View Past PerformanceVertex バランスシートの健全性財務の健全性 基準チェック /46Vertexの総株主資本は$246.5M 、総負債は$338.0Mで、負債比率は137.1%となります。総資産と総負債はそれぞれ$1.2Bと$967.9Mです。 Vertexの EBIT は$8.8Mで、利息カバレッジ比率-1.9です。現金および短期投資は$252.5Mです。主要情報137.13%負債資本比率US$338.04m負債インタレスト・カバレッジ・レシオ-1.9x現金US$252.46mエクイティUS$246.50m負債合計US$967.86m総資産US$1.21b財務の健全性に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • May 09Vertex, Inc. (NasdaqGM:VERX) acquired NITIS SAS.Vertex, Inc. (NasdaqGM:VERX) acquired NITIS SAS on March 31,2026. Vertex, Inc. (NasdaqGM:VERX) completed the acquisition of NITIS SAS on March 31,2026.Reported Earnings • May 07First quarter 2026 earnings released: US$0.016 loss per share (vs US$0.071 profit in 1Q 2025)First quarter 2026 results: US$0.016 loss per share (down from US$0.071 profit in 1Q 2025). Revenue: US$196.6m (up 11% from 1Q 2025). Net loss: US$2.51m (down 123% from profit in 1Q 2025). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.お知らせ • Apr 29Vertex, Inc., Annual General Meeting, Jun 10, 2026Vertex, Inc., Annual General Meeting, Jun 10, 2026.お知らせ • Apr 13Vertex, Inc. to Report Q1, 2026 Results on May 07, 2026Vertex, Inc. announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on May 07, 2026お知らせ • Apr 09Vertex Inc Advances Ai-Powered Capabilities to Improve Enterprise Compliance ExecutionVertex, Inc. announced the next phase of its innovation strategy within the Vertex Cloud platform with new AI capabilities applied to improve how compliance work is executed as complexity continues to rise. Vertex applies AI to enable organizations to identify risk earlier and apply decisions more consistently across the compliance lifecycle. Rather than relying solely on static rules, Vertex brings structure and transparency to how decisions are executed, enabling teams to detect anomalies and evaluate how changes impact transactions and configurations earlier. This approach reduces rework and downstream disruption and delivers audit-ready outcomes that are easier to review and defend. It also connects previously disconnected tasks into a more coordinated process while preserving transparency, human oversight, and accountability, backed by decades of domain expertise. Through continued investment in AI-driven capabilities applied across compliance workflows, the Company is improving how this work is carried out in practice, including: Reducing effort and dependency on specialized skills. Teams complete complex compliance tasks faster by expressing intent in plain language when working with tax data and configurations, while maintaining a clear, auditable understanding of how outcomes are produced. Identifying issues earlier to reduce risk and rework. Signals across transactions, data quality, and configuration changes surface anomalies before they affect filings, strengthening audit readiness and reducing downstream disruption. Improving consistency throughout the lifecycle. Shared intelligence across determination, returns, reconciliation, certificates, and tax close reduces handoffs and supports consistent execution from start to finish. Maintaining transparency, governance, and human oversight. All AI-driven intelligence aligns with Vertex’s responsible AI principles, ensuring outcomes are explainable, reviewable, and validated by professionals within governed workflows before action is taken.Recent Insider Transactions • Feb 24Lead Independent Director recently bought €438k worth of stockOn the 20th of February, Eric Andersen bought around 40k shares on-market at roughly €10.96 per share. This transaction amounted to 36% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €527k more in shares than they have sold in the last 12 months.New Risk • Feb 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Large one-off items impacting financial results.Reported Earnings • Feb 12Full year 2025 earnings released: EPS: US$0.05 (vs US$0.34 loss in FY 2024)Full year 2025 results: EPS: US$0.05 (up from US$0.34 loss in FY 2024). Revenue: US$748.4m (up 12% from FY 2024). Net income: US$7.21m (up US$59.9m from FY 2024). Profit margin: 1.0% (up from net loss in FY 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 10% per year and the company’s share price has also fallen by 10% per year.New Risk • Feb 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 9.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.お知らせ • Feb 11Vertex, Inc. Provides Earnings Guidance for the First Quarter 2026 and Full Year 2026Vertex, Inc. provided earnings guidance for the first quarter 2026 and full year 2026. for the quarter, the Company currently expects Revenues of $193.5 million to $196.5 million. for the year, the Company currently expects Revenues of $823.5 million to $831.5 million.お知らせ • Jan 13Vertex, Inc. to Report Q4, 2025 Results on Feb 11, 2026Vertex, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 11, 2026Breakeven Date Change • Dec 31Forecast breakeven date pushed back to 2026The 16 analysts covering Vertex previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of US$20.0m in 2026. Average annual earnings growth of 99% is required to achieve expected profit on schedule.Reported Earnings • Nov 04Third quarter 2025 earnings released: EPS: US$0.03 (vs US$0.046 in 3Q 2024)Third quarter 2025 results: EPS: US$0.03 (down from US$0.046 in 3Q 2024). Revenue: US$192.1m (up 13% from 3Q 2024). Net income: US$4.05m (down 44% from 3Q 2024). Profit margin: 2.1% (down from 4.2% in 3Q 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Nov 04Vertex, Inc. Provides Earnings Guidance for the Fourth Quarter of 2025 and Full-Year 2025Vertex, Inc. provided earnings guidance for the fourth quarter of 2025 and full-year 2025 . For the quarter, the company expects Revenues of $192.0 million to $196.0 million. For the year, the company expects Revenues of $745.7 million to $749.7 million.お知らせ • Nov 03Vertex, Inc. (NasdaqGM:VERX) announces an Equity Buyback for $150 million worth of its shares.Vertex, Inc. (NasdaqGM:VERX) announces an share repurchase program. Under the program, the company will repurchases up to $150 million worth of its Class A common stock. The program has no expiration date.お知らせ • Oct 30Vertex, Inc. Announces Appointment of Ralf Gärtner as Senior Vice President (SVP) and Regional Manager of EuropeVertex Inc. announced the appointment of Ralf Gärtner as the Company’s new Senior Vice President (SVP) and Regional Manager of Europe. This strategic appointment supports Vertex’s global strategy of building strong regional capabilities where its customers operate, while reinforcing its commitment to innovation and enhanced international compliance across Europe’s rapidly evolving business landscape. Gärtner brings over 30 years of global leadership experience in tax, corporate performance management, ERP and accounting automation. He has a strong track record in delivering new innovations that drive real value for customers as well as driving scale and expanding sales- and partner networks globally. Having led a true global high-growth business in his previous role at Wolters Kluwer, his expertise directly aligns with Vertex’s mission to support enterprises globally by delivering seamless, technology-driven compliance solutions. Gärtner will play a pivotal role in advancing Vertex’s European and global operations, helping organizations ensure compliance, drive transformation, and achieve sustainable growth.お知らせ • Oct 21+ 2 more updatesVertex, Inc. Announces Executive ChangesVertex, Inc. announced that David DeStefano will retire as President, effective November 10, 2025. Following an extensive search process, with the assistance of a leading independent search firm, the Board of Directors has named Christopher Young to succeed David as Vertex’s President, at which point he will also be appointed to the Vertex Board. David will serve as non-executive Chairperson of the Vertex Board. Christopher is a seasoned executive, investor, and board director with a distinguished track record of leadership over almost three decades in enterprise technology. Most recently, he served as Executive Vice President, Business Development at Microsoft, reporting directly to its Chairman and CEO, responsible for assessing opportunities for growth while overseeing the Company’s business development, venture investing, and corporate strategy groups. During his tenure, Christopher helped shape Microsoft's investment agenda in artificial intelligence and other emerging technologies, while also forging strategic transformative alliances. Prior to his time at Microsoft, Christopher served as CEO of the enterprise-focused cybersecurity firm McAfee, helping lead its spinoff from Intel in 2017 and spearhead its transition to the cloud. Previously, Christopher served as Senior Vice President for the Security business at Cisco Systems, where he transformed the strategic profile of its security business, growing the business into a recognized leader.David has been a pillar of vision, execution, and dedication throughout his 26-year tenure at Vertex and instrumental in the Company’s success. Under his leadership, Vertex successfully launched its initial public offering, expanded its cloud-based solutions, and undertook several strategic acquisitions to enhance its global capabilities. While at Vertex, the Company has furthered its position as a trusted provider of indirect tax solutions, consistently delivering strong, profitable revenue growth, including surpassing $600 million in annual recurring revenue in 2024, and driving strong value creation for shareholders. With the addition of Christopher, the Vertex Board will comprise nine directors, seven of whom are independent.お知らせ • Oct 06Vertex, Inc. to Report Q3, 2025 Results on Nov 03, 2025Vertex, Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 03, 2025New Risk • Aug 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Aug 07Now 33% undervalued after recent price dropOver the last 90 days, the stock has fallen 31% to €23.20. The fair value is estimated to be €34.