Vertex, Inc. VERX

11.37 (0.31) (2.65%) as of 25 Sep
Market cap
$1.9B
P/E
331×
Growth Flags show if company had growth for consecutive years,
Insider Buys alert about insiders buying in the last 12 month

Insider Decisions

Total buys 6.52
Total sells 0.08
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — 3 1 — — — — — —
Sell — — — — — — — 1 — — — —
Insider Ownership 53.57%

Capital & Financial Ratios

Market Cap 1,890.00
Revenue 787.44
Net Income 3.58
Free Cash Flow 50.64
Net Debt 108.15
Current Ratio 0.87
Debt/Equity 1.40
P/E ratio 330.52
P/S ratio 2.33
P/B ratio 7.61
Past 5Y EPS Growth (15.58%)
This Y EPS Growth 28.09%
Next Y EPS Growth 23.97%
Next 5Y EPS Growth 24.31%
in millions of $

Dividends

Payout Ratio 0.00
Annual Dividend Rate —
Annual Dividend Yield 0.05%
total individual payouts
2025 Powerpack
2024 Powerpack
2023 Powerpack
2022 Powerpack
2021 Powerpack
2020 Powerpack
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 78 305 314 230
Receivables 142 164 183 153
Inventory — — — —
Other 21 30 24 26
267 536 561 492
2023 2024 2025 Q'26
Payables 24 36 38 37
ST’ Debt 3 — — —
Other 30 63 48 58
441 537 575 564
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — 14.84% 15.04%
Cash Flow — 22.69% 37.38%
Earnings — 0.00% 0.00%
Book Value — 2.46% 4.07%

Revenue

Mar Jun Sep Dec Year
’26 197 204 — — —
’25 177 185 192 195 748
’24 157 161 170 178 667
’23 133 140 145 155 572
’22 115 119 126 131 492
’21 98 105 111 112 426
’20 89 91 95 100 375
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 38 31 — — —
’25 15 46 62 42 166
’24 25 58 41 41 165
’23 3 (4) 28 48 74
’22 3 6 15 40 64
’21 (3) 29 26 38 90
’20 (6) 27 (1) 39 60
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 8 3 — — —
’25 (12) 20 30 10 48
’24 5 37 18 18 78
’23 (11) (21) 9 29 6
’22 (14) (5) (1) 24 3
’21 (11) 17 15 26 47
’20 (16) 19 (7) 31 27
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 (0.02) 0.06 — — —
’25 0.07 (0.01) 0.02 (0.04) 0.04
’24 0.02 0.03 0.04 (0.43) (0.34)
’23 (0.12) (0.05) (0.02) 0.09 (0.09)
’22 0.00 (0.04) (0.01) (0.04) (0.08)
’21 0.01 0.01 (0.03) 0.00 (0.01)
’20 (0.24) (0.24) (0.15) 0.00 (0.60)
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

2.1
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
— — — — 21.11 15.82 9.44 11.92 23.31 18.54

Analyst estimates 2026–2028

Powerpack
Low Price
— — — — 37.68 39.71 19.30 30.00 57.74 60.71
High Price
— — — 1,100 1,200 1,300 1,400 1,500 1,900 2,100
Employees
— — 0 0 0 0 0 0 0 0
Revenue/Emp
— — 272 322 375 426 492 572 667 748
Revenue
— — 64.87% 65.67% 55.86% 61.96% 60.72% 60.90% 63.91% 64.35%
Gross Margin
— — (4) 31 (108) (4) (10) (22) 2 8
EBT
— — (1.63%) 9.61% (28.79%) (0.92%) (2.06%) (3.79%) 0.29% 1.01%
EBT Margin
— 0 (6) 31 (75) (1) (12) (13) (53) 7
Net Income
— — 25 25 33 45 61 75 89 103
Depreciation
— — 2.26 2.67 2.85 2.88 3.29 3.77 4.29 4.71
Revenue/Sh
— — (0.05) 0.26 (0.60) (0.01) (0.08) (0.09) (0.34) 0.05
Earnings/Sh
— — 0.67 0.77 0.45 0.61 0.43 0.49 1.06 1.04
Cash Flow/Sh
— — (0.28) (0.31) (0.25) (0.29) (0.40) (0.45) (0.56) (0.74)
Capex/Sh
— — 0.39 0.46 0.20 0.32 0.02 0.04 0.50 0.30
Free CF/Sh
— — 0.00 (1.08) 1.74 1.56 1.54 1.67 1.15 1.63
Book Value/Sh
— — 121 121 132 148 150 152 155 159
Shares
— — 0.00 0.00 0.00 0.00 0.00 0.00 0.00 369.81
PE Ratio
— — 8.27 8.27 12.23 5.51 4.45 7.11 12.43 4.24
PS Ratio
— — 0.00 0.00 19.98 10.19 9.52 16.09 46.20 12.26
PB Ratio
— — 8.63 8.63 11.43 5.35 4.34 7.06 12.48 4.28
EV/Sales
— — 72.76 72.76 160.12 48.51 622.01 662.19 107.05 67.24
EV/FCF
— — 80 92 60 90 64 74 165 166
Op' Cash Flow
— — (33) (38) (33) (43) (60) (68) (87) (118)
Capex
— — 47 55 27 47 3 6 78 48
FCF
— — (106) (169) 111 (173) (160) (174) (1) (14)
Working Cap'
— — 55 51 1 4 49 47 335 338
Total Debt
— — (1) (24) (302) (69) (54) (31) 30 24
Net Debt
— — 0 (130) 229 230 230 253 179 259
Sh' Equity
— — 0.00% 23.47% (18.24%) (0.24%) (1.77%) (1.77%) (5.47%) 0.59%
ROA
— — 0.00% 0.00% 0.00% (1.14%) (2.88%) (4.93%) (0.67%) 0.52%
ROIC
— — 4.77% (24.26%) (150.82%) (0.64%) (5.35%) (5.42%) (24.39%) 3.29%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Vertex, Inc. peers in Software Application

