Vertex Stock Buy Hold or Sell Recommendation

VTNR
 Stock
  

USD 6.23  0.26  4.01%   

Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Vertex Energy is 'Hold'. Macroaxis provides Vertex Energy buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding VTNR positions. The advice algorithm takes into account all of Vertex Energy's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from Vertex Energy's buy-and-hold perspective. Also, please take a look at Vertex Energy Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual companies such as Vertex and provide practical buy, sell, or hold advice based on selected investing horizon and risk tolerance towards Vertex Energy.

Execute Vertex Energy Buy or Sell Advice

The Vertex recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Vertex Energy. Macroaxis does not own or have any residual interests in Vertex Energy or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Vertex Energy's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Vertex EnergyBuy Vertex Energy
Hold

Volatility

Details

Hype Condition

Details

Current Valuation

Details

Odds of Distress

Details

Economic Sensitivity

Details

Analyst Consensus

Details

Reporting Quality (M-Score)

Details
For the selected time horizon Vertex Energy has a Mean Deviation of 5.07, Standard Deviation of 7.74 and Variance of 59.91
We provide advice to complement the current expert consensus on Vertex Energy. Our dynamic recommendation engine harnesses a multidimensional algorithm to analyze the firm's potential to grow using all technical and fundamental data available at the time. To make sure Vertex Energy is not overpriced, please validate all Vertex Energy fundamentals, including its book value per share, and the relationship between the net income and beta . Given that Vertex Energy has a number of shares shorted of 14.91 M, we advise you to double-check Vertex Energy market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your current risk tolerance and investing horizon.

Vertex Energy Trading Alerts and Improvement Suggestions

Vertex Energy generated a negative expected return over the last 90 days
Vertex Energy has high historical volatility and very poor performance
The company reported the previous year's revenue of 130.95 M. Net Loss for the year was (44.44 M) with profit before overhead, payroll, taxes, and interest of 5.06 M.
Vertex Energy currently holds about 24.05 M in cash with (5.29 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.37.
Roughly 23.0% of the company outstanding shares are owned by insiders
Latest headline from www.marketscreener.com: VERTEX ENERGY INC. Regulation FD Disclosure, Financial Statements and Exhibits - Marketscreener.com

Vertex Energy current analysts advice

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Vertex analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Vertex analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target Mean Price22.20
Target Median Price21.00
Target High Price27.00
Recommendation Mean1.60
Number Of Analyst Opinions5
Target Low Price18.00
Average Consensus Strong Buy
The consensus estimates and target price estimation comprises individual analyst assessments, and may or may not mutch the Macroaxis buy or sell advice. It is determined by taking an average of all analyst recommendations and classifying them as Strong Buy, Buy, Hold, or Sell.

Vertex Energy Returns Distribution Density

The distribution of Vertex Energy's historical returns is an attempt to chart the uncertainty of Vertex Energy's future price movements. The chart of the probability distribution of Vertex Energy stock daily returns describes the distribution of returns around its average expected value. We use Vertex Energy price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Vertex Energy returns is essential to provide solid investment advice for Vertex Energy.
Mean Return-0.49Value At Risk-8.75
Potential Upside9.83Standard Deviation7.74
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Vertex Energy historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Vertex Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Vertex Energy is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Vertex Energy backward and forwards among themselves. Vertex Energy's institutional investor refers to the entity that pools money to purchase Vertex Energy's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
State Street CorpCommon Shares7.2 M75.7 M
Blackrock IncCommon Shares3.5 M36.6 M
Vanguard Group IncCommon Shares2.5 M26.2 M
Trellus Management Company LlcCommon Shares2.1 M22.4 M
Aventail Capital Group LpCommon Shares1.6 M16.6 M
Group One Trading LpCall Options1.6 M16.5 M
Driehaus Capital Management LlcCommon Shares1.3 M13.9 M
Morgan StanleyCommon Shares1.3 M13.7 M
Susquehanna International Group LlpPut Options960 K10.1 M
Note, although Vertex Energy's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Vertex Energy Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Vertex Energy or Energy sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Vertex Energy's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Vertex stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
-0.3
β
Beta against DOW1.65
σ
Overall volatility
7.83
Ir
Information ratio -0.05

Vertex Energy Volatility Alert

Vertex Energy is displaying above-average volatility over the selected time horizon. Investors should scrutinize Vertex Energy independently to ensure intended market timing strategies are aligned with expectations about Vertex Energy volatility. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Vertex Energy's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Vertex Energy's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Vertex Energy Fundamentals Vs Peers

Comparing Vertex Energy's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Vertex Energy's direct or indirect competition across all of the common fundamentals between Vertex Energy and the related equities. This way, we can detect undervalued stocks with similar characteristics as Vertex Energy or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Vertex Energy's fundamental indicators could also be used in its relative valuation, which is a method of valuing Vertex Energy by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Vertex Energy to competition
FundamentalsVertex EnergyPeer Average
Return On Equity(38.47) %(0.31) %
Return On Asset(6.07) %(0.14) %
Profit Margin(18.24) %(1.27) %
Operating Margin(15.10) %(5.51) %
Current Valuation974.66 M16.62 B
Shares Outstanding63.29 M571.82 M
Shares Owned by Insiders23.14 %10.09 %
Shares Owned by Institutions38.78 %39.21 %
Number of Shares Shorted14.91 M4.71 M
Price to Earning(1.91) X28.72 X
Price to Book53.86 X9.51 X
Price to Sales2.63 X11.42 X
Revenue130.95 M9.43 B
Gross Profit5.06 M27.38 B
EBITDA(19.29 M)3.9 B
Net Income(44.44 M)570.98 M
Cash and Equivalents24.05 M2.7 B
Cash per Share0.37 X5.01 X
Total Debt72.09 M5.32 B
Debt to Equity0.47 %48.70 %
Current Ratio4.10 X2.16 X
Book Value Per Share0.10 X1.93 K
Cash Flow from Operations(5.29 M)971.22 M
Short Ratio3.14 X4.00 X
Earnings Per Share(0.68) X3.12 X
Price to Earnings To Growth0.19 X4.89 X
Number of Employees28218.84 K
Beta1.76-0.15
Market Capitalization344.29 M19.03 B
Total Asset93.64 M29.47 B
Retained Earnings(11.76 M)9.33 B
Working Capital(10.83 M)1.48 B
Current Asset23.17 M9.34 B
   Vertex Energy exotic insider transaction detected [view details]

Vertex Energy Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Vertex . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Vertex Energy Buy or Sell Advice

When is the right time to buy or sell Vertex Energy? Buying financial instruments such as Vertex Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

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In addition to having Vertex Energy in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Also, please take a look at Vertex Energy Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try Watchlist Optimization module to optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm.

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Is Vertex Energy's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Vertex Energy. If investors know Vertex will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Vertex Energy listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Vertex Energy is measured differently than its book value, which is the value of Vertex that is recorded on the company's balance sheet. Investors also form their own opinion of Vertex Energy's value that differs from its market value or its book value, called intrinsic value, which is Vertex Energy's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Vertex Energy's market value can be influenced by many factors that don't directly affect Vertex Energy's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Vertex Energy's value and its price as these two are different measures arrived at by different means. Investors typically determine Vertex Energy value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vertex Energy's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.