Vertex Inc Class A VERX

Morningstar Rating
$41.10 +1.89 (4.82%)
View Full Chart

About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

VERX is trading at a 191% premium.
Price
$39.40
Fair Value
$98.00
Uncertainty
High
1-Star Price
$56.40
5-Star Price
$78.78
Economic Moat
Tswth
Capital Allocation

Trading Information

Previous Close Price
$39.21
Day Range
$38.7241.19
52-Week Range
$21.8741.19
Bid/Ask
$41.30 / $42.30
Market Cap
$6.39 Bil
Volume/Avg
1.2 Mil / 729,942

Key Statistics

Price/Earnings (Normalized)
47.98
Price/Sales
10.43
Dividend Yield (Trailing)
0.00%
Dividend Yield (Forward)
0.00%
Total Yield

Company Profile

Vertex Inc is a provider of tax technology and services. Its software, content, and services help customers stay in compliance with indirect taxes that occur in taxing jurisdictions all over the world. Vertex provides cloud-based and on-premise solutions to specific industries for every line of tax, including income, sales, consumer use, value-added, and payroll. The company offers solutions such as tax determination, Tax Data Management, document management, and compliance and reporting among others. The company derives revenue from software subscriptions.
Sector
Technology
Industry
Software - Application
Stock Style Box
Small Growth
Total Number of Employees
1,500

Comparables

Valuation

Metric
VERX
GEN
INTU
Price/Earnings (Normalized)
47.9813.3735.81
Price/Book Value
27.388.439.23
Price/Sales
10.434.5010.59
Price/Cash Flow
46.1155.0432.46
Price/Earnings
VERX
GEN
INTU

Financial Strength

Metric
VERX
GEN
INTU
Quick Ratio
1.030.250.72
Current Ratio
1.170.301.29
Interest Coverage
0.291.7714.56
Quick Ratio
VERX
GEN
INTU

Profitability

Metric
VERX
GEN
INTU
Return on Assets (Normalized)
10.80%8.10%16.07%
Return on Equity (Normalized)
36.39%56.94%27.22%
Return on Invested Capital (Normalized)
24.92%15.65%20.23%
Return on Assets
VERX
GEN
INTU

Software - Application Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
Salesforce Inc
CRM
GklmvvhkZrg$267.2 Bil
SAP SE ADR
SAP
MwsGjzwwjt$265.4 Bil
ServiceNow Inc
NOW
JnsfcwssMnsz$181.2 Bil
Intuit Inc
INTU
HmmxgcgmxVrw$170.2 Bil
Uber Technologies Inc
UBER
MrjddqxfrHxrdjx$153.1 Bil
Automatic Data Processing Inc
ADP
PxnhytxDlqcn$115.6 Bil
Shopify Inc Registered Shs -A- Subord Vtg
SHOP
ZjnfrhkjLbkg$102.1 Bil
Cadence Design Systems Inc
CDNS
XbhrtmmlkJfzvbj$73.1 Bil
Workday Inc Class A
WDAY
GbpjsrvbfwYdfbj$62.8 Bil
Roper Technologies Inc
ROP
XklnlbxpqFsyvn$59.1 Bil

Sponsor Center