📊 VERX Key Takeaways
Is Vertex, Inc. (VERX) a Good Investment?
Vertex faces critical financial stress with interest coverage of only 0.6x, indicating operating income cannot service debt obligations—an unsustainable position. Despite 14,161% revenue growth (likely acquisition-driven), the company collapsed 64.3% gross margins to 1.0% net margins through severe operating expense burden. Liquidity concerns (current ratio 0.98x) combined with elevated leverage (1.30x debt-to-equity) create material solvency risk.
Why Buy Vertex, Inc. Stock? VERX Key Strengths
- Strong gross margin of 64.3% demonstrates solid underlying business economics in core operations
- Positive free cash flow of $93.8M (12.5% FCF margin) shows cash generation capability despite low profitability
- Substantial revenue base of $748.4M provides scale and market presence
VERX Stock Risks: Vertex, Inc. Investment Risks
- Interest coverage of 0.6x reveals inability to service debt from operations—fundamentally unsustainable position
- Current ratio of 0.98x signals acute short-term liquidity stress and working capital pressure
- Catastrophic margin compression (64.3% gross to 1.0% net) indicates high integration costs, bloated SG&A, or operational distress
Key Metrics to Watch
- Interest coverage ratio—must exceed 1.0x to demonstrate debt sustainability
- Operating margin trajectory—critical if integration costs normalize or persist
- Current ratio improvement—must exceed 1.0x to resolve liquidity constraints
Vertex, Inc. (VERX) Financial Metrics & Key Ratios
💡 AI Analyst Insight
The current ratio below 1.0x warrants monitoring of short-term liquidity.
VERX Profit Margin, ROE & Profitability Analysis
VERX vs Technology Sector: How Vertex, Inc. Compares
How Vertex, Inc. compares to Technology sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
Is Vertex, Inc. Stock Overvalued? VERX Valuation Analysis 2026
Based on fundamental analysis, Vertex, Inc. shows some fundamental concerns relative to the Technology sector in 2026.
Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.
Vertex, Inc. Balance Sheet: VERX Debt, Cash & Liquidity
VERX Revenue & Earnings Growth: 5-Year Financial Trend
5-Year Trend Summary: Vertex, Inc.'s revenue has grown significantly by 76% over the 5-year period, indicating strong business expansion.
VERX Revenue Growth, EPS Growth & YoY Performance
VERX Quarterly Earnings & Performance
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q3 2025 | $170.4M | -$961.0K | N/A |
| Q2 2025 | $161.1M | -$961.0K | N/A |
| Q1 2025 | $156.8M | $2.7M | N/A |
| Q3 2024 | $145.0M | $2.7M | N/A |
| Q2 2024 | $139.7M | $2.7M | N/A |
| Q1 2024 | $132.8M | $2.7M | N/A |
| Q3 2023 | $126.2M | -$334.0K | N/A |
| Q2 2023 | $119.3M | -$334.0K | N/A |
Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.
Vertex, Inc. Dividends, Buybacks & Capital Allocation
VERX SEC Filings: Latest 10-K & 10-Q Analysis
Access official SEC EDGAR filings for Vertex, Inc. (CIK: 0001806837)
📋 Recent SEC Filings
| Date | Form | Document | Action |
|---|---|---|---|
| Mar 9, 2026 | 4 | xslF345X05/tm268380-1_4seq1.xml | View → |
| Feb 26, 2026 | 4 | xslF345X05/form4-02262026_090240.xml | View → |
| Feb 25, 2026 | 4 | xslF345X05/form4-02252026_090229.xml | View → |
| Feb 25, 2026 | 4 | xslF345X05/form4-02252026_090217.xml | View → |
| Feb 25, 2026 | 4 | xslF345X05/form4-02252026_090233.xml | View → |
❓ Frequently Asked Questions about VERX
What is the AI rating for VERX?
Vertex, Inc. (VERX) has an AI rating of SELL with 78% confidence, based on fundamental analysis of SEC EDGAR filings.
What are VERX's key strengths?
Claude: Strong gross margin of 64.3% demonstrates solid underlying business economics in core operations. Positive free cash flow of $93.8M (12.5% FCF margin) shows cash generation capability despite low profitability.
What are the risks of investing in VERX?
Claude: Interest coverage of 0.6x reveals inability to service debt from operations—fundamentally unsustainable position. Current ratio of 0.98x signals acute short-term liquidity stress and working capital pressure.
What is VERX's revenue and growth?
Vertex, Inc. reported revenue of $748.4M.
Does VERX pay dividends?
Vertex, Inc. pays dividends, with $146.1M distributed to shareholders in the trailing twelve months.
Where can I find VERX SEC filings?
Official SEC filings for Vertex, Inc. (CIK: 0001806837) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.
What is VERX's EPS?
Vertex, Inc. has a diluted EPS of $0.00.
How is the AI analysis conducted?
Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.
Is VERX a good stock to buy right now?
Based on our AI fundamental analysis in April 2026, Vertex, Inc. has a SELL rating with 78% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.
Is VERX stock overvalued or undervalued?
Valuation metrics for VERX: ROE of 2.8% (sector avg: 22%), net margin of 1.0% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.
Should I buy VERX stock in 2026?
Our dual AI analysis gives Vertex, Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.
What is VERX's free cash flow?
Vertex, Inc.'s operating cash flow is $165.5M, with capital expenditures of $71.8M. FCF margin is 12.5%.
How does VERX compare to other Technology stocks?
Vs Technology sector averages: Net margin 1.0% (avg: 18%), ROE 2.8% (avg: 22%), current ratio 0.98 (avg: 2.5).