V
51.20
1.82 (3.69%)
| Previous Close | 49.38 |
| Open | 48.23 |
| Volume | 651,392 |
| Avg. Volume (3M) | 760,942 |
| Market Cap | 7,985,152,000 |
| Price / Earnings (TTM) | 269.47 |
| Price / Sales | 12.53 |
| Price / Book | 30.45 |
| 52 Weeks Range | |
| Earnings Date | 6 Nov 2024 |
| Profit Margin | 4.73% |
| Operating Margin (TTM) | 4.32% |
| Diluted EPS (TTM) | 0.190 |
| Quarterly Revenue Growth (YOY) | 17.50% |
| Total Debt/Equity (MRQ) | 135.97% |
| Current Ratio (MRQ) | 1.04 |
| Operating Cash Flow (TTM) | 171.32 M |
| Levered Free Cash Flow (TTM) | 72.59 M |
| Return on Assets (TTM) | 1.12% |
| Return on Equity (TTM) | 12.69% |
Market Trend
| Short Term | Medium Term | ||
| Industry | Software - Application (US) | Mixed | Mixed |
| Software - Application (Global) | Mixed | Mixed | |
| Stock | Vertex, Inc. | Bullish | Bullish |
Stockmoo Score
-0.2
| Analyst Consensus | 1.5 |
| Insider Activity | -5.0 |
| Price Volatility | -3.0 |
| Technical Moving Averages | 1.5 |
| Technical Oscillators | 4.0 |
| Average | -0.20 |
|
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 |
| Investment Style | Small Growth |
| % Held by Insiders | 19.69% |
| % Held by Institutions | 107.41% |
Ownership
| Name | Date | Shares Held |
|---|---|---|
| Tensile Capital Management Lp | 30 Sep 2024 | 4,053,550 |
| Fred Alger Management, Llc | 30 Sep 2024 | 2,543,838 |
| Conestoga Capital Advisors, Llc | 30 Sep 2024 | 2,280,290 |
| Legacy Advisors, Llc | 30 Sep 2024 | 2,163,058 |
| Timessquare Capital Management, Llc | 30 Sep 2024 | 1,655,400 |
| Loomis Sayles & Co L P | 30 Sep 2024 | 1,565,994 |
| Geneva Capital Management Llc | 30 Sep 2024 | 1,450,599 |
| 52 Weeks Range | ||
| Price Target Range | ||
| High | 62.00 (Morgan Stanley, 21.09%) | Buy |
| Median | 58.00 (13.28%) | |
| Low | 50.00 (Jefferies, -2.34%) | Buy |
| Average | 56.63 (10.61%) | |
| Total | 7 Buy, 1 Hold | |
| Avg. Price @ Call | 50.10 | |
| Firm | Date | Target Price | Call | Price @ Call |
|---|---|---|---|---|
| Morgan Stanley | 13 Nov 2024 | 62.00 (21.09%) | Buy | 50.58 |
| BMO Capital | 07 Nov 2024 | 52.00 (1.56%) | Hold | 51.33 |
| Baird | 07 Nov 2024 | 57.00 (11.33%) | Buy | 51.33 |
| Goldman Sachs | 07 Nov 2024 | 59.00 (15.23%) | Buy | 51.33 |
| JMP Securities | 07 Nov 2024 | 61.00 (19.14%) | Buy | 51.33 |
| Needham | 07 Nov 2024 | 60.00 (17.19%) | Buy | 51.33 |
| Stifel | 07 Nov 2024 | 52.00 (1.56%) | Buy | 51.33 |
| Jefferies | 04 Nov 2024 | 50.00 (-2.34%) | Buy | 42.23 |
| Name | Avg. Buy ($) | Avg. Sell ($) | Net Quantity | Net Value ($) |
|---|---|---|---|---|
| DESTEFANO DAVID | - | 49.31 | -198,151 | -9,791,139 |
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFRE | - | 51.66 | -150,000 | -7,738,295 |
| ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY | - | 50.87 | -150,000 | -7,758,005 |
| WESTPHAL JEFFREY | 49.29 | 49.29 | 0 | 0 |
| Aggregate Net Quantity | -498,151 | |||
| Aggregate Net Value ($) | -25,287,438 | |||
| Aggregate Avg. Buy ($) | 49.29 | |||
| Aggregate Avg. Sell ($) | 50.35 | |||
| Insider Range ($) | ||||
| Name | Holder | Date | Type | Quantity | Price | Value ($) |
|---|---|---|---|---|---|---|
| DESTEFANO DAVID | Officer | 18 Nov 2024 | Sell (-) | 22,275 | 49.38 | 1,099,940 |
| DESTEFANO DAVID | Officer | 15 Nov 2024 | Sell (-) | 16,769 | 49.10 | 823,358 |
| DESTEFANO DAVID | Officer | 14 Nov 2024 | Sell (-) | 159,107 | 49.45 | 7,867,841 |
| ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY | 11 Nov 2024 | Sell (-) | 8,485 | 49.29 | 418,226 | |
| WESTPHAL JEFFREY | 11 Nov 2024 | Acquired (+) | 2,485,000 | 49.29 | 122,485,650 | |
| WESTPHAL JEFFREY | 11 Nov 2024 | Sell (-) | 2,485,000 | 49.29 | 122,485,650 | |
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFRE | 08 Nov 2024 | Sell (-) | 58,780 | 51.99 | 3,055,972 | |
| ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY | 08 Nov 2024 | Sell (-) | 114,870 | 51.99 | 5,972,091 | |
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFRE | 07 Nov 2024 | Sell (-) | 91,220 | 51.33 | 4,682,323 | |
| ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY | 07 Nov 2024 | Sell (-) | 26,645 | 51.33 | 1,367,688 |
The support, resistance and trendline levels presented has been generated by an artificial intelligence (AI) model and should be interpreted with caution.
Portfolio
| Realized Profit | - |
| Unrealized Profit | - |
| Dividend Received 2024 | - |
| Total Profit | - |
| Avg. Return | - |
| Quantity (Buy) | - |
| Avg. Price (Buy) | - |
| Quantity (Sold) | - |
| Avg. Price (Sold) | - |