Company Market cap P/E Compare
KARO Karooooo Ltd. $1.9B 31.3× Compare
BLKB Blackbaud, Inc. $2.0B 13.3× Compare
WRD WeRide Inc. $1.8B 0.0× Compare
PDFS PDF Solutions, Inc. $2.0B 198× Compare
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ASAN Asana, Inc. $2.1B 0.0× Compare
AMPL Amplitude, Inc. $1.7B 0.0× Compare
NCNO nCino Inc. $2.1B 62.6× Compare
DBD Diebold Nixdorf, Incorporated $2.1B 20.2× Compare

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Vertex, Inc. (VERX) key facts

  • Vertex, Inc. (VERX) is a Software Application company in the Technology sector, listed on Nasdaq.
  • Vertex, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $748.4 million, up 12.2% from fiscal 2024.
  • Net income was $7.2 million, or $0.05 per share (basic), a net margin of 0.96%.
  • As of September 25, 2026, VERX traded at $11.37, a market capitalization of $1.9 billion.
  • At that price the stock trades at 331× trailing-twelve-month earnings and 2.3× sales.
  • Return on equity was 3.29% and debt-to-equity 1.40.

Source: company filings (standardised) and stockrow calculations.

Vertex, Inc. (VERX) Latest News

News by impact score

Fine-tune

13 Aug

4

Rising sales tax rates signal a new era of tax volatility for businesses. Tax volatility heightens demand for Vertex tax compliance technology.

10 Aug

4 transcript

Vertex, Inc. (VERX) held its Q2 2026 earnings call, covering financial results and outlook. Earnings call delivers financial results and guidance with direct effects on company trajectory and sentiment.

5 Aug

4

Vertex (VERX) shares fell 56% but the stock still appears undervalued. 56% stock decline signals major shift in valuation and investor sentiment.

4

Vertex (VERX) may be revising its AI tax automation strategy following a recent profit turnaround. Strategic AI playbook changes after profit recovery could significantly shift Vertex's competitive position and investor sentiment.

4

Vertex appoints new leaders to expand operations in Europe and accelerate an AI-first strategy. Leadership changes targeting European growth and AI adoption represent major strategic moves likely to alter company trajectory.

3

Vertex (VERX) reported an earnings beat that refocuses attention on its stock valuation. Earnings beat can shift market perceptions of Vertex's financial health and future growth prospects.

4 Aug

4

Vertex Inc reported Q2 2026 revenue growth driven by AI momentum. AI momentum combined with revenue growth signals major strategic progress likely to shift company trajectory and sentiment.

3 transcript

Vertex, Inc. released Q2 2026 earnings call details covering financial results, guidance and operational updates. Quarterly earnings and forward guidance typically produce moderate short-term moves in share price and sentiment.

3 Aug

3 transcript

Vertex Inc. (VERX) held its Q2 earnings call, reporting revenue and earnings figures along with updated guidance and operational highlights. Q2 earnings call provides standard financial updates that moderately affect near-term market views without major strategic shifts.

3

Vertex, Inc. (VERX) announced financial results for the second quarter of 2026. Quarterly earnings release supplies financial metrics that can shift near-term valuation and sentiment.

30 Jul

4

Vertex Inc. released research marking a turning point in indirect tax and compliance with the emergence of Decision-to-Defense strategies. Vertex research on Decision-to-Defense directly advances its core tax compliance offerings and market differentiation.

5 Jul

3

TD Cowen rates Vertex (VERX) a Buy and notes improving sentiment tied to better execution. Analyst Buy rating from TD Cowen can moderately lift near-term investor sentiment for VERX.