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Aug 07+ 1 more updateVertex, Inc. Provides Earnings Guidance for the Third Quarter of 2025Vertex, Inc. provided earnings guidance for the third quarter of 2025. For the quarter, the Company currently expects revenues of $190.0 million to $193.0 million.Reported Earnings • Aug 06Second quarter 2025 earnings releasedSecond quarter 2025 results: Net income: (down US$5.16m from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.Breakeven Date Change • Aug 06The 15 analysts covering Vertex previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of US$24.0m in 2025. Earnings growth of 67% is required to achieve expected profit on schedule.お知らせ • Jul 09Vertex, Inc. to Report Q2, 2025 Results on Aug 06, 2025Vertex, Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 06, 2025Board Change • Jul 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Director Mark Mendola was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 27Vertex Inc. Expands Global Tax Integration Ecosystem with 65 New EnhancementsVertex Inc. announced a series of new certified integrations and solution enhancements that expand connectivity across ERP, e-commerce, procurement and financial systems. These updates reflect Vertex's continued focus on simplifying and automating global indirect tax with scalable, pre-built solutions that reduce implementation time, increase real-time accuracy and support clean-core ERP strategies - helping organizations modernize tax without disrupting business operations. As businesses face increasing complexity across procurement and commerce systems, Vertex is enhancing its integration with core platforms to simplify global compliance and reduce operational friction. The latest release includes new integrations with SAP, Oracle, Coupa, and Shopify--delivering greater efficiency and accuracy in tax determination across global transactions. It also introduces Vertex Copilot, an AI-powered assistant embedded in unified ecosystem, and Vertex Express Returns for simplified U.S. and Canadian indirect tax compliance. With Brazil's tax reform on the horizon and cross-border commerce accelerating, Vertex is helping organizations stay agile and future-ready by supporting evolving tax models and delivering practical, forward-looking solutions. In this latest release, Vertex introduced several enhancement highlights: Tax Determination: Brazil Tax Reform Readiness: Simultaneously support current and future Brazilian tax determination in a single system. Tax Content Expansion: 300+ new categories for metals and minerals, construction, and sales tax holiday automation, along with enhanced intra-European Union, High Seas, and cross-border situs logic to support any supply chain management scenario; Telecom Enhancements: Easily update company-specific tax rules tied to franchise area IDs; Vertex Tax Calculation on Azure: Now available via Microsoft Marketplace with Microsoft Azure Consumption; Vertex Certificate Service; Leasing Certificate Support: Enable streamlined handling of special condition certificates common in the leasing industry; Certificate Outsourcing: Fully managed exemption certificate handling--from validation to renewals; Vertex VAT ID Validator; Bulk VAT ID Validation: Validate large volumes of registration IDs alongside real-time checks for improved speed and accuracy; Jurisdictional Expansion: Now supporting VAT ID validation across 67+ countries with localized authoritative data; Integrations and Accelerators; Vertex Accelerator+ for SAP ERP: Now certified on SAP S/4HANA Cloud, Private Edition via the SAP Add-On integration scenario for RISE with SAP; Vertex O Series for SAP S/4HANA and SAP ECC (US/CANADA/BRAZIL): Now integrated on Business Technology Platform--advancing clean core strategy and offering flexible deployment options for SAP customers connecting to Vertex; Vertex for Coupa: Global procurement tax management with enhanced cross boarder logic to meet even the most complex scenarios; Vertex for Workday: Now supports large-scale batch invoicing alongside real-time tax calculation--enhancing scalability and accuracy for high-volume invoice processing; Vertex for Shopify: Enhanced cross-border tax logic, including updates for import compliance and complex buy-online-return-in-store and buy-online- pickup-in-store scenarios. Tax Compliance: Vertex e-Invoicing; ERP Integrations: Pre-built support for Oracle Cloud ERP, Oracle e-Business Suite Release 12, SAP ERP Central Component and SAP S/4HANA; Validation Tools: Enhanced capabilities for thorough pre-submission testing; Country Coverage: Expanded support across additional jurisdictions; Vertex VAT Compliance; Automated Exchange Rates: Now supports automatic currency conversion for greater accuracy and efficiency; General Ledger Reconciliation: Enabled general ledger account reconciliation to simplify financial close; Filing Flexibility: Supports multiple maintained legal deadlines; and Filing Flexibility: supports multiple maintained legal deadlines.Buy Or Sell Opportunity • Jun 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to €29.20. The fair value is estimated to be €36.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company became loss making.お知らせ • May 08Vertex, Inc. Provides Financial Guidance for the Second Quarter and Full Year 2025Vertex, Inc. provided financial guidance for the second quarter and full year 2025. For the second quarter, the company expects revenues of $182 million to $187 million. For the full year, the company expects revenues of $760 million to $768 million.Breakeven Date Change • May 08Forecast breakeven date pushed back to 2026The 15 analysts covering Vertex previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of US$24.8m in 2026. Average annual earnings growth of 103% is required to achieve expected profit on schedule.Reported Earnings • May 07First quarter 2025 earnings released: EPS: US$70.27 (vs US$0.017 in 1Q 2024)First quarter 2025 results: EPS: US$70.27 (up from US$0.017 in 1Q 2024). Revenue: US$177.1m (up 13% from 1Q 2024). Net income: US$11.1m (up 315% from 1Q 2024). Profit margin: 6.3% (up from 1.7% in 1Q 2024). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 217 percentage points per year, which is a significant difference in performance.Board Change • Apr 29Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Director Phil Saunders was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 29Vertex, Inc., Annual General Meeting, Jun 11, 2025Vertex, Inc., Annual General Meeting, Jun 11, 2025.お知らせ • Apr 15Vertex, Inc. to Report Q1, 2025 Results on May 07, 2025Vertex, Inc. announced that they will report Q1, 2025 results at 9:30 AM, US Eastern Standard Time on May 07, 2025Buy Or Sell Opportunity • Apr 04Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 40% to €30.80. The fair value is estimated to be €38.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 3.7%.Buy Or Sell Opportunity • Mar 20Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 38% to €31.20. The fair value is estimated to be €39.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 3.7%.お知らせ • Mar 01Vertex Expands e-Invoicing Capabilities to Streamline Compliance & ReportingVertex Inc. announced the latest enhancement of Vertex e-invoicing - a comprehensive solution designed to simplify electronic invoicing (e-invoicing) for businesses navigating increasingly complex global tax regulations. The release integrates Continuous Transaction Controls (CTC) with Periodic Transaction Controls (PTC) to streamline the exchange, clearance, e-archiving and VAT reporting & reconciliation of e-invoices, helping organizations comply with evolving mandates and jurisdictional requirements worldwide. With e-invoicing mandates expanding worldwide, businesses must navigate a growing landscape of country-specific requirements, diverse data standards and evolving reporting obligations. Scalable solutions are essential to replace fragmented approaches, ensuring seamless compliance while automating the reconciliation between real-time e-invoice data with periodic VAT filings. Vertex e-Invoicing solution enables businesses to automate accounts payable and accounts receivable transactions, streamline indirect tax reporting and reconcile VAT filings--all within a scalable, resilient and globally available cloud-based network. For example, the pan-European momentum gathered by ViDA marks a significant shift in the European e-invoicing landscape. As more European countries rapidly adopt and expand digital tax reporting and e-invoicing mandates, businesses need reliable solutions to ensure compliance while maintaining operational efficiency.New Risk • Mar 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.4% average weekly change). Significant insider selling over the past 3 months (€1.2m sold).Buy Or Sell Opportunity • Feb 28Now 27% undervalued after recent price dropOver the last 90 days, the stock has fallen 36% to €32.80. The fair value is estimated to be €44.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 3.6%.お知らせ • Feb 28Vertex, Inc. Provides Earnings Guidance for the First Quarter and Full Year 2025Vertex, Inc. provided earnings guidance for the first quarter and full year 2025. For the quarter, the company expects revenues of $175 million to $178 million. For the year, the company expects revenues of $760 million to $768 million.Reported Earnings • Feb 27Full year 2024 earnings released: US$0.34 loss per share (vs US$0.086 loss in FY 2023)Full year 2024 results: US$0.34 loss per share (further deteriorated from US$0.086 loss in FY 2023). Revenue: US$666.8m (up 17% from FY 2023). Net loss: US$52.7m (loss widened 303% from FY 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 23Vertex, Inc. to Report Q4, 2024 Results on Feb 27, 2025Vertex, Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 27, 2025Recent Insider Transactions • Dec 11CEO, President & Chairman of the Board recently sold €950k worth of stockOn the 6th of December, David DeStefano sold around 18k shares on-market at roughly €53.08 per share. