Vertex

Escalating Compliance And ERP Migration Delays Will Constrain Profitability

AnalystLowTarget

Not Invested

Consensus Narrative from 13 Analysts

Published

28 Apr 25

Updated

09 Aug 25

AnalystLowTarget's Fair Value

US$25.00

2.4% overvalued

09 Aug

US$25.61

-29.6%

-6.8%

Author's Valuation

US$25.0

2.4% overvalued

AnalystLowTarget Fair Value

Narrative

Updates1

Shared on07 May 25
Fair value Decreased 19%

AnalystLowTarget Fair Value

US$25.0

2.4% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

12.49%

Software revenue growth rate

1.52%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

8.69%

Calculation

US$74.72m

Earnings '28

73.45x

PE Ratio '28

US$5.49b

Market Cap '28

US$5.49b

Market Cap '28

171.95m

No. shares '28

US$31.92

Share Price '28

US$31.92 Share Price '28

Discounted to 2025 @ 8.68% p.a.

US$24.86

Fair Value '25

Escalating Compliance And ERP Migration Delays Will Constrain Profitability

Shared on07 May 25Fair value Decreased 19%

Shared on07 May 25
Fair value Decreased 19%