Vertex (VERX) Stock Analysis — PE Ratio, PS Ratio, Intrinsic Value & 2030 Price Target
Vertex stock (VERX) is currently trading at $11.66. Vertex PE ratio is 300.50. Vertex PS ratio (Price-to-Sales) is 2.57. Analyst consensus price target for VERX is $19.14. WallStSmart rates VERX as Sell.
- VERX PE ratio analysis and historical PE chart
- VERX PS ratio (Price-to-Sales) history and trend
- VERX intrinsic value — DCF, Graham Number, EPV models
- VERX stock price prediction 2025 2026 2027 2028 2029 2030
- VERX fair value vs current price
- VERX insider transactions and insider buying
- Is VERX undervalued or overvalued?
- Vertex financial analysis — revenue, earnings, cash flow
- VERX Piotroski F-Score and Altman Z-Score
- VERX analyst price target and Smart Rating
Vertex
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VERX Intrinsic Value Analysis for Value Investors
Benjamin Graham Formula · Vertex (VERX)
VERX trades 4652% above its Graham fair value of $0.27, indicating the stock may be overvalued at current levels.
Based on Benjamin Graham Formula. Growth rate capped at 25%. For informational purposes only. Not financial advice.
Smart Analysis
Vertex (VERX) · 9 metrics scored
Smart Score
Category Performance
WallStSmart pulls financial metrics like revenue growth, profit margins, and valuation ratios and scores each one from 0 to 10 based on how strong or weak it is. Those 10 scores are grouped into 4 categories: Growth, Profitability, Valuation, and Quality — which form the 4 axes of the spider chart you see. The categories are then combined into a final score out of 100, but not equally. Growth and Profitability together count for 60% of the total, because a fast-growing profitable business matters more than just a cheap one. That final number maps to a rating (Strong Buy, Buy, Hold, Avoid) and a letter grade, giving you one clear Stock Rating.
Investment Thesis
Strong fundamentals in institutional own.. Concerns around return on equity and operating margin. Significant fundamental concerns warrant caution or avoidance.
Vertex (VERX) Key Strengths (1)
110.58% of shares held by major funds and institutions
Supporting Valuation Data
Vertex (VERX) Areas to Watch (8)
Earnings declining -44.00%, profits shrinking
Very low returns on shareholder equity
Near-zero operating margins, business under pressure
Very expensive at 8.1x book value
Very thin margins, barely profitable
Modest revenue growth at 9.10%
Small-cap company with higher risk but more growth potential
Revenue is fairly priced at 2.57x sales
Supporting Valuation Data
Vertex (VERX) Detailed Analysis Report
Overall Assessment
This company scores 29/100 in our Smart Analysis, earning a F grade. Out of 9 metrics analyzed, 1 register as strengths (avg 10.0/10) while 8 fall into concern territory (avg 2.6/10). The category breakdown reveals uneven performance, with some areas requiring attention.
The Bull Case
The strongest argument centers on Institutional Own..
The Bear Case
The primary concerns are EPS Growth, Return on Equity, Operating Margin. Some valuation metrics including Price/Sales (2.57), Price/Book (8.07) suggest expensive pricing. Growth concerns include Revenue Growth at 9.10%, EPS Growth at -44.00%, which may limit upside. Profitability pressure is visible in Return on Equity at 3.29%, Operating Margin at 2.87%, Profit Margin at 0.96%.
Key Dynamics to Monitor
Three factors to monitor going forward. First, whether EPS Growth improves, as this is the primary drag on the overall score. Second, margin trajectory, with Return on Equity at 3.29% needing improvement to support the investment thesis. Third, growth sustainability, with Revenue Growth at 9.10% needing to reaccelerate.
Risk Considerations
Based on the metric profile, this is a higher risk investment. There are more areas of concern than strength, warranting a more conservative position size. Investors should size positions according to their risk tolerance and maintain diversification.
Bottom Line
Fundamental challenges outweigh strengths at current levels. EPS Growth and Return on Equity are the primary drags. Consider waiting for meaningful improvement before committing capital.
Disclaimer: Smart Analysis is a scoring system developed by WallStSmart Team. Scores update daily using multi-model valuation framework. Always conduct your own research and consult with financial advisors before making investment decisions.
VERX Price-to-Sales(PS) Ratio Chart
Historical valuation based on market cap ÷ trailing 12-month revenue
VERX's Price-to-Sales ratio of 2.57x trades 33% below its historical average of 3.84x (18th percentile). The current valuation is 65% below its historical high of 7.31x set in Nov 2024, and 72% above its historical low of 1.49x in Feb 2026. Over the past 12 months, the PS ratio has compressed from ~4.1x as trailing revenue scaled faster than the stock price.
Compare VERX with Competitors
Top SOFTWARE - APPLICATION stocks by market cap
Compare any two stocks →WallStSmart Analysis Synopsis
Data-driven financial summary for Vertex (VERX) · TECHNOLOGY › SOFTWARE - APPLICATION
The Big Picture
Vertex operates as a stable business with moderate growth and solid fundamentals. Revenue reached 748M with 9% growth year-over-year. Profit margins are thin at 1.0%, typical for companies in this phase that are reinvesting heavily in growth.
Key Findings
Generating 20M in free cash flow and 47M in operating cash flow. Earnings are translating into actual cash generation.
ROE of 3.3% suggests the company isn't efficiently converting equity into profits.
What to Watch Next
Margin expansion: can Vertex push profit margins above 15% as the business scales?
Valuation compression risk at a P/E of 300.5x. Any growth miss could trigger a sharp correction.
Sector dynamics: monitor SOFTWARE - APPLICATION industry trends, competitive moves, and regulatory changes that could impact Vertex.
Bottom Line
Vertex offers stability with moderate growth and solid fundamentals. The valuation may present an opportunity for patient investors, though limited growth means returns will likely come from dividends and modest capital appreciation rather than explosive gains.
This synopsis is generated from publicly available financial data. It is not financial advice. Always conduct your own research and consult a qualified financial advisor before making investment decisions.
Insider Transactions(53 last 3 months)
| Insider | Type | Shares |
|---|---|---|
ITEM, SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001 10% Owner | Sell | -10,000 |
| Insider | Type | Shares |
|---|---|---|
WESTPHAL, JEFFREY See Remarks | Buy | +150,000 |
| Insider | Type | Shares |
|---|---|---|
WESTPHAL, JEFFREY See Remarks | Buy | +247,740 |
Data sourced from SEC Form 4 filings
Last updated: 10:05:37 AM
About Vertex(VERX)
NASDAQ
TECHNOLOGY
SOFTWARE - APPLICATION
USA
Vertex, Inc. provides tax technology solutions for corporations in the retail, communications, leasing, and manufacturing industries in the United States and internationally. The company is headquartered in King of Prussia, Pennsylvania.