Insights for Vertex Inc.
NASDAQ: VERX
06 - Growing & Well-Funded but Loss-Making

Based on PEG Ratio: Unknown
Today's Price
updated on:
34.45 (-0.95%)
Open 34.9 (-1.29%)
High (Upside %) 35.25 (2.32%)
Low (Downside %) 34.32 (0.38%)
P. Close 34.78 (-0.95%)
Open-High % 1.0%
Open-Low % 1.66%
Low-High % 2.71%
Active Buy Quantity 0
Active Sell Quantity 0
% Overtraded
Current Mood bearish
Previous Data
data from:
Open-High % 0.36%
Open-Low % 3.36%
Low-High % 3.86%
Open-Close % -2.5%
Low-Close % 0.9%
High-Close % 2.85%

VERX is a Stock listed in the US on the NASDAQ under the ticker 'VERX'

Company Summary

Business Units or Product Lines

Vertex Inc. specializes in tax software and services, offering solutions such as Vertex Indirect Tax, Vertex Cloud Indirect Tax, and Vertex O Series, which help businesses automate their tax processes.

Business Models for Each Product Line

Vertex Inc. generates revenue by selling software subscriptions, professional services, and maintenance fees. Major expenses include R&D, sales and marketing, and administrative costs.

Future Opportunities for Growth

Vertex Inc. has opportunities to grow by expanding its product offerings, acquiring new clients in emerging markets, and enhancing its cloud-based solutions to meet the increasing demand for digital tax solutions.

Potential Major Risks

Potential risks include changes in tax regulations that could alter demand for Vertex's products, increased competition in the tax technology space, and cybersecurity threats to its software and data.

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Also read: https://finance.yahoo.com/VERX/profile

Predicted Prices
Key Low (open) Low (high) Close-Down (open) Close-Down (high) Close-Up (open) Close-Up (low) High (open) High (low)
Low Volatility 34.77
47.2% hit
34.7
54.95% hit
34.69
17.33% hit
35.14
46.88% hit
35.21
17.65% hit
34.44
49.2% hit
34.98
47.44% hit
34.87
54.95% hit
Average Volatility 34.17
33.47% hit
34.18
35.86% hit
34.24
15.65% hit
34.63
33.71% hit
35.5
15.89% hit
34.84
34.98% hit
35.35
31.55% hit
35.4
35.86% hit
High Volatility 32.61
3.51% hit
32.64
2.56% hit
32.96
3.27% hit
33.11
4.31% hit
36.27
3.12% hit
35.82
3.04% hit
36.51
3.27% hit
37.06
2.56% hit

VERX's predicted prices using open from of 34.9 and data until date . Current Price is 34.45

Basic Stats
Market Cap-Display Market Cap-Actual Market Cap Enterprise Value-Display Enterprise Value-Actual Enterprise Value Forward P/E Price/Sales Price/Book Enterprise Value/Revenue Enterprise Value/EBITDA Profit Margin Operating Margin Return on Assets Return on Equity Revenue-Display Revenue-Actual Revenue Quarterly Revenue Growth EBITDA-Display EBITDA-Actual EBITDA Diluted EPS Quarterly Earnings Growth Total Cash-Display Total Cash-Actual Total Cash Total Debt-Display Total Debt-Actual Total Debt Total Debt/Equity Current Ratio Operating Cash Flow-Display Operating Cash Flow-Actual Operating Cash Flow Levered Free Cash Flow-Display Levered Free Cash Flow-Actual Levered Free Cash Flow % Held by Insiders % Held by Institutions
5.56 B 5562858496.0 5.56 5.68 B 5681069056.0 5.68 51.62 8.1 27.73 8.27 325.23 -6.44% -5.51% 0.69% -19.65% 690.0 mn 687057024.0 0.69 12.9% 20.0 mn 17468000.0 0.02 -0.29 314.7% 270.0 mn 270395008.0 0.27 350.0 mn 351364992.0 0.35 1.7525 0.98 160.0 mn 155060000.0 0.16 100.0 mn 95302248.0 0.1 8.79% 110.61%

source:https://finance.yahoo.com/VERX/key-statistics

Upside-Downside Spread
Key Weighted 5D 1M 3M 6M 1Y 3Y 10Y
Upside % (high) 19.55% 5.75% (36.43) 6.47% (36.68) 23.19% (42.44) 76.23% (60.71) 76.23% (60.71) 76.23% (60.71) 76.23% (60.71)
Downside % (low) 5.27% -0.06% (34.47) 3.58% (33.215) 3.58% (33.215) 12.17% (30.2586) 12.17% (30.2586) 70.83% (10.05) 72.6% (9.44)
Spread % 14.28% 5.81% 2.89% 19.61% 64.06% 64.06% 5.4% 3.63%

