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Vertex, Inc. (VERX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US92538J1060

CUSIP

92538J106

Sector

Technology

IPO Date

Jul 29, 2020

Highlights

Market Cap

$8.16B

EPS (TTM)

$0.19

PE Ratio

275.32

Total Revenue (TTM)

$643.23M

Gross Profit (TTM)

$384.47M

EBITDA (TTM)

$94.67M

Year Range

$23.31 - $52.93

Target Price

$56.27

Short %

8.95%

Short Ratio

8.53

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
VERX vs. VOO VERX vs. INTU VERX vs. SPY VERX vs. KRYS VERX vs. KLAC VERX vs. CRSP VERX vs. DELL
Popular comparisons:
VERX vs. VOO VERX vs. INTU VERX vs. SPY VERX vs. KRYS VERX vs. KLAC VERX vs. CRSP VERX vs. DELL

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Vertex, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%10.00%20.00%30.00%40.00%50.00%60.00%JuneJulyAugustSeptemberOctoberNovember
58.57%
12.14%
VERX (Vertex, Inc.)
Benchmark (^GSPC)

Returns By Period

Vertex, Inc. had a return of 98.37% year-to-date (YTD) and 97.20% in the last 12 months.


VERX

YTD

98.37%

1M

26.91%

6M

61.06%

1Y

97.20%

5Y (annualized)

N/A

10Y (annualized)

N/A

^GSPC (Benchmark)

YTD

24.72%

1M

1.67%

6M

12.93%

1Y

30.55%

5Y (annualized)

13.88%

10Y (annualized)

11.16%

Monthly Returns

The table below presents the monthly returns of VERX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-9.95%38.42%-5.42%-8.28%13.46%9.08%9.99%-2.42%-0.47%7.79%98.37%
2023-6.96%15.41%32.80%-0.19%6.44%-11.28%6.46%7.85%3.17%4.81%15.90%-3.99%85.67%
2022-8.57%-4.00%10.12%-7.24%-22.28%2.44%-0.71%21.60%-0.07%31.82%-4.66%-15.54%-8.57%
2021-5.74%-6.39%-28.52%-7.05%-5.97%14.21%-13.86%9.52%-7.15%8.32%-12.20%-13.18%-54.46%
2020-1.55%8.70%-10.19%5.39%4.13%38.07%45.63%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of VERX is 91, placing it in the top 9% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of VERX is 9191
Combined Rank
The Sharpe Ratio Rank of VERX is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of VERX is 9191
Sortino Ratio Rank
The Omega Ratio Rank of VERX is 9090
Omega Ratio Rank
The Calmar Ratio Rank of VERX is 9292
Calmar Ratio Rank
The Martin Ratio Rank of VERX is 9191
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Vertex, Inc. (VERX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for VERX, currently valued at 1.98, compared to the broader market-4.00-2.000.002.004.001.982.54
The chart of Sortino ratio for VERX, currently valued at 3.13, compared to the broader market-4.00-2.000.002.004.003.133.40
The chart of Omega ratio for VERX, currently valued at 1.42, compared to the broader market0.501.001.502.001.421.47
The chart of Calmar ratio for VERX, currently valued at 2.47, compared to the broader market0.002.004.006.002.473.66
The chart of Martin ratio for VERX, currently valued at 11.30, compared to the broader market0.0010.0020.0030.0011.3016.26
VERX
^GSPC

The current Vertex, Inc. Sharpe ratio is 1.98. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Vertex, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JuneJulyAugustSeptemberOctoberNovember
1.98
2.54
VERX (Vertex, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History


Vertex, Inc. doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember0
-0.88%
VERX (Vertex, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Vertex, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Vertex, Inc. was 75.40%, occurring on Jun 13, 2022. Recovery took 529 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-75.4%Feb 22, 2021331Jun 13, 2022529Jul 23, 2024860
-25.4%Aug 28, 202019Sep 24, 202059Dec 17, 202078
-17.32%Dec 24, 202011Jan 11, 202123Feb 12, 202134
-13.47%Jul 24, 202411Aug 7, 202439Oct 2, 202450
-8.19%Aug 7, 20203Aug 11, 20207Aug 20, 202010

Volatility

Volatility Chart

The current Vertex, Inc. volatility is 15.78%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
15.78%
3.96%
VERX (Vertex, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Vertex, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Vertex, Inc..


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items