Vertex, Inc. (VERX)

NASDAQ: VERX · USD

$14.8

-0.02 (-0.1%)· Recorded snapshot

Market cap	2.4B
Revenue (ttm)	787.4