1 Jun

4

Vertex (VERX) shares rose 11.3% after the Brinta deal and AI-focused cost cuts to reshape tax strategy. Brinta acquisition plus AI cost cuts mark major strategic moves that can shift Vertex's trajectory and investor sentiment.

3 transcript

Vertex (VERX) released Q1 2026 earnings transcript covering financial results and outlook. Quarterly earnings data and guidance can moderately shift near-term investor views and trading.

9 May

4

Vertex, Inc. (VERX) Q1 earnings call highlights key financial results, revenue growth, profitability metrics, and forward guidance. Q1 earnings highlights detail financial performance and guidance, poised to significantly sway investor sentiment and stock trajectory.

8 May

4

Vertex, Inc. (VERX) beat Q1 2026 expectations, completed the Brinta deal, and announced a value creation plan, leading to a revised valuation analysis highlighting improved prospects. Earnings beat, Brinta deal, and value creation plan represent major strategic advancements boosting long-term growth and investor sentiment.

4

Vertex Inc. (VERX) Q1 2026 earnings call highlights strong growth in cloud revenue alongside other positive financial developments. Strong cloud revenue growth represents a major strategic advancement boosting VERX's competitive positioning and investor sentiment.

7 May

4

Vertex Inc. (VERX) Q1 earnings compared to analyst estimates, focusing on key metrics. Q1 earnings versus estimates significantly affect VERX's financial trajectory and investor sentiment.

4

Vertex (VERX) topped Q1 earnings and revenue estimates. Beating Q1 earnings and revenue estimates boosts investor sentiment and signals strong financial performance.

4

Vertex, Inc. (VERX) announced First Quarter 2026 financial results. Quarterly earnings announcements significantly impact stock performance and investor sentiment.

7 Apr

4

Vertex, Inc. (VERX) advances AI technologies to enhance compliance efficiency in cloud environments. AI advancements directly target Vertex's core compliance operations, enabling significant efficiency gains and competitive positioning.

4

Vertex, Inc. (VERX) advances AI-powered capabilities to enhance enterprise compliance execution. AI advancements in core compliance software represent a major strategic upgrade boosting competitive positioning and market performance.

30 Mar

4

Vertex (VERX) launches Tax Engine and Indirect Tax Accelerator on Oracle Marketplace, enabling seamless integration for Oracle Cloud ERP customers to automate indirect tax compliance and calculations. Product launches on Oracle Marketplace expand Vertex's distribution channels, customer base, and revenue potential through strategic partnership.

17 Mar

4

Vertex, Inc. (VERX) is now available on the Oracle Marketplace, enabling easier access for Oracle Cloud customers to Vertex's tax technology solutions. Availability on Oracle Marketplace expands Vertex's sales channels and reach into Oracle's vast customer base, driving potential revenue growth.

25 Feb

4

Analysts express strong confidence in Vertex (VERX) following its fourth-quarter results. Strong analyst confidence post-Q4 results likely boosts investor sentiment and stock trajectory.

18 Feb

3

Vertex, Inc. (VERX) delivers solid profits but reveals weak underlying fundamentals. Weak fundamentals despite solid profits signal moderate risks to long-term financial health and market perception.

12 Feb

3

Vertex, Inc. (VERX) has experienced a significant decline in share price, prompting a reassessment of its valuation. Analysts are evaluating the company's financial health and market position in light of recent developments. The steep price reset raises questions about future growth prospects and investor sentiment, as the company navigates challenges in its sector. The share price reset indicates potential challenges that may moderately influence Vertex's financial performance and market positioning.

11 Feb

4

Vertex, Inc. (VERX) reported strong revenue growth in its Q4 2025 earnings call, highlighting strategic advancements in artificial intelligence. The company emphasized its commitment to innovation and expanding its market presence, which is expected to enhance its competitive positioning and drive future growth. Significant strategic moves in AI are likely to alter the company's trajectory and investor sentiment.

4 transcript

Vertex, Inc. reported its Q4 earnings, highlighting strong revenue growth and increased demand for its tax technology solutions. The company emphasized its commitment to innovation and customer satisfaction, which contributed to a positive outlook for the upcoming fiscal year. Key metrics showed an increase in both customer acquisition and retention rates, indicating robust market performance. Management also discussed strategic initiatives aimed at expanding their product offerings and enhancing operational efficiency. Significant revenue growth and strategic initiatives are likely to alter the company's trajectory and investor sentiment.

4

Vertex, Inc. reported its Q4 2025 earnings, highlighting a revenue increase driven by strong demand for its tax technology solutions. The company emphasized its commitment to innovation and customer satisfaction, which contributed to improved financial performance. Key metrics showed growth in both net income and earnings per share, reflecting effective cost management and strategic investments. Management provided an optimistic outlook for the upcoming fiscal year, anticipating continued expansion in market share and product offerings. Significant growth in revenue and positive outlook for future expansion indicate a major strategic move that could alter the company's trajectory.

stockrow.com/VERX · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com