Company Overview
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.
Why Investors Should Care
Net profit has compounded at 52.9% per year over the last five years.
Revenue has grown at a 15.0% CAGR over the past five years.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $748.44M (+12.2% YoY); net profit $7.21M.
- Trailing 12 Months Year-on-year growth — revenue +10.5%.
- 5-Year Trend Long-term compounding — revenue CAGR 15.0%, profit CAGR 52.9%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 15.04% |
| 1 Year: | 10.50% |
Compounded Profit Growth
| 5 Years: | 52.87% |
| 1 Year: | - |
Stock Price Performance
| 1 Year: | -48.30% |
| 6 Months: | -10.16% |
| 3 Months: | +4.10% |
| 1 Month: | +18.41% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMABelow
- RSI (14)55.18 · Neutral
P/E of 685.00 is above the sector median of 32.42 — pricier than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Compounding revenue at 15.0% over 5 years.
- Profit CAGR of 52.9% over 5 years.
- Generates positive free cash flow.
CONS
- Trading at a high P/E of 685.0.
- Trading 48.3% below its 52-week high.
- In a downtrend (50-DMA below 200-DMA).
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Technology).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VERX Vertex, Inc. R2KR3KTECH | 13.70 | 685.00 | $1.09B | 0.00% | -2.11% | 1.46% | 15.04% | 52.87% |
| 2 | NVDA NVIDIA Corporation NDXSPXR3KAITECH | 230.36 | 35.28 | $5.58T | 0.46% | 74.66% | 114.29% | 24.64% | 32.12% |
| 3 | AAPL Apple Inc. NDXSPXR3KTECH | 319.97 | 36.69 | $4.67T | 0.35% | 68.72% | 148.75% | 1.81% | 3.92% |
| 4 | MSFT Microsoft Corporation NDXSPXR3KAITECH | 499.70 | 27.85 | $3.71T | 0.73% | 26.33% | 34.04% | 9.93% | 11.90% |
| 5 | TSM Taiwan Semiconductor Manufacturing Company Limited AITECH | 426.34 | 37.46 | $2.21T | 0.91% | 30.20% | 39.97% | 18.94% | 19.57% |
| 6 | AVGO Broadcom Inc. NDXSPXR3KAITECH | 357.90 | 59.55 | $1.70T | 0.62% | 16.70% | 37.28% | 17.04% | 54.08% |
| 7 | MU Micron Technology, Inc. NDXSPXR3KAITECH | 1,016.59 | 22.97 | $1.15T | 0.06% | 13.69% | 66.64% | 13.68% | 26.02% |
| 8 | AMD Advanced Micro Devices, Inc. NDXSPXR3KAITECH | 477.57 | 122.14 | $779.62B | 0.00% | 5.47% | 10.20% | 11.81% | 66.28% |
| 9 | ASML ASML Holding N.V. NDXAITECH | 1,714.88 | 58.49 | $658.69B | 0.53% | 42.97% | 53.94% | 15.55% | 19.55% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Mar 2019 | Jun 2019 | Sep 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | 78.38M | 82.44M | 89.25M | 91.27M | 94.61M | 98.24M | 104.94M | 110.72M | 114.98M | 119.28M | 126.24M | 132.75M | 139.69M | 145.03M | 156.78M | 161.10M | 170.44M | 177.06M | 184.56M | 192.11M | 194.71M | 196.65M | 203.97M |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 64.07M | 63.36M | 70.80M | 68.62M | 71.78M | - |
| Gross Profit | - | 51.27M | 55.01M | 49.78M | 49.53M | 46.64M | 61.30M | 67.56M | 66.78M | 70.12M | 71.15M | 75.58M | 81.00M | 85.82M | 88.16M | 95.79M | 102.69M | 110.52M | 112.99M | 121.20M | 121.32M | 126.09M | 124.87M | 131.30M |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 123.21M | 122.76M | 121.00M | 129.30M | 141.21M | - |
| Operating Income | - | 7.65M | 12.33M | -28.25M | -29.00M | -50.01M | 2.14M | -1.46M | -3.61M | 468.00K | -4.30M | -871.00K | -8.93M | -4.07M | -2.02M | -1.56M | 7.54M | 4.90M | -10.21M | -1.56M | 320.00K | -3.21M | -16.34M | -4.44M |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 13.06M | 22.88M | 26.29M | 23.77M | 11.75M | - |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 6.03M | -2.64M | 5.57M | -1.38M | -9.65M | - |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -5.11M | -1.68M | 1.52M | 5.63M | -7.14M | - |