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €9.3m. David has been a net seller over the last 12 months, reducing personal holdings by €13m.Recent Insider Transactions • Nov 29CEO, President & Chairman of the Board recently sold €1.3m worth of stockOn the 26th of November, David DeStefano sold around 26k shares on-market at roughly €52.58 per share. This transaction amounted to 4.7% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €9.3m. David has been a net seller over the last 12 months, reducing personal holdings by €12m.Recent Insider Transactions • Nov 19CEO, President & Chairman of the Board recently sold €9.3m worth of stockOn the 18th of November, David DeStefano sold around 198k shares on-market at roughly €46.93 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by €11m.Reported Earnings • Nov 07Third quarter 2024 earnings released: EPS: US$0.046 (vs US$0.022 loss in 3Q 2023)Third quarter 2024 results: EPS: US$0.046 (up from US$0.022 loss in 3Q 2023). Revenue: US$170.4m (up 18% from 3Q 2023). Net income: US$7.22m (up US$10.6m from 3Q 2023). Profit margin: 4.2% (up from net loss in 3Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 34% per year.Buy Or Sell Opportunity • Nov 07Now 32% overvalued after recent price riseOver the last 90 days, the stock has risen 42% to €45.80. The fair value is estimated to be €34.61, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 32% in 2 years. Earnings are forecast to grow by 89% in the next 2 years.お知らせ • Nov 07Vertex, Inc. Provides Earnings Guidance for the Fourth Quarter of 2024 and Full-Year 2024Vertex, Inc. provided earnings guidance for the fourth quarter of 2024 and full-year 2024. For the quarter, the company expects Revenues of $175 million to $178 million. For the year, the company expects Revenues of $663.3 million to $666.3 million.お知らせ • Oct 22Vertex, Inc. to Report Q3, 2024 Results on Nov 06, 2024Vertex, Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 06, 2024お知らせ • Aug 08Vertex, Inc. Updates Earnings Guidance for the Full Year 2024Vertex, Inc. updated earnings guidance for the full year 2024. The company narrowing full year revenue guidance to the upper end of the range. The company currently expects: Revenues of $654 million to $660 million; Cloud revenue growth of 28%.New Risk • Aug 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 5.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 5.2% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (2.3% increase in shares outstanding). Significant insider selling over the past 3 months (€98m sold).お知らせ • Aug 07Vertex, Inc. (NasdaqGM:VERX) agreed to acquire ecosio GmbH for $180 million.Vertex, Inc. (NasdaqGM:VERX) agreed to acquire ecosio GmbH for $180 million on August 7, 2024. The consideration comprises of an upfront cash payment of $69 million as well as a targeted earn-out of $76 million in cash and $35 million of Vertex shares, based on ecosio achieving certain financial performance targets over the next three years, subject to adjustments pursuant to the terms of the purchase agreement. Vertex will utilize cash on hand to fund the upfront cash payment. The Closing is subject to local regulatory approvals. The transaction is expected to close by the end of the third quarter of 2024. Centerview Partners LLC acted as financial advisor to Vertex.Buy Or Sell Opportunity • Jul 23Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to €36.00. The fair value is estimated to be €29.42, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 14% in a year. Earnings are forecast to decline by 192% in the next year.お知らせ • Jul 12Vertex, Inc. to Report Q2, 2024 Results on Aug 07, 2024Vertex, Inc. announced that they will report Q2, 2024 results at 9:30 AM, US Eastern Standard Time on Aug 07, 2024Buy Or Sell Opportunity • Jul 02Now 13% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to €33.00. The fair value is estimated to be €29.20, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 14% in a year. Earnings are forecast to decline by 192% in the next year.Buy Or Sell Opportunity • Jun 28Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to €33.40. The fair value is estimated to be €27.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 14% in a year. Earnings are forecast to decline by 192% in the next year.お知らせ • May 09Vertex, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal Year 2024Vertex, Inc. provided earnings guidance for the second quarter of fiscal year 2024. For the quarter, the company expected revenues of $159 million to $162 million.Reported Earnings • May 08First quarter 2024 earnings released: EPS: US$17.40 (vs US$0.12 loss in 1Q 2023)First quarter 2024 results: EPS: US$17.40 (up from US$0.12 loss in 1Q 2023). Revenue: US$156.8m (up 18% from 1Q 2023). Net income: US$2.68m (up US$20.8m from 1Q 2023). Profit margin: 1.7% (up from net loss in 1Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 01Vertex, Inc., Annual General Meeting, Jun 12, 2024Vertex, Inc., Annual General Meeting, Jun 12, 2024, at 09:00 US Eastern Standard Time. Agenda: To elect three Directors, Amanda Westphal Radcliffe, Stefanie Westphal Thompson, and Bradley Gayton, to serve until the 2027 Annual Meeting of Stockholders and/or until their respective successors shall have been duly elected and qualified; to ratify the appointment of Crowe LLP as independent registered public accounting firm for the fiscal year ending December 31, 2024; to conduct an advisory vote on our executive compensation called "Say-on-Pay" ; and to consider other matters.New Risk • Apr 29New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Shareholders have been diluted in the past year (2.3% increase in shares outstanding). Significant insider selling over the past 3 months (€113m sold).お知らせ • Apr 23Vertex, Inc. to Report Q1, 2024 Results on May 08, 2024Vertex, Inc. announced that they will report Q1, 2024 results Pre-Market on May 08, 2024Recent Insider Transactions • Mar 06Insider recently sold €70m worth of stockOn the 4th of March, Jeffrey Westphal sold around 2m shares on-market at roughly €29.15 per share. This transaction amounted to 51% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €117m more than they bought in the last 12 months.Reported Earnings • Mar 01Full year 2023 earnings released: US$0.086 loss per share (vs US$0.082 loss in FY 2022)Full year 2023 results: US$0.086 loss per share (further deteriorated from US$0.082 loss in FY 2022). Revenue: US$572.4m (up 16% from FY 2022). Net loss: US$13.1m (loss widened 6.4% from FY 2022). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 29+ 1 more updateVertex, Inc. Provides Earnings Guidance for the First Quarter of 2024 and Full-Year 2024Vertex, Inc. provided earnings guidance for the first quarter of 2024 and full-year 2024. For the first quarter of 2024, the company expected revenues of $152 million to $156 million.For the full-year 2024, the company expected revenues of $650 to $660 million.お知らせ • Feb 02Vertex, Inc. to Report Q4, 2023 Results on Feb 29, 2024Vertex, Inc. announced that they will report Q4, 2023 results Pre-Market on Feb 29, 2024Recent Insider Transactions • Dec 22Insider recently sold €1.6m worth of stockOn the 13th of December, Jacob Westphal sold around 61k shares on-market at roughly €26.67 per share. This transaction amounted to 3.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €7.6m. Insiders have been net sellers, collectively disposing of €47m more than they bought in the last 12 months.お知らせ • Dec 14+ 1 more updateVertex, Inc. announced that it expects to receive $491.25 million in funding from Silver Lake Technology Management, L.L.C.Vertex, Inc entered into an investment agreement to issue 500,000 shares of 11.75% series A senior convertible preferred stock and warrants to purchase 2,500,000 shares of the class A common stock for an aggregate gross proceeds of $491,250,000. The transaction included participation from new investor Silver Lake Alpine II, L.P. Each share of convertible preferred stock has an initial Liquidation Preference of $1,000, and dividends on the convertible preferred stock will accumulate at a rate of 11.75% per annum and be added to, and become part of, the Liquidation Preference, compounding quarterly. The convertible preferred stock will be convertible into class A common stock at an initial conversion price equal to a 20% premium to the volume weighted average trading price of the class A common stock over the period from December 6, 2023 to December 19, 2023, but in any event no lower than $32.50 and no higher than $37.50. The issuance of the Convertible Preferred Stock and warrants is expected to take place shortly prior to the closing of the acquisition. The Lock-Up Period is from date of this agreement until the second anniversary of the closing date, subject to clause below, such Investor will not Transfer any Convertible Preferred Stock, Warrants or Underlying Shares or make any short sale of, grant any option for the purchase of or enter into any hedging or similar transaction with the same economic effect as a short sale of or the purpose of which is to offset the loss which results from a decline in the market price of, any shares of ClassA Common Stock, or otherwise establish or increase, directly or indirectly, a put equivalent position, as defined in Rule16a-1 under the Exchange Act, with respect to the any of the Class A Common Stock or any other capital stock of the Company, The Company has agreed to seek the Stockholder Approval at its next annual meeting. The offer is subject to certain regulatory approvals, the receipt of valid tenders of more than 90% of Pagero’s shares and customary closing conditions. The Company shall reimburse the Investors for their reasonable and documented Transaction Expenses in an aggregate amount not to exceed $4,000,000.New Risk • Nov 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 5.