VERX
Vertex, Inc.
Technology · Software - Application · NGM
$12.54
Close 2026-05-28
✓ ETHICAL PASS

UNKNOWN MOAT
HIGH
Data Confidence: 86%
Full financial profile available
Market Cap
$2.0B
Trailing P/E
Forward P/E
12.21
Rev Growth
+11.1%
Profit Margin
-0.8%
ROE
-2.9%
Analyst Target
$19.00
Recommendation
NONE
About Vertex, Inc.

Vertex, Inc., together with its subsidiaries, provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally. The company offers transaction determination; compliance and reporting, including workflow management tools; tax data management and document management solutions; analytics and insights; pre-built integration that includes mapping data fields, and business logic and configurations; industry-specific solutions support certain industries for indirect tax needs, such as retail, communications, and leasing; and technology specific solutions, such as chain flow accelerator and SAP-specific tools. It provides implementation services, such as configuration, data migration and implementation, and support and training; E-invoicing, an end-to-end e-invoicing process; and managed services, including indirect tax return preparation, filing and tax payment, and notice management. The company sells its software products through software licenses and software as a service subscription. Vertex, Inc. has a strategic collaboration with xSuite Group GmbH to support SAP customers. The company was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.

Ethical Screen
Business ActivityPASS
Debt RatioN/A
Cash RatioN/A
Receivables RatioN/A
Revenue Ratio (0.00%)PASS
OverallPASS
Score Ethical: 64.7
Score Valuation: 71.5
Score Quality: 30.0
Score Combined: 46.0

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation85.0
Quality20.1
Cash Flow61.3
Moat40.0
Balance Sheet0.0
Debt Purity50.0
Liquid Purity50.0
Rev Purity100.0
Compliance100.0
Tier: BRONZE · Score: 46.3 · Rank: #2843
Insider Transactions
No insider transaction data.
Top Institutional Holders
No institutional holder data.
Additional Fundamentals
Enterprise Value
$2.1B
Price/Book
7.77
Beta
0.801
Analysts
13
Total Revenue (TTM)
$768.0M
Total Debt
$350.1M
Short Ratio
4.81
Short % Float
0.1%
Employees
2,100

Elite Intelligence

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Trade Consideration
The Opportunity
Score 46.0 (P65 — top 35.4% of scored tickers). Unknown Moat. Ethical PASS. 13 analysts at None.
Price: $12.54 | Target: $18.54 (+48%)
Score
46
Moat
Unknown
Conviction
Standard
Upside
+48%
The Fundamentals
Revenue Growth+11.1%
Profit Margin-0.8%
ROE-2.9%
Forward P/E12.2
Market Cap$2.0B
Position Sizing Scenarios
Stop: $10.66 (-15%) | Entry: $12.54
SharesCostProfit to TargetR:R
To Consensus ($18.54, 13 analysts)
10$125.40+$60.00 (48%)3.2R
50$627.00+$300.00 (48%)3.2R
100$1,254.00+$600.00 (48%)3.2R
Risk Factors
  • Elevated short interest (4.81 days to cover)
The Verdict
Vertex, Inc. passes all ethical screens and holds a unknown competitive moat.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

D
Quant Score
29.8
Risk Grade
LOW_RISK
Layers
7
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-4.7%
worst expected daily loss, 19 in 20 days
CVaR 95%
-8.3%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
-1.12
above 1.0 is good
Max Drawdown
-81.7%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
70
Liquidity Grade
LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
BELOW_200
Bollinger Position
LOWER_HALF
Beta
Relative Volume
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
TickerCorrelation
FRSH0.488
INTA0.475
BL0.469
WDAY0.462
TTAN0.462
Inverse Correlated
TickerCorrelation
ENGI.PA-0.183
ALEC.AE-0.176
GLIBA-0.171
ORA.PA-0.157
FRMEP-0.153
Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Monday
Worst Day
Thursday
Best Month
Apr
Worst Month
Feb
Fri-Mon Effect
-0.20530660187986655
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
+0.1%
3M Return
-14.8%
6M Return
-35.4%
12M Return
-68.0%
Momentum Rank
#4151
Momentum Signal
DOWN

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