| Net Income | 7.33M | 7.12M | 11.90M | -29.06M | -29.07M | -17.17M | 2.29M | 808.00K | -3.95M | -334.00K | -5.52M | -1.14M | -18.13M | -6.90M | -3.40M | 2.68M | 5.16M | 7.22M | 11.13M | -961.00K | 4.04M | -7.00M | -2.51M | 9.04M |
| Diluted EPS | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 0.07 | -0.01 | 0.02 | -0.04 | -0.02 | - |
| R&D Expense | - | 7.21M | 7.27M | 13.08M | 13.62M | 16.50M | 11.46M | 11.93M | 9.88M | 9.63M | 10.31M | 10.35M | 15.86M | 12.68M | 16.77M | 16.84M | 14.61M | 15.62M | 20.89M | 20.58M | 19.93M | - | 24.55M | 24.80M |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 272.40M | 321.50M | 374.67M | - | 491.62M | 572.39M | 666.78M | 748.44M |
| Cost of Revenue | - | - | - | - | 193.13M | 223.81M | 240.65M | 266.84M |
| Gross Profit | 176.71M | 211.12M | 209.28M | - | 298.49M | 348.58M | 426.12M | 481.60M |
| Operating Expenses | - | - | - | - | 306.57M | 366.09M | 410.85M | 496.27M |
| Operating Income | -2.83M | 31.86M | -104.76M | - | -8.08M | -17.51M | 15.27M | -14.67M |
| EBITDA | - | - | - | - | 53.07M | 56.95M | 102.01M | 86.00M |
| Interest Expense | - | - | - | 984.00K | 2.05M | 4.16M | - | - |
| Pretax Income | - | - | - | - | -10.13M | -21.67M | 1.91M | 7.58M |
| Tax Provision | - | - | - | - | 2.17M | -8.58M | 54.64M | 368.00K |
| Net Income | -6.11M | 31.06M | -75.08M | - | -12.30M | -13.09M | -52.73M | 7.21M |
| Diluted EPS | - | - | - | - | -0.08 | -0.09 | -0.34 | 0.04 |
| R&D Expense | 23.75M | 30.56M | 54.34M | 44.02M | 41.88M | 58.21M | 66.67M | 83.72M |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2017 | Dec 2018 | Dec 2019 | Sep 2020 | Dec 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 264.62M | 518.79M | 558.78M | 562.19M | 613.38M | 649.70M | - | 719.19M | 759.93M | 1.17B | 1.27B |
| Current Assets | - | - | - | - | - | - | - | - | - | 243.15M | 266.62M | 536.33M | 560.71M |
| Cash & Equivalents | - | 55.84M | 75.90M | - | 303.05M | - | - | - | - | 91.80M | 68.17M | 296.05M | 314.01M |
| Inventory | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Receivables | - | - | - | - | - | - | - | - | - | 102.89M | 141.75M | 164.43M | 183.45M |
| Total Liabilities | - | - | 377.06M | - | 329.44M | - | - | - | - | 489.47M | 506.95M | 987.44M | 1.01B |
| Current Liabilities | - | - | 334.53M | - | 291.97M | - | - | - | - | 403.21M | 440.78M | 537.38M | 574.66M |
| Long Term Debt | - | - | 682.00K | - | 225.00K | - | - | - | - | 46.71M | 44.06M | 335.22M | 337.48M |
| Total Debt | - | - | - | - | - | - | - | - | - | 73.52M | 66.97M | 351.89M | 350.77M |
| Total Equity | -78.58M | -126.28M | -129.78M | 222.42M | 229.34M | 230.43M | 231.70M | 228.07M | - | 229.72M | 252.98M | 179.35M | 258.92M |
| Shares Outstanding | - | - | - | - | - | - | - | - | - | 150.32M | 153.65M | 157.15M | 159.74M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 80.45M | 92.50M | 59.54M | - | 63.85M | 74.33M | 164.82M | 165.54M |
| Investing Cash Flow | -33.31M | -37.56M | -44.38M | - | -72.05M | -66.17M | -158.15M | -123.75M |
| Financing Cash Flow | -30.70M | -30.63M | 213.63M | - | 17.09M | -26.48M | 231.26M | -32.78M |
| Capital Expenditure | -21.05M | -20.34M | -20.95M | - | -60.42M | -68.23M | -87.11M | -117.95M |
| Free Cash Flow | 59.40M | 72.16M | 38.59M | - | 3.43M | 6.10M | 77.71M | 47.59M |
| Net Change in Cash | - | - | - | - | 8.89M | -18.32M | 237.93M | 9.02M |
| Share Buybacks | 1.28M | 841.00K | - | - | - | - | - | 10.09M |
| Dividends Paid | 28.02M | 28.57M | 146.12M | - | - | - | - | - |
Ratios (Annual)
Figures in %.