VERX's price used for computing the stats is 34.45 as on date

Cumulative Return Percent
Key Today 5D 2W 1M 3M 6M 1Y 3Y 10Y
Last Price-Trend PrevClose -0.95% -2.82% -3.88% -1.54% -12.23% -34.29% -10.26% 228.41%
Last Price 34.45 34.45 34.45 34.45 34.45 34.45 34.45 34.45 34.45
Trend-Previous Close 34.78 35.45 35.84 34.99 39.25 52.43 38.39 10.49 None

VERX's symbol cumulative return percent is computed basis data from date

Return Velocity
5D 2W 1M 3M 6M 1Y
5D window
Metric Mean Median Stdev
Overall -0.28% 35.35 1.12% 35.85 2.41% 34.07 36.63
Up 1.81% 36.09 1.3% 35.91 1.88% 35.09 37.1
Down -1.5% 34.92 -1.66% 34.86 1.5% 34.12 35.72
5D Opportunity: BUY-APPROACHING
returns: -2.82% (-3.75%), p.close: 35.45
entry: 34.12, exit: 34.07, min.ret: -0.15%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall -1.1% 35.06 -1.49% 34.92 2.06% 33.96 36.15
Up 1.42% 35.95 1.16% 35.86 1.48% 35.16 36.74
Down -2.86% 34.44 -3.23% 34.3 1.86% 33.45 35.43
5D Opportunity:
returns: -2.82% (-5.65%), p.close: 35.45
entry: 33.45, exit: 33.96, min.ret: 1.54%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall -0.24% 35.36 0.58% 35.65 3.52% 33.49 37.24
Up 2.01% 36.16 1.3% 35.91 1.96% 35.12 37.21
Down -3.05% 34.37 -2.31% 34.63 2.73% 32.92 35.82
5D Opportunity:
returns: -2.82% (-7.14%), p.close: 35.45
entry: 32.92, exit: 33.49, min.ret: 1.75%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall -0.69% 35.21 0.11% 35.49 4.18% 32.98 37.43
Up 1.98% 36.15 1.4% 35.94 1.84% 35.17 37.13
Down -3.01% 34.38 -1.98% 34.75 3.09% 32.74 36.02
5D Opportunity:
returns: -2.82% (-7.64%), p.close: 35.45
entry: 32.74, exit: 32.98, min.ret: 0.73%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall -1.2% 35.02 0.26% 35.54 7.3% 31.14 38.91
Up 2.72% 36.41 2.21% 36.23 2.79% 34.93 37.9
Down -4.05% 34.02 -1.86% 34.79 5.87% 30.89 37.14
5D Opportunity:
returns: -2.82% (-12.85%), p.close: 35.45
entry: 30.89, exit: 31.14, min.ret: 0.81%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall 0.09% 35.48 0.68% 35.69 6.67% 31.93 39.03
Up 3.17% 36.57 2.34% 36.28 3.83% 34.54 38.61
Down -3.09% 34.36 -1.63% 34.87 4.66% 31.88 36.83
5D Opportunity:
returns: -2.82% (-10.08%), p.close: 35.45
entry: 31.88, exit: 31.93, min.ret: 0.18%
Using: 5D trend, 0 Days Left
2W window
Metric Mean Median Stdev
Overall -0.35% 35.72 -1.05% 35.46 2.6% 34.32 37.11
Up 2.85% 36.86 2.78% 36.84 2.36% 35.59 38.13
Down -2.67% 34.88 -2.64% 34.89 1.94% 33.84 35.93
2W Opportunity: BUY-APPROACHING
returns: -3.88% (-5.58%), p.close: 35.84
entry: 33.84, exit: 34.32, min.ret: 1.41%
Using: 2W trend, 0 Days Left
Metric Mean Median Stdev
Overall -1.8% 35.2 -1.23% 35.4 5.45% 32.26 38.13
Up 2.31% 36.67 0.86% 36.15 2.7% 35.22 38.12
Down -5.5% 33.87 -4.62% 34.18 4.45% 31.48 36.26
2W Opportunity:
returns: -3.88% (-12.17%), p.close: 35.84
entry: 31.48, exit: 32.26, min.ret: 2.5%
