35.24
-0.63 (-1.74%)
| Previous Close | 35.86 |
| Open | 35.90 |
| Volume | 118,083 |
| Avg. Volume (3M) | 1,351,398 |
| Market Cap | 5,573,578,240 |
| Price / Sales | 8.32 |
| Price / Book | 31.52 |
| 52 Weeks Range | |
| Earnings Date | 6 May 2025 - 12 May 2025 |
| Profit Margin | -7.91% |
| Operating Margin (TTM) | 3.29% |
| Diluted EPS (TTM) | -0.340 |
| Quarterly Revenue Growth (YOY) | 15.20% |
| Total Debt/Equity (MRQ) | 196.20% |
| Current Ratio (MRQ) | 1.00 |
| Operating Cash Flow (TTM) | 164.82 M |
| Levered Free Cash Flow (TTM) | 117.73 M |
| Return on Assets (TTM) | 1.22% |
| Return on Equity (TTM) | -24.39% |
Market Trend
| Short Term | Medium Term | ||
| Industry | Software - Application (US) | Mixed | Mixed |
| Software - Application (Global) | Mixed | Mixed | |
| Stock | Vertex, Inc. | Bearish | Bullish |
AIStockmoo Score
| Analyst Consensus | -0.5 |
| Insider Activity | -1.5 |
| Price Volatility | 2.0 |
| Technical Moving Averages | 3.5 |
| Technical Oscillators | -2.0 |
| Average | 0.30 |
|
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 | 7.35% |
| % Held by Institutions | 104.86% |
Ownership
| Name | Date | Shares Held |
|---|---|---|
| Tensile Capital Management Lp | 31 Dec 2024 | 3,769,550 |
| Conestoga Capital Advisors, Llc | 31 Dec 2024 | 2,261,595 |
| Legacy Advisors, Llc | 31 Dec 2024 | 1,397,779 |
| 52 Weeks Range | ||
| Price Target Range | ||
| High | 61.00 (Citizens Capital Markets, 73.12%) | Buy |
| Median | 51.50 (46.16%) | |
| Low | 31.00 (Stifel, -12.02%) | Hold |
| Average | 51.00 (44.74%) | |
| Total | 7 Buy, 1 Hold | |
| Avg. Price @ Call | 33.72 | |
| Firm | Date | Target Price | Call | Price @ Call |
|---|---|---|---|---|
| Citizens Capital Markets | 20 Mar 2025 | 61.00 (73.12%) | Buy | 36.16 |
| Morgan Stanley | 20 Mar 2025 | 60.00 (70.29%) | Buy | 36.16 |
| Needham | 20 Mar 2025 | 60.00 (70.29%) | Buy | 36.16 |
| Goldman Sachs | 03 Mar 2025 | 48.00 (36.23%) | Buy | 32.12 |
| Baird | 28 Feb 2025 | 45.00 (27.71%) | Buy | 32.29 |
| DA Davidson | 28 Feb 2025 | 55.00 (56.09%) | Buy | 32.29 |
| Jefferies | 28 Feb 2025 | 48.00 (36.23%) | Buy | 32.29 |
| Stifel | 28 Feb 2025 | 31.00 (-12.02%) | Hold | 32.29 |
| Name | Avg. Buy ($) | Avg. Sell ($) | Net Quantity | Net Value ($) |
|---|---|---|---|---|
| ROWLAND BRYAN T.R. | - | 36.45 | -43,228 | -1,575,661 |
| Aggregate Net Quantity | -43,228 | |||
| Aggregate Net Value ($) | -1,575,661 | |||
| Aggregate Avg. Buy ($) | - | |||
| Aggregate Avg. Sell ($) | 36.45 | |||
| Name | Holder | Date | Type | Quantity | Price | Value ($) |
|---|---|---|---|---|---|---|
| ROWLAND BRYAN T.R. | Officer | 19 Mar 2025 | Automatic sell (-) | 43,228 | 36.45 | 1,575,661 |
| ROWLAND BRYAN T.R. | Officer | 19 Mar 2025 | Option execute | 32,105 | - | - |
| Date | Type | Details |
|---|---|---|
| 26 Mar 2025 | Announcement | Vertex Commerce Study: Returnuary’s Growing Complexity Forces Retailers to Keep Pace |
| 11 Mar 2025 | Announcement | Vertex, Inc. to Host 2025 Investor Day |
| 27 Feb 2025 | Announcement | Vertex Announces Fourth Quarter and Full Year 2024 Financial Results |
| 26 Feb 2025 | Announcement | Vertex Expands e-Invoicing Capabilities to Streamline Compliance & Reporting |
| 26 Feb 2025 | Announcement | Vertex Expands e-Invoicing Capabilities to Streamline Compliance & Reporting |
| 29 Jan 2025 | Announcement | Vertex’s Latest Tax Rates and Rules Report Highlights a Surge in District Taxes |
| 22 Jan 2025 | Announcement | Vertex to Announce Fourth Quarter 2024 Financial Results on Thursday, February 27, 2025 |
| 09 Jan 2025 | Announcement | Vertex Recognized in Built In’s Esteemed 2025 Best Places to Work Awards |
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 2025 | - |
| Total Profit | - |
| Avg. Return | - |
| Quantity (Buy) | - |
| Avg. Price (Buy) | - |
| Quantity (Sold) | - |
| Avg. Price (Sold) | - |