Vertex, Inc.

Is Vertex, Inc. overvalued or undervalued?

As of February 27, 2025, Vertex, Inc. is considered overvalued and risky due to a high Price to Book Value of 32.47, an EV to EBITDA of 63.24, a negative ROE of -17.81%, and a significant underperformance of -29.52% compared to the S&P 500's 17.14% return.

As of 27 February 2025, Vertex, Inc. has moved from an attractive to a risky valuation grade, indicating a significant deterioration in its financial outlook. The company appears to be overvalued given its current metrics, particularly with a Price to Book Value of 32.47 and an EV to EBITDA of 63.24, which are substantially higher than those of its peers. Additionally, the company has a negative ROE of -17.81%, further supporting the notion of overvaluation.<BR><BR>In comparison to its peers, Compass, Inc. has a P/E ratio of -170.03 and Zeta Global Holdings Corp. has an EV to EBITDA of 86.43, both of which also reflect risky valuations. Notably, SolarWinds Corp. stands out with a more attractive P/E ratio of 25.03 and an EV to EBITDA of 13.67, showcasing a healthier financial position within the industry. Over the past year, Vertex, Inc. has underperformed against the S&P 500, with a return of -29.52% compared to the index's 17.14%, reinforcing the view that the stock is currently overvalued.

Is Vertex, Inc. technically bullish or bearish?

As of July 28, 2025, Vertex, Inc. has shifted to a bearish trend with moderate strength, indicated by bearish signals from MACD, moving averages, and KST, while underperforming the S&P 500 with a year-to-date return of -51.94%.

As of 28 July 2025, the technical trend for Vertex, Inc. has changed from mildly bearish to bearish. The current stance is bearish with a moderate strength, driven by bearish signals from the weekly MACD, daily moving averages, and KST. The Bollinger Bands indicate a bearish trend on both weekly and monthly time frames. Although the weekly RSI is bullish, it is countered by the overall bearish indicators. <BR><BR>In terms of performance, Vertex has underperformed the S&P 500 across most periods, with a year-to-date return of -51.94% compared to the S&P 500's 12.22%.

How big is Vertex, Inc.?

As of Jun 18, Vertex, Inc. has a market capitalization of 5,854.48 million and reported net sales of 687.06 million with a net profit of -44.29 million. Shareholder's funds are 179.35 million, and total assets amount to 1,166.79 million.

As of Jun 18, Vertex, Inc. has a market capitalization of 5,854.48 million, categorizing it as a Small Cap company.<BR><BR>As of Jun 18, the company reported net sales of 687.06 million for the latest four quarters. During the same period, Vertex, Inc. experienced a net profit of -44.29 million.<BR><BR>As of Dec 24, the reporting period shows shareholder's funds of 179.35 million and total assets amounting to 1,166.79 million.

What does Vertex, Inc. do?

Vertex, Inc. provides tax automation software solutions for enterprises, focusing on indirect tax processes. As of March 2025, it reported net sales of $177 million and a net profit of $11 million, with a market cap of approximately $5.85 billion.

Overview: <BR>Vertex, Inc. provides tax solutions through software that automates indirect tax processes for enterprises, operating within the Software Products industry and classified as a small-cap company.<BR><BR>Financial Snapshot: <BR>Most recent Net Sales: 177 Million (Quarterly Results - Mar 2025) <BR>Most recent Net Profit: 11 Million (Quarterly Results - Mar 2025) <BR>Market-cap: USD 5,854.48 Million (Small Cap)<BR><BR>Key Metrics: <BR>P/E: NA (Loss Making) <BR>Industry P/E: NA <BR>Dividend Yield: 0.00% <BR>Debt Equity: 0.18 <BR>Return on Equity: -17.81% <BR>Price to Book: 29.20<BR><BR>Contact Details: <BR>Address: 2301 Renaissance Blvd., KING OF PRUSSIA PA : 19406 <BR>Website: https://www.vertexinc.com/

Should I buy, sell or hold Vertex, Inc.?