VTEXVTEX

$4.17-7.9% 1Y

Is the price fair?

Good

Modest expectations priced in. That is the only one of 3 checks this filer's data supports, so take it as a single data point rather than a settled answer.

1 good, 2 without data
What the price assumes~+10% a yearderived · Dec 31, 2024

Priced for ~10% a year FCF growth. The price demands less than its three-year revenue growth of 22% a year, expectations look modest.

Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.

What VTEX's price assumes

VTEX trades at 67.2× earnings against 35.9× for the median Software - Application name, more expensive than its own group.

67.2

Trailing P/E · Software - Application median 35.9 · 1.87× the median: the market pays up for this one

Price / sales
1.46

Price / sales · as of 2026-Q1

Free cash flow yield
3.5%

Free cash flow yield · Software - Application median 5.3%

Growth the price implies
+10%

Growth the price implies · The price pays for +10% free cash flow growth a year for a decade; revenue has grown 22% a year over the last three.

Details›
Price / bookas of 2026-Q1
1.55
EV / EBITas of 2026-Q1
14.3
EV / salesas of 2026-Q1
1.40
Technology median P/E450 names
34.1
Software - Application median P/E124 names
35.9
Free cash flow, trailing twelve months
$25M
Market capitalisation173.0 million shares, counted Dec 31, 2025
$721M
3-year revenue growth
+22%

Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.

What is it worth?

Today's price against what its own multiples, its cash flow and your growth assumption say it is worth.