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Vertex, Inc. (VERX)

12.85 -0.93 (-6.72%)
As of 1:54:49 PM EDT. Market Open.
Trade Vertex on Coinbase
Chart Range Bar
Loading chart for VERX
  • Previous Close 13.77
  • Open 13.63
  • Bid 8.96 x 200
  • Ask 15.76 x 200
  • Day's Range 12.73 - 13.64
  • 52 Week Range 10.21 - 26.54
  • Volume 652,149
  • Avg. Volume 2,016,650
  • Market Cap (intraday) 2.084B
  • Beta (5Y Monthly) 0.82
  • PE Ratio (TTM) 641.75
  • EPS (TTM) 0.02
  • Earnings Date (est.) Nov 2, 2026
  • Forward Dividend & Yield --
  • Ex-Dividend Date --
  • 1y Target Est 17.15

Vertex, Inc., together with its subsidiaries, provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally. The company offers transaction determination; compliance and reporting, including workflow management tools; tax data management and document management solutions; analytics and insights; pre-built integration that includes mapping data fields, and business logic and configurations; industry-specific solutions support certain industries for indirect tax needs, such as retail, communications, and leasing; and technology specific solutions, such as chain flow accelerator and SAP-specific tools. It provides implementation services, such as configuration, data migration and implementation, and support and training; E-invoicing, an end-to-end e-invoicing process; and managed services, including indirect tax return preparation, filing and tax payment, and notice management. The company sells its software products through software licenses and software as a service subscription. Vertex, Inc. has a strategic collaboration with xSuite Group GmbH to support SAP customers. The company was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.

www.vertexinc.com

2,000

Full Time Employees

December 31

Fiscal Year Ends

Technology

Sector

Recent News

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Performance Overview

Trailing total returns as of 9/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD Return

VERX
35.73%
S&P 500 (^GSPC)
12.37%

1-Year Return

VERX
50.50%
S&P 500 (^GSPC)
18.43%

3-Year Return

VERX
41.34%
S&P 500 (^GSPC)
72.56%

5-Year Return

VERX
35.21%
S&P 500 (^GSPC)
70.40%

Earnings Trends

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Earnings Per Share

GAAP
Normalized
GAAP
Normalized

Revenue vs. Earnings

Annual
Quarterly
Annual
Quarterly
Q2 FY26
Revenue 203.97M
Earnings 9.04M
Profit Margin 4.43%

Q3

FY25

Q4

FY25

Q1

FY26

Q2

FY26

0
50M
100M
150M
200M
-2.0%
0.0%
2.0%
4.0%

Analyst Insights

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Analyst Price Targets

12.00
17.15 Average
12.85 Current
25.00 High

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell

Latest Rating

Date 8/4/2026
Analyst DA Davidson
Rating Action Maintains
Rating Neutral
Price Action Lowers
Price Target 15 -> 12

Statistics

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Valuation Measures

Annual
  • Market Cap

  • Enterprise Value

  • Trailing P/E

  • Forward P/E

  • PEG Ratio (5yr expected)

  • Price/Sales (ttm)

  • Price/Book (mrq)

  • Enterprise Value/Revenue

  • Enterprise Value/EBITDA

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    0.45%

  • Return on Assets (ttm)

    0.65%

  • Return on Equity (ttm)

    1.46%

  • Revenue (ttm)

    787.44M

  • Net Income Avi to Common (ttm)

    3.58M

  • Diluted EPS (ttm)

    0.02

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    230.49M

  • Total Debt/Equity (mrq)

    145.13%

  • Levered Free Cash Flow (ttm)

    70.86M

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