VERX vs. KLAC

Last updated Apr 1, 2026

Compare and contrast key facts about Vertex, Inc. (VERX) and KLA Corporation (KLAC).

Performance

VERX vs. KLAC - Performance Comparison

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

VERX vs. KLAC - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
VERX Vertex, Inc.	-40.46%	-62.57%	98.03%	85.67%	-8.57%	-54.46%	45.63%
KLAC KLA Corporation	21.34%	94.48%	9.36%	56.05%	-11.20%	68.05%	33.77%

Fundamentals

EPS VERX : $0.07 KLAC : $34.42
PE Ratio VERX : 176.48 KLAC : 42.78
PS Ratio VERX : 1.70 KLAC : 15.30
Total Revenue (TTM) VERX : $748.44M KLAC : $12.74B
Gross Profit (TTM) VERX : $481.60M KLAC : $7.89B
EBITDA (TTM) VERX : $46.96M KLAC : $5.71B

Returns By Period

In the year-to-date period, VERX achieves a -40.46% return, which is significantly lower than KLAC's 21.34% return.

VERX

• 1D: 1.89%
• 1M: -17.89%
• YTD: -40.46%
• 6M: -52.04%
• 1Y: -66.04%
• 3Y*: -16.86%
• 5Y*: -12.50%
• 10Y*: —

KLAC

• 1D: 6.50%
• 1M: -3.42%
• YTD: 21.34%
• 6M: 36.92%
• 1Y: 118.24%
• 3Y*: 55.93%
• 5Y*: 34.90%
• 10Y*: 37.36%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

VERX vs. KLAC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VERX

VERX Risk / Return Rank: 4
VERX Sharpe Ratio Rank: 1
VERX Sortino Ratio Rank: 1
VERX Omega Ratio Rank: 2
VERX Calmar Ratio Rank: 7
VERX Martin Ratio Rank: 9

KLAC

KLAC Risk / Return Rank: 93
KLAC Sharpe Ratio Rank: 94
KLAC Sortino Ratio Rank: 89
KLAC Omega Ratio Rank: 91
KLAC Calmar Ratio Rank: 95
KLAC Martin Ratio Rank: 96

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VERX vs. KLAC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vertex, Inc. (VERX) and KLA Corporation (KLAC). 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.

	VERX	KLAC	Difference
Sharpe ratio Return per unit of total volatility	-1.29	2.41	-3.70
Sortino ratio Return per unit of downside risk	-2.29	2.74	-5.03
Omega ratio Gain probability vs. loss probability	0.71	1.40	-0.69
Calmar ratio Return relative to maximum drawdown	-0.91	5.37	-6.28
Martin ratio Return relative to average drawdown	-1.54	17.17	-18.71
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

VERX vs. KLAC - Sharpe Ratio Comparison

The current VERX Sharpe Ratio is -1.29, which is lower than the KLAC Sharpe Ratio of 2.41. The chart below compares the historical Sharpe Ratios of VERX and KLAC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	VERX	KLAC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-1.29	2.41	-3.70
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.23	0.82	-1.06
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.92	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.21	0.43	-0.64

Correlation

The correlation between VERX and KLAC is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

VERX vs. KLAC - Dividend Comparison

VERX has not paid dividends to shareholders, while KLAC's dividend yield for the trailing twelve months is around 0.52%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
KLAC KLA Corporation	0.52%	0.61%	0.96%	0.92%	1.25%	0.91%	1.35%	1.74%	3.17%	2.15%	2.67%	2.94%

Drawdowns

VERX vs. KLAC - Drawdown Comparison

The maximum VERX drawdown since its inception was -80.76%, roughly equal to the maximum KLAC drawdown of -83.74%. Use the drawdown chart below to compare losses from any high point for VERX and KLAC.

Drawdown Indicators

	VERX	KLAC	Difference
Max Drawdown Largest peak-to-trough decline	-80.76%	-83.74%	+2.98%
Max Drawdown (1Y) Largest decline over 1 year	-72.92%	-22.41%	-50.51%
Max Drawdown (5Y) Largest decline over 5 years	-80.76%	-40.28%	-40.48%
Max Drawdown (10Y) Largest decline over 10 years	—	-40.28%	—
Current Drawdown Current decline from peak	-79.83%	-12.49%	-67.34%
Average Drawdown Average peak-to-trough decline	-41.12%	-29.47%	-11.65%
Ulcer Index Depth and duration of drawdowns from previous peaks	43.10%	7.00%	+36.10%

Volatility

VERX vs. KLAC - Volatility Comparison

The current volatility for Vertex, Inc. (VERX) is 13.23%, while KLA Corporation (KLAC) has a volatility of 17.00%. This indicates that VERX experiences smaller price fluctuations and is considered to be less risky than KLAC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	VERX	KLAC	Difference
Volatility (1M) Calculated over the trailing 1-month period	13.23%	17.00%	-3.77%
Volatility (6M) Calculated over the trailing 6-month period	39.37%	37.03%	+2.34%
Volatility (1Y) Calculated over the trailing 1-year period	51.22%	49.32%	+1.90%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	53.87%	42.63%	+11.24%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	54.89%	40.93%	+13.96%

Financials

VERX vs. KLAC - Profitability Comparison

The chart below illustrates the profitability comparison between Vertex, Inc. and KLA Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

VERX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Vertex, Inc. reported a gross profit of 126.09M and revenue of 194.71M. Therefore, the gross margin over that period was 64.8%.

KLAC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, KLA Corporation reported a gross profit of 2.03B and revenue of 3.30B. Therefore, the gross margin over that period was 61.5%.

VERX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Vertex, Inc. reported an operating income of -2.61M and revenue of 194.71M, resulting in an operating margin of -1.3%.

KLAC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, KLA Corporation reported an operating income of 1.36B and revenue of 3.30B, resulting in an operating margin of 41.3%.

VERX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Vertex, Inc. reported a net income of -7.00M and revenue of 194.71M, resulting in a net margin of -3.6%.

KLAC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, KLA Corporation reported a net income of 1.15B and revenue of 3.30B, resulting in a net margin of 34.8%.