SuperworthVertex VERX
- Market cap
- $2.5B
- PE
- n/m
- a sliver of earnings
- Forward PE
- n/m
- not a meaningful number
- Price to sales
- 3.2×
- EV/EBIT
- n/m
- a loss over the last year
- Revenue, 12 months
- $787.4M
- +11% on a year ago
- Net margin
- 0.5%
- Free cash flow yield
- n/m
- not a meaningful number
Vertex trades at 3.2× sales. Vertex's PE is not meaningful: its earnings over the last year are a sliver against its price. Revenue was $787.4M over the last twelve months, up 11% on a year earlier with a 0% net margin.
Charts
Financials
| Income statement | Q3 FY23 | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $145M+15% | $154.9M+18% | $156.8M+18% | $161.1M+15% | $170.4M+18% | $178.5M+15% | $177.1M+13% | $184.6M+15% | $192.1M+13% | $194.7M+9% | $196.6M+11% | $204M+11% | |
| Cost of revenue | $56.9M+12% | $61.3M+24% | $61M+18% | $58.4M+8% | $59.9M+5% | $61.3M+0% | $64.1M+5% | $63.4M+9% | $70.8M+18% | $68.6M+12% | $71.8M+12% | $72.7M+15% |
| Gross profit | $88.2M+17% | $93.6M+15% | $95.8M+18% | $102.7M+20% | $110.5M+25% | $117.1M+25% | $113M+18% | $121.2M+18% | $121.3M+10% | $126.1M+8% | $124.9M+11% | $131.3M+8% |
| R&D | $16.8M+62% | $12.9M+11% | $16.8M+6% | $14.6M+15% | $15.6M−7% | $19.6M+52% | $20.9M+24% | $20.6M+41% | $19.9M+28% | $22.3M+14% | $24.6M+18% | $24.8M+21% |
| SG&A | $69.3M+12% | $73.9M+11% | $76M+9% | $76.4M+5% | $83.6M+21% | $87.4M+18% | $93.2M+23% | $91.8M+20% | $92M+10% | $98.2M+12% | $107M+15% | $103M+12% |
| −$2M+132% | −$2.5M−26% | −$1.6M−83% | $7.5M | $4.9M | −$13.1M+426% | $4.5M | −$3.9M | $4.3M−12% | −$2.6M−80% | −$10.6M | −$4.4M+15% | |
| Interest expense | −$597K | −$4M | −$286K−18% | −$181K+72% | $2.9M | $1.7M | $1.5M | $1.2M | n/a | n/a | n/a | n/a |
| Pre-tax income | −$2.6M+112% | −$6.5M+50% | −$1.9M−78% | $7.4M | $7.8M | −$11.4M+76% | $6M | −$2.6M | $5.6M−29% | −$1.4M−88% | −$9.6M | −$4.1M+56% |
| $784K | −$21.8M | −$4.5M | $2.2M−25% | $613K−22% | $56.4M | −$5.1M+13% | −$1.7M | $1.5M+148% | $5.6M−90% | −$7.1M+40% | −$13.1M+685% | |
| Net income | −$3.4M+198% | $15.3M | $2.7M | $5.2M | $7.2M | −$67.8M | $11.1M+315% | −$961K | $4M−44% | −$7M−90% | −$2.5M | $9M |
| −$0.02+100% | $0.26 | $0.02 | $0.03 | $0.04 | −$0.43 | $0.07+250% | −$0.01 | $0.02−50% | −$0.04−91% | −$0.02 | $0.06 | |
| 152.1M+214% | 59.8M+21% | 160.6M+218% | 90M−41% | 162.1M+7% | 156.3M+161% | 162.7M+1% | 158.9M+77% | 162.2M+0% | 159.6M+2% | n/a | 161.4M+2% |
Revenue: Q1 FY19 and Q1 FY20: 6 months less the 3 months printed beside them.
Cost of revenue: Q1 FY19 and Q1 FY20: 6 months less the 3 months printed beside them.
Gross profit: Q1 FY19 and Q1 FY20: 6 months less the 3 months printed beside them.
R&D: Q1 FY19 and Q1 FY20: 6 months less the 3 months printed beside them.
SG&A: Q1 FY19 and Q1 FY20: 6 months less the 3 months printed beside them.
Operating income: Q1 FY19 and Q1 FY20: 6 months less the 3 months printed beside them.
Interest expense: Q1 FY19 and Q1 FY20: 6 months less the 3 months printed beside them.
Pre-tax income: Q1 FY19 and Q1 FY20: 6 months less the 3 months printed beside them.
Income tax: Q1 FY19 and Q1 FY20: 6 months less the 3 months printed beside them.
Net income: Q1 FY19 and Q1 FY20: 6 months less the 3 months printed beside them.
EPS, diluted: 9 periods, Q1 FY19 to Q4 FY25: quarter's net income to common over its shares, to the cent.
Diluted shares: Q1 FY19 and Q1 FY20: share-days: the 6-month average less the second quarter's. 3 periods, Q4 FY19 to Q4 FY23: share-days: the 12-month average less the 9-month, weighted by days. 4 periods, Q4 FY21 to Q4 FY25: a loss quarter: its basic count, share-days: the 12-month average less the 9-month, weighted by days.
From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.
Peers
Companies in Software - Infrastructure nearest Vertex's size, closest first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| VERXVertex | $2.5B | n/m | 156× | 3.2× | +11% | 0.5% | |
| BLKBBlackbaud | $2.5B | 17.4× | 92.0× | 2.2× | +1% | 13.1% | |
| NCNOnCino | $2.4B | 77.2× | 140× | 3.9× | +9% | 5.4% | |
| NTCTNetscout Systems | $2.9B | 24.2× | 60.2× | 3.3× | +6% | 13.7% | |
| BLBlackline | $2B | 62.1× | 56.8× | 2.8× | +9% | 4.7% | |
| ALRMAlarm.com | $3.1B | 29.0× | 53.3× | 3.0× | +9% | 11.1% | |
| MQMarqeta | $2B | 171× | 159× | 2.9× | +22% | 1.5% | |
| KDKyndryl | $3.2B | 41.0× | 24.7× | 0.2× | −1% | 0.6% | |
| SPSCSPS Commerce | $3.3B | 44.7× | 92.6× | 4.3× | +10% | 10.1% | |
| AGYSAgilysys | $3.4B | 79.9× | 134× | 10.3× | +14% | 13.0% | |
| AVPTAvePoint | $3.5B | 51.6× | 197× | 7.5× | +25% | 15.3% | |
| Peer median | $3B | 48.2× | 92.3× | 3.1× | +9% | 10.6% |
More on Vertex
Each number over time
- PE ratio
- Price to sales ratio
- Price to free cash flow
- Price to book ratio
- Market cap
- Revenue
- EPS
- Free cash flow
- Profit margin
- Shares outstanding
Its groups
About
- Industry
- Software - Infrastructure
- Sector
- Technology
Valuation data, not investment advice. Prices as of .