Technology / Software - ApplicationUpdated 2026-05-10 22:07 UTC

VERX stock hub

Vertex, Inc. has a live ticker hub with the latest available market, valuation, profitability, growth, ownership, and risk indicators.

Browse stocks

VERXis not in this month’s coverageGet our monthly research letter — no spam

Fair value midpoint

n/a

Fair value pending

Upside to midpoint

n/a

Based on latest report

Confidence

n/a

Data quality and model convergence

Market cap

2.4B

NASDAQ

Market data

Live price

Current market quote for this ticker.

Current price

VERX

In the news

Latest news · VERX

Recent company headlines from major financial publishers.

—

Fetching the latest headlines.

—

Fetching the latest headlines.

—

Fetching the latest headlines.

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector context

Where the current metrics sit

Percentiles come from the backend screener cohort cache for the ticker's country and sector.

Forward P/E17.4

P25 12.3P50 22.2P75 38.6

Trailing P/En/a

P25 16.4P50 33.5P75 65.5

ROE-2.9

P25 -30.7P50 1.4P75 14.4

ROIC2.7

P25 -18.6P50 1.8P75 13.7

Benchmarks - 1M

S&P 500n/a

Nasdaq Compositen/a

Dow Jones Industrial Averagen/a

Russell 2000n/a

Indicator catalog

All VERX market and fundamental indicators

A searchable catalog of the available market, valuation, profitability, growth, balance-sheet, ownership, and analyst metrics for this ticker.

Available fields

234

Groups with data

Currency

USD

Showing 234 of 234 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	$2.5B
Exchange	NASDAQ
Financial currency	USD
First seen	2026-05-09
Industry	Software - Application
IPO Date	2020-07-29
Isin	US92538J1060
Last refreshed	2026-05-10
Market cap	$2.4B
Market cap category	Mid-Cap
Price	$14.93
Price currency	USD
Rev Per Employee	365,727.62x
Sector	Technology
Sic	7372
Symbol	VERX
Website	https://www.vertexinc.com

Valuation

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

Metric	Value
Earnings Yield	-0.27%
EV Sales Forward	2.87x
EV/EBIT	291.84x
EV/EBITDA	124.24x
EV/FCF	27.86x
EV/Sales	3.24x
FCF yield	3.74%
Forward P/E	17.37x
P/B ratio	9.64x
P/S ratio	3.11x
PS Forward	2.76x

Profitability

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

Metric	Value
EBIT Margin	1.11%
EBITDA Margin	2.6%
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	0.45
Roa5y	0.12
ROCE	1.31
ROE	-2.88
Roe5y	-6.5
ROIC	2.66
Roic5y	-44.81

Growth

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

Metric	Value
Cagr1y	-60.15%
Cagr3y	-9.57%
Cagr5y	-3%
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	$14.81
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	$-4.09
Net Debt EBITDA	$4.88
Net Debt Equity	$0.4
Net Debt FCF	$1.1
Tangible Book Value	$-194.1M
Tangible Book Value Per Share	$-1.22
WACC	7.55

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	3.61%
Dividend Yield	0%

Performance and technicals

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

Metric	Value
1Y total return	-60.12%
200-day SMA	19.78
3Y total return	-26.05%
50-day SMA	12.89
50-day SMA vs 200-day SMA	50under200
5Y total return	-14.15%
All Time High	60.71
All Time High Change	-75.41%
All Time High Date	2025-02-06
All Time Low	9.44
All Time Low Change	58.16%
All Time Low Date	2022-06-14
ATR	0.82
Beta	0.8
Beta1y	1.33
Beta2y	1.11
Ch YTD	-25.24
High	15
High52	42.44
High52 Date	2025-06-06
High52ch	-64.82%
Low	14.1
Low52	10.59
Low52 Date	2026-04-10
Low52ch	40.98%
Ma50ch	15.85%
Premarket Change Percent	-1.23
Premarket Price	$14.49
Price vs 200-day SMA	-24.53%
RSI	66.09
RSI Monthly	37.12
RSI Weekly	42.32
Sharpe ratio	-1.46x
Sortino ratio	-1.8
Total Return	3.61%
Tr YTD	-25.24
Tr1m	25.25%
Tr1w	13.19%
Tr3m	-5.09%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Analyst Count	12
Analyst Count Top	3
Analyst Price Target Top	$29
Analyst Ratings	Buy
Analyst Ratings Top	Hold
Earnings EPS Estimate	$0.15
Earnings EPS Estimate Growth	0
Earnings Revenue Estimate	194,781,064x
Earnings Revenue Estimate Growth	10.01x
Operating Income	$8.5M
Operating Income Growth	-19.73
Operating margin	1.11
Price target	$24.5
Price Target Change	$64.1
Price Target Change Top	$94.24

