Is Vertex Stock a Good Investment?
Vertex Investment Advice | VERX |
- Examine Vertex's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Vertex's leadership team and their track record. Good management can help Vertex navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Application Software space and any emerging trends that could impact Vertex's business and its evolving consumer preferences.
- Compare Vertex's performance and market position to its competitors. Analyze how Vertex is positioned in terms of product offerings, innovation, and market share.
- Check if Vertex pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Vertex's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Vertex stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Vertex is a good investment.
Sell | Buy |
Strong Hold
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 | Impartial | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Vertex Stock
Researching Vertex's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 19.0% of the company outstanding shares are owned by insiders. The company had not issued any dividends in recent years.
To determine if Vertex is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Vertex's research are outlined below:
| 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 Quarterly Cash And Short Term Investments |
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Vertex uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Vertex. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Vertex's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 13th of March 2024 Upcoming Quarterly Report | View | |
| 8th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 13th of March 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Vertex's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Vertex's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2023-11-09 | 2023-09-30 | 0.09 | 0.1 | 0.01 | 11 | ||
2022-08-09 | 2022-06-30 | 0.05 | 0.06 | 0.01 | 20 | ||
2021-03-10 | 2020-12-31 | 0.07 | 0.08 | 0.01 | 14 | ||
2024-11-06 | 2024-09-30 | 0.14 | 0.16 | 0.02 | 14 | ||
2024-08-07 | 2024-06-30 | 0.13 | 0.15 | 0.02 | 15 | ||
2024-05-08 | 2024-03-31 | 0.13 | 0.15 | 0.02 | 15 | ||
2024-02-29 | 2023-12-31 | 0.11 | 0.13 | 0.02 | 18 | ||
2023-03-08 | 2022-12-31 | 0.06 | 0.08 | 0.02 | 33 |
Know Vertex's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Vertex is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Vertex backward and forwards among themselves. Vertex's institutional investor refers to the entity that pools money to purchase Vertex's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| 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's market capitalization trends
The company currently falls under 'Mid-Cap' category with a current market capitalization of 8.56 B.Market Cap |
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Vertex's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | (0.03) | (0.03) | |
| Return On Capital Employed | (0.02) | (0.02) | |
| Return On Assets | (0.02) | (0.02) | |
| Return On Equity | (0.05) | (0.05) |
Determining Vertex's profitability involves analyzing its financial statements and using various financial metrics to determine if Vertex is a good buy. For example, gross profit margin measures Vertex's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Vertex's profitability and make more informed investment decisions.
Please note, the imprecision that can be found in Vertex's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Vertex. Check Vertex's Beneish M Score to see the likelihood of Vertex's management manipulating its earnings.
Evaluate Vertex's management efficiency
Vertex has return on total asset (ROA) of 0.0112 % which means that it generated a profit of $0.0112 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.1269 %, meaning that it created $0.1269 on every $100 dollars invested by stockholders. Vertex's management efficiency ratios could be used to measure how well Vertex manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is likely to drop to -0.03 in 2024. Return On Capital Employed is likely to drop to -0.02 in 2024. At this time, Vertex's Net Tangible Assets are fairly stable compared to the past year. Non Currrent Assets Other is likely to rise to about 39.1 M in 2024, whereas Total Assets are likely to drop slightly above 583.7 M in 2024.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 1.67 | 1.75 | |
| Tangible Book Value Per Share | (0.30) | (0.32) | |
| Enterprise Value Over EBITDA | 71.81 | 75.40 | |
| Price Book Value Ratio | 16.17 | 16.98 | |
| Enterprise Value Multiple | 71.81 | 75.40 | |
| Price Fair Value | 16.17 | 16.98 | |
| Enterprise Value | 3.1 B | 2.8 B |
The strategic initiatives led by Vertex's management are central to its market success. By analyzing these initiatives, we provide a clear picture of the stock's growth prospects.
Beta 0.666 |
Basic technical analysis of Vertex Stock
As of the 26th of November, Vertex has the Semi Deviation of 1.65, coefficient of variation of 411.76, and Risk Adjusted Performance of 0.1927. 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's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Vertex insiders, such as employees or executives, is commonly permitted as long as it does not rely on Vertex's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Vertex insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Vertex's Outstanding Corporate Bonds
Vertex issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Vertex uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Vertex bonds can be classified according to their maturity, which is the date when Vertex has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Understand Vertex's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Vertex's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.1927 | |||
| Market Risk Adjusted Performance | 0.3222 | |||
| Mean Deviation | 1.67 | |||
| Semi Deviation | 1.65 | |||
| Downside Deviation | 2.34 | |||
| Coefficient Of Variation | 411.76 | |||
| Standard Deviation | 2.59 | |||
| Variance | 6.7 | |||
| Information Ratio | 0.1932 | |||
| Jensen Alpha | 0.3836 | |||
| Total Risk Alpha | 0.2168 | |||
| Sortino Ratio | 0.2135 | |||
| Treynor Ratio | 0.3122 | |||
| Maximum Drawdown | 19.03 | |||
| Value At Risk | (3.13) | |||
| Potential Upside | 3.69 | |||
| Downside Variance | 5.48 | |||
| Semi Variance | 2.73 | |||
| Expected Short fall | (1.80) | |||
| Skewness | 1.75 | |||
| Kurtosis | 9.85 |
| Risk Adjusted Performance | 0.1927 | |||
| Market Risk Adjusted Performance | 0.3222 | |||
| Mean Deviation | 1.67 | |||
| Semi Deviation | 1.65 | |||
| Downside Deviation | 2.34 | |||
| Coefficient Of Variation | 411.76 | |||
| Standard Deviation | 2.59 | |||
| Variance | 6.7 | |||
| Information Ratio | 0.1932 | |||
| Jensen Alpha | 0.3836 | |||
| Total Risk Alpha | 0.2168 | |||
| Sortino Ratio | 0.2135 | |||
| Treynor Ratio | 0.3122 | |||
| Maximum Drawdown | 19.03 | |||
| Value At Risk | (3.13) | |||
| Potential Upside | 3.69 | |||
| Downside Variance | 5.48 | |||
| Semi Variance | 2.73 | |||
| Expected Short fall | (1.80) | |||
| Skewness | 1.75 | |||
| Kurtosis | 9.85 |
Consider Vertex's intraday indicators
Vertex intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Vertex stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Vertex Corporate Filings
F4 | 21st of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
13A | 14th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
13A | 12th of November 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
8K | 8th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
Vertex Stock media impact
Far too much social signal, news, headlines, and media speculation about Vertex that are available to investors today. That information is available publicly through Vertex media outlets and privately through word of mouth or via Vertex internal channels. However, regardless of the origin, that massive amount of Vertex data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Vertex news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Vertex relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Vertex's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Vertex alpha.
Vertex Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Vertex can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Vertex Historical Investor Sentiment
Investor biases related to Vertex's public news can be used to forecast risks associated with an investment in Vertex. The trend in average sentiment can be used to explain how an investor holding Vertex can time the market purely based on public headlines and social activities around Vertex. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Vertex's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Vertex and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Vertex news discussions. The higher the estimate score, the more favorable the investor's outlook on Vertex.
Vertex Corporate Management
| Salvatore Visca | Chief Officer | Profile | |
| Ben Askin | Chief Officer | Profile | |
| Ray Westphal | Founder | Profile | |
| Ryan Leib | Chief Officer | Profile | |
| Lisa Butler | Chief Officer | Profile | |
| Amanda Radcliffe | CoOwner Director | Profile |
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.