Stock Scorecard
Stock Summary for Vertex Inc Class A (VERX) - $24.75 as of 10/3/2025 3:32:58 PM EST
Total Score
7 out of 30
Safety Score
42 out of 100
Currently on the following lists
None
Tim's Recommendation
Avoid
Growth List Algorithm Criteria for VERX
| Positive Quarterly and Annual 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 Annual earnings 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 | |
| Cash Flow per Share greater than Trailing Dividend Rate |
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 |
Safety Rating Criteria for VERX (42 out of 100)
| Stock Price Rating (Max of 10) | 7 |
| Historical Stock Price Rating (Max of 10) | 6 |
| Stock Price Trend (Max of 10) | 9 |
| Book Value (Max of 10) | 2 |
| Book Value to Price (Max of 10) | 0 |
| Analyst Buy Ratings (Max of 5) | 4 |
| Analyst Strong Buy Ratings (Max of 5) | 5 |
| Dividend Yield Percentage (Max of 10) | 0 |
| Operating Margin (Max of 10) | 0 |
| Trading Volume (Max of 10) | 9 |
| Price to Earnings (Max of 10) | 0 |
| Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) | 0 |
Financial Details for VERX
Company Overview |
|
|---|---|
| Ticker | VERX |
| Company Name | Vertex Inc Class A |
| Country | USA |
| Description | Vertex, Inc. is a leading provider of tax technology solutions, catering to diverse sectors such as retail, communications, leasing, and manufacturing both in the United States and on a global scale. Headquartered in King of Prussia, Pennsylvania, the company leverages advanced technology to simplify complex tax processes, ensuring compliance and optimizing tax strategies for its clients. With a robust portfolio of offerings and a commitment to innovation, Vertex is well-positioned to meet the evolving needs of corporations navigating the challenges of today's tax landscape. |
| Sector Name | TECHNOLOGY |
| Industry Name | SOFTWARE - APPLICATION |
| Most Recent Quarter | 6/30/2025 |
| Next Earnings Date | 11/5/2025 |
Stock Price History |
|
| Last Day Price | 24.75 |
| Price 4 Years Ago | 15.87 |
| Last Day Price Updated | 10/3/2025 3:32:58 PM EST |
| Last Day Volume | 1,094,788 |
| Average Daily Volume | 1,534,747 |
| 52-Week High | 60.71 |
| 52-Week Low | 23.13 |
| Last Price to 52 Week Low | 7.00% |
Valuation Measures |
|
| Trailing PE | N/A |
| Industry PE | 88.65 |
| Sector PE | 78.42 |
| 5-Year Average PE | 67.75 |
| Free Cash Flow Ratio | 6.73 |
| Industry Free Cash Flow Ratio | 55.07 |
| Sector Free Cash Flow Ratio | 41.31 |
| Current Ratio Most Recent Quarter | 0.99 |
| Total Cash Per Share | 3.68 |
| Book Value Per Share Most Recent Quarter | 1.56 |
| Price to Book Ratio | 15.91 |
| Industry Price to Book Ratio | 9.05 |
| Sector Price to Book Ratio | 7.97 |
| Price to Sales Ratio Twelve Trailing Months | 5.62 |
| Industry Price to Sales Ratio Twelve Trailing Months | 9.30 |
| Sector Price to Sales Ratio Twelve Trailing Months | 6.35 |
| Analyst Buy Ratings | 4 |
| Analyst Strong Buy Ratings | 5 |
Share Statistics |
|
| Total Shares Outstanding | 77,319,000 |
| Market Capitalization | 1,913,645,250 |
| Institutional Ownership | 113.79% |
Dividends |
|
| Ex-Dividend Date | N/A |
| Previous Dividend Amount | 0.0000 |
| Current Dividend Amount | 0.0000 |
| Total Years Dividend Increasing | N/A |
| 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 | 309.20% |
| Annual Earnings Growth | -302.73% |
| Reported EPS 12 Trailing Months | -0.33 |
| Reported EPS Past Year | 0.30 |
| Reported EPS Prior Year | 0.61 |
| Net Income Twelve Trailing Months | -50,408,000 |
| Net Income Past Year | -52,729,000 |
| Net Income Prior Year | -13,093,000 |
| Quarterly Revenue Growth YOY | 14.60% |
| 5-Year Revenue Growth | 15.71% |
| Operating Margin Twelve Trailing Months | 1.05% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 284,386,000 |
| Total Cash Past Year | 296,051,000 |
| Total Cash Prior Year | 68,175,000 |
| Net Cash Position Most Recent Quarter | -51,963,000 |
| Net Cash Position Past Year | -39,169,000 |
| Long Term Debt Past Year | 335,220,000 |
| Long Term Debt Prior Year | 44,059,000 |
| Total Debt Most Recent Quarter | 336,349,000 |
| Equity to Debt Ratio Past Year | 0.35 |
| Equity to Debt Ratio Most Recent Quarter | 0.42 |
| Total Stockholder Equity Past Year | 179,352,000 |
| Total Stockholder Equity Prior Year | 252,981,000 |
| Total Stockholder Equity Most Recent Quarter | 248,042,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 70,521,000 |
| Free Cash Flow Per Share Twelve Trailing Months | 0.91 |
| Free Cash Flow Past Year | 99,052,000 |
| Free Cash Flow Prior Year | 25,071,000 |
Options |
|
| Put/Call Ratio | 0.18 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | 0.00 |
| MACD Signal | 0.00 |
| 20-Day Bollinger Lower Band | 0.00 |
| 20-Day Bollinger Middle Band | 0.00 |
| 20-Day Bollinger Upper Band | 0.00 |
| Beta | 0.62 |
| RSI | 0.00 |
| 50-Day SMA | 0.00 |
| 150-Day SMA | 0.00 |
| 200-Day SMA | 0.00 |
System |
|
| Modified | 10/4/2025 11:51:21 AM EST |