Stock Scorecard

Stock Summary for Vertex Inc Class A (VERX) - $39.21 as of 5/3/2025 12:48:07 PM EST

Total Score

2 out of 30

Safety Score

44 out of 100

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
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 (44 out of 100)

Stock Price Rating (Max of 10) 8
Historical Stock Price Rating (Max of 10) 6
Stock Price Trend (Max of 10) 10
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) 4
Dividend Yield Percentage (Max of 10) 0
Operating Margin (Max of 10) 1
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. 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 12/31/2024
Next Earnings Date 5/6/2025

Stock Price History
Last Day Price 39.21
Price 4 Years Ago 15.87
Last Day Price Updated 5/3/2025 12:48:07 PM EST
Last Day Volume 1,939,076
Average Daily Volume 1,135,435
52-Week High 60.71
52-Week Low 28.04
Last Price to 52 Week Low 39.84%

Valuation Measures
Trailing PE N/A
Industry PE 229.29
Sector PE 70.99
5-Year Average PE 51.22
Free Cash Flow Ratio 9.54
Industry Free Cash Flow Ratio 25.87
Sector Free Cash Flow Ratio 44.34
Current Ratio Most Recent Quarter 1.00
Total Cash Per Share 4.11
Book Value Per Share Most Recent Quarter 1.14
Price to Book Ratio 35.18
Industry Price to Book Ratio 9.54
Sector Price to Book Ratio 13.60
Price to Sales Ratio Twelve Trailing Months 9.32
Industry Price to Sales Ratio Twelve Trailing Months 7.28
Sector Price to Sales Ratio Twelve Trailing Months 4.47
Analyst Buy Ratings 4
Analyst Strong Buy Ratings 4

Share Statistics
Total Shares Outstanding 71,999,000
Market Capitalization 2,823,080,790
Institutional Ownership N/A

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 -96.10%
Annual Earnings Growth -302.73%
Reported EPS 12 Trailing Months -0.34
Reported EPS Past Year 0.00
Reported EPS Prior Year 0.61
Net Income Twelve Trailing Months -52,729,000
Net Income Past Year -52,729,000
Net Income Prior Year -13,093,000
Quarterly Revenue Growth YOY 15.20%
5-Year Revenue Growth 15.71%
Operating Margin Twelve Trailing Months 3.29%

Balance Sheet
Total Cash Most Recent Quarter 296,051,000
Total Cash Past Year 296,051,000
Total Cash Prior Year 68,175,000
Net Cash Position Most Recent Quarter -39,169,000
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 335,220,000
Equity to Debt Ratio Past Year 0.35
Equity to Debt Ratio Most Recent Quarter 0.35
Total Stockholder Equity Past Year 179,352,000
Total Stockholder Equity Prior Year 252,981,000
Total Stockholder Equity Most Recent Quarter 179,352,000

Free Cash Flow
Free Cash Flow Twelve Trailing Months 85,636,000
Free Cash Flow Per Share Twelve Trailing Months 1.19
Free Cash Flow Past Year 99,052,000
Free Cash Flow Prior Year 25,071,000

Options
Put/Call Ratio 0.00
Has Options False
Liquidity Rating

Technical Analysis
Yahoo Finance Chart Yahoo Finance Chart
MACD 0.78
MACD Signal 0.54
20-Day Bollinger Lower Band 26.24
20-Day Bollinger Middle Band 44.51
20-Day Bollinger Upper Band 62.78
Beta 0.80
RSI 59.00
50-Day SMA 27.43
150-Day SMA 0.00
200-Day SMA 24.73

System
Modified 5/3/2025 12:48:08 PM EST