Vertex Net Income
| VERX Stock | USD 12.75 0.38 3.07% |
As of the 17th of February 2026, Vertex has the Coefficient Of Variation of (598.75), variance of 11.22, and Risk Adjusted Performance of (0.13). In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Vertex, as well as the relationship between them.
Vertex Total Revenue |
|
Gross Profit | Profit Margin | Market Capitalization | Enterprise Value Revenue 2.7596 | Revenue |
| Last Reported | Projected for Next Year | ||
| Net Loss | -47.5 M | -45.1 M | |
| Net Loss | -11.1 M | -11.6 M | |
| Net Income | 7.2 M | 7.6 M | |
| Net Loss | (0.39) | (0.37) | |
| Net Income Per E B T | 0.95 | 1.00 |
Vertex | Net Income | Build AI portfolio with Vertex Stock |
The evolution of Net Income for Vertex provides essential context for understanding the company's financial health trajectory. By analyzing this metric's behavior over time, investors can assess whether recent trends align with long-term patterns, and how Vertex compares to historical norms and industry peers.
Latest Vertex's Net Income Growth Pattern
Below is the plot of the Net Income of Vertex over the last few years. Net income is one of the most important fundamental items in finance. It plays a large role in Vertex financial statement analysis. It represents the amount of money remaining after all of Vertex operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue. It is Vertex's Net Income historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in Vertex's overall financial position and show how it may be relating to other accounts over time.
| View | Last Reported 7.21 M | 10 Years Trend |
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Net Income |
| Timeline |
Vertex Net Income Regression Statistics
| Arithmetic Mean | (9,635,321) | |
| Geometric Mean | 9,065,653 | |
| Coefficient Of Variation | (240.25) | |
| Mean Deviation | 13,490,084 | |
| Median | (6,106,000) | |
| Standard Deviation | 23,148,501 | |
| Sample Variance | 535.9T | |
| Range | 106.1M | |
| R-Value | (0.12) | |
| Mean Square Error | 563.4T | |
| R-Squared | 0.01 | |
| Significance | 0.65 | |
| Slope | (548,362) | |
| Total Sum of Squares | 8573.6T |
Vertex Net Income History
Other Fundumenentals of Vertex
| Net Income From Continuing Ops | ||
| Net Income Applicable To Common Shares | ||
| Net Income Per Share | ||
| Net Income Per E B T |
Vertex Net Income component correlations
Vertex Net Income Driver Correlations
Understanding the fundamental principles of building solid financial models for Vertex is extremely important. It helps to project a fair market value of Vertex Stock properly, considering its historical fundamentals such as Net Income. Since Vertex's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Vertex's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Vertex's interrelated accounts and indicators.
Click cells to compare fundamentals
Is Application Software space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Vertex. If investors know Vertex will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. Comprehensive Vertex assessment requires weighing all these inputs, though not all factors influence outcomes equally.
Quarterly Earnings Growth (0.44) | Earnings Share 0.04 | Revenue Per Share | Quarterly Revenue Growth 0.091 | Return On Assets |
Understanding Vertex requires distinguishing between market price and book value, where the latter reflects Vertex's accounting equity. The concept of intrinsic value - what Vertex's is actually worth based on fundamentals - guides informed investors toward better entry and exit points. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Market sentiment, economic cycles, and investor behavior can push Vertex's price substantially above or below its fundamental value.
Please note, there is a significant difference between Vertex's value and its price as these two are different measures arrived at by different means. Investors typically determine if Vertex is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. In contrast, Vertex's trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.
Vertex 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Vertex's stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Vertex.
| 11/19/2025 |
| 02/17/2026 |
If you would invest 0.00 in Vertex on November 19, 2025 and sell it all today you would earn a total of 0.00 from holding Vertex or generate 0.0% return on investment in Vertex over 90 days. Vertex is related to or competes with Freshworks, NCino, Kingsoft Cloud, Blackbaud, Intapp, Braze, and Asana. Vertex, Inc. provides tax technology solutions for corporations in retail, communication, leasing, and manufacturing ind... More
Vertex Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Vertex's stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Vertex upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.19) | |||
| Maximum Drawdown | 21.09 | |||
| Value At Risk | (4.81) | |||
| Potential Upside | 5.04 |
Vertex Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vertex's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Vertex's standard deviation. In reality, there are many statistical measures that can use Vertex historical prices to predict the future Vertex's volatility.| Risk Adjusted Performance | (0.13) | |||
| Jensen Alpha | (0.65) | |||
| Total Risk Alpha | (0.82) | |||
| Treynor Ratio | (0.42) |
Vertex February 17, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | (0.13) | |||
| Market Risk Adjusted Performance | (0.41) | |||
| Mean Deviation | 2.09 | |||
| Coefficient Of Variation | (598.75) | |||
| Standard Deviation | 3.35 | |||
| Variance | 11.22 | |||
| Information Ratio | (0.19) | |||
| Jensen Alpha | (0.65) | |||
| Total Risk Alpha | (0.82) | |||
| Treynor Ratio | (0.42) | |||
| Maximum Drawdown | 21.09 | |||
| Value At Risk | (4.81) | |||
| Potential Upside | 5.04 | |||
| Skewness | (1.94) | |||
| Kurtosis | 7.97 |
Vertex Backtested Returns
Vertex owns Efficiency Ratio (i.e., Sharpe Ratio) of -0.19, which indicates the firm had a -0.19 % return per unit of risk over the last 3 months. Vertex exposes twenty-three different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please validate Vertex's Risk Adjusted Performance of (0.13), coefficient of variation of (598.75), and Variance of 11.22 to confirm the risk estimate we provide. The entity has a beta of 1.35, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Vertex will likely underperform. At this point, Vertex has a negative expected return of -0.66%. Please make sure to validate Vertex's value at risk and rate of daily change , to decide if Vertex performance from the past will be repeated at some point in the near future.
