VERX

Technology

Vertex, Inc. · Software - Application · $2B

UQS Score — Balanced Preset
40.1
Average

Vertex, Inc. scores 40.1/100 using the Balanced preset.

19.3
Quality
35%
31.0
Moat
30%
54.5
Growth
20%
31.7
Risk
15%

VERX — Key Takeaways

✅ Strengths

Vertex, Inc. shows attractive valuation relative to fundamentals

⚠️ Areas of Concern

Vertex, Inc. has below-average profitability metrics
Vertex, Inc. has elevated risk from leverage or valuation
Vertex, Inc. has limited competitive moat

VERX — Score History

3035404550Apr 2Apr 3Apr 4Apr 5Apr 6Apr 7Apr 8
DateUQSQualityMoatGrowthRiskValueChange
Apr 8, 202640.119.331.054.531.779.00.0
Apr 7, 202640.119.331.054.531.779.00.0
Apr 6, 202640.119.331.054.531.779.0+2.6
Apr 5, 202637.519.331.047.331.771.5-2.6
Apr 4, 202640.119.331.054.531.778.80.0
Apr 3, 202640.119.331.054.531.778.80.0
Apr 2, 202640.119.331.054.531.778.8

VERX — Pillar Breakdown

Quality

19.3/100 (25%)

Vertex, Inc. currently shows below-average quality metrics, suggesting challenges with profitability.

Capital Efficiency (ROIC)Weak

How effectively capital is deployed to generate returns.

Return on EquityWeak

Profitability relative to shareholders' equity.

Operating ProfitabilityWeak

Ability to convert revenue into operating profit.

Net ProfitabilityWeak

Bottom-line profit as a share of revenue.

Gross Profit / AssetsModerate

Asset productivity — how much gross profit each dollar of assets generates.

Cash GenerationWeak

Free cash flow relative to market value.

Growth

54.5/100 (20%)

Vertex, Inc. shows steady but unspectacular growth, typical for mature companies.

Recent Revenue TrendWeak

Revenue trajectory over the last twelve months.

3Y Revenue CAGRWeak

Compound annual revenue growth rate over 3 years.

EPS GrowthStrong

Year-over-year earnings per share growth.

Forward Revenue OutlookWeak

Analyst consensus for future revenue growth.

Forward EPS GrowthStrong

Analyst consensus for future earnings growth.

Risk

31.7/100 (15%)

Vertex, Inc. presents elevated risk with concerns around leverage or financial stability.

Financial LeverageModerate

Debt levels relative to earnings capacity.

Debt/EquityWeak

Total debt relative to shareholder equity.

Current RatioWeak

Short-term liquidity — ability to pay near-term obligations.

Interest CoverageWeak

Earnings capacity relative to interest payments.

Valuation

79.0/100 (15%)

Vertex, Inc. appears attractively valued relative to its earnings, cash flows, and sector peers.

Earnings YieldStrong

Inverse of forward P/E — higher yield means cheaper stock.

Price to Free Cash FlowModerate

How many years of FCF the market cap represents.

PEG RatioStrong

P/E relative to earnings growth — lower is more attractive.

Moat

31/100 (30%)

Vertex, Inc. operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for VERX.

Score Composition

Quality
19.3×25%4.8
Growth
54.5×20%10.9
Risk
31.7×15%4.8
Valuation
79.0×15%11.8
Moat
31.0×30%9.3
Total
40.1Average

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How is the VERX UQS Score Calculated?

The UQS (Unified Quality Score) for Vertex, Inc. is calculated using a proprietary 5-pillar framework with 25 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector.

Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.

Moat (25%) assesses Vertex, Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.

Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.

Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.

Valuation (15%) measures whether Vertex, Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.

Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.