Vertex Stock Alpha and Beta Analysis

VERX Stock  USD 33.59  0.71  2.16%   
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Vertex. It also helps investors analyze the systematic and unsystematic risks associated with investing in Vertex over a specified time horizon. Remember, high Vertex's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Vertex's market risk premium analysis include:
Beta
0.21
Alpha
(0.72)
Risk
3.58
Sharpe Ratio
(0.20)
Expected Return
(0.70)
Please note that although Vertex alpha is a measure of relative return and represented here as a single number, it indicates the percentage above or below your selected benchmark (i.e., Dow Jones Industrial index.) So in this particular case, Vertex did 0.72  worse than the index. Remember, a high alpha is always good. Beta, on the other hand, measures the volatility (or risk) of an investment. It is an indication of Vertex stock's relative risk over its benchmark. Vertex has a beta of 0.21  . As returns on the market increase, Vertex's returns are expected to increase less than the market. However, during the bear market, the loss of holding Vertex is expected to be smaller as well. At this time, Vertex's Book Value Per Share is fairly stable compared to the past year. Enterprise Value Over EBITDA is likely to rise to 82.41 in 2025, whereas Tangible Book Value Per Share is likely to drop (1.24) in 2025.
Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
  
Check out Vertex Backtesting, Vertex Valuation, Vertex Correlation, Vertex Hype Analysis, Vertex Volatility, Vertex History and analyze Vertex Performance.
For more information on how to buy Vertex Stock please use our How to Invest in Vertex guide.

Vertex Market Premiums

Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Vertex market risk premium is the additional return an investor will receive from holding Vertex long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Vertex. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Vertex's performance over market.
α-0.72   β0.21

Vertex expected buy-and-hold returns

Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Vertex's Buy-and-hold return. Our buy-and-hold chart shows how Vertex performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.

Vertex Market Price Analysis

Market price analysis indicators help investors to evaluate how Vertex stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Vertex shares will generate the highest return on investment. By understating and applying Vertex stock market price indicators, traders can identify Vertex position entry and exit signals to maximize returns.

Vertex Return and Market Media

The median price of Vertex for the period between Sat, Dec 14, 2024 and Fri, Mar 14, 2025 is 53.2 with a coefficient of variation of 17.27. The daily time series for the period is distributed with a sample standard deviation of 8.6, arithmetic mean of 49.8, and mean deviation of 7.0. The Stock received a lot of media exposure during the period.
 Price Growth (%)  
       Timeline  
1
Vertexs pain trial hits endpoint but sinks stock as placebo comparison spooks investors - Fierce Biotech
12/19/2024
2
Disposition of 37000 shares by Item Second Irr. Trust Fbo Anne Marie Westphal Ua Of Jeffrey R. Westphal Dated October 5, 2001 of Vertex subject to Rule 16b-3
12/23/2024
3
Disposition of 450000 shares by Westphal Jeffrey of Vertex subject to Rule 16b-3
12/31/2024
4
Disposition of 53843 shares by Item Second Irr. Trust Fbo Kyle R. Westphal Ua Of Jeffrey R. Westphal Dated October 5, 2001 of Vertex at 56.48 subject to Rule 16...
01/22/2025
5
Disposition of 18157 shares by Item Second Irr. Trust Fbo Kyle R. Westphal Ua Of Jeffrey R. Westphal Dated October 5, 2001 of Vertex at 56.52 subject to Rule 16...
01/23/2025
6
Disposition of 1250 shares by Bryan Rowland of Vertex at 56.02 subject to Rule 16b-3
02/10/2025
7
Vertex Shares Doubled in Q4
02/11/2025
8
Disposition of 52713 shares by Item Second Irr. Trust Fbo Jacob J. Westphal Ua Of Jeffrey R. Westphal Dated October 5, 2001 of Vertex at 41.0205 subject to Rule...
02/14/2025
9
Acquisition by David DeStefano of 69527 shares of Vertex subject to Rule 16b-3
02/18/2025
10
Disposition of 30305 shares by John Schwab of Vertex subject to Rule 16b-3
02/21/2025
11
Vertex, Inc. Shares May Have Slumped 26 percent But Getting In Cheap Is Still Unlikely
02/26/2025
12
Heres What Key Metrics Tell Us About Vertex Q4 Earnings
02/27/2025
13
Disposition of 28568 shares by David DeStefano of Vertex subject to Rule 16b-3
02/28/2025
14
Weekly Analysts Ratings Changes for Vertex
03/03/2025
15
Acquisition by Gayton Bradley M of tradable shares of Vertex at 31.815 subject to Rule 16b-3
03/04/2025
16
Geneva Capital Management LLC Reduces Stake in Vertex, Inc.
03/06/2025
17
Vertex, Inc. to Host 2025 Investor Day
03/11/2025
18
Vertex Inc Shares Down 2.9 percent on Mar 13
03/13/2025

About Vertex Beta and Alpha

For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Vertex or other stocks. Alpha measures the amount that position in Vertex has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
 2022 2024 2025 (projected)
Dividend Yield2.47E-42.84E-42.7E-4
Price To Sales Ratio4.4212.4313.05

Vertex Upcoming Company Events

As portrayed in its financial statements, the presentation of Vertex's financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Vertex's leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of Vertex's public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of Vertex. Please utilize our Beneish M Score to check the likelihood of Vertex's management manipulating its earnings.
13th of March 2024
Upcoming Quarterly Report
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8th of May 2024
Next Financial Report
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31st of December 2023
Next Fiscal Quarter End
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13th of March 2024
Next Fiscal Year End
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30th of September 2023
Last Quarter Report
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31st of December 2022
Last Financial Announcement
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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.