Vertex Stock Performance
| VERX Stock | USD 15.73 0.78 5.22% |
The entity has a beta of 1.32, 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 -0.28%. Please make sure to validate Vertex's maximum drawdown and rate of daily change , to decide if Vertex performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Vertex has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fragile performance in the last few months, the Stock's basic indicators remain fairly strong which may send shares a bit higher in March 2026. The current disturbance may also be a sign of long term up-swing for the company investors. ...more
Actual Historical Performance (%)
One Day Return 5.22 | Five Day Return (15.75) | Year To Date Return (17.25) | Ten Year Return (34.27) | All Time Return (34.27) |
1 | Insider Trading | 11/10/2025 |
2 | How Vertex Inc. Class A Common Stock Affects Rotational Strategy Timing - news.stocktradersdaily.com | 12/12/2025 |
3 | Celsius Holdings Among 3 Value Stocks Trading Below Estimated Worth | 12/30/2025 |
4 | Disposition of 55873 shares by David DeStefano of Vertex at 43.64 subject to Rule 16b-3 | 01/02/2026 |
5 | Assessing Vertex Pharmaceuticals Valuation As Recent Share Price Momentum Cools - simplywall.st | 01/05/2026 |
6 | Wagner, Vertex Pharmaceuticals evp, sells 4.39m in VRTX stock By Investing.com - Investing.com Nigeria | 01/08/2026 |
7 | Manning Napier Advisors LLC Purchases 241,242 Shares of Vertex Pharmaceuticals Incorporated VRTX - MarketBeat | 01/14/2026 |
8 | Vertex stock rating upgraded by RBC Capital on promising drug prospects - Investing.com | 01/22/2026 |
9 | Disposition of 1359 shares by Ryan Leib of Vertex at 18.55 subject to Rule 16b-3 | 01/30/2026 |
10 | Vertex Report U.S. Sees Record-Level Growth in Sales Tax Rates and Rules Changes in 2025 Amid Fiscal Uncertainty | 02/03/2026 |
11 | Is Vertex Turning Rising Tax Complexity Into a Lasting Competitive Edge | 02/04/2026 |
| Begin Period Cash Flow | 89.2 M | |
| Total Cashflows From Investing Activities | -158.2 M |
Vertex Relative Risk vs. Return Landscape
If you would invest 1,919 in Vertex on November 9, 2025 and sell it today you would lose (346.00) from holding Vertex or give up 18.03% of portfolio value over 90 days. Vertex is currently does not generate positive expected returns and assumes 2.9373% risk (volatility on return distribution) over the 90 days horizon. In different words, 26% of stocks are less volatile than Vertex, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Vertex Target Price Odds to finish over Current Price
The tendency of Vertex Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 15.73 | 90 days | 15.73 | close to 99 |
Based on a normal probability distribution, the odds of Vertex to move above the current price in 90 days from now is close to 99 (This Vertex probability density function shows the probability of Vertex Stock to fall within a particular range of prices over 90 days) .
Vertex Price Density |
| Price |
Predictive Modules for Vertex
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Vertex. Regardless of method or technology, however, to accurately forecast the stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Vertex Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Vertex is not an exception. The market had few large corrections towards the Vertex's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Vertex, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Vertex within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.49 | |
β | Beta against Dow Jones | 1.32 | |
σ | Overall volatility | 1.11 | |
Ir | Information ratio | -0.16 |
Vertex Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Vertex for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Vertex can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Vertex generated a negative expected return over the last 90 days | |
| Vertex currently holds 351.89 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 666.78 M. Net Loss for the year was (52.73 M) with profit before overhead, payroll, taxes, and interest of 472.63 M. | |
| Over 93.0% of Vertex outstanding shares are owned by institutional investors | |
| Latest headline from simplywall.st: Is Vertex Turning Rising Tax Complexity Into a Lasting Competitive Edge |
Vertex Price Density Drivers
Market volatility will typically increase when nervous long traders begin to feel the short-sellers pressure to drive the market lower. The future price of Vertex Stock often depends not only on the future outlook of the current and potential Vertex's investors but also on the ongoing dynamics between investors with different trading styles. Because the market risk indicators may have small false signals, it is better to identify suitable times to hedge a portfolio using different long/short signals. Vertex's indicators that are reflective of the short sentiment are summarized in the table below.
| Common Stock Shares Outstanding | 155.1 M | |
| Cash And Short Term Investments | 305.2 M |
Vertex Fundamentals Growth
Vertex Stock prices reflect investors' perceptions of the future prospects and financial health of Vertex, and Vertex fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Vertex Stock performance.
| Return On Equity | -0.2 | ||||
| Return On Asset | 0.0026 | ||||
| Profit Margin | (0.07) % | ||||
| Operating Margin | 0.02 % | ||||
| Current Valuation | 2.52 B | ||||
| Shares Outstanding | 77.37 M | ||||
| Price To Book | 9.40 X | ||||
| Price To Sales | 3.26 X | ||||
| Revenue | 666.78 M | ||||
| Gross Profit | 472.63 M | ||||
| EBITDA | 102.01 M | ||||
| Net Income | (52.73 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 | 1.66 X | ||||
| Cash Flow From Operations | 164.82 M | ||||
| Earnings Per Share | (0.35) X | ||||
| Market Capitalization | 2.38 B | ||||
| Total Asset | 1.17 B | ||||
| Retained Earnings | (53.31 M) | ||||
| Working Capital | (1.04 M) | ||||
About Vertex Performance
Evaluating Vertex's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vertex has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Vertex has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | (0.08) | (0.08) | |
| Return On Assets | (0.05) | (0.05) | |
| Return On Equity | (0.34) | (0.32) |
Things to note about Vertex performance evaluation
Checking the ongoing alerts about Vertex for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Vertex help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Vertex generated a negative expected return over the last 90 days | |
| Vertex currently holds 351.89 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 666.78 M. Net Loss for the year was (52.73 M) with profit before overhead, payroll, taxes, and interest of 472.63 M. | |
| Over 93.0% of Vertex outstanding shares are owned by institutional investors | |
| Latest headline from simplywall.st: Is Vertex Turning Rising Tax Complexity Into a Lasting Competitive Edge |
- Analyzing Vertex's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Vertex's stock is overvalued or undervalued compared to its peers.
- Examining Vertex's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Vertex's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vertex's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Vertex's stock. These opinions can provide insight into Vertex's potential for growth and whether the stock is currently undervalued or overvalued.
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.