COMP <GO>
VERX vs ASAN // ALTMAN Z-SCORE & DEBT/EQUITY
Vertex Inc. (Class A) (NASDAQ) VS. Asana Inc. (Class A) (NYSE) • 15-METRIC TALLY: VERX 7
— ASAN 2
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: VERX
LAST: $14.86 (+0.34%) • MKT CAP: $2.41B
balance-sheet
1.96
LAST: $11.26 (-4.17%) • MKT CAP: $2.58B
balance-sheet
0.20
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (VERX VS. ASAN)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | VERX | ASAN | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 64.30% | 89.00% | -24.70 | ASAN | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.70% | -35.00% | +35.70 | VERX | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 6.87% | 3.36% | +3.51 | VERX | /fcf-yield <GO> |
| Operating Margin | 0.30% | -25.00% | +25.30 | VERX | /operating-margins <GO> |
| Net Profit Margin | 1.00% | -23.90% | +24.90 | VERX | /net-margins <GO> |
| Revenue Growth (YoY) | 12.20% | 9.20% | +3.00 | VERX | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 1.96 | 0.20 | +1.76 | VERX | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 70.2 | 59.8 | +10.40 | VERX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.41B | $2.58B | -$167.6M | ASAN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | VERX REV | ASAN REV | VERX GROSS % | ASAN GROSS % | VERX FCF | ASAN FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $748.4M | $790.8M | 64.3% | 89.0% | $165.5M | $86.6M |
| FY 2024 | $666.8M | $723.9M | 63.9% | 89.3% | $164.8M | $9.4M |
| FY 2023 | $572.4M | $652.5M | — | — | $74.3M | -$17.9M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
VERX // BETA —
ASAN // BETA —