| Metric | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Gross Margin % | 64.9% | 65.7% | 55.9% | - | 60.7% | 60.9% | 63.9% | 64.3% |
| Operating Margin % | -1.0% | 9.9% | -28.0% | - | -1.6% | -3.1% | 2.3% | -2.0% |
| Net Margin % | -2.2% | 9.7% | -20.0% | - | -2.5% | -2.3% | -7.9% | 1.0% |
| ROE % | 4.8% | -23.9% | -32.7% | - | -5.4% | -5.2% | -29.4% | 2.8% |
| ROCE % | - | -45.6% | -39.3% | - | -2.6% | -5.5% | 2.4% | -2.1% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 7.79% | 6.24M | $88.71M |
| 2 | Vanguard Portfolio Management LLC | 6.23% | 4.98M | $70.90M |
| 3 | Morgan Stanley | 5.16% | 4.13M | $58.78M |
| 4 | Brown Advisory Inc. | 4.43% | 3.55M | $50.49M |
| 5 | Vanguard Capital Management LLC | 3.96% | 3.17M | $45.15M |
| 6 | Tensile Capital Management, LP | 3.62% | 2.90M | $41.23M |
| 7 | JPMORGAN CHASE & CO | 3.16% | 2.53M | $35.96M |
| 8 | Shaw D.E. & Co., Inc. | 2.74% | 2.19M | $31.15M |
| 9 | William Blair Investment Management, LLC | 2.66% | 2.13M | $30.28M |
| 10 | State Street Corporation | 2.57% | 2.06M | $29.31M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for VERX
Goldman Sachs conference will feature Vertex’s CEO and CFO on Sept. 9 - Stock Titan
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Vertex (VERX) Stock Still Looks Cheap As Shares Fell 56% - Yahoo Finance
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(VERX) and the Role of Price-Sensitive Allocations - Stock Traders Daily
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Vertex Inc (VERX) Stock Down 4.0% -- Now Undervalued? GF Score: 66/100 - GuruFocus
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Quantinno Capital Management LP Buys 104,006 Shares of Vertex, Inc. $VERX - marketbeat.com
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$VERX stock is down 8% today. Here's what we see in our data. - quiverquant.com
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VERX — Frequently Asked Questions
What is the current share price of Vertex, Inc. (VERX)?
As of 2026-09-07 16:24 PDT, Vertex, Inc. (VERX) trades at $13.70 on NasdaqGM. Its 52-week range is $10.58 to $26.50.
What is the market capitalisation of VERX?
Vertex, Inc. (VERX) has a market capitalisation of $1.09B on NasdaqGM.
What is the P/E ratio of VERX?
VERX trades at a trailing price-to-earnings (P/E) ratio of 685.00. The industry average P/E is 32.42. Its price-to-book (P/B) ratio is 7.71.
What is the return on equity (ROE) of VERX?
VERX has a return on equity (ROE) of 1.46%. Its return on capital employed (ROCE) is -2.11%.
Is VERX a good stock to buy?
This page provides a data-driven analysis of Vertex, Inc. (VERX), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.