VERX vs NWBI

Comparison between Vertex Inc Class A (VERX, Company) and Northwest Bancshares Inc (NWBI, Company).

VERX is from the Technology sector, while NWBI is from the Financial Services sector.

5-Year PerformanceNWBI has outperformed VERX, delivering a return of +10.9% compared to -8.0%

VERX vs NWBI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VERX(COMPANY)	NWBI(COMPANY)
Market Cap	$2.33B	$2.32B
Max Drawdown	82.05%	54.87%
Sharpe Ratio	-1.27	1.58
5Y Beta	0.70	0.65
Industry	Software - Application	Banks - Regional
P/E Ratio	-375.84	16.84
Forward P/E	15.02	12.15
PEG Ratio	N/A	3.35
Dividend Yield	N/A	5.04%
5Y Dividends CAGR	N/A	5.37%
5Y EPS CAGR	-36.33%	2.31%
Debt to Equity	142.04%	0.00%
Free Cash Flow Yield	4.01%	4.54%
P/S Ratio	2.81	3.56
P/B Ratio	8.69	1.22

Market Cap

Winner

VERX

$2.33B

NWBI

$2.32B

Max Drawdown

VERX

82.05%

Winner

NWBI

54.87%

Sharpe Ratio

VERX

-1.27

Winner

NWBI

1.58

5Y Beta

VERX

0.70

Winner

NWBI

0.65

Industry

VERX

Software - Application

NWBI

Banks - Regional

P/E Ratio

Winner

VERX

-375.84

NWBI

16.84

Forward P/E

VERX

15.02

Winner

NWBI

12.15

PEG Ratio

VERX

N/A

NWBI

3.35

Dividend Yield

VERX

N/A

NWBI

5.04%

5Y Dividends CAGR

VERX

N/A

NWBI

5.37%

5Y EPS CAGR

VERX

-36.33%

Winner

NWBI

2.31%

Debt to Equity

VERX

142.04%

Winner

NWBI

0.00%

Free Cash Flow Yield

VERX

4.01%

Winner

NWBI

4.54%

P/S Ratio

Winner

VERX

2.81

NWBI

3.56

P/B Ratio

VERX

8.69

Winner

NWBI

1.22

VERX vs NWBI - Historical Returns

Returns include dividend reinvestment.

Period	VERX	NWBI
1 month	-3.58%	+5.96%
3 months	-7.12%	+17.86%
6 months	-20.47%	+22.67%
1 year	-62.57%	+44.96%
5 years(CAGR)	-7.99%	+10.91%
10 years(CAGR)	N/A	+6.37%
Max(CAGR)	-10.37%	+10.25%

VERX

-3.58%

Winner

NWBI

+5.96%

VERX

-7.12%

Winner

NWBI

+17.86%

VERX

-20.47%

Winner

NWBI

+22.67%

VERX

-62.57%

Winner

NWBI

+44.96%

5Y(CAGR)

VERX

-7.99%

Winner

NWBI

+10.91%

10Y(CAGR)

VERX

N/A

NWBI

+6.37%

Max(CAGR)

VERX

-10.37%

Winner

NWBI

+10.25%

VERX vs NWBI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	VERX	NWBI
2026	-34.82%	+37.62%
2025	-62.46%	-1.12%
2024	+99.07%	+11.66%
2023	+84.39%	-4.11%
2022	-13.58%	+3.93%
2021	-53.13%	+18.56%
2020	+45.63%	-17.29%
2019	N/A	+1.45%
2018	N/A	+5.84%
2017	N/A	-4.44%
2016	N/A	+43.70%
2015	N/A	+12.08%
2014	N/A	-4.12%
2013	N/A	+22.19%
2012	N/A	+1.03%
2011	N/A	+9.03%
2010	N/A	+6.88%
2009	N/A	+23.55%
2008	N/A	-16.09%
2007	N/A	-0.78%
2006	N/A	+29.09%
2005	N/A	-11.20%
2004	N/A	+21.88%
2003	N/A	+48.95%
2002	N/A	+32.22%
2001	N/A	+34.32%
2000	N/A	+31.21%
1999	N/A	-17.16%

VERX vs NWBI Drawdown Comparison

The maximum drawdown for VERX was -82.05%, occurring on Jun 22, 2026. This drawdown has not yet recovered.

The maximum drawdown for NWBI was -53.47%, occurring on Mar 9, 2009. Recovery took 382 trading sessions.

The current VERX drawdown is -78.98%.

Rank	VERX	NWBI
#1	-82.05% Jan 28, 2025 - Jun 22, 2026	-53.47% Oct 14, 2008 - Apr 22, 2010
#2	-75.40% Feb 19, 2021 - Jul 23, 2024	-48.66% Feb 25, 2019 - Nov 10, 2022
#3	-25.40% Aug 27, 2020 - Dec 17, 2020	-34.80% Jan 4, 2001 - Mar 20, 2002
#4	-17.32% Dec 23, 2020 - Feb 12, 2021	-32.59% Nov 30, 2022 - Jul 23, 2024
#5	-13.47% Jul 23, 2024 - Oct 2, 2024	-29.49% Jun 17, 2002 - Nov 4, 2002
#6	-9.84% Dec 3, 2024 - Jan 21, 2025	-29.42% Oct 31, 2007 - Sep 18, 2008
#7	-8.19% Aug 6, 2020 - Aug 20, 2020	-26.55% Nov 6, 2024 - Apr 28, 2026
#8	-5.56% Nov 8, 2024 - Nov 20, 2024	-26.49% Nov 1, 1999 - Aug 10, 2000
#9	-4.69% Oct 3, 2024 - Oct 16, 2024	-23.48% Dec 2, 2004 - May 25, 2006
#10	-3.26% Oct 21, 2024 - Nov 5, 2024	-23.19% Feb 11, 2004 - Dec 1, 2004
#11	-2.89% Jul 30, 2020 - Aug 4, 2020	-20.68% Aug 11, 2000 - Dec 5, 2000
#12	-2.58% Feb 12, 2021 - Feb 18, 2021	-20.48% Dec 11, 2000 - Jan 4, 2001
#13	-1.63% Nov 26, 2024 - Dec 3, 2024	-19.16% Dec 9, 2016 - Jun 21, 2018
#14	-1.20% Aug 24, 2020 - Aug 26, 2020	-17.94% May 3, 2010 - Feb 11, 2011
#15	-0.65% Jan 21, 2025 - Jan 24, 2025	-17.02% Jul 7, 2011 - Feb 3, 2012