Vertex, Inc. (VERX)

合理估值

TechnologySoftware - ApplicationUnited States

基本面

价格

$12.12

市值

$1.91B

Yahoo Finance TradingView 新闻官网

第一部分 · 这家公司值多少

概览

Vertex, Inc., together with its subsidiaries, provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally. The company offers transaction determination; compliance and reporting, including workflow management tools; tax data management and document management solutions; analytics and insights; pre-built integration that includes mapping data fields, and business logic and configurations; industry-specific solutions support certain industries for indirect tax needs, such as retail, communications, and leasing; and technology specific solutions, such as chain flow accelerator and SAP-specific tools. It provides implementation services, such as configuration, data migration and implementation, and support and training; E-invoicing, an end-to-end e-invoicing process; and managed services, including indirect tax return preparation, filing and tax payment, and notice management. The company sells its software products through software licenses and software as a service subscription. Vertex, Inc. has a strategic collaboration with xSuite Group GmbH to support SAP customers. The company was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.

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Direct competitors

Who this company fights with for the same customers

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No competitor list for this company yet.

资产负债表与流动性

营收

$787M

最近12个月（截至2026/6/30）

净利润

$4M

最近12个月（截至2026/6/30）

自由现金流

股东权益合计

$259M

负债合计

$1.01B

流动比率

0.87

利息覆盖率

0.44

债务/EBITDA

3.53

每股收益

暂无 EPS 数据

营收与净利润

自由现金流

收入构成

历史财务表

利润率变化

债务变化

债务负担有多重

增长一览表

增长 — 营业收入

公允价值估算

一般情形合理估值

公允价值

$14.34

当前价格

$12.12

安全边际

+15.5%

公允价值区间

$9.32 - $19.35

所用估值方法之间的离散区间，并非经过统计校准的置信区间。

估算方法

分析师目标价:$17.15

现金流折现法（DCF）:数据不足，无法计算

市盈率法（P/E）:$0.24

格雷厄姆成长公式:$0.33

盈利能力价值（EPV）:数据不足，无法计算

合理市净率（P/B）:数据不足，无法计算

股息折现模型（戈登模型）:数据不足，无法计算

P/FFO（运营资金）:-

周期中段收益:数据不足，无法计算

市销率法（P/S）:$24.90

分析师共识:买入 (13B / 9H / 0S)

最近财报超预期:+2.77%

估值指标

市盈率（P/E）

534.53

ROE

2.8%

市净率（P/B）

P/FCF

毛利率

64.0%

ROIC

-1.6%

盈利能力雷达图

价值创造（经济护城河）

ROIC

-1.6%

WACC

7.8%

ROIC − WACC

-9.5 pp

ROIC 低于资本成本：公司每投入一美元都在毁灭价值。

基本面分析标准

通过（10）

Gross Margin 64.0%
Debt/Equity ratio
Current Ratio
Debt/EBITDA
Revenue Growth 5Y 14.8%
Analyst Consensus 59% Buy
Earnings Surprise avg 2.5%
Earnings Quality (OCF/NI) 48.56
Net Margin Trend 0.5% vs -7.1%
Piotroski F-Score 7/9

未通过（8）

Price CAGR -16.61%
ROIC -1.6%
Operating Margin -1.7%
Interest Coverage
Return on Tangible Assets
Low reliance on intangibles
DCF valuation (Unknown)
ROE 1.4%

不可用（9）

EPS data insufficient
P/FCF NaN
P/B Ratio NaN
Dividend Payout NaN%
Positive Free Cash Flow
CapEx intensity
Price below Graham Number
PEG Ratio (need PE > 0 and growth > 0)
Share Dilution (missing shares data)

Piotroski F-评分

7/9

财务状况强健

score

criteria

盈利质量

48.56

高质量：盈利有现金流支撑

股权稀释

正在回购股份，对股东友好

机构持股

公司治理

管理团队

姓名	职位	年龄
Mr. Christopher David Young	CEO, President & Director	53
Ms. Amanda Westphal Radcliffe	Co-Owner & Independent Director	56
Ms. Stefanie Westphal-Lucas Thompson	Co-Owner & Independent Director	62
Mr. John R. Schwab	Chief Financial Officer	57
Mr. Bryan T. R. Rowland	Senior VP, General Counsel & Secretary	45
Mr. Ray Westphal	Founder	-
Mr. Aneel Jaeel	Chief Operations Officer	-
Mr. Ryan J. Leib CPA	Chief Accounting Officer	47
Mr. Bala Chandran	Chief Product & Technology Officer	-
Mr. Joseph J. Crivelli	Vice President of Investor Relations	-

审计风险

董事会风险

薪酬风险

股东权利风险

第二部分 · 价格与买入时机

这一部分不判断公司是否值得拥有：它帮助你在基本面说服你之后，选择何时买入。包含：技术分析、潜力、历史回撤、Gamma 敞口。

文件

年度报告（10-K）
对公司业务、财务业绩和风险的年度概述。
提交日期：2026-02-24
查看文件
季度报告（10-Q）
最近三个月财务表现的最新情况。
提交日期：2026-08-04
查看文件
临时报告（8-K）
关于重大事件（如管理层变动或重要公告）的通知。
提交日期：2026-08-03
查看文件

via SEC EDGAR

损益历史

via SEC EDGAR

Latest News

Recent headlines for VERX, sourced from Markets Gazette.

3/10/2026NEGATIVE
Investment Firm Sheds 384,000 Shares of VERX Stock, According to Latest SEC Filing
An investment firm has divested 384,000 shares of Vertex Inc., a company specializing in tax technology software and SaaS solutions for corporate compliance. This significant sell-off, disclosed in a recent SEC filing, suggests a potential loss of confidence from institutional investors or a strategic portfolio adjustment. For current and prospective shareholders, this action could signal underlying concerns about the company's future prospects or valuation, potentially leading to downward pressure on the stock price.

via Markets Gazette