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Upturn AI SWOT - About
VERX 
Vertex (VERX)
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Upturn Advisory Summary
08/14/2025: VERX (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
15 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $38.23
1 Year Target Price $38.23
| 4 | Strong Buy |
| 6 | Buy |
| 5 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 3.88% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.08B USD | Price to earnings Ratio - | 1Y Target Price 38.23 |
Price to earnings Ratio - | 1Y Target Price 38.23 | ||
Volume (30-day avg) 15 | Beta 0.7 | 52 Weeks Range 24.45 - 60.71 | Updated Date 08/15/2025 |
52 Weeks Range 24.45 - 60.71 | Updated Date 08/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.33 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-08-06 | When - | Estimate 0.14 | Actual 0.15 |
Profitability
Profit Margin -7.1% | Operating Margin (TTM) 1.05% |
Management Effectiveness
Return on Assets (TTM) 0.45% | Return on Equity (TTM) -20.95% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 4151639569 | Price to Sales(TTM) 5.75 |
Enterprise Value 4151639569 | Price to Sales(TTM) 5.75 | ||
Enterprise Value to Revenue 5.84 | Enterprise Value to EBITDA 46.83 | Shares Outstanding 77318600 | Shares Floating 71674090 |
Shares Outstanding 77318600 | Shares Floating 71674090 | ||
Percent Insiders 8.17 | Percent Institutions 112.2 |
Upturn AI SWOT
Vertex
Company Overview
History and Background
Vertex was founded in 1989 in Cambridge, Massachusetts. It initially focused on structure-based drug design, and later shifted its focus to developing drugs for cystic fibrosis (CF). Its early success came from identifying and targeting specific genetic mutations causing CF.
Core Business Areas
- Cystic Fibrosis (CF): Vertex's primary focus is developing and commercializing therapies for treating cystic fibrosis. This includes treatments targeting specific CFTR mutations.
- Gene Editing Therapies: Vertex is also pursuing gene editing therapies for diseases like sickle cell disease and beta thalassemia through its collaboration with CRISPR Therapeutics.
- Pain Management: Vertex is developing non-opioid pain relievers, including VX-548, to address unmet needs in acute and neuropathic pain.
- Other Diseases: Vertex is engaged in research and development efforts focused on other serious diseases in areas such as APOL1-mediated kidney disease and type 1 diabetes.
Leadership and Structure
The company is led by Reshma Kewalramani, M.D. as the Chief Executive Officer and President. Vertex's organizational structure is typically a functional model, with departments for research, development, commercial operations, and support functions.
Top Products and Market Share
Key Offerings
- Trikafta/Kaftrio: Trikafta/Kaftrio is a triple combination therapy that targets the most common CFTR mutation. It holds a dominant market share in CF treatment. Competitors include AbbVie with their pipeline therapies for CF.
- Orkambi: Orkambi is a CFTR corrector indicated for patients with two copies of the F508del mutation. Market share is declining due to the availability of Trikafta/Kaftrio. Competitors include AbbVie.
- Kalydeco: Kalydeco is the first CFTR modulator approved for patients with the G551D mutation. Market share is declining due to the availability of Trikafta/Kaftrio. Competitors include AbbVie.
- Symdeko/Symkevi: Symdeko/Symkevi is a combination therapy for patients with two copies of the F508del mutation or certain other mutations. Market share is declining due to the availability of Trikafta/Kaftrio. Competitors include AbbVie.
Market Dynamics
Industry Overview
The pharmaceutical industry is highly competitive and innovative, with a focus on developing new therapies to address unmet medical needs. The market is driven by factors such as aging populations, increasing prevalence of chronic diseases, and technological advancements in drug discovery.
Positioning
Vertex is a leader in the cystic fibrosis (CF) market, with a dominant position based on its innovative CFTR modulator therapies. It is expanding into other areas like pain management and gene editing to diversify its portfolio. Vertex has a strong IP position in CF.
Total Addressable Market (TAM)
The total addressable market for CF therapies is estimated to be around $20 billion. With the advent of new indications, the TAM will be much bigger. Vertex is well-positioned to capture a significant portion of this TAM given its dominant position in the CF market and pipeline expansion.
Upturn SWOT Analysis
Strengths
- Dominant position in the CF market
- Strong pipeline of CF therapies
- Growing presence in other therapeutic areas
- Strong financial performance
- Robust intellectual property protection
Weaknesses
- High dependence on CF market
- Vulnerability to competition from generic drugs after patent expiration
- Reliance on successful clinical trials for new therapies
- High drug prices can face public scrutiny
Opportunities
- Expanding into new indications beyond CF
- Acquiring or partnering with companies with complementary technologies
- Developing therapies for rare diseases
- Geographic expansion into emerging markets
Threats
- Competition from other pharmaceutical companies
- Regulatory challenges
- Pricing pressures
- Unsuccessful clinical trials
- Patent challenges
Competitors and Market Share
Key Competitors
- ABBV
- GILD
- BMY
Competitive Landscape
Vertex has a significant competitive advantage in the CF market due to its innovative therapies and strong market position. However, competitors are emerging and Vertex needs to maintain focus on research and development.
Major Acquisitions
Alpine Immune Sciences
- Year: 2024
- Acquisition Price (USD millions): 4900
- Strategic Rationale: Acquisition of Alpine Immune Sciences to gain access to its DP2 antagonist program, including lead candidate povetacicept, for the treatment of IgA nephropathy (IgAN).
ViaCyte
- Year: 2022
- Acquisition Price (USD millions): 320
- Strategic Rationale: Acquisition of ViaCyte to strengthen its position in cell therapy for Type 1 Diabetes.
Growth Trajectory and Initiatives
Historical Growth: Vertex has experienced significant growth in recent years due to the success of its CF therapies.
Future Projections: Analysts project continued growth for Vertex due to expanding CF franchise and potential new therapies. Focus is now on expanding indications and market penetration.
Recent Initiatives: Recent initiatives include expanding into gene editing, pain management, and kidney disease.
Summary
Vertex is a strong pharmaceutical company with a dominant position in the cystic fibrosis market. Their expanding pipeline beyond CF and solid financials are positive. Key areas to watch are competition in CF and success of its non-CF pipeline assets, as well as the effects of high drug prices in an increasingly regulated landscape. While having a high dependence on the CF market might be seen as a weakness it also allows a concentration of R&D.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Investor Relations
- Analyst Reports
- Company website
- Third-party market research reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual research and consultation with a qualified financial advisor. Market share data is approximate and may vary depending on the source.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Vertex
Exchange NASDAQ | Headquaters King of Prussia, PA, United States | ||
IPO Launch date 2020-07-29 | CEO, President & Chairman of the Board Mr. David DeStefano | ||
Sector Technology | Industry Software - Application | Full time employees 1900 | Website https://www.vertexinc.com |
Full time employees 1900 | Website https://www.vertexinc.com | ||
Vertex, Inc., together with its subsidiaries, provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally. The company offers tax determination; compliance and reporting, including workflow management tools; tax data management and document managementsolutions; analytics and insights; pre-built integration that includes mapping data fields, and business logic and configurations; industry-specific solutions support certain industries for indirect tax needs, such as retail, communications, and leasing; and technology specific solutions, such as chain flow accelerator and SAP-specific tools. It provides implementation services, such as configuration, data migration and implementation, and support and training; E-invoicing, an end-to-end e-invoicing process; and managed services, including indirect tax return preparation, filing and tax payment, and notice management. The company sells its software products through software licenses and software as a service subscription. Vertex, Inc. was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.
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