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.1% average weekly change). Significant insider selling over the past 3 months (€24m sold).Reported Earnings • Nov 10Third quarter 2023 earnings released: US$0.022 loss per share (vs US$0.008 loss in 3Q 2022)Third quarter 2023 results: US$0.022 loss per share (further deteriorated from US$0.008 loss in 3Q 2022). Revenue: US$145.0m (up 15% from 3Q 2022). Net loss: US$3.40m (loss widened 198% from 3Q 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 10Vertex, Inc. Provides Revenue Guidance for the Fourth Quarter and Full-Year of 2023Vertex, Inc. provided revenue guidance for the fourth quarter and full-year of 2023. For the quarter, the company expects revenues of $145 million to $147 million.For the full-year 2023, the Company expects revenues of $562.5 million to $564.5 million; Cloud revenue growth of 25%.Buying Opportunity • Nov 07Now 23% undervaluedOver the last 90 days, the stock is up 28%. The fair value is estimated to be €26.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 61%. Revenue is forecast to grow by 12% in a year. Earnings is forecast to grow by 69% in the next year.お知らせ • Oct 17Vertex, Inc. to Report Q3, 2023 Results on Nov 09, 2023Vertex, Inc. announced that they will report Q3, 2023 results Pre-Market on Nov 09, 2023お知らせ • Oct 06Vertex, Inc. Announces the Appointment of Chirag Patel as Chief Strategy OfficerVertex, Inc. announced the appointment of Chirag Patel as Chief Strategy Officer (CSO). In this role, he will focus on the advancement of the Company’s strategy across an expanded global market for tax technology solutions and collaborate closely with the Vertex executive team to accelerate the next phase of growth. Patel joins Vertex from Ernst & Young (EY) where he was the leader of EY Foundry, a corporate venturing unit responsible for building new software businesses in relevant markets. Prior to that position, Patel co-founded and acted as managing director at Highnote Foundry, a venture capital and venture development firm. Additionally, he’s held various leadership roles at IBM, Merrill Lynch Capital Markets and Oracle Consulting. Throughout his career, Patel has established himself as a proven leader with a successful track record for developing and executing growth strategies for both global 1,000 companies and startups. As a three-time CEO of enterprise SaaS companies in the consumer digital, healthcare and financial services industry, he brings with him a wealth of knowledge, expertise and entrepreneurship.Recent Insider Transactions • Aug 17Lead Independent Director recently sold €270k worth of stockOn the 14th of August, Eric Andersen sold around 15k shares on-market at roughly €17.87 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €5.5m. Insiders have been net sellers, collectively disposing of €24m more than they bought in the last 12 months.Reported Earnings • Aug 10Second quarter 2023 earnings released: US$0.13 loss per share (vs US$0.037 loss in 2Q 2022)Second quarter 2023 results: US$0.13 loss per share (further deteriorated from US$0.037 loss in 2Q 2022). Revenue: US$139.7m (up 17% from 2Q 2022). Net loss: US$6.90m (loss widened 25% from 2Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Aug 10Vertex, Inc. Provides Revenue Guidance for Third Quarter of 2023 and Full-Year 2023Vertex, Inc. provided revenue guidance for third quarter of 2023 and full-year 2023. For third quarter of 2023, the company expects revenues of $141 million to $143 million.For full-year 2023, the company expects revenues of $556 to $562 million and Cloud revenue growth of 27%.Buying Opportunity • Aug 07Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 9.4%. The fair value is estimated to be €22.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 55%. Revenue is forecast to grow by 27% in 2 years. Earnings is forecast to grow by 59% in the next 2 years.Buying Opportunity • Jul 21Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be €21.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 55%. Revenue is forecast to grow by 27% in 2 years. Earnings is forecast to grow by 59% in the next 2 years.お知らせ • Jul 18Vertex, Inc. to Report Q2, 2023 Results on Aug 09, 2023Vertex, Inc. announced that they will report Q2, 2023 results Pre-Market on Aug 09, 2023Recent Insider Transactions • Jul 16Insider recently sold €5.5m worth of stockOn the 14th of July, Jeffrey Westphal sold around 325k shares on-market at roughly €16.76 per share. This transaction amounted to 4.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €24m more than they bought in the last 12 months.Buying Opportunity • Jul 03Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €21.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 55%. Revenue is forecast to grow by 27% in 2 years. Earnings is forecast to grow by 59% in the next 2 years.お知らせ • May 11Vertex, Inc. Provides Earnings Guidance for the Second Quarter and Full Year of 2023Vertex, Inc. provided earnings guidance for the second quarter and full year of 2023. For the year, the company expects revenues to be between $135 million to $137 million. For the full year, the company expects revenues to be between $550 million to $556 million.Reported Earnings • May 11First quarter 2023 earnings released: US$0.12 loss per share (vs US$0.002 loss in 1Q 2022)First quarter 2023 results: US$0.12 loss per share (further deteriorated from US$0.002 loss in 1Q 2022). Revenue: US$132.8m (up 16% from 1Q 2022). Net loss: US$18.1m (loss widened US$17.8m from 1Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Software industry in Germany.Reported Earnings • Mar 09Full year 2022 earnings released: US$0.082 loss per share (vs US$0.01 loss in FY 2021)Full year 2022 results: US$0.082 loss per share (further deteriorated from US$0.01 loss in FY 2021). Revenue: US$491.6m (up 16% from FY 2021). Net loss: US$12.3m (loss widened US$10.8m from FY 2021). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Software industry in Germany.Recent Insider Transactions • Mar 03Insider recently sold €2.0m worth of stockOn the 2nd of March, Jeffrey Westphal sold around 133k shares on-market at roughly €14.84 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €8.7m more than they bought in the last 12 months.Buying Opportunity • Feb 22Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.9%. The fair value is estimated to be €17.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 12% in a year. Earnings is forecast to grow by 71% in the next year.お知らせ • Feb 14Vertex, Inc. to Report Q4, 2022 Results on Mar 08, 2023Vertex, Inc. announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Mar 08, 2023Buying Opportunity • Feb 07Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be €17.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 12% in a year. Earnings is forecast to grow by 81% in the next year.Recent Insider Transactions • Dec 16CEO, President & Chairman of the Board recently sold €744k worth of stockOn the 14th of December, David DeStefano sold around 49k shares on-market at roughly €15.28 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.Recent Insider Transactions • Dec 07Independent Director recently sold €196k worth of stockOn the 6th of December, Kevin Robert sold around 13k shares on-market at roughly €15.24 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €656k. Insiders have been net sellers, collectively disposing of €6.0m more than they bought in the last 12 months.Buying Opportunity • Dec 03Now 21% undervaluedOver the last 90 days, the stock is up 26%. The fair value is estimated to be €19.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 12% in a year. Earnings is forecast to grow by 78% in the next year.Recent Insider Transactions • Nov 29Independent Director recently sold €177k worth of stockOn the 23rd of November, Kevin Robert sold around 12k shares on-market at roughly €14.95 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €656k. Insiders have been net sellers, collectively disposing of €6.0m more than they bought in the last 12 months.お知らせ • Nov 19Vertex, Inc. has completed a Follow-on Equity Offering in the amount of $22.725 million.Vertex, Inc. has completed a Follow-on Equity Offering in the amount of $22.725 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 1,500,000 Price\Range: $15.15 Discount Per Security: $0.25Buying Opportunity • Nov 18Now 20% undervaluedOver the last 90 days, the stock is up 20%. The fair value is estimated to be €20.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 12% in a year. Earnings is forecast to grow by 73% in the next year.財務状況分析短期負債: 56Xの 短期資産 ( $488.5M ) は 短期負債 ( $566.6M ) をカバーしていません。長期負債: 56Xの短期資産 ( $488.5M ) が 長期負債 ( $401.3M ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: 56Xの 純負債対資本比率 ( 34.7% ) は 満足できる 水準であると考えられます。負債の削減: 56Xの負債対資本比率は、過去 5 年間で0%から137.1%に増加しました。貸借対照表キャッシュ・ランウェイ分析過去に平均して赤字であった企業については、少なくとも1年間のキャッシュ・ランウェイがあるかどうかを評価する。安定したキャッシュランウェイ: 利益は出ていないものの、 56Xは現在のプラスの フリーキャッシュフロー レベルを維持すれば、3 年以上は十分な キャッシュランウェイ を有しています。キャッシュランウェイの予測: 56Xは利益は出ていませんが、フリーキャッシュフローがプラスであり、年間13.6 % 増加しているため、3 年以上は十分なキャッシュランウェイがあります。健全な企業の発掘7D1Y7D1Y7D1YSoftware 業界の健全な企業。View Dividend企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 01:31終値2026/05/21 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Vertex, Inc. 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。24 アナリスト機関Robert OliverBairdAndrew DeGasperiBerenbergDaniel JesterBMO Capital Markets Equity Research21 その他のアナリストを表示
お知らせ • May 09Vertex, Inc. (NasdaqGM:VERX) acquired NITIS SAS.Vertex, Inc. (NasdaqGM:VERX) acquired NITIS SAS on March 31,2026. Vertex, Inc. (NasdaqGM:VERX) completed the acquisition of NITIS SAS on March 31,2026.
