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VERX vs. INTU
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between VERX and INTU is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.4

Performance

VERX vs. INTU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vertex, Inc. (VERX) and Intuit Inc. (INTU). The values are adjusted to include any dividend payments, if applicable.

0.00%10.00%20.00%30.00%40.00%50.00%60.00%JulyAugustSeptemberOctoberNovemberDecember
52.76%
2.09%
VERX
INTU

Key characteristics

Sharpe Ratio

VERX:

2.23

INTU:

0.18

Sortino Ratio

VERX:

3.45

INTU:

0.42

Omega Ratio

VERX:

1.46

INTU:

1.06

Calmar Ratio

VERX:

2.75

INTU:

0.29

Martin Ratio

VERX:

15.94

INTU:

0.80

Ulcer Index

VERX:

6.84%

INTU:

6.39%

Daily Std Dev

VERX:

48.94%

INTU:

28.13%

Max Drawdown

VERX:

-75.40%

INTU:

-75.29%

Current Drawdown

VERX:

-5.61%

INTU:

-8.90%

Fundamentals

Market Cap

VERX:

$8.34B

INTU:

$189.72B

EPS

VERX:

$0.19

INTU:

$10.27

PE Ratio

VERX:

281.37

INTU:

66.00

Total Revenue (TTM)

VERX:

$643.23M

INTU:

$16.59B

Gross Profit (TTM)

VERX:

$390.39M

INTU:

$12.99B

EBITDA (TTM)

VERX:

$76.82M

INTU:

$4.31B

Returns By Period

In the year-to-date period, VERX achieves a 99.42% return, which is significantly higher than INTU's 3.55% return.


VERX

YTD

99.42%

1M

4.93%

6M

55.77%

1Y

109.05%

5Y*

N/A

10Y*

N/A

INTU

YTD

3.55%

1M

-1.11%

6M

2.09%

1Y

4.23%

5Y*

19.99%

10Y*

22.10%

Compare stocks, funds, or ETFs

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


Risk-Adjusted Performance

VERX vs. INTU - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vertex, Inc. (VERX) and Intuit Inc. (INTU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for VERX, currently valued at 2.23, compared to the broader market-4.00-2.000.002.002.230.18
The chart of Sortino ratio for VERX, currently valued at 3.45, compared to the broader market-4.00-2.000.002.004.003.450.42
The chart of Omega ratio for VERX, currently valued at 1.46, compared to the broader market0.501.001.502.001.461.06
The chart of Calmar ratio for VERX, currently valued at 2.75, compared to the broader market0.002.004.006.002.750.29
The chart of Martin ratio for VERX, currently valued at 15.94, compared to the broader market-5.000.005.0010.0015.0020.0025.0015.940.80
VERX
INTU

The current VERX Sharpe Ratio is 2.23, which is higher than the INTU Sharpe Ratio of 0.18. The chart below compares the historical Sharpe Ratios of VERX and INTU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50JulyAugustSeptemberOctoberNovemberDecember
2.23
0.18
VERX
INTU

Dividends

VERX vs. INTU - Dividend Comparison

VERX has not paid dividends to shareholders, while INTU's dividend yield for the trailing twelve months is around 0.58%.


TTM20232022202120202019201820172016201520142013
VERX
Vertex, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
INTU
Intuit Inc.
0.58%0.52%0.72%0.38%0.42%0.74%0.83%0.89%1.08%1.09%0.89%0.92%

Drawdowns

VERX vs. INTU - Drawdown Comparison

The maximum VERX drawdown since its inception was -75.40%, roughly equal to the maximum INTU drawdown of -75.29%. Use the drawdown chart below to compare losses from any high point for VERX and INTU. For additional features, visit the drawdowns tool.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-5.61%
-8.90%
VERX
INTU

Volatility

VERX vs. INTU - Volatility Comparison

The current volatility for Vertex, Inc. (VERX) is 8.03%, while Intuit Inc. (INTU) has a volatility of 10.85%. This indicates that VERX experiences smaller price fluctuations and is considered to be less risky than INTU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%JulyAugustSeptemberOctoberNovemberDecember
8.03%
10.85%
VERX
INTU

Financials

VERX vs. INTU - Financials Comparison

This section allows you to compare key financial metrics between Vertex, Inc. and Intuit Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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