QualityDipStocks / Technology · Software
Vertex VERX
Outside our quality screen, so we don’t track its dips. It’s 31% below its 52-week high.
Outside our quality screen, 23% over its Market Value. No fair value estimate for now: there isn’t enough data.
Worth knowing
- Down 32% from its 52-week high while revenue grew 11%
From the data on this page, as of the last close. How we pick these
- Fair value est.
- n/a
- Market Value
- $12.92price +23%
- Off 52-wk high
- −31%
- Risk vs market
- Lowbeta 0.37
4 bullish · 5 bearish See why
Repriced or dip?
Mixed signals
The price is 31% below its 52-week high (Oct 31), but the business held up: revenue +10.8%, net cash (cash minus debt) −2.2% of market cap since the high.
Some numbers held up (revenue +10.8%, net cash (cash minus debt) −2.2% of market cap since the high), others slipped (revenue growth rate −4.2 pts). The price is 31% below its 52-week high.
The price is 31% below its 52-week high, and the business changed too: revenue growth rate −4.2 pts.
Within 10% of its 52-week high, so there is no dip to judge yet.
The evidence 6 numbers, high vs now
- Revenue, last 12 months$711M → $787M (+10.8%)held up
- Revenue growth rate+15.0% → +10.8% a year (−4.2 pts)changed
- Operating margin−1.1% → −1.7% (−0.6 pts)about the same
- Net cash (cash minus debt)−2.2% of market cap since the highheld up
- Stock vs its sector (Technology)stock −31%, sector median +6% since Oct 31changed
- Price fall vs business numbersprice −31%, revenue/EPS/FCF median +11% (shown, not scored)
Business numbers as reported at the high (12 months to Jun 30, 2025) vs the latest filing (12 months to Jun 30, 2026). Each measure is scored from −1 (business changed) to +1 (business intact) and weighted: revenue, earnings per share, free cash flow, operating margin, revenue growth rate, share count, net cash and the move vs its sector. 60 or more reads as a dip, 40 or less as a repricing. Analyst estimates are not in our data, so they are not used. How to read it
Data-based read, not advice.
Valuation
What we estimate it's worth, and how it ranks on value vs every stock we cover.
Fair value estimate
No estimate for VERX: Capital spending isn't tagged for the latest period in SEC XBRL data. We’d rather show nothing than a made-up number.
Risk vs market
How risk vs market is measured
One year of daily returns (Oct 31 to Nov 2, 252 sessions). Beta = how much VERX moved for each 1% move in the S&P 500 (SPY); 1.0 moves with the market. Volatility is the yearly standard deviation of daily returns. Past behavior, not a forecast.
Moves much less than the market, but its own price swings are 4.8× the S&P 500’s (it moves on its own news).
- Beta vs S&P 500
- 0.37
- Volatility
- 61% vs 13% SPY
- Correlation SPY
- 0.08
- Correlation QQQ
- −0.03
How it ranks
Where VERX stands vs every one of the 1,996 stocks we cover that has the number. Longer bar = better.
Not in the top quarter on any of these 3 measures
- Revenue growth, last 12 months+11% · vs the 12 months beforeTop 45%of 1,814
- Operating margin−1.7% · of sales kept as operating profitLowest 11%of 1,288
- Return on invested capital−3% · profit per dollar of capitalLowest 6%of 838
From SEC filings and our fair value estimate model. A ranking, not advice.
Valuation details
MV $12.92 · FCF value $10.65
Fundamentals
The business itself: sales, profits, cash and debt, from SEC filings.
Bull vs bear
Rule-based from the data on this page, strongest first. Not advice.
Top bullish points 4 of 5
GrowthSales compounded 15% a year from FY2022 to FY2025.
ProfitabilityOperating margin widened to 0.3% in FY2025 from −3.1% in FY2023 (SEC filings).
ProfitabilityGross margin widened to 64.3% in FY2025 from 60.9% in FY2023 (SEC filings).
GrowthSales grew 11% to $787M over the last 12 months vs the 12 months before (SEC filings).
Top bearish points 5 of 5
ProfitabilityLoses money at the operating line: −2% operating margin over the last 12 months.
ProfitabilityReturn on equity is only 1% over the last 12 months.
