COMP <GO>
VERX vs AAPL // FREE CASH FLOW YIELD
Vertex Inc. (Class A) (NASDAQ) VS. Apple Inc. (NASDAQ) • 15-METRIC TALLY: VERX 3
— AAPL 8
▲ FREE CASH FLOW YIELD LEADER: VERX
LAST: $15.83 (+3.33%) • MKT CAP: $2.57B
fcf-yield
6.87%
LAST: $338.32 (-1.83%) • MKT CAP: $4.94T
fcf-yield
2.81%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (VERX VS. AAPL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | VERX | AAPL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 64.30% | 48.79% | +15.51 | VERX | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.70% | 81.14% | -80.44 | AAPL | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 28.4x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 6.87% | 2.81% | +4.06 | VERX | /fcf-yield <GO> |
| Operating Margin | 0.30% | 33.01% | -32.71 | AAPL | /operating-margins <GO> |
| Net Profit Margin | 1.00% | 27.60% | -26.60 | AAPL | /net-margins <GO> |
| Revenue Growth (YoY) | 12.20% | 15.06% | -2.86 | AAPL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.33% | -0.33 | AAPL | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.96 | 12.48 | -10.52 | AAPL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 9/9 | -2.00 | AAPL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 5.08% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 70.2 | 59.9 | +10.30 | VERX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.14 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 35.8x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.57B | $4.94T | -$4.93T | AAPL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | VERX REV | AAPL REV | VERX GROSS % | AAPL GROSS % | VERX FCF | AAPL FCF |
|---|---|---|---|---|---|---|
| FY 2026 | — | $478.83B | — | 48.8% | — | $136.06B |
| FY 2025 | $748.4M | $416.16B | 64.3% | 46.9% | $165.5M | $98.77B |
| FY 2024 | $666.8M | $391.04B | 63.9% | 46.2% | $164.8M | $108.81B |
| FY 2023 | $572.4M | $383.29B | — | 44.1% | $74.3M | $99.58B |
| FY 2022 | — | $394.33B | — | 43.3% | — | $111.44B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
VERX // BETA —
AAPL // BETA 1.14