Stock Scorecard
Stock Summary for Vertex Inc Class A (VERX) - $19.63 as of 11/19/2025 9:33:53 PM EST
Total Score
5 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) | 6 |
| 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) | 5 |
| Analyst Strong Buy Ratings (Max of 5) | 5 |
| Dividend Yield Percentage (Max of 10) | 0 |
| Operating Margin (Max of 10) | 1 |
| Trading Volume (Max of 10) | 8 |
| 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 premier provider of comprehensive tax technology solutions, serving a wide range of industries, including retail, communications, leasing, and manufacturing, both domestically and internationally. Based in King of Prussia, Pennsylvania, Vertex utilizes cutting-edge technology to streamline complex tax processes, ensuring compliance while enhancing tax strategy efficiency for its diverse client base. With a strong focus on innovation and a robust portfolio of offerings, Vertex is strategically positioned to address the dynamic challenges of modern tax environments, making it a valuable partner for corporations seeking to optimize their tax operations. |
| Sector Name | TECHNOLOGY |
| Industry Name | SOFTWARE - APPLICATION |
| Most Recent Quarter | 9/30/2025 |
| Next Earnings Date | N/A |
Stock Price History |
|
| Last Day Price | 19.63 |
| Price 4 Years Ago | 15.87 |
| Last Day Price Updated | 11/19/2025 9:33:53 PM EST |
| Last Day Volume | 988,652 |
| Average Daily Volume | 1,759,891 |
| 52-Week High | 60.71 |
| 52-Week Low | 18.54 |
| Last Price to 52 Week Low | 5.88% |
Valuation Measures |
|
| Trailing PE | N/A |
| Industry PE | 71.39 |
| Sector PE | 72.81 |
| 5-Year Average PE | 61.77 |
| Free Cash Flow Ratio | 4.85 |
| Industry Free Cash Flow Ratio | 42.64 |
| Sector Free Cash Flow Ratio | 35.32 |
| Current Ratio Most Recent Quarter | 1.01 |
| Total Cash Per Share | 4.05 |
| Book Value Per Share Most Recent Quarter | 1.66 |
| Price to Book Ratio | 12.18 |
| Industry Price to Book Ratio | 9.36 |
| Sector Price to Book Ratio | 8.43 |
| Price to Sales Ratio Twelve Trailing Months | 4.43 |
| Industry Price to Sales Ratio Twelve Trailing Months | 7.17 |
| Sector Price to Sales Ratio Twelve Trailing Months | 5.13 |
| Analyst Buy Ratings | 5 |
| Analyst Strong Buy Ratings | 5 |
Share Statistics |
|
| Total Shares Outstanding | 77,372,000 |
| Market Capitalization | 1,518,812,360 |
| Institutional Ownership | 113.23% |
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 | -44.00% |
| Annual Earnings Growth | -302.73% |
| Reported EPS 12 Trailing Months | -0.35 |
| Reported EPS Past Year | 0.47 |
| Reported EPS Prior Year | 0.61 |
| Net Income Twelve Trailing Months | -53,584,000 |
| Net Income Past Year | -52,729,000 |
| Net Income Prior Year | -13,093,000 |
| Quarterly Revenue Growth YOY | 12.70% |
| 5-Year Revenue Growth | 15.71% |
| Operating Margin Twelve Trailing Months | 2.24% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 313,506,000 |
| Total Cash Past Year | 296,051,000 |
| Total Cash Prior Year | 68,175,000 |
| Net Cash Position Most Recent Quarter | -23,407,000 |
| 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 | 336,913,000 |
| Equity to Debt Ratio Past Year | 0.35 |
| Equity to Debt Ratio Most Recent Quarter | 0.44 |
| Total Stockholder Equity Past Year | 179,352,000 |
| Total Stockholder Equity Prior Year | 252,981,000 |
| Total Stockholder Equity Most Recent Quarter | 264,471,999 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 71,830,000 |
| Free Cash Flow Per Share Twelve Trailing Months | 0.93 |
| Free Cash Flow Past Year | 99,052,000 |
| Free Cash Flow Prior Year | 6,099,000 |
Options |
|
| Put/Call Ratio | 52.20 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | -1.36 |
| MACD Signal | -1.31 |
| 20-Day Bollinger Lower Band | 16.99 |
| 20-Day Bollinger Middle Band | 25.96 |
| 20-Day Bollinger Upper Band | 34.93 |
| Beta | 0.67 |
| RSI | 35.21 |
| 50-Day SMA | 36.66 |
| 150-Day SMA | 30.58 |
| 200-Day SMA | 26.37 |
System |
|
| Modified | 11/18/2025 11:47:01 PM EST |