Reported Earnings • May 07First quarter 2026 earnings released: US$0.016 loss per share (vs US$0.071 profit in 1Q 2025)First quarter 2026 results: US$0.016 loss per share (down from US$0.071 profit in 1Q 2025). Revenue: US$196.6m (up 11% from 1Q 2025). Net loss: US$2.51m (down 123% from profit in 1Q 2025). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.
お知らせ • Apr 29Vertex, Inc., Annual General Meeting, Jun 10, 2026Vertex, Inc., Annual General Meeting, Jun 10, 2026.
お知らせ • Apr 13Vertex, Inc. to Report Q1, 2026 Results on May 07, 2026Vertex, Inc. announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on May 07, 2026
お知らせ • Apr 09Vertex Inc Advances Ai-Powered Capabilities to Improve Enterprise Compliance ExecutionVertex, Inc. announced the next phase of its innovation strategy within the Vertex Cloud platform with new AI capabilities applied to improve how compliance work is executed as complexity continues to rise. Vertex applies AI to enable organizations to identify risk earlier and apply decisions more consistently across the compliance lifecycle. Rather than relying solely on static rules, Vertex brings structure and transparency to how decisions are executed, enabling teams to detect anomalies and evaluate how changes impact transactions and configurations earlier. This approach reduces rework and downstream disruption and delivers audit-ready outcomes that are easier to review and defend. It also connects previously disconnected tasks into a more coordinated process while preserving transparency, human oversight, and accountability, backed by decades of domain expertise. Through continued investment in AI-driven capabilities applied across compliance workflows, the Company is improving how this work is carried out in practice, including: Reducing effort and dependency on specialized skills. Teams complete complex compliance tasks faster by expressing intent in plain language when working with tax data and configurations, while maintaining a clear, auditable understanding of how outcomes are produced. Identifying issues earlier to reduce risk and rework. Signals across transactions, data quality, and configuration changes surface anomalies before they affect filings, strengthening audit readiness and reducing downstream disruption. Improving consistency throughout the lifecycle. Shared intelligence across determination, returns, reconciliation, certificates, and tax close reduces handoffs and supports consistent execution from start to finish. Maintaining transparency, governance, and human oversight. All AI-driven intelligence aligns with Vertex’s responsible AI principles, ensuring outcomes are explainable, reviewable, and validated by professionals within governed workflows before action is taken.
Recent Insider Transactions • Feb 24Lead Independent Director recently bought €438k worth of stockOn the 20th of February, Eric Andersen bought around 40k shares on-market at roughly €10.96 per share. This transaction amounted to 36% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €527k more in shares than they have sold in the last 12 months.
New Risk • Feb 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Large one-off items impacting financial results.
Reported Earnings • Feb 12Full year 2025 earnings released: EPS: US$0.05 (vs US$0.34 loss in FY 2024)Full year 2025 results: EPS: US$0.05 (up from US$0.34 loss in FY 2024). Revenue: US$748.4m (up 12% from FY 2024). Net income: US$7.21m (up US$59.9m from FY 2024). Profit margin: 1.0% (up from net loss in FY 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 10% per year and the company’s share price has also fallen by 10% per year.
New Risk • Feb 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 9.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
お知らせ • Feb 11Vertex, Inc. Provides Earnings Guidance for the First Quarter 2026 and Full Year 2026Vertex, Inc. provided earnings guidance for the first quarter 2026 and full year 2026. for the quarter, the Company currently expects Revenues of $193.5 million to $196.5 million. for the year, the Company currently expects Revenues of $823.5 million to $831.5 million.
お知らせ • Jan 13Vertex, Inc. to Report Q4, 2025 Results on Feb 11, 2026Vertex, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 11, 2026
Breakeven Date Change • Dec 31Forecast breakeven date pushed back to 2026The 16 analysts covering Vertex previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of US$20.0m in 2026. Average annual earnings growth of 99% is required to achieve expected profit on schedule.
Reported Earnings • Nov 04Third quarter 2025 earnings released: EPS: US$0.03 (vs US$0.046 in 3Q 2024)Third quarter 2025 results: EPS: US$0.03 (down from US$0.046 in 3Q 2024). Revenue: US$192.1m (up 13% from 3Q 2024). Net income: US$4.05m (down 44% from 3Q 2024). Profit margin: 2.1% (down from 4.2% in 3Q 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Nov 04Vertex, Inc. Provides Earnings Guidance for the Fourth Quarter of 2025 and Full-Year 2025Vertex, Inc. provided earnings guidance for the fourth quarter of 2025 and full-year 2025 . For the quarter, the company expects Revenues of $192.0 million to $196.0 million. For the year, the company expects Revenues of $745.7 million to $749.7 million.
お知らせ • Nov 03Vertex, Inc. (NasdaqGM:VERX) announces an Equity Buyback for $150 million worth of its shares.Vertex, Inc. (NasdaqGM:VERX) announces an share repurchase program. Under the program, the company will repurchases up to $150 million worth of its Class A common stock. The program has no expiration date.
お知らせ • Oct 30Vertex, Inc. Announces Appointment of Ralf Gärtner as Senior Vice President (SVP) and Regional Manager of EuropeVertex Inc. announced the appointment of Ralf Gärtner as the Company’s new Senior Vice President (SVP) and Regional Manager of Europe. This strategic appointment supports Vertex’s global strategy of building strong regional capabilities where its customers operate, while reinforcing its commitment to innovation and enhanced international compliance across Europe’s rapidly evolving business landscape. Gärtner brings over 30 years of global leadership experience in tax, corporate performance management, ERP and accounting automation. He has a strong track record in delivering new innovations that drive real value for customers as well as driving scale and expanding sales- and partner networks globally. Having led a true global high-growth business in his previous role at Wolters Kluwer, his expertise directly aligns with Vertex’s mission to support enterprises globally by delivering seamless, technology-driven compliance solutions. Gärtner will play a pivotal role in advancing Vertex’s European and global operations, helping organizations ensure compliance, drive transformation, and achieve sustainable growth.
お知らせ • Oct 21+ 2 more updatesVertex, Inc. Announces Executive ChangesVertex, Inc. announced that David DeStefano will retire as President, effective November 10, 2025. Following an extensive search process, with the assistance of a leading independent search firm, the Board of Directors has named Christopher Young to succeed David as Vertex’s President, at which point he will also be appointed to the Vertex Board. David will serve as non-executive Chairperson of the Vertex Board. Christopher is a seasoned executive, investor, and board director with a distinguished track record of leadership over almost three decades in enterprise technology. Most recently, he served as Executive Vice President, Business Development at Microsoft, reporting directly to its Chairman and CEO, responsible for assessing opportunities for growth while overseeing the Company’s business development, venture investing, and corporate strategy groups. During his tenure, Christopher helped shape Microsoft's investment agenda in artificial intelligence and other emerging technologies, while also forging strategic transformative alliances. Prior to his time at Microsoft, Christopher served as CEO of the enterprise-focused cybersecurity firm McAfee, helping lead its spinoff from Intel in 2017 and spearhead its transition to the cloud. Previously, Christopher served as Senior Vice President for the Security business at Cisco Systems, where he transformed the strategic profile of its security business, growing the business into a recognized leader.David has been a pillar of vision, execution, and dedication throughout his 26-year tenure at Vertex and instrumental in the Company’s success. Under his leadership, Vertex successfully launched its initial public offering, expanded its cloud-based solutions, and undertook several strategic acquisitions to enhance its global capabilities. While at Vertex, the Company has furthered its position as a trusted provider of indirect tax solutions, consistently delivering strong, profitable revenue growth, including surpassing $600 million in annual recurring revenue in 2024, and driving strong value creation for shareholders. With the addition of Christopher, the Vertex Board will comprise nine directors, seven of whom are independent.
