Vertex Stock Performance
| VERX Stock | USD 54.25 0.90 1.63% |
On a scale of 0 to 100, Vertex holds a performance score of 20. The entity has a beta of 1.98, 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. Please check Vertex's sortino ratio, semi variance, as well as the relationship between the Semi Variance and rate of daily change , to make a quick decision on whether Vertex's existing price patterns will revert.
Risk-Adjusted Performance
20 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Vertex are ranked lower than 20 (%) of all global equities and portfolios over the last 90 days. In spite of fairly weak basic indicators, Vertex showed solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
Five Day Return (1.42) | Year To Date Return 102.43 | Ten Year Return 126.7 | All Time Return 126.7 |
1 | Disposition of 5000 shares by Stamm John Richard of Vertex at 35.4408 subject to Rule 16b-3 | 09/12/2024 |
2 | Disposition of 27732 shares by Item Second Irr. Trust Fbo Anne Marie Westphal Ua Of Jeffrey R. Westphal Dated October 5, 2001 of Vertex at 41.3234 subject to Ru... | 10/08/2024 |
3 | Disposition of 48957 shares by Item Second Irr. Trust Fbo Anne Marie Westphal Ua Of Jeffrey R. Westphal Dated October 5, 2001 of Vertex at 41.3125 subject to Ru... | 10/09/2024 |
4 | Disposition of 42765 shares by Item Second Irr. Trust Fbo Anne Marie Westphal Ua Of Jeffrey R. Westphal Dated October 5, 2001 of Vertex at 40.4849 subject to Ru... | 10/11/2024 |
5 | Disposition of 56419 shares by Item Second Irr. Trust Fbo Jacob J. Westphal Ua Of Jeffrey R. Westphal Dated October 5, 2001 of Vertex at 40.7688 subject to Rule... | 10/14/2024 |
6 | Disposition of 210084 shares by David DeStefano of Vertex subject to Rule 16b-3 | 10/30/2024 |
7 | Vertex shares rise on raised target, strong 3Q results | 11/06/2024 |
8 | Vertex Third Quarter 2024 Earnings Beats Expectations | 11/08/2024 |
9 | Vertex Price Target Raised to 60.00 | 11/11/2024 |
10 | Lenqute mondiale de Vertex rvle que la moiti des entreprises sont la trane dans le domaine de lautomatisation fiscale et financire | 11/13/2024 |
11 | Vertexs Jeffrey Westphal sells 121.5m in stock | 11/14/2024 |
12 | Disposition of 16769 shares by David DeStefano of Vertex at 49.5717 subject to Rule 16b-3 | 11/15/2024 |
13 | Disposition of 22275 shares by David DeStefano of Vertex at 49.5536 subject to Rule 16b-3 | 11/18/2024 |
14 | Disposition of 31034 shares by Item Second Irr. Trust Fbo Kyle R. Westphal Ua Of Jeffrey R. Westphal Dated October 5, 2001 of Vertex at 53.1272 subject to Rule ... | 11/21/2024 |
15 | Disposition of 25607 shares by David DeStefano of Vertex at 55.05 subject to Rule 16b-3 | 11/26/2024 |
16 | Vertex general counsel sells 166,341 in stock | 11/27/2024 |
17 | Vertex is a Great Momentum Stock Should You Buy | 11/29/2024 |
| Begin Period Cash Flow | 106.7 M |
Vertex |
Vertex Relative Risk vs. Return Landscape
If you would invest 3,670 in Vertex on September 3, 2024 and sell it today you would earn a total of 1,755 from holding Vertex or generate 47.82% return on investment over 90 days. Vertex is currently generating 0.6427% in daily expected returns and assumes 2.5207% risk (volatility on return distribution) over the 90 days horizon. In different words, 22% of stocks are less volatile than Vertex, and 88% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Vertex Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vertex's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Vertex, and traders can use it to determine the average amount a Vertex's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.255
| Best Portfolio | Best Equity | |||
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| Small Returns | VERX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 2.52 actual daily | 22 78% of assets are more volatile |
Expected Return
| 0.64 actual daily | 12 88% of assets have higher returns |
Risk-Adjusted Return
| 0.26 actual daily | 20 80% of assets perform better |
Based on monthly moving average Vertex is performing at about 20% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Vertex by adding it to a well-diversified portfolio.
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 | 0.13 | ||||
| Return On Asset | 0.0112 | ||||
| Profit Margin | 0.05 % | ||||
| Operating Margin | 0.04 % | ||||
| Current Valuation | 8.53 B | ||||
| Shares Outstanding | 65.97 M | ||||
| Price To Book | 32.66 X | ||||
| Price To Sales | 13.15 X | ||||
| Revenue | 572.39 M | ||||
| Gross Profit | 298.49 M | ||||
| EBITDA | 56.95 M | ||||
| Net Income | (13.09 M) | ||||
| Cash And Equivalents | 92.5 M | ||||
| Cash Per Share | 0.62 X | ||||
| Total Debt | 66.97 M | ||||
| Debt To Equity | 0.36 % | ||||
| Current Ratio | 0.61 X | ||||
| Book Value Per Share | 1.66 X | ||||
| Cash Flow From Operations | 74.33 M | ||||
| Earnings Per Share | 0.19 X | ||||
| Market Capitalization | 8.46 B | ||||
| Total Asset | 759.93 M | ||||
| Retained Earnings | (586 K) | ||||
| Working Capital | (174.16 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 | (0.03) | (0.03) | |
| Return On Capital Employed | (0.02) | (0.02) | |
| Return On Assets | (0.02) | (0.02) | |
| Return On Equity | (0.05) | (0.05) |
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 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 90.0% of Vertex outstanding shares are owned by institutional investors | |
| Latest headline from zacks.com: Vertex is a Great Momentum Stock Should You Buy |
- 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.