Stock Scorecard
Stock Summary for Vertex Inc Class A (VERX) - $14.48 as of 2/27/2026 8:55:47 PM EST
Total Score
9 out of 30
Safety Score
21 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 (21 out of 100)
| Stock Price Rating (Max of 10) | 5 |
| Historical Stock Price Rating (Max of 10) | 5 |
| Stock Price Trend (Max of 10) | 0 |
| 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) | 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) | -10 |
Latest News for for VERX
Financial Details for VERX
Company Overview |
|
|---|---|
| Ticker | VERX |
| Company Name | Vertex Inc Class A |
| Country | N/A |
| 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 | SOFTWARE - APPLICATION |
| Most Recent Quarter | 12/31/2025 |
| Next Earnings Date | N/A |
Stock Price History |
|
| Last Day Price | 14.48 |
| Price 4 Years Ago | 14.51 |
| Last Day Price Updated | 2/27/2026 8:55:47 PM EST |
| Last Day Volume | 1,799,878 |
| Average Daily Volume | 2,914,900 |
| 52-Week High | 43.56 |
| 52-Week Low | 11.87 |
| Last Price to 52 Week Low | 21.99% |
Valuation Measures |
|
| Trailing PE | N/A |
| Industry PE | 48.82 |
| Sector PE | 56.28 |
| 5-Year Average PE | 57.46 |
| Free Cash Flow Ratio | 3.56 |
| Industry Free Cash Flow Ratio | 23.25 |
| Sector Free Cash Flow Ratio | 27.79 |
| Current Ratio Most Recent Quarter | 0.98 |
| Total Cash Per Share | 4.07 |
| Book Value Per Share Most Recent Quarter | 1.63 |
| Price to Book Ratio | 15.91 |
| Industry Price to Book Ratio | 9.51 |
| Sector Price to Book Ratio | 7.31 |
| Price to Sales Ratio Twelve Trailing Months | 2.56 |
| Industry Price to Sales Ratio Twelve Trailing Months | 4.61 |
| Sector Price to Sales Ratio Twelve Trailing Months | 4.88 |
| Analyst Buy Ratings | 5 |
| Analyst Strong Buy Ratings | 5 |
Share Statistics |
|
| Total Shares Outstanding | 77,076,000 |
| Market Capitalization | 1,116,060,480 |
| 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 | -44.00% |
| Annual Earnings Growth | 113.68% |
| Reported EPS 12 Trailing Months | 0.04 |
| Reported EPS Past Year | 0.64 |
| Reported EPS Prior Year | 0.61 |
| Net Income Twelve Trailing Months | 7,211,000 |
| Net Income Past Year | 7,211,000 |
| Net Income Prior Year | -52,729,000 |
| Quarterly Revenue Growth YOY | 9.10% |
| 5-Year Revenue Growth | 14.84% |
| Operating Margin Twelve Trailing Months | 0.84% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 314,009,000 |
| Total Cash Past Year | 314,009,000 |
| Total Cash Prior Year | 296,051,000 |
| Net Cash Position Most Recent Quarter | -22,904,000 |
| Net Cash Position Past Year | -21,211,000 |
| Long Term Debt Past Year | 335,220,000 |
| Long Term Debt Prior Year | 335,220,000 |
| Total Debt Most Recent Quarter | 336,913,000 |
| Equity to Debt Ratio Past Year | 0.44 |
| Equity to Debt Ratio Most Recent Quarter | 0.43 |
| Total Stockholder Equity Past Year | 258,920,000 |
| Total Stockholder Equity Prior Year | 179,352,000 |
| Total Stockholder Equity Most Recent Quarter | 258,920,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 73,630,000 |
| Free Cash Flow Per Share Twelve Trailing Months | 0.96 |
| Free Cash Flow Past Year | 69,307,000 |
| Free Cash Flow Prior Year | 99,052,000 |
Options |
|
| Put/Call Ratio | 0.00 |
| 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 | 12.91 |
| 20-Day Bollinger Middle Band | 19.21 |
| 20-Day Bollinger Upper Band | 25.51 |
| Beta | 0.59 |
| RSI | 40.87 |
| 50-Day SMA | 27.79 |
| 150-Day SMA | 30.79 |
| 200-Day SMA | 26.66 |
System |
|
| Modified | 2/26/2026 10:49:37 AM EST |