Vertex Stock Performance
| VERX Stock | USD 24.78 0.18 0.72% |
The entity has a beta of 1.39, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Vertex will likely underperform. At this point, Vertex has a negative expected return of -0.48%. Please make sure to validate Vertex's value at risk and rate of daily change , to decide if Vertex performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Vertex has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of unsteady performance in the last few months, the Stock's basic indicators remain fairly strong which may send shares a bit higher in November 2025. The current disturbance may also be a sign of long term up-swing for the company investors. ...more
Actual Historical Performance (%)
One Day Return (1.49) | Five Day Return (1.57) | Year To Date Return (54.12) | Ten Year Return 2.01 | All Time Return 2.01 |
1 | Why Vertex Pharmaceuticals Stock Is Trading Lower Today - uk.finance.yahoo.com | 08/05/2025 |
2 | Why Does Wall Street Has a Mixed Opinion About Vertex, Inc. | 09/04/2025 |
3 | Fred Alger Management LLC Has 58.56 Million Stock Position in Vertex, Inc. VERX | 09/08/2025 |
4 | Shareholders have faith in loss-making Vertex as stock climbs 3.1 percent in past week, taking three-year gain to 87 | 09/17/2025 |
5 | Vertex, IBM, Silver Miners - TradingView | 09/25/2025 |
6 | Why Vertex Pharmaceuticals Incorporated stock could outperform next year - Earnings Trend Report Advanced Swing Trade Entry Alerts - newser.com | 10/01/2025 |
7 | Vertex, Touts e-Invoicing and Artificial Intelligence for Growth | 10/03/2025 |
8 | Vertex and Kintsugi Launch AI-Powered Tax Automation Solution Kintsugi powered by Vertex | 10/08/2025 |
| Begin Period Cash Flow | 89.2 M | |
| Total Cashflows From Investing Activities | -158.2 M |
Vertex Relative Risk vs. Return Landscape
If you would invest 3,494 in Vertex on July 15, 2025 and sell it today you would lose (1,016) from holding Vertex or give up 29.08% of portfolio value over 90 days. Vertex is currently does not generate positive expected returns and assumes 3.3002% risk (volatility on return distribution) over the 90 days horizon. In different words, 29% of stocks are less volatile than Vertex, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Vertex Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vertex's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Vertex, and traders can use it to determine the average amount a Vertex's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1451
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | VERX |
Estimated Market Risk
| 3.3 actual daily | 29 71% of assets are more volatile |
Expected Return
| -0.48 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.15 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Vertex is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Vertex by adding Vertex to a well-diversified portfolio.
Vertex Fundamentals Growth
Vertex Stock prices reflect investors' perceptions of the future prospects and financial health of Vertex, and Vertex fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Vertex Stock performance.
| Return On Equity | -0.21 | ||||
| Return On Asset | 0.0045 | ||||
| Profit Margin | (0.07) % | ||||
| Operating Margin | 0.01 % | ||||
| Current Valuation | 4.01 B | ||||
| Shares Outstanding | 77.32 M | ||||
| Price To Book | 15.91 X | ||||
| Price To Sales | 5.56 X | ||||
| Revenue | 666.78 M | ||||
| Gross Profit | 461.84 M | ||||
| EBITDA | 102.01 M | ||||
| Net Income | (52.73 M) | ||||
| Cash And Equivalents | 92.5 M | ||||
| Cash Per Share | 0.62 X | ||||
| Total Debt | 351.89 M | ||||
| Debt To Equity | 0.36 % | ||||
| Current Ratio | 0.61 X | ||||
| Book Value Per Share | 1.56 X | ||||
| Cash Flow From Operations | 164.82 M | ||||
| Earnings Per Share | (0.33) X | ||||
| Market Capitalization | 3.95 B | ||||
| Total Asset | 1.17 B | ||||
| Retained Earnings | (53.31 M) | ||||
| Working Capital | (1.04 M) | ||||
About Vertex Performance
Evaluating Vertex's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vertex has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Vertex has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 25.42 | 22.59 | |
| Return On Tangible Assets | (0.07) | (0.07) | |
| Return On Assets | (0.05) | (0.05) | |
| Return On Equity | (0.29) | (0.28) |
Things to note about Vertex performance evaluation
Checking the ongoing alerts about Vertex for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Vertex help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Vertex generated a negative expected return over the last 90 days | |
| Vertex has high historical volatility and very poor performance | |
| Vertex currently holds 351.89 M in liabilities with Debt to Equity (D/E) ratio of 0.36, which is about average as compared to similar companies. Vertex has a current ratio of 0.6, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about Vertex's use of debt, we should always consider it together with its cash and equity. | |
| The entity reported the previous year's revenue of 666.78 M. Net Loss for the year was (52.73 M) with profit before overhead, payroll, taxes, and interest of 461.84 M. | |
| Over 92.0% of Vertex outstanding shares are owned by institutional investors | |
| Latest headline from globenewswire.com: Vertex and Kintsugi Launch AI-Powered Tax Automation Solution Kintsugi powered by Vertex |
- Analyzing Vertex's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Vertex's stock is overvalued or undervalued compared to its peers.
- Examining Vertex's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Vertex's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vertex's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Vertex's stock. These opinions can provide insight into Vertex's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Vertex Stock Analysis
When running Vertex's price analysis, check to measure Vertex's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Vertex is operating at the current time. Most of Vertex's value examination focuses on studying past and present price action to predict the probability of Vertex's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Vertex's price. Additionally, you may evaluate how the addition of Vertex to your portfolios can decrease your overall portfolio volatility.