Is a complete VERX research report available?

No complete published report is available for Vertex, Inc. (VERX) on this page. Market-directory data, when present, is not a substitute for a reviewed stock analysis.

Vertex, Inc. (VERX)

NASDAQ: VERX · USD

$12.6

-0.72 (-5.4%)· Recorded snapshot

Coverage state: Market snapshot only — no published research

Market snapshot recorded 2026-07-31 02:00 UTC. No published research is attached to this ticker. Prices and fundamentals on this server-rendered page are dated snapshots, not a real-time trading feed.

On-demand research

Generate the first VERX analysis

Start the full research workflow when this ticker is ready in our data system.

Market cap	2B
Revenue (ttm)	768M
Net income (ttm)	-6.4M
EPS (ttm)	-$0.04
Shares out	159.9M
P/E (forward)	14.4x
Volume	2,423,627
Beta	0.82
Price target	$17.5

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
ARM	Arm Holdings plc	258B	246.5x	50.0x	14.2%	—	+47.8%	Sell
FLEX	Flex Ltd.	41B	43.2x	1.4x	15.1%	+2.9%	+116.0%	Sell
LITE	Lumentum Holdings Inc.	53.9B	131.8x	21.7x	8.3%	+7.7%	+533.2%	Reduce

All VERX indicators

Market & fundamental data

Available fields

242

Groups with data

Currency

USD

Showing 242 of 242 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Cik	0001806837
Company name	Vertex, Inc.
Country	United States
Country code	US
Cusip	92538J106
Employees	2,100
Employees Change	200%
Employees Change Percent	10.53
Enterprise value	$2.1B
Exchange	NASDAQ
Financial currency	USD
First seen	2026-05-09
Industry	Software - Application
Industry PE	46.92
Industry PE Fwd	20.49
IPO Date	2020-07-29
Isin	US92538J1060
Last refreshed	2026-07-31
Market cap	$2B
Market cap category	Mid-Cap
Price	$12.6
Price currency	USD
Rev Per Employee	365,727.62x
Sector	Technology
Sector PE	32.28
Sector PE Fwd	18.83
Sic	7372
Symbol	VERX
Website	https://www.vertexinc.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Earnings Yield	-0.32%
EV Sales Forward	2.49x
EV/EBITDA	22.79x
EV/FCF	23.68x
EV/Sales	2.75x
FCF yield	4.43%
Forward P/E	14.4x
P/B ratio	8.6x
P/S ratio	2.62x
PS Forward	2.37x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT Margin	-1.66%
EBITDA Margin	12.07%
FCF margin	11.62%
Gross margin	64.25%
Gross Profit	$493.5M
Gross Profit Growth	11.31%
Gross Profit Growth Q	10.51%
Gross Profit Growth3 Y	16.84%
Gross Profit Growth5 Y	17.45%
Net Income	$-6.4M
Net Income Growth Years	1%
Pretax Margin	-1.05%
Profit Margin	-0.84%
Profit Per Employee	$-3,061
Profitable Years	1
ROA	0.47
Roa5y	0.12
ROCE	-1.97
ROE	-2.88
Roe5y	-6.5
ROIC	2.76
Roic5y	-44.81

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
Cagr1y	-62.57%
Cagr3y	-14.6%
Cagr5y	-8.02%
EPS Growth Years	1
FCF Growth	8.34%
FCF Growth3 Y	57.04%
FCF Growth5 Y	16.55%
OCF Growth	21.7%
OCF Growth Q	156.5%
OCF Growth3 Y	42.85%
OCF Growth5 Y	24.54%
Revenue Growth	11.79x
Revenue Growth Q	11.06x
Revenue Growth Quarters	25x
Revenue Growth Years	7x
Revenue Growth3 Y	14.67x
Revenue Growth5 Y	14.89x

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Asset Turnover	$0.65
Assets	$1.2B
Cash	$252.5M
Current Assets	$488.5M
Current Liabilities	$566.6M
Debt	$350.1M
Debt EBITDA	$3.78
Debt Equity	$1.42
Debt FCF	$3.92
Equity	$246.5M
Liabilities	$967.9M
Long Term Assets	$725.9M
Long Term Liabilities	$401.3M
Net Cash	$-97.7M
Net Cash By Market Cap	$-4.85
Net Debt EBITDA	$1.05
Net Debt Equity	$0.4
Net Debt FCF	$1.1
Tangible Book Value	$-404.2M
Tangible Book Value Per Share	$-2.54
WACC	7.47

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Current ratio	0.86
Net Working Capital	$-326.2M
Quick ratio	0.73
Working Capital	$-78.1M
Working Capital Turnover	$-17.82

