Vertex, Inc.
TechnologyNASDAQ:VERX · NASDAQ Global Market
+$0.17 today
Vol 1.13M · Avg 1.46M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Return Metrics
ROE, ROIC & ROA over time
ROE
2.8%
avg -11.6%
ROIC
-1.1%
avg -22.0%
ROA
0.6%
avg -1.5%
Analysis
ROE is currently the strongest return metric at 2.8% versus its period average of -11.6%. 0 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
John R. Schwab | Chief Financial Officer | $778,734.00 | — | 58 | $32,685.00 | 0.02% |
Ryan J. Leib | Chief Accounting Officer | $655,425.00 | — | 48 | $5,892.00 | <0.01% |
Christopher David Young | Chief Executive Officer, President & Director | $615,917.00 | — | 54 | $1.27M | 0.79% |
Bryan T. R. Rowland | Senior Vice President, General Counsel & Secretary | $518,647.00 | — | 46 | $1.22M | 0.75% |
Amanda Westphal Radcliffe | Co-Owner & Independent Director | $78,000.00 | — | 57 | $66,995.00 | 0.04% |
Stefanie Westphal-Lucas Thompson | Co-Owner & Independent Director | $78,000.00 | — | 63 | $66,995.00 | 0.04% |
Aneel Jaeel | Chief Operations Officer | — | — | — | — | — |
Ben Askin | Chief Information Officer | — | — | — | — | — |
Carlo Cautilli | Senior Vice President of Sales | — | — | — | — | — |
Joseph J. Crivelli | Vice President of Investor Relations | — | — | — | $745,706.00 | 0.46% |
Salvatore Visca | Chief Technology Officer | — | — | 60 | — | — |
Ray Westphal | Founder | — | — | — | $66,995.00 | 0.04% |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
4
$6.37M
Sells
8
$15.02M
Net Sentiment
$8.65M
Net selling
Most Active
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
6 transactions
1–10 of 12
Analysis
Insiders reported 4 buys worth $6.37M and 8 sells worth $15.02M over the last 12 months. That adds up to net selling of $8.65M. ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 was the most active insider with 6 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | N/A | N/A2 analysts |
| Revenue | N/A | N/A | +15.2% | +13.1% (6yr)8 analysts |
| Net Income | N/A | N/A | N/A | N/A8 analysts |
| EBIT | N/A | N/A | N/A | N/A8 analysts |
Analysis
Recent growth has been strongest in Revenue at +15.2% over three years. Forward estimates point to Revenue at +13.1% (6yr), giving you a quick check on whether expectations are accelerating or cooling.
Competitors
Peer companies in the same sector
Clear Secure, Inc.
NYSE:YOU
$5.06B
Global Business Travel Group, Inc.
NYSE:GBTG
$4.88B
Dave Inc.
NASDAQ:DAVE
$3.86B
Kingsoft Cloud Holdings Limited
NASDAQ:KC
$3.17B
Freshworks Inc.
NASDAQ:FRSH
$2.61B
Braze, Inc.
NASDAQ:BRZE
$2.44B
Intapp, Inc.
NASDAQ:INTA
$1.84B
Asana, Inc.
NYSE:ASAN
$1.76B
nCino, Inc.
NASDAQ:NCNO
$1.68B
Blackbaud, Inc.
NASDAQ:BLKB
$1.28B
Who manages VERX?
Vertex, Inc. (VERX) lists 12 active executives. The top listed executive is Aneel Jaeel, Chief Operations Officer.
Are VERX insiders buying or selling?
Recent insider activity shows net selling of $129.36M.
Explore More
Continue the stock analysis
Jump to another research area for this company.