お知らせ • Oct 06Vertex, Inc. to Report Q3, 2025 Results on Nov 03, 2025Vertex, Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 03, 2025
New Risk • Aug 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Aug 07Now 33% undervalued after recent price dropOver the last 90 days, the stock has fallen 31% to €23.20. The fair value is estimated to be €34.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Aug 07+ 1 more updateVertex, Inc. Provides Earnings Guidance for the Third Quarter of 2025Vertex, Inc. provided earnings guidance for the third quarter of 2025. For the quarter, the Company currently expects revenues of $190.0 million to $193.0 million.
Reported Earnings • Aug 06Second quarter 2025 earnings releasedSecond quarter 2025 results: Net income: (down US$5.16m from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.
Breakeven Date Change • Aug 06The 15 analysts covering Vertex previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of US$24.0m in 2025. Earnings growth of 67% is required to achieve expected profit on schedule.
お知らせ • Jul 09Vertex, Inc. to Report Q2, 2025 Results on Aug 06, 2025Vertex, Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 06, 2025
Board Change • Jul 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Director Mark Mendola was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 27Vertex Inc. Expands Global Tax Integration Ecosystem with 65 New EnhancementsVertex Inc. announced a series of new certified integrations and solution enhancements that expand connectivity across ERP, e-commerce, procurement and financial systems. These updates reflect Vertex's continued focus on simplifying and automating global indirect tax with scalable, pre-built solutions that reduce implementation time, increase real-time accuracy and support clean-core ERP strategies - helping organizations modernize tax without disrupting business operations. As businesses face increasing complexity across procurement and commerce systems, Vertex is enhancing its integration with core platforms to simplify global compliance and reduce operational friction. The latest release includes new integrations with SAP, Oracle, Coupa, and Shopify--delivering greater efficiency and accuracy in tax determination across global transactions. It also introduces Vertex Copilot, an AI-powered assistant embedded in unified ecosystem, and Vertex Express Returns for simplified U.S. and Canadian indirect tax compliance. With Brazil's tax reform on the horizon and cross-border commerce accelerating, Vertex is helping organizations stay agile and future-ready by supporting evolving tax models and delivering practical, forward-looking solutions. In this latest release, Vertex introduced several enhancement highlights: Tax Determination: Brazil Tax Reform Readiness: Simultaneously support current and future Brazilian tax determination in a single system. Tax Content Expansion: 300+ new categories for metals and minerals, construction, and sales tax holiday automation, along with enhanced intra-European Union, High Seas, and cross-border situs logic to support any supply chain management scenario; Telecom Enhancements: Easily update company-specific tax rules tied to franchise area IDs; Vertex Tax Calculation on Azure: Now available via Microsoft Marketplace with Microsoft Azure Consumption; Vertex Certificate Service; Leasing Certificate Support: Enable streamlined handling of special condition certificates common in the leasing industry; Certificate Outsourcing: Fully managed exemption certificate handling--from validation to renewals; Vertex VAT ID Validator; Bulk VAT ID Validation: Validate large volumes of registration IDs alongside real-time checks for improved speed and accuracy; Jurisdictional Expansion: Now supporting VAT ID validation across 67+ countries with localized authoritative data; Integrations and Accelerators; Vertex Accelerator+ for SAP ERP: Now certified on SAP S/4HANA Cloud, Private Edition via the SAP Add-On integration scenario for RISE with SAP; Vertex O Series for SAP S/4HANA and SAP ECC (US/CANADA/BRAZIL): Now integrated on Business Technology Platform--advancing clean core strategy and offering flexible deployment options for SAP customers connecting to Vertex; Vertex for Coupa: Global procurement tax management with enhanced cross boarder logic to meet even the most complex scenarios; Vertex for Workday: Now supports large-scale batch invoicing alongside real-time tax calculation--enhancing scalability and accuracy for high-volume invoice processing; Vertex for Shopify: Enhanced cross-border tax logic, including updates for import compliance and complex buy-online-return-in-store and buy-online- pickup-in-store scenarios. Tax Compliance: Vertex e-Invoicing; ERP Integrations: Pre-built support for Oracle Cloud ERP, Oracle e-Business Suite Release 12, SAP ERP Central Component and SAP S/4HANA; Validation Tools: Enhanced capabilities for thorough pre-submission testing; Country Coverage: Expanded support across additional jurisdictions; Vertex VAT Compliance; Automated Exchange Rates: Now supports automatic currency conversion for greater accuracy and efficiency; General Ledger Reconciliation: Enabled general ledger account reconciliation to simplify financial close; Filing Flexibility: Supports multiple maintained legal deadlines; and Filing Flexibility: supports multiple maintained legal deadlines.
Buy Or Sell Opportunity • Jun 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to €29.20. The fair value is estimated to be €36.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • May 08Vertex, Inc. Provides Financial Guidance for the Second Quarter and Full Year 2025Vertex, Inc. provided financial guidance for the second quarter and full year 2025. For the second quarter, the company expects revenues of $182 million to $187 million. For the full year, the company expects revenues of $760 million to $768 million.
Breakeven Date Change • May 08Forecast breakeven date pushed back to 2026The 15 analysts covering Vertex previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of US$24.8m in 2026. Average annual earnings growth of 103% is required to achieve expected profit on schedule.
Reported Earnings • May 07First quarter 2025 earnings released: EPS: US$70.27 (vs US$0.017 in 1Q 2024)First quarter 2025 results: EPS: US$70.27 (up from US$0.017 in 1Q 2024). Revenue: US$177.1m (up 13% from 1Q 2024). Net income: US$11.1m (up 315% from 1Q 2024). Profit margin: 6.3% (up from 1.7% in 1Q 2024). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 217 percentage points per year, which is a significant difference in performance.
Board Change • Apr 29Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Director Phil Saunders was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 29Vertex, Inc., Annual General Meeting, Jun 11, 2025Vertex, Inc., Annual General Meeting, Jun 11, 2025.
お知らせ • Apr 15Vertex, Inc. to Report Q1, 2025 Results on May 07, 2025Vertex, Inc. announced that they will report Q1, 2025 results at 9:30 AM, US Eastern Standard Time on May 07, 2025
Buy Or Sell Opportunity • Apr 04Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 40% to €30.80. The fair value is estimated to be €38.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 3.7%.
Buy Or Sell Opportunity • Mar 20Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 38% to €31.20. The fair value is estimated to be €39.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 3.7%.
お知らせ • Mar 01Vertex Expands e-Invoicing Capabilities to Streamline Compliance & ReportingVertex Inc. announced the latest enhancement of Vertex e-invoicing - a comprehensive solution designed to simplify electronic invoicing (e-invoicing) for businesses navigating increasingly complex global tax regulations. The release integrates Continuous Transaction Controls (CTC) with Periodic Transaction Controls (PTC) to streamline the exchange, clearance, e-archiving and VAT reporting & reconciliation of e-invoices, helping organizations comply with evolving mandates and jurisdictional requirements worldwide. With e-invoicing mandates expanding worldwide, businesses must navigate a growing landscape of country-specific requirements, diverse data standards and evolving reporting obligations. Scalable solutions are essential to replace fragmented approaches, ensuring seamless compliance while automating the reconciliation between real-time e-invoice data with periodic VAT filings. Vertex e-Invoicing solution enables businesses to automate accounts payable and accounts receivable transactions, streamline indirect tax reporting and reconcile VAT filings--all within a scalable, resilient and globally available cloud-based network. For example, the pan-European momentum gathered by ViDA marks a significant shift in the European e-invoicing landscape. As more European countries rapidly adopt and expand digital tax reporting and e-invoicing mandates, businesses need reliable solutions to ensure compliance while maintaining operational efficiency.
New Risk • Mar 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.4% average weekly change). Significant insider selling over the past 3 months (€1.2m sold).
Buy Or Sell Opportunity • Feb 28Now 27% undervalued after recent price dropOver the last 90 days, the stock has fallen 36% to €32.80. The fair value is estimated to be €44.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 3.6%.
お知らせ • Feb 28Vertex, Inc. Provides Earnings Guidance for the First Quarter and Full Year 2025Vertex, Inc. provided earnings guidance for the first quarter and full year 2025. For the quarter, the company expects revenues of $175 million to $178 million. For the year, the company expects revenues of $760 million to $768 million.