Auto-correlation | -0.34 |
Poor reverse predictability
Vertex has poor reverse predictability. Overlapping area represents the amount of predictability between Vertex time series from 19th of November 2025 to 3rd of January 2026 and 3rd of January 2026 to 17th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Vertex price movement. The serial correlation of -0.34 indicates that nearly 34.0% of current Vertex price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.34 | |
| Spearman Rank Test | -0.44 | |
| Residual Average | 0.0 | |
| Price Variance | 6.63 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Vertex Accumulated Other Comprehensive Income
Accumulated Other Comprehensive Income |
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Based on the recorded statements, Vertex reported net income of 7.21 M. This is 98.66% lower than that of the Software sector and significantly higher than that of the Information Technology industry. The net income for all United States stocks is 98.74% higher than that of the company.
Vertex Net Income Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Vertex's direct or indirect competition against its Net Income to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Vertex could also be used in its relative valuation, which is a method of valuing Vertex by comparing valuation metrics of similar companies.Vertex is currently under evaluation in net income category among its peers.
Vertex ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Vertex's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Vertex's managers, analysts, and investors.Environmental | Governance | Social |
Vertex Institutional Holders
Institutional Holdings refers to the ownership stake in Vertex that is held by large financial organizations, pension funds or endowments. Institutions may hold large blocks of Vertex's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Vertex's value.| Shares | Jpmorgan Chase & Co | 2025-06-30 | 1.6 M | Fmr Inc | 2025-06-30 | 1.6 M | State Street Corp | 2025-06-30 | 1.6 M | Geode Capital Management, Llc | 2025-06-30 | 1.5 M | Aberdeen Group Plc | 2025-06-30 | 1.5 M | Brown Capital Management, Llc | 2025-06-30 | 1.4 M | Kayne Anderson Rudnick Investment Management Llc | 2025-06-30 | 1.4 M | Wellington Management Company Llp | 2025-06-30 | 1.2 M | Loomis, Sayles & Company Lp | 2025-06-30 | 1.2 M | Vanguard Group Inc | 2025-06-30 | 7.7 M | Blackrock Inc | 2025-06-30 | 5.8 M |
Vertex Fundamentals
| Return On Equity | 0.0329 | ||||
| Return On Asset | -0.004 | ||||
| Profit Margin | 0.01 % | ||||
| Operating Margin | 0.01 % | ||||
| Current Valuation | 2.07 B | ||||
| Shares Outstanding | 77.08 M | ||||
| Shares Owned By Insiders | 7.44 % | ||||
| Shares Owned By Institutions | 92.56 % | ||||
| Number Of Shares Shorted | 7.72 M | ||||
| Price To Book | 7.83 X | ||||
| Price To Sales | 2.72 X | ||||
| Revenue | 748.44 M | ||||
| Gross Profit | 481.6 M | ||||
| EBITDA | 27.14 M | ||||
| Net Income | 7.21 M | ||||
| Cash And Equivalents | 92.5 M | ||||
| Cash Per Share | 0.62 X | ||||
| Total Debt | 351.89 M | ||||
| Debt To Equity | 0.36 % | ||||
| Current Ratio | 0.61 X | ||||
| Book Value Per Share | 1.63 X | ||||
| Cash Flow From Operations | 165.54 M | ||||
| Short Ratio | 5.59 X | ||||
| Earnings Per Share | 0.04 X | ||||
| Price To Earnings To Growth | (2.51) X | ||||
| Target Price | 19.14 | ||||
| Number Of Employees | 1.9 K | ||||
| Beta | 0.59 | ||||
| Market Capitalization | 2.03 B | ||||
| Total Asset | 1.17 B | ||||
| Retained Earnings | (53.31 M) | ||||
| Working Capital | (1.04 M) | ||||
| Net Asset | 1.17 B |
About Vertex Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Vertex's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Vertex using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Vertex based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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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.