Ownership and float

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

Metric	Value
Float	70,240,543%
Float Percent	43.92%
Net Borrowing	-84,000
Shares Insiders	48.05%
Shares Institutions	49.54%
Shares Out	159,941,931
Shares Qo Q	-7.88%
Shares Yo Y	-3.61%
Short Float	12.67%
Short Ratio	6.57
Short Shares	5.56

Other indicators

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

Metric	Value
Adjusted FCF	$34M
Average Volume	1,382,157.5x
Bv Per Share	1.55
CAPEX	$-99.5M
Ch1m	25.25
Ch1w	13.19
Ch1y	-60.12
Ch3m	-5.09
Ch3y	-26.05
Ch5y	-14.15
Ch6m	-23.48
Change	1.77%
Change From Open	1.36
Close	14.67
Days Gap	0.41
Depreciation Amortization	11,490,000
Dollar Volume	33,719,554.3
Earnings Date	2026-05-07
Earnings Time	bmo
EBIT	$8.5M
EBITDA	$20M
EPS	$-0.05
F Score	3
FCF	$89.2M
FCF EV Yield	3.59x
FCF Per Share	$0.56
Financing CF	-65,457,000
Fiscal Year End	December
Founded	1,978
Income Tax	$-1.7M
Investing CF	-158,183,000
Ipr	-21.42
Iprfo	-41.59
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	17.47
Ma150ch	-14.55%
Ma20	12.7
Ma20ch	17.56%
Net CF	-33,529,000
Next Earnings Date	2026-08-05
Open	14.73
Optionable	Yes
P FCF Ratio	26.77
P OCF Ratio	12.65
Position In Range	92.22
Post Close	14.93
Postmarket Change Percent	0.13
Postmarket Price	$14.95
Ppne	229,237,000
Pre Close	14.67
Price Date	2026-05-08
Price EBITDA	$119
Relative Volume	1.63x
Revenue	768,028,000x
SBC By Revenue	7.19x
Share Based Comp	55,227,000
Tax By Revenue	-0.22x
Tr6m	-23.48%
Us State	Pennsylvania
Volume	2,258,510
Z Score	3.09

Fast facts

Decision checkpoints

A compact product layer over the same report payload.

Risk gate

n/a

Named kill scenarios are reviewed before any bullish rating can stand.

Moat score

n/a

Business quality stays separate from stock attractiveness.

Forward P/E

n/a

Valuation uses the full report model stack, not a single multiple.

Next action

Research pending

Final action steps are kept in the recommendation tab.

Income

Does VERX pay a dividend?

Capital-return profile for this ticker.

Performance

VERX stock returns vs the market

Total return (incl. dividends) compared to S&P 500.

Ownership

Who owns VERX?

Insider, institutional, and short-interest positioning.

Institutional ownership

+49.5%

Float: +43.9% of shares outstanding

Insider ownership

+48.0%

Stake held by company insiders. Higher generally signals alignment.

Negative means the company is buying back shares.

Technical

VERX momentum and risk profile

RSI, moving-average stack, beta, and risk-adjusted return.

RSI (14)

66.1

Neutral momentum band

Price vs 200-day MA

-24.5%

50/200-day relationship not available

Beta (5Y)

0.80

Moves roughly with the market

Sharpe ratio

-1.46

Risk-adjusted return — higher is better; >1.0 is solid.

Questions

About VERX

Hub-level FAQ points readers to the deeper analysis pages.

What is the current VERX stock rating?

Vertex, Inc. is currently shown with the latest rating in the latest report. The hub links directly to the full analysis surface where the rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full VERX analysis?

The full report lives at /stocks/VERX/analysis. The bare ticker page is a product hub that summarizes the latest read and sends readers into the relocated analysis tabs without making the analysis surface depend on the hub.

What fair-value range is used for VERX?

The latest report frames VERX around the latest fair-value range. Treat that range as the entry point, then check the valuation, sensitivity, and bear-case tabs before making an investment decision.

How often is the VERX page updated?

The hub updates with the latest published stock report and live backend market data. The analysis pages remain reachable under /analysis, so a hub rollback does not remove the report reader.