry Price to Sales Ratio Twelve Trailing Months | 7.82 |
Sector Price to Sales Ratio Twelve Trailing Months | 4.69 |
Share Statistics |
|
Total Shares Outstanding | 61,674,000 |
Market Capitalization | 1,821,233,220 |
Institutional Ownership | N/A |
Dividends |
|
Ex-Dividend Date | N/A |
Last Dividend Amount | 0.00 |
Current Dividend Amount | 0.00 |
Dividend Aristocrat? | False |
Trailing Annual Dividend Rate | 0.00 |
Trailing Annual Dividend Yield | 0.00% |
Forward Annual Dividend Rate | 0.00 |
Forward Annual Dividend Yield | 0.00% |
5-Year Dividend Payments Count | 0 |
3-Year Average Dividend Yield | 0.00% |
5-Year Average Dividend Yield | 0.00% |
1-Year Dividend Growth Rate Percentage | 0.00% |
3-Year Dividend Growth Rate Percentage | 0.00% |
5-Year Dividend Growth Rate Percentage | 0.00% |
All-Time Dividend Growth Rate Percentage | 0.00% |
Dividend Payout Ratio | N/A |
Income Statement |
|
Quarterly Earnings Growth YOY | -96.10% |
Annual Earnings Growth | -6.41% |
Reported EPS 12 Trailing Months | -0.09 |
Reported EPS Past Year | 0.00 |
Reported EPS Prior Year | 0.39 |
Net Income Twelve Trailing Months | -13,093,000 |
Net Income Past Year | -13,093,000 |
Net Income Prior Year | -12,304,000 |
Quarterly Revenue Growth YOY | 18.10% |
5-Year Revenue Growth | 14.82% |
Balance Sheet |
|
Total Cash Most Recent Quarter | 68,175,000 |
Total Cash Past Year | 68,175,000 |
Total Cash Prior Year | 91,803,000 |
Net Cash Position Most Recent Quarter | 21,616,000 |
Net Cash Position Past Year | 21,616,000 |
Long Term Debt Past Year | 46,559,000 |
Long Term Debt Prior Year | 48,897,000 |
Total Debt Most Recent Quarter | 46,559,000 |
Equity to Debt Ratio Past Year | 0.84 |
Equity to Debt Ratio Most Recent Quarter | 0.84 |
Total Stockholder Equity Past Year | 252,981,000 |
Total Stockholder Equity Prior Year | 229,725,000 |
Total Stockholder Equity Most Recent Quarter | 252,981,000 |
Options |
|
Put/Call Ratio | 0.00 |
Has Options | False |
Liquidity Rating | |
Technical Analysis |
|
Yahoo Finance Chart | Yahoo Finance Chart |
MACD | -0.35 |
MACD Signal | 0.01 |
20-Day Bollinger Lower Band | 22.40 |
20-Day Bollinger Middle Band | 27.91 |
20-Day Bollinger Upper Band | 33.43 |
Beta | 0.62 |
RSI | 49.28 |
50-Day SMA | 24.32 |
200-Day SMA | 0.00 |
System |
|
Modified | 4/27/2024 2:03:34 PM EST |