Event-Driven Stocks

Vertex, Inc.

VERXNasdaq

Technology · Services-Prepackaged Software · DE · SEC filings ↗ · Compare ⊕

View price & chart on Yahoo Finance ↗
Signs● 4 good● 1 warning● 1 severedetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23FY22FY21FY20
Revenue$748.4M$666.8M$572.4M$491.6M$425.5M$374.7M
Operating income$2.3M−$2.2M−$17.5M−$8.1M−$2.9M−$104.8M
Net income$7.2M−$52.7M−$13.1M−$12.3M−$1.5M−$75.1M
Total assets$1.27B$1.17B$759.9M$719.2M$670.2M$518.8M
Total liabilities$1.01B$987.4M$506.9M$489.5M$440.1M$329.4M
Equity$258.9M$179.4M$253.0M$229.7M$230.1M$222.4M
EPS (diluted)——————
Shares out.——————

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
0.3%
Net margin
1.0%
Return on equity
2.8%
Return on assets
0.6%
Return on capital (ROCE)
0.3%
Liabilities / assets
79.6%
Debt / equity
3.91×
Book value / share
—
Revenue growth (YoY)
12.2%
Net income growth (YoY)
—

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Altman Z″ (distress)
0.09distress
Accruals / assets
−12.5%clean
Piotroski F-Score
7/8strong

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
72
/ 100
Profitability 100Growth 100Catalyst 33Earnings quality 100Financial strength 25

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast. What these scores mean →

Signs

● 1 severe● 1 warning● 4 good
  • Altman Z″ in the distress zone
  • High leverage (liabilities > 70% of assets)
  • Operating margin is positive
  • Revenue is growing year-over-year
  • Positive operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 20267.1M4.0-12.1%
Apr 30, 20268.1M6.7-8.6%
Apr 15, 20268.9M9.3-4.6%
Mar 31, 20269.3M5.6-4.9%
Mar 13, 20269.8M6.2+12.4%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (1)

Spot an error in this record? Report it. Every correction is verified against the source filing before we change anything.