Vertex Stock Buy Hold or Sell Recommendation
| VERX Stock | USD 54.88 1.05 1.95% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Vertex is 'Buy'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Vertex given historical horizon and risk tolerance towards Vertex. When Macroaxis issues a 'buy' or 'sell' recommendation for Vertex, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Vertex Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For more information on how to buy Vertex Stock please use our How to Invest in Vertex guide. In addition, we conduct extensive research on individual companies such as Vertex and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Vertex. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area.
Vertex |
Execute Vertex Buy or Sell Advice
The Vertex recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Vertex. Macroaxis does not own or have any residual interests in Vertex or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Vertex's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Buy
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Hyperactively responds to market trends | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Vertex Trading Alerts and Improvement Suggestions
| Vertex currently holds 66.97 M in liabilities with Debt to Equity (D/E) ratio of 0.36, which is about average as compared to similar companies. Vertex has a current ratio of 0.6, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about Vertex's use of debt, we should always consider it together with its cash and equity. | |
| The entity reported the previous year's revenue of 572.39 M. Net Loss for the year was (13.09 M) with profit before overhead, payroll, taxes, and interest of 298.49 M. | |
| Vertex has a strong financial position based on the latest SEC filings | |
| Over 81.0% of Vertex outstanding shares are owned by institutional investors | |
| Latest headline from simplywall.st: Vertex, Inc.s Shares Climb 28 percent But Its Business Is Yet to Catch Up |
Vertex Returns Distribution Density
The distribution of Vertex's historical returns is an attempt to chart the uncertainty of Vertex's future price movements. The chart of the probability distribution of Vertex daily returns describes the distribution of returns around its average expected value. We use Vertex price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Vertex returns is essential to provide solid investment advice for Vertex.
| Mean Return | 0.65 | Value At Risk | -3.13 | Potential Upside | 3.69 | Standard Deviation | 2.61 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Vertex historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Vertex Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument, such as Vertex, soars without any apparent reason? This usually happens because many institutional investors are aggressively trading Vertex back and forth among themselves.
| Shares | Loomis, Sayles & Company Lp | 2024-06-30 | 1.6 M | Geneva Capital Management | 2024-09-30 | 1.5 M | Geode Capital Management, Llc | 2024-09-30 | 1.3 M | Fuller & Thaler Asset Management Inc | 2024-09-30 | 1.2 M | Palisade Capital Management Llc | 2024-09-30 | 1.1 M | T. Rowe Price Investment Management,inc. | 2024-09-30 | 1.1 M | State Street Corp | 2024-06-30 | 998.3 K | Banque Pictet & Cie Sa | 2024-09-30 | 961.7 K | Lord, Abbett & Co Llc | 2024-09-30 | 933 K | Vanguard Group Inc | 2024-09-30 | 6.7 M | Blackrock Inc | 2024-06-30 | 4.7 M |
Vertex Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Investments | (37.6M) | (44.4M) | (296.5M) | (11.2M) | (80.9M) | (84.9M) | |
| Change In Cash | 24.3M | 228.8M | (214.1M) | 8.5M | (17.6M) | (16.7M) | |
| Net Borrowings | (5.6M) | (51.3M) | (964K) | 48.1M | 55.3M | 58.1M | |
| Free Cash Flow | 54.9M | 26.7M | 46.9M | 3.4M | 6.1M | 5.8M | |
| Depreciation | 25.2M | 32.2M | 44.8M | 61.2M | 74.5M | 48.2M | |
| Other Non Cash Items | (61K) | (20.8M) | 5.0M | 7.8M | 10.3M | 10.8M | |
| Capital Expenditures | 37.6M | 32.8M | 45.0M | 73.4M | 49.3M | 49.8M | |
| Net Income | 31.1M | (78.9M) | (1.5M) | (12.3M) | (13.1M) | (13.7M) | |
| End Period Cash Flow | 83.5M | 312.3M | 98.2M | 106.7M | 89.2M | 137.3M | |
| Change To Netincome | 9.9M | 95.7M | 27.8M | 10.2M | 9.2M | 8.8M |
Vertex Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Vertex or Software sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Vertex's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Vertex stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.40 | |
β | Beta against Dow Jones | 2.01 | |
σ | Overall volatility | 2.62 | |
Ir | Information ratio | 0.20 |
Vertex Volatility Alert
Vertex currently demonstrates below-average downside deviation. It has Information Ratio of 0.2 and Jensen Alpha of 0.4. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Vertex's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Vertex's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Vertex Fundamentals Vs Peers
Comparing Vertex's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Vertex's direct or indirect competition across all of the common fundamentals between Vertex and the related equities. This way, we can detect undervalued stocks with similar characteristics as Vertex or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Vertex's fundamental indicators could also be used in its relative valuation, which is a method of valuing Vertex by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Vertex to competition |
| Fundamentals | Vertex | Peer Average |
| Return On Equity | 0.13 | -0.31 |
| Return On Asset | 0.0112 | -0.14 |
| Profit Margin | 0.05 % | (1.27) % |
| Operating Margin | 0.04 % | (5.51) % |
| Current Valuation | 8.46 B | 16.62 B |
| Shares Outstanding | 65.97 M | 571.82 M |
| Shares Owned By Insiders | 19.39 % | 10.09 % |
| Shares Owned By Institutions | 80.61 % | 39.21 % |
| Number Of Shares Shorted | 5.78 M | 4.71 M |
| Price To Book | 32.41 X | 9.51 X |
| Price To Sales | 13.05 X | 11.42 X |
| Revenue | 572.39 M | 9.43 B |
| Gross Profit | 298.49 M | 27.38 B |
| EBITDA | 56.95 M | 3.9 B |
| Net Income | (13.09 M) | 570.98 M |
| Cash And Equivalents | 92.5 M | 2.7 B |
| Cash Per Share | 0.62 X | 5.01 X |
| Total Debt | 66.97 M | 5.32 B |
| Debt To Equity | 0.36 % | 48.70 % |
| Current Ratio | 0.61 X | 2.16 X |
| Book Value Per Share | 1.66 X | 1.93 K |
| Cash Flow From Operations | 74.33 M | 971.22 M |
| Short Ratio | 8.53 X | 4.00 X |
| Earnings Per Share | 0.19 X | 3.12 X |
| Price To Earnings To Growth | (2.51) X | 4.89 X |
| Target Price | 56.27 | |
| Number Of Employees | 1.5 K | 18.84 K |
| Beta | 0.67 | -0.15 |
| Market Capitalization | 8.4 B | 19.03 B |
| Total Asset | 759.93 M | 29.47 B |
| Retained Earnings | (586 K) | 9.33 B |
| Working Capital | (174.16 M) | 1.48 B |
| Net Asset | 759.93 M |
Note: Disposition of 22275 shares by David DeStefano of Vertex at 49.5536 subject to Rule 16b-3 [view details]
Vertex Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Vertex . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Vertex Buy or Sell Advice
When is the right time to buy or sell Vertex? Buying financial instruments such as Vertex Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Vertex in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Most Shorted Equities Thematic Idea Now
Most Shorted Equities
Dynamically calculated list of top equities currently trending upward via a buy-out by investors. The Most Shorted Equities theme has 217 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Most Shorted Equities Theme or any other thematic opportunities.
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Additional Tools for Vertex Stock Analysis
When running Vertex's price analysis, check to measure Vertex's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Vertex is operating at the current time. Most of Vertex's value examination focuses on studying past and present price action to predict the probability of Vertex's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Vertex's price. Additionally, you may evaluate how the addition of Vertex to your portfolios can decrease your overall portfolio volatility.