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback Yield	-2.17%
Dividend Yield	0%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
1Y total return	-62.54%
200-day SMA	15.87
3Y total return	-37.72%
50-day SMA	12.48
50-day SMA vs 200-day SMA	50under200
5Y total return	-34.17%
All Time High	60.71
All Time High Change	-79.25%
All Time High Date	2025-02-06
All Time Low	9.44
All Time Low Change	33.47%
All Time Low Date	2022-06-14
ATR	0.79
Beta	0.82
Beta1y	1.31
Beta2y	1.11
Ch YTD	-36.91
High	12.86
High52	34.34
High52 Date	2025-07-30
High52ch	-63.31%
Low	12.35
Low52	10.21
Low52 Date	2026-06-22
Low52ch	23.41%
Ma50ch	0.94%
Premarket Change Percent	-0.83
Premarket Price	$13.21
Premarket Volume	155
Price vs 200-day SMA	-20.59%
RSI	51.31
RSI Monthly	35.13
RSI Weekly	41.16
Sharpe ratio	-1.33x
Sortino ratio	-1.69
Total Return	-2.17%
Tr YTD	-36.91
Tr1m	10.53%
Tr1w	15.7%
Tr3m	2.69%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Analyst Count	15
Analyst Count Top	3
Analyst Price Target Top	$16.33
Analyst Ratings	Buy
Analyst Ratings Top	Buy
Earnings EPS Estimate	$0.18
Earnings EPS Estimate Growth	20
Earnings Revenue Estimate	202,172,576x
Earnings Revenue Estimate Growth	9.54x
Operating Income	$8.8M
Operating Income Growth	-32.34
Operating margin	1.15
Price target	$17.46
Price Target Change	$38.57
Price Target Change Top	$29.6

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	70,201,045%
Float Percent	43.89%
Net Borrowing	-84,000
Shares Insiders	48.12%
Shares Institutions	50.43%
Shares Out	159,941,931
Shares Qo Q	-8.38%
Shares Yo Y	2.17%
Short Float	10.04%
Short Ratio	3.79
Short Shares	4.41

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

Metric	Value
Adjusted FCF	$34M
Adjusted OCF	133,486,000
Average Volume	1,902,473.2x
Bv Per Share	1.55
CAPEX	$-99.5M
Ch1m	10.53
Ch1w	15.7
Ch1y	-62.54
Ch3m	2.69
Ch3y	-37.72
Ch5y	-34.17
Ch6m	-32.62
Change	-5.41%
Change From Open	-0.79
Close	13.32
Days Gap	-4.65
Depreciation Amortization	6,811,000
Dollar Volume	30,537,700.2
Earnings Date	2026-08-03
Earnings Time	amc
EBIT	$-12.8M
EBITDA	$92.7M
EPS	$-0.04
F Score	3
FCF	$89.2M
FCF EV Yield	4.22x
FCF Per Share	$0.56
Financing CF	-65,457,000
Fiscal Year End	December
Founded	1,978
Goodwill	402,429,000
Income Tax	$-1.7M
Investing CF	-158,183,000
Ipr	-33.68
Iprfo	-50.7
Is Primary Listing	1
Is Spac	No
Last Earnings Date	2026-05-07
Last Report Date	2026-03-31
Last Split Type	Never
Last10k Filing Date	2026-02-24
Ma150	14.06
Ma150ch	-10.39%
Ma20	12.6
Ma20ch	0.02%
Net CF	-33,529,000
Next Earnings Date	2026-08-03
Open	12.7
Optionable	Yes
P FCF Ratio	22.59
P FCF Ratio SBC	59.3
P OCF Ratio	10.68
P OCF Ratio SBC	15.1
Position In Range	49.02
Post Close	12.6
Postmarket Change Percent	-0.16
Postmarket Price	$12.58
Ppne	19,106,000
Pre Close	13.32
Price Date	2026-07-30
Price EBITDA	$21.73
Relative Volume	1.27x
Revenue	768,028,000x
SBC By Revenue	7.19x
Share Based Comp	55,227,000
Tax By Revenue	-0.22x
Tr6m	-32.62%
Us State	Pennsylvania
Volume	2,423,627
Z Score	3.09

Vertex, Inc. (VERX)

Coverage state: Market snapshot only — no published research

Generate the first VERX analysis

Price

Financial snapshot

Fair-value bridge

Analyst consensus

Latest news · VERX

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All VERX indicators

Profile and market data

Valuation

Profitability

Growth

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Analyst estimates

Ownership and float

Other indicators

Deeper analysis on VERX

Frequently asked questions