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Vertex Inc
NASDAQ:VERX

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Vertex Inc Logo
Vertex Inc
NASDAQ:VERX
Watchlist
Price: 15.91 USD -4.9% Market Closed
Updated: Dec 6, 2022

Intrinsic Value

The intrinsic value of one VERX stock under the Base Case scenario is 12.57 USD. Compared to the current market price of 15.91 USD, Vertex Inc is Overvalued by 21%.

The Intrinsic Value is calculated as the average of the two valuation methods:

VERX Intrinsic Value
Base Case
12.57 USD
Overvaluation 21%
Intrinsic Value
Price
Worst Case
Base Case
Best Case

Fundamental Analysis

VERX Profitability Score
Profitability Due Diligence

Vertex Inc's profitability score is 42/100. The higher the profitability score, the more profitable the company is.

Negative 3-Year Average ROE
Negative 3-Year Average ROIC
Negative Operating Income
Negative Net Income
42/100
Profitability
Score

Vertex Inc's profitability score is 42/100. The higher the profitability score, the more profitable the company is.

VERX Solvency Score
Solvency Due Diligence

Vertex Inc's solvency score is 46/100. The higher the solvency score, the more solvent the company is.

Low Interest Coverage
Short-Term Liabilities
Long-Term Liabilities
Average Altman Z-Score
46/100
Solvency
Score

Vertex Inc's solvency score is 46/100. The higher the solvency score, the more solvent the company is.

Financials
Efficiency
60%
Gross Margin
-1%
Operating Margin
-2%
Net Margin
1%
FCF Margin
-3%
ROE
-1%
ROIC
Other

VERX Capital Structure
Vertex Inc

Market Capitalization 2.4B USD
Total Debt 48M USD
Minority Interest 0 USD
Preferred Equity 0 USD
Cash and Equivalents 85.6M USD
Short-Term Investments 6.9M USD
Enterprise Value 2.3B USD

Wall St
Price Targets

VERX Price Targets Summary
Vertex Inc

Wall Street analysts forecast VERX stock price to rise over the next 12 months.

According to Wall Street analysts, the average 1-year price target for VERX is 18.21 USD with a low forecast of 10.1 USD and a high forecast of 29.4 USD.

Lowest
Price Target
10.1 USD
37% Downside
Average
Price Target
18.21 USD
14% Upside
Highest
Price Target
29.4 USD
85% Upside
View Analyst Estimates
View Analyst Estimates

Competitive Landscape

VERX Competitors
Vertex Inc

VERX Suppliers & Customers
Vertex Inc

There is no information about
Vertex Inc
key suppliers

Vertex Inc has 8 key customers from 2 countries and 2 industries. The majority of these customers are located in the United States of America, with the largest number of customers in the Technology industry.

Ownership

VERX Insider Trading
Buy and sell transactions by insiders

Vertex Inc insiders have sold more shares than they have bought in the past 12 months.

During the last 12 months Vertex Inc insiders bought 101k USD , and sold 87M USD worth of shares. The last transaction was made on Dec 6, 2022 by Robert Kevin L (Director), who sold 184k USD worth of VERX shares.

Sold
0-3
months
27.8M USD
4
3-6
months
46.7M USD
2
6-9
months
844k USD
2
9-12
months
11.7M USD
1
Bought
0-3
months
0
0 USD
3-6
months
0
0 USD
6-9
months
1
101k USD
9-12
months
0
0 USD
Cumulative Transactions Amount
Period Sold Bought Net
3 Months
27.8M USD
N/A
-27.8M
6 Months
74.5M USD
N/A
-74.5M
9 Months
75.3M USD
101k USD
-75.2M
12 Months
87M USD
101k USD
-86.9M
Purchases
5
Sales
32
Why is insider trading important?

Shareholder Return

VERX Price
Vertex Inc

1M 1M
-4%
6M 6M
+44%
1Y 1Y
-9%
3Y 3Y
-34%
5Y 5Y
-34%
Annual Price Range
15.91
52w Low
9.59
52w High
18.62
Price Metrics
Average Annual Return 41.5%
Standard Deviation of Annual Returns
N/A
Max Drawdown -75%
Shares Statistics
Market Capitalization 2.4B USD
Shares Outstanding 150 039 900
Percentage of Shares Shorted 2.59%

Company Profile

Vertex Inc

Country

United States of America

Industry

Technology

Market Cap

2.4B USD

Dividend Yield

0%

Description

Vertex, Inc. engages in the provision of tax compliance software solutions. The company is headquartered in King Of Prussia, Pennsylvania and currently employs 1,300 full-time employees. The company went IPO on 2020-07-29. The Company’s software solutions automate indirect tax processes for enterprises with complex tax operations and audit risk. Its software includes tax determination, compliance and reporting, tax data management and document management tools, as well as pre-built integrations to major business applications. Its tax determination solutions enable real-time calculation of indirect taxes and applicable fees for sale and purchase transactions. Its compliance and reporting solutions enable the automation of signature-ready returns and remittance of indirect tax to appropriate jurisdictions. Its tax data management tools enable enterprises to unify transaction data from multiple business applications and sources. Its document management solutions offer tax audit support for sales tax exemptions and reseller certificates, enabling enterprises to manage large quantities of documents, such as tax exemption certificates.

Contact

PENNSYLVANIA
King of Prussia
2301 Renaissance Blvd.
+18442047325.0
https://www.vertexinc.com/

IPO

2020-07-29

Employees

1 300

Officers

CEO, Pres & Chairman
Mr. David DeStefano
Co-Owner & Director
Ms. Stefanie Westphal-Lucas Thompson
Chief Financial Officer
Mr. John R. Schwab
Chief Accounting Officer
Ms. Lisa Butler
Founder
Mr. Ray Westphal
Chief Operating Officer
Mr. Steven Hinckley
Show More
Chief Technology Officer
Mr. Salvatore Visca
Chief Information Officer
Mr. Ben Askin
VP of Investor Relations
Mr. Joseph J. Crivelli
Show Less

See Also

Similar Stocks
What is the Intrinsic Value of one VERX stock?

The intrinsic value of one VERX stock under the Base Case scenario is 12.57 USD.

Is VERX stock undervalued or overvalued?

Compared to the current market price of 15.91 USD, Vertex Inc is Overvalued by 21%.