(VERX) Vertex - Ratings and Ratios

Exchange: NASDAQ • Country: United States • Currency: USD • Type: Common Stock • ISIN: US92538J1060

VERX: Tax, Software, Analytics, Compliance, Reporting, Solutions

Vertex, Inc. is a leading provider of enterprise tax technology solutions, catering to a diverse range of industries including retail trade, wholesale trade, and manufacturing, both in the United States and globally. The company's comprehensive suite of solutions encompasses tax determination, compliance and reporting, which includes workflow management tools, role-based security, and event logging to ensure seamless and secure tax management processes. Additionally, Vertex offers tax data management, document management, and analytics and insights to help businesses make informed decisions. The company also provides pre-built integration tools, including mapping data fields, business logic, and configurations, to facilitate smooth integration with existing systems.

Vertex's industry-specific solutions are designed to address the unique tax challenges faced by different sectors, while its technology-specific solutions, such as the chain flow accelerator and SAP-specific tools, enable businesses to optimize their tax management processes within specific technology ecosystems. The company's implementation services include configuration, data migration, and implementation, as well as support and training to ensure a smooth transition to its software products. Furthermore, Vertex offers managed services, including tax return preparation, filing, and tax payment, as well as notice management, to help businesses outsource their tax management functions and focus on core operations. Its software products are available through software licenses and software as a service subscription models, providing flexibility and scalability to meet the evolving needs of its clients.

With a history dating back to 1978, Vertex, Inc. has established itself as a trusted and experienced provider of tax technology solutions, with its headquarters located in King of Prussia, Pennsylvania. The company's website, https://www.vertexinc.com, offers a wealth of information on its products and services, while its common stock is listed on the NASDAQ exchange under the ticker symbol VERX, with the ISIN code US92538J1060, and is classified under the GICS Sub Industry of Application Software. This classification reflects the company's focus on developing and delivering software solutions that enable businesses to manage their tax obligations efficiently and effectively.

Additional Sources for VERX Stock

VERX Stock Overview

Market Cap in USD 8,135m
Sector Technology
Industry Software - Application
GiC Sub-Industry Application Software
IPO / Inception 2020-07-29

VERX Stock Ratings

Growth 5y 60.9%
Fundamental 9.88%
Dividend -
Rel. Strength Industry 608
Analysts 4.08/5
Fair Price Momentum 58.12 USD
Fair Price DCF 36.76 USD

VERX Dividends

No Dividends Paid

VERX Growth Ratios

Growth Correlation 3m 65.7%
Growth Correlation 12m 96.2%
Growth Correlation 5y 37.3%
CAGR 5y 21.08%
CAGR/Mean DD 5y 0.55
Sharpe Ratio 12m 1.79
Alpha 91.65
Beta 1.18
Volatility 37.21%
Current Volume 595.5k
Average Volume 20d 927.8k
What is the price of VERX stocks?
As of January 22, 2025, the stock is trading at USD 56.40 with a total of 595,495 shares traded.
Over the past week, the price has changed by +7.57%, over one month by +5.36%, over three months by +31.44% and over the past year by +122.05%.
Is Vertex a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, Vertex is currently (January 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 9.88 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of VERX as of January 2025 is 58.12. This means that VERX is currently overvalued and has a potential downside of 3.05%.
Is VERX a buy, sell or hold?
Vertex has received a consensus analysts rating of 4.08. Therefor, it is recommend to buy VERX.
  • Strong Buy: 5
  • Buy: 4
  • Hold: 4
  • Sell: 0
  • Strong Sell: 0
What are the forecast for VERX stock price target?
According to ValueRays Forecast Model, VERX Vertex will be worth about 65 in January 2026. The stock is currently trading at 56.40. This means that the stock has a potential upside of +15.23%.
Issuer Forecast Upside
Wallstreet Target Price 58.6 4%
Analysts Target Price 58.6 4%
ValueRay Target Price 65 15.2%