Reported Earnings • Feb 27Full year 2024 earnings released: US$0.34 loss per share (vs US$0.086 loss in FY 2023)Full year 2024 results: US$0.34 loss per share (further deteriorated from US$0.086 loss in FY 2023). Revenue: US$666.8m (up 17% from FY 2023). Net loss: US$52.7m (loss widened 303% from FY 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 23Vertex, Inc. to Report Q4, 2024 Results on Feb 27, 2025Vertex, Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 27, 2025
Recent Insider Transactions • Dec 11CEO, President & Chairman of the Board recently sold €950k worth of stockOn the 6th of December, David DeStefano sold around 18k shares on-market at roughly €53.08 per share. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €9.3m. David has been a net seller over the last 12 months, reducing personal holdings by €13m.
Recent Insider Transactions • Nov 29CEO, President & Chairman of the Board recently sold €1.3m worth of stockOn the 26th of November, David DeStefano sold around 26k shares on-market at roughly €52.58 per share. This transaction amounted to 4.7% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €9.3m. David has been a net seller over the last 12 months, reducing personal holdings by €12m.
Recent Insider Transactions • Nov 19CEO, President & Chairman of the Board recently sold €9.3m worth of stockOn the 18th of November, David DeStefano sold around 198k shares on-market at roughly €46.93 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by €11m.
Reported Earnings • Nov 07Third quarter 2024 earnings released: EPS: US$0.046 (vs US$0.022 loss in 3Q 2023)Third quarter 2024 results: EPS: US$0.046 (up from US$0.022 loss in 3Q 2023). Revenue: US$170.4m (up 18% from 3Q 2023). Net income: US$7.22m (up US$10.6m from 3Q 2023). Profit margin: 4.2% (up from net loss in 3Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 34% per year.
Buy Or Sell Opportunity • Nov 07Now 32% overvalued after recent price riseOver the last 90 days, the stock has risen 42% to €45.80. The fair value is estimated to be €34.61, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 32% in 2 years. Earnings are forecast to grow by 89% in the next 2 years.
お知らせ • Nov 07Vertex, Inc. Provides Earnings Guidance for the Fourth Quarter of 2024 and Full-Year 2024Vertex, Inc. provided earnings guidance for the fourth quarter of 2024 and full-year 2024. For the quarter, the company expects Revenues of $175 million to $178 million. For the year, the company expects Revenues of $663.3 million to $666.3 million.
お知らせ • Oct 22Vertex, Inc. to Report Q3, 2024 Results on Nov 06, 2024Vertex, Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 06, 2024
お知らせ • Aug 08Vertex, Inc. Updates Earnings Guidance for the Full Year 2024Vertex, Inc. updated earnings guidance for the full year 2024. The company narrowing full year revenue guidance to the upper end of the range. The company currently expects: Revenues of $654 million to $660 million; Cloud revenue growth of 28%.
New Risk • Aug 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 5.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 5.2% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (2.3% increase in shares outstanding). Significant insider selling over the past 3 months (€98m sold).
お知らせ • Aug 07Vertex, Inc. (NasdaqGM:VERX) agreed to acquire ecosio GmbH for $180 million.Vertex, Inc. (NasdaqGM:VERX) agreed to acquire ecosio GmbH for $180 million on August 7, 2024. The consideration comprises of an upfront cash payment of $69 million as well as a targeted earn-out of $76 million in cash and $35 million of Vertex shares, based on ecosio achieving certain financial performance targets over the next three years, subject to adjustments pursuant to the terms of the purchase agreement. Vertex will utilize cash on hand to fund the upfront cash payment. The Closing is subject to local regulatory approvals. The transaction is expected to close by the end of the third quarter of 2024. Centerview Partners LLC acted as financial advisor to Vertex.
Buy Or Sell Opportunity • Jul 23Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to €36.00. The fair value is estimated to be €29.42, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 14% in a year. Earnings are forecast to decline by 192% in the next year.
お知らせ • Jul 12Vertex, Inc. to Report Q2, 2024 Results on Aug 07, 2024Vertex, Inc. announced that they will report Q2, 2024 results at 9:30 AM, US Eastern Standard Time on Aug 07, 2024
Buy Or Sell Opportunity • Jul 02Now 13% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to €33.00. The fair value is estimated to be €29.20, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 14% in a year. Earnings are forecast to decline by 192% in the next year.
Buy Or Sell Opportunity • Jun 28Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to €33.40. The fair value is estimated to be €27.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 14% in a year. Earnings are forecast to decline by 192% in the next year.
お知らせ • May 09Vertex, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal Year 2024Vertex, Inc. provided earnings guidance for the second quarter of fiscal year 2024. For the quarter, the company expected revenues of $159 million to $162 million.
Reported Earnings • May 08First quarter 2024 earnings released: EPS: US$17.40 (vs US$0.12 loss in 1Q 2023)First quarter 2024 results: EPS: US$17.40 (up from US$0.12 loss in 1Q 2023). Revenue: US$156.8m (up 18% from 1Q 2023). Net income: US$2.68m (up US$20.8m from 1Q 2023). Profit margin: 1.7% (up from net loss in 1Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 01Vertex, Inc., Annual General Meeting, Jun 12, 2024Vertex, Inc., Annual General Meeting, Jun 12, 2024, at 09:00 US Eastern Standard Time. Agenda: To elect three Directors, Amanda Westphal Radcliffe, Stefanie Westphal Thompson, and Bradley Gayton, to serve until the 2027 Annual Meeting of Stockholders and/or until their respective successors shall have been duly elected and qualified; to ratify the appointment of Crowe LLP as independent registered public accounting firm for the fiscal year ending December 31, 2024; to conduct an advisory vote on our executive compensation called "Say-on-Pay" ; and to consider other matters.
New Risk • Apr 29New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Shareholders have been diluted in the past year (2.3% increase in shares outstanding). Significant insider selling over the past 3 months (€113m sold).
お知らせ • Apr 23Vertex, Inc. to Report Q1, 2024 Results on May 08, 2024Vertex, Inc. announced that they will report Q1, 2024 results Pre-Market on May 08, 2024
Recent Insider Transactions • Mar 06Insider recently sold €70m worth of stockOn the 4th of March, Jeffrey Westphal sold around 2m shares on-market at roughly €29.15 per share. This transaction amounted to 51% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €117m more than they bought in the last 12 months.
Reported Earnings • Mar 01Full year 2023 earnings released: US$0.086 loss per share (vs US$0.082 loss in FY 2022)Full year 2023 results: US$0.086 loss per share (further deteriorated from US$0.082 loss in FY 2022). Revenue: US$572.4m (up 16% from FY 2022). Net loss: US$13.1m (loss widened 6.4% from FY 2022). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 29+ 1 more updateVertex, Inc. Provides Earnings Guidance for the First Quarter of 2024 and Full-Year 2024Vertex, Inc. provided earnings guidance for the first quarter of 2024 and full-year 2024. For the first quarter of 2024, the company expected revenues of $152 million to $156 million.For the full-year 2024, the company expected revenues of $650 to $660 million.
お知らせ • Feb 02Vertex, Inc. to Report Q4, 2023 Results on Feb 29, 2024Vertex, Inc. announced that they will report Q4, 2023 results Pre-Market on Feb 29, 2024
Recent Insider Transactions • Dec 22Insider recently sold €1.6m worth of stockOn the 13th of December, Jacob Westphal sold around 61k shares on-market at roughly €26.67 per share. This transaction amounted to 3.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €7.6m. Insiders have been net sellers, collectively disposing of €47m more than they bought in the last 12 months.