ProfitabilityReturn on invested capital of −3.0%, below the 12% median for the 134 Technology companies we cover.
ValuationTrades 22.6% above its Market Value of $12.92, the average price paid since the Aug 3 filing.
QualityDoesn’t pass our quality screen: ROE under 12% and ROIC under 10%; net debt 6.2× EBITDA (limit 3×).
All fundamentals
ROE 1% · Sales +11%
Valuation
- P/E
- n/an/m: earnings near zero (P/E above 300)
- Price / FCF
- n/anot reported in its SEC filings
- FCF yield
- n/anot reported in its SEC filings
- EV / EBITDA
- 28.8×
- Price / sales
- 3.30×
- Price / book
- 10.78×
- Market cap
- $2.6Blisted
- Enterprise value
- $2.7B
Growth
- Revenue, 12 months
- $787M
- Sales growth, 12 months
- +10.8%vs the 12 months before
- Sales growth, 3 yrs
- +15.0%/yrfrom FY2022
- Diluted EPS, 12 months
- n/anot reported in its SEC filings
- EPS growth, last FY
- n/afewer than two years of diluted EPS
- Net income, 12 months
- $4M
- Net income growth
- n/anot reported in its SEC filings
Profitability
- Gross margin
- 64.0%
- Operating margin
- −1.7%
- Net margin
- 0.5%
- FCF margin
- n/anot reported in its SEC filings
- Return on equity
- 1%
- Return on invested capital
- −3%
Balance sheet
- Cash & short-term inv.
- $230M
- Total debt
- $339M
- Net cash
- −$108M
- Debt / equity
- 1.40×
- Interest coverage
- n/ainterest expense not tagged in SEC data
Cash flow & returns
- Free cash flow, 12 months
- n/anot reported in its SEC filings
- FCF growth, 12 months
- n/anot reported in its SEC filings
- Dividend yield
- n/ano dividend payments tagged
- Payout ratio
- n/anot reported in its SEC filings
- Buybacks, 12 months
- n/anot reported in its SEC filings
- Share count, 1 year
- n/ano quarterly diluted share count
- Stock-based comp
- $57M
Trailing 12 months to Jun 30, 2026; balance sheet at Jun 30, 2026. From Vertex’s SEC filings. Sparklines show up to six fiscal years. n/a means we don’t hold that number, with the reason. How each is computed.
The business
FCF $0.1B · Sales +10%
- Free cash flow, 12 months$0.1B
- Free-cash-flow yield2.7%
- Free-cash-flow margin9%
- Gross margin64%
- Operating margin3%
- Return on invested capital9%
- Return on equity2%
- Sales growth (latest quarter vs year-ago quarter)+10%
- Net debt / EBITDA6.2×
Chart & levels
Where the price is vs its key levels and trends.
Key levels
Every level vs today’s $15.83
- 52-wk lowlowest close, 1 year$10.58−33.2%
- Market Valueavg paid since Aug 3$12.92−18.4%
- PriceMon Nov 2 close$15.83you are here
- 52-wk highhighest close, 1 year$22.90+44.7%
Momentum & 52-week range
RSI 74 · 5 days +4.4%
Signals
Reversal signal setups, the public ledger and the next earnings date.
Setup & signals
No setup armed
No setup armed, so there’s no trigger or stop to track yet. Reversal signal rules only run on companies that pass our quality screen.
Next report
Nov 4
- DateWed Nov 4, after the close
- Consensus EPS$0.16
- Year-ago EPS$0.11
- QuarterSep/2026
From Nasdaq’s earnings calendar. A report resets Market Value.
VERX is outside our quality screen
One text when a published rule fires on one of the 332 quality companies we track: the ticker, the price, the stop and a link to the numbers. Nothing else.
Voices & buzz
Who is talking about it, and how it compares with peers.
Who’s talking about it
Notable investors, executives, analysts and public figures on Vertex in the last 48 hours. Headlines as published, each linked. Their words, not ours.
No notable mentions in the last 48 hours. Checked Nov 3, 1:01 PM ET.
Compare with peers
Closest in size in Software
Information only, not investment advice. Fair value estimates and talking points are rule-based model output from public data and can be wrong; stop levels are reference points, not orders. How every number is computed.