(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
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
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 PaidVERX 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 |
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%.
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%.
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
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% |