Vertex Inc Class A VERX

Morningstar Rating
$12.01 −0.29 (2.36%)
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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 LOCK|%qZtHs premium.
Price
$12.31
Fair Value
LOCK|.<$#BDtK
Uncertainty
LOCK|FZ
1-Star Price
LOCK|.#TfjRnr
5-Star Price
LOCK|.!$q>g%
Economic Moat
LOCK|>n
Capital Allocation
—

Trading Information

Previous Close Price
$12.30
Day Range
$11.96–12.50
52-Week Range
$10.21–26.54
Bid/Ask
$11.70 / $12.49
Shares Outstanding
162.22M
Market Cap
$1.95B
Volume/Avg
1M / 2M

Key Statistics

Price/Earnings (Normalized)
32.89
Price/Sales
2.54
Dividend Yield (Trailing)
0.00%
Dividend Yield (Forward)
0.00%
Dividend Payment Schedule
—
Total Yield
0.51%

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. It 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 Core
Total Number of Employees
2,000

Valuation

Metric
VERX
Price/Earnings (Normalized)
32.89
Price/Book Value
8.24
Price/Sales
2.54
Price/Cash Flow
11.50
Price/Earnings
VERX

Financial Strength

Metric
VERX
Quick Ratio
0.68
Current Ratio
0.87
Interest Coverage
—
Quick Ratio
VERX

Profitability

Metric
VERX
Return on Assets (Normalized)
9.68%
Return on Equity (Normalized)
47.01%
Return on Invested Capital (Normalized)
19.15%
Return on Assets
VERX

Software - Application Industry Comparables

1-Day Chart
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Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
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LOCK|F$m#HVRLOCK|W&$244B
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LOCK|#fPVQGLOCK|%vm$$192B
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LOCK|?DP%ZJ#zLOCK|?^#>W$142B
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LOCK|p<FGnVLOCK|>k>p$139B
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LOCK|q$LPJ^LOCK|<P$99B
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LOCK|@gw@?M#LOCK|StGb$94B

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