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Company Analysis

Vertex, Inc. VERX

A comprehensive view of key metrics, scores, and financial health for Vertex, Inc.

Overview of Vertex, Inc.

VERX NGM
Technology Software - Application Framework: Software & SaaS Mid Cap
Vertex, Inc. (VERX), is a Mid Cap company, in the Software - Application industry, last closed at $12.28, about 52.2% undervalued vs fair value, -63.8% 1Y return, ranked 297/780 in sector.
Metrics P/E 499.3× Rev Growth 12.3% ROE 3.3% Gross Margin 64.4%
USD 12.28
-4.73%
(Delayed)
• Vol 90d: 65.7%
52-Week Range
Market Cap
$2.05B
Enterprise Value
$2.14B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Good
Valuation
Good
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Good
Valuation
Good
Completeness: 82%
Confidence: 85%
Updated: Jul 5
Top Beats

Quick Facts

Website https://www.vertexinc.com
HQ King of Prussia, PA
Employees 2,100
Fiscal year Dec 31

Next Events

Earnings Aug 5 Estimated

Fair Value Snapshot

Bear Base Bull
$17
$19
$21
Current: $12.28 +52% vs base

Engine Room Money Flow™

Mid Cap

Software & SaaS - Where revenue goes and how value is created

Flow Steps
Total Revenue
$748.4M
12.2%%
Gross Profit
$481.6M
13%%
Operating Income (GAAP)
$-14.7M
-196.1%%
Operating Cash Flow
$165.5M
0.4%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Software & SaaS

Quality & Reliability Indicators

Gross Margin
64.3%
Good

Gross Profit / Revenue — pricing power and product moat (SaaS benchmark: >70%)

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Owner's Pocket - Capital Allocation

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
6
Active Leaks
5/6
Improving
0
High Impact
3
Critical
Locked Leak
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Locked Leak
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Moat Analysis Software & SaaS Specialized

Competitive Advantage Assessment

Evaluating Vertex, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
59
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
66
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Software SaaS vs Industry Peers 87% Coverage
Trade-Off Triangle Visualization A ternary plot showing VERX's balance between Growth (38.6%), Profitability (33.4%), and Safety (27.9%). Growth 39% Safety 28% Profitability 33%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

62th percentile vs peers
62
Key Signals
Rev Growth YoY 12.2% 55p Revenue CAGR 3Y 15.0% 65p Def Rev Growth 12.8% 59p EPS Growth YoY 1.12 82p
Strengths
  • Growth above peer median with strong metric coverage (80%)
  • EPS Growth YoY in top 20% of peers (1.12, 82th percentile)
Risks

No significant risks identified for this axis.

Profitability

53th percentile vs peers
54
Key Signals
Strengths
Risks
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Safety

45th percentile vs peers
45
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Vertex, Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$18.69
- - -
+52.2% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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