Using: 2W trend, 0 Days Left
Metric Mean Median Stdev
Overall -0.81% 35.55 -0.59% 35.63 6.38% 32.12 38.98
Up 3.45% 37.07 2.91% 36.88 3.32% 35.29 38.86
Down -4.49% 34.23 -3.46% 34.6 4.43% 31.85 36.61
2W Opportunity:
returns: -3.88% (-11.13%), p.close: 35.84
entry: 31.85, exit: 32.12, min.ret: 0.84%
Using: 2W trend, 0 Days Left
Metric Mean Median Stdev
Overall -2.28% 35.02 0.57% 36.04 11.15% 29.03 41.02
Up 4.23% 37.36 3.42% 37.07 3.92% 35.25 39.46
Down -6.81% 33.4 -3.28% 34.67 8.77% 28.68 38.12
2W Opportunity:
returns: -3.88% (-19.96%), p.close: 35.84
entry: 28.68, exit: 29.03, min.ret: 1.2%
Using: 2W trend, 0 Days Left
Metric Mean Median Stdev
Overall 0.3% 35.95 1.89% 36.52 9.79% 30.68 41.21
Up 5.26% 37.72 4.23% 37.36 5.16% 34.95 40.5
Down -4.86% 34.1 -2.55% 34.92 6.97% 30.35 37.85
2W Opportunity:
returns: -3.88% (-15.32%), p.close: 35.84
entry: 30.35, exit: 30.68, min.ret: 1.09%
Using: 2W trend, 0 Days Left
1M window
Metric Mean Median Stdev
Overall -8.23% 32.11 -10.43% 31.34 5.35% 29.3 34.92
Up 3.32% 36.15 2.47% 35.86 3.36% 34.39 37.91
Down -12.81% 30.51 -13.26% 30.35 4.98% 27.9 33.12
1M Opportunity:
returns: -1.54% (-20.28%), p.close: 34.99
entry: 27.9, exit: 29.3, min.ret: 5.04%
Using: 1M trend, 0 Days Left
Metric Mean Median Stdev
Overall -1.03% 34.63 -1.2% 34.57 7.87% 30.5 38.76
Up 6.31% 37.2 5.93% 37.07 4.64% 34.76 39.64
Down -6.72% 32.64 -4.81% 33.31 5.63% 29.69 35.59
1M Opportunity:
returns: -1.54% (-15.16%), p.close: 34.99
entry: 29.69, exit: 30.5, min.ret: 2.73%
Using: 1M trend, 0 Days Left
Metric Mean Median Stdev
Overall -5.01% 33.24 -1.2% 34.57 16.28% 24.69 41.78
Up 6.65% 37.32 5.97% 37.08 5.47% 34.45 40.19
Down -11.95% 30.81 -5.62% 33.03 13.48% 23.73 37.88
1M Opportunity:
returns: -1.54% (-32.18%), p.close: 34.99
entry: 23.73, exit: 24.69, min.ret: 4.05%
Using: 1M trend, 0 Days Left
Metric Mean Median Stdev
Overall 1.11% 35.38 1.52% 35.52 15.42% 27.28 43.47
Up 9.51% 38.32 8.24% 37.87 7.92% 34.16 42.47
Down -7.85% 32.24 -3.65% 33.71 10.9% 26.52 37.96
1M Opportunity:
returns: -1.54% (-24.2%), p.close: 34.99
entry: 26.52, exit: 27.28, min.ret: 2.87%
Using: 1M trend, 0 Days Left

VERX's symbol current price is 34.45 (-0.95%) as on . Yesterday's close was 34.78. It's return velocities are computed basis data from date .

Win Percent
Key Weighted 5D 1M 3M 6M 1Y 3Y
Open-High (> 1.0%) 38.47% 20.0% 45.45% 53.03% 59.09% 62.7% 69.44%
Open-Low (> 1.0%) 76.59% 80.0% 77.27% 71.21% 74.24% 68.65% 69.58%
Open-Close-Up (> 0.5%) 30.59% 20.0% 36.36% 37.88% 41.67% 40.08% 41.14%
Open-Close-Down (> 0.5%) 58.89% 80.0% 45.45% 45.45% 43.94% 40.08% 37.96%
Low-Close-Up (> 1.0%) 47.79% 20.0% 63.64% 68.18% 71.21% 68.25% 72.62%
High-Close-Down (> 1.0%) 67.6% 80.0% 59.09% 59.09% 59.09% 59.13% 66.14%

VERX's symbol win percent is computed basis data from date