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Upturn AI Summary - About
VTEX(VTEX)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for VTEX
10/09/2026: VTEX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
VTEX is a cloud-native SaaS provider specializing in composable e-commerce platforms for large enterprise clients. The company has a leading position in Latin America and is actively scaling its presence in North America and Europe. Its core strengths include a unified, API-first architecture that supports B2B, B2C, and marketplace business models, making it a flexible choice for complex deployments. While VTEX benefits from the global shift to headless commerce, it faces execution risks in competitive markets and significant rivalry from well-capitalized incumbents. The stock may best suit growth investors interested in the digital transformation of enterprise retail, with focus required on revenue growth outside its home market.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | VTEX aligns with growth strategies focused on scaling enterprise-level cloud software and expanding into new geographic regions. |
| Momentum investor | Mixed fit | Momentum suitability is conditional on consistent technical uptrends in stock price and positive quarterly earnings surprises. |
| Value investor | Weak fit | As a growth-oriented SaaS company, VTEX typically trades at multiples reflecting future earnings potential rather than current cash flow value. |
| Dividend investor | Weak fit | VTEX does not pay a dividend, as it is in a capital-intensive growth phase. |
| Low-risk investor | Weak fit | High growth potential is offset by inherent volatility and competition risk typical of the enterprise software sector. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | Technology stocks in the growth phase are prone to significant price swings based on market sentiment and earnings reports. |
| Valuation risk | Medium | Growth-stage valuations can contract rapidly if the company fails to meet aggressive revenue growth targets. |
| Competition risk (AI and headless software) | High | Major competitors like Salesforce and Shopify have vast resources to innovate in AI-driven commerce tools. |
| Business quality | Medium | The platform's stickiness with enterprise customers provides quality, but the platform is still expanding its global footprint. |
| Dividend income | Low / none | Investors should not expect income generation from this stock as capital is focused on expansion. |
| Execution risk | Medium | Successfully expanding into competitive markets like the US requires effective sales and operational execution. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -44.04% | Avg. Invested days 27 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/09/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 653.06M USD | Price to earnings Ratio 23.24 | 1Y Target Price 5.57 |
Price to earnings Ratio 23.24 | 1Y Target Price 5.57 | ||
Volume (30-day avg) 709.4K shares | Beta 0.93 | 52 Weeks Range 2.84 - 4.62 | Updated Date 10/09/2026 |
52 Weeks Range 2.84 - 4.62 | Updated Date 10/09/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.17 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Subscription Services | Recurring revenue from platform subscriptions based on the scale and complexity of the client's operations. | This is the core, stable revenue stream that measures the recurring value of the platform to clients. |
| Services and Other Revenue | Implementation fees, professional services, and training provided to customers to deploy the VTEX platform. | These revenues facilitate the onboarding of new enterprise clients. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 23.24 | Forward PE 24.81 | Enterprise Value 417.98M | Price to Sales(TTM) 2.58 |
Enterprise Value 417.98M | Price to Sales(TTM) 2.58 | ||
Enterprise Value to Revenue 1.65 | Enterprise Value to EBITDA 12.17 | Shares Outstanding 87.29M | Shares Floating 39.63M |
Shares Outstanding 87.29M | Shares Floating 39.63M | ||
Percent Insiders 47.42 | Percent Institutions 36.39 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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