お知らせ • Dec 14+ 1 more updateVertex, Inc. announced that it expects to receive $491.25 million in funding from Silver Lake Technology Management, L.L.C.Vertex, Inc entered into an investment agreement to issue 500,000 shares of 11.75% series A senior convertible preferred stock and warrants to purchase 2,500,000 shares of the class A common stock for an aggregate gross proceeds of $491,250,000. The transaction included participation from new investor Silver Lake Alpine II, L.P. Each share of convertible preferred stock has an initial Liquidation Preference of $1,000, and dividends on the convertible preferred stock will accumulate at a rate of 11.75% per annum and be added to, and become part of, the Liquidation Preference, compounding quarterly. The convertible preferred stock will be convertible into class A common stock at an initial conversion price equal to a 20% premium to the volume weighted average trading price of the class A common stock over the period from December 6, 2023 to December 19, 2023, but in any event no lower than $32.50 and no higher than $37.50. The issuance of the Convertible Preferred Stock and warrants is expected to take place shortly prior to the closing of the acquisition. The Lock-Up Period is from date of this agreement until the second anniversary of the closing date, subject to clause below, such Investor will not Transfer any Convertible Preferred Stock, Warrants or Underlying Shares or make any short sale of, grant any option for the purchase of or enter into any hedging or similar transaction with the same economic effect as a short sale of or the purpose of which is to offset the loss which results from a decline in the market price of, any shares of ClassA Common Stock, or otherwise establish or increase, directly or indirectly, a put equivalent position, as defined in Rule16a-1 under the Exchange Act, with respect to the any of the Class A Common Stock or any other capital stock of the Company, The Company has agreed to seek the Stockholder Approval at its next annual meeting. The offer is subject to certain regulatory approvals, the receipt of valid tenders of more than 90% of Pagero’s shares and customary closing conditions. The Company shall reimburse the Investors for their reasonable and documented Transaction Expenses in an aggregate amount not to exceed $4,000,000.
New Risk • Nov 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 5.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.1% average weekly change). Significant insider selling over the past 3 months (€24m sold).
Reported Earnings • Nov 10Third quarter 2023 earnings released: US$0.022 loss per share (vs US$0.008 loss in 3Q 2022)Third quarter 2023 results: US$0.022 loss per share (further deteriorated from US$0.008 loss in 3Q 2022). Revenue: US$145.0m (up 15% from 3Q 2022). Net loss: US$3.40m (loss widened 198% from 3Q 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 10Vertex, Inc. Provides Revenue Guidance for the Fourth Quarter and Full-Year of 2023Vertex, Inc. provided revenue guidance for the fourth quarter and full-year of 2023. For the quarter, the company expects revenues of $145 million to $147 million.For the full-year 2023, the Company expects revenues of $562.5 million to $564.5 million; Cloud revenue growth of 25%.
Buying Opportunity • Nov 07Now 23% undervaluedOver the last 90 days, the stock is up 28%. The fair value is estimated to be €26.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 61%. Revenue is forecast to grow by 12% in a year. Earnings is forecast to grow by 69% in the next year.
お知らせ • Oct 17Vertex, Inc. to Report Q3, 2023 Results on Nov 09, 2023Vertex, Inc. announced that they will report Q3, 2023 results Pre-Market on Nov 09, 2023
お知らせ • Oct 06Vertex, Inc. Announces the Appointment of Chirag Patel as Chief Strategy OfficerVertex, Inc. announced the appointment of Chirag Patel as Chief Strategy Officer (CSO). In this role, he will focus on the advancement of the Company’s strategy across an expanded global market for tax technology solutions and collaborate closely with the Vertex executive team to accelerate the next phase of growth. Patel joins Vertex from Ernst & Young (EY) where he was the leader of EY Foundry, a corporate venturing unit responsible for building new software businesses in relevant markets. Prior to that position, Patel co-founded and acted as managing director at Highnote Foundry, a venture capital and venture development firm. Additionally, he’s held various leadership roles at IBM, Merrill Lynch Capital Markets and Oracle Consulting. Throughout his career, Patel has established himself as a proven leader with a successful track record for developing and executing growth strategies for both global 1,000 companies and startups. As a three-time CEO of enterprise SaaS companies in the consumer digital, healthcare and financial services industry, he brings with him a wealth of knowledge, expertise and entrepreneurship.
Recent Insider Transactions • Aug 17Lead Independent Director recently sold €270k worth of stockOn the 14th of August, Eric Andersen sold around 15k shares on-market at roughly €17.87 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €5.5m. Insiders have been net sellers, collectively disposing of €24m more than they bought in the last 12 months.
Reported Earnings • Aug 10Second quarter 2023 earnings released: US$0.13 loss per share (vs US$0.037 loss in 2Q 2022)Second quarter 2023 results: US$0.13 loss per share (further deteriorated from US$0.037 loss in 2Q 2022). Revenue: US$139.7m (up 17% from 2Q 2022). Net loss: US$6.90m (loss widened 25% from 2Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Aug 10Vertex, Inc. Provides Revenue Guidance for Third Quarter of 2023 and Full-Year 2023Vertex, Inc. provided revenue guidance for third quarter of 2023 and full-year 2023. For third quarter of 2023, the company expects revenues of $141 million to $143 million.For full-year 2023, the company expects revenues of $556 to $562 million and Cloud revenue growth of 27%.
Buying Opportunity • Aug 07Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 9.4%. The fair value is estimated to be €22.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 55%. Revenue is forecast to grow by 27% in 2 years. Earnings is forecast to grow by 59% in the next 2 years.
Buying Opportunity • Jul 21Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be €21.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 55%. Revenue is forecast to grow by 27% in 2 years. Earnings is forecast to grow by 59% in the next 2 years.
お知らせ • Jul 18Vertex, Inc. to Report Q2, 2023 Results on Aug 09, 2023Vertex, Inc. announced that they will report Q2, 2023 results Pre-Market on Aug 09, 2023
Recent Insider Transactions • Jul 16Insider recently sold €5.5m worth of stockOn the 14th of July, Jeffrey Westphal sold around 325k shares on-market at roughly €16.76 per share. This transaction amounted to 4.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €24m more than they bought in the last 12 months.
Buying Opportunity • Jul 03Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €21.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 55%. Revenue is forecast to grow by 27% in 2 years. Earnings is forecast to grow by 59% in the next 2 years.
お知らせ • May 11Vertex, Inc. Provides Earnings Guidance for the Second Quarter and Full Year of 2023Vertex, Inc. provided earnings guidance for the second quarter and full year of 2023. For the year, the company expects revenues to be between $135 million to $137 million. For the full year, the company expects revenues to be between $550 million to $556 million.
Reported Earnings • May 11First quarter 2023 earnings released: US$0.12 loss per share (vs US$0.002 loss in 1Q 2022)First quarter 2023 results: US$0.12 loss per share (further deteriorated from US$0.002 loss in 1Q 2022). Revenue: US$132.8m (up 16% from 1Q 2022). Net loss: US$18.1m (loss widened US$17.8m from 1Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Software industry in Germany.
Reported Earnings • Mar 09Full year 2022 earnings released: US$0.082 loss per share (vs US$0.01 loss in FY 2021)Full year 2022 results: US$0.082 loss per share (further deteriorated from US$0.01 loss in FY 2021). Revenue: US$491.6m (up 16% from FY 2021). Net loss: US$12.3m (loss widened US$10.8m from FY 2021). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Software industry in Germany.
Recent Insider Transactions • Mar 03Insider recently sold €2.0m worth of stockOn the 2nd of March, Jeffrey Westphal sold around 133k shares on-market at roughly €14.84 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €8.7m more than they bought in the last 12 months.
Buying Opportunity • Feb 22Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.9%. The fair value is estimated to be €17.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 12% in a year. Earnings is forecast to grow by 71% in the next year.
お知らせ • Feb 14Vertex, Inc. to Report Q4, 2022 Results on Mar 08, 2023Vertex, Inc. announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Mar 08, 2023
Buying Opportunity • Feb 07Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be €17.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 12% in a year. Earnings is forecast to grow by 81% in the next year.
Recent Insider Transactions • Dec 16CEO, President & Chairman of the Board recently sold €744k worth of stockOn the 14th of December, David DeStefano sold around 49k shares on-market at roughly €15.28 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.
Recent Insider Transactions • Dec 07Independent Director recently sold €196k worth of stockOn the 6th of December, Kevin Robert sold around 13k shares on-market at roughly €15.24 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €656k. Insiders have been net sellers, collectively disposing of €6.0m more than they bought in the last 12 months.
Buying Opportunity • Dec 03Now 21% undervaluedOver the last 90 days, the stock is up 26%. The fair value is estimated to be €19.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 12% in a year. Earnings is forecast to grow by 78% in the next year.
Recent Insider Transactions • Nov 29Independent Director recently sold €177k worth of stockOn the 23rd of November, Kevin Robert sold around 12k shares on-market at roughly €14.95 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €656k. Insiders have been net sellers, collectively disposing of €6.0m more than they bought in the last 12 months.
お知らせ • Nov 19Vertex, Inc. has completed a Follow-on Equity Offering in the amount of $22.725 million.Vertex, Inc. has completed a Follow-on Equity Offering in the amount of $22.725 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 1,500,000 Price\Range: $15.15 Discount Per Security: $0.25
Buying Opportunity • Nov 18Now 20% undervaluedOver the last 90 days, the stock is up 20%. The fair value is estimated to be €20.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 12% in a year. Earnings is forecast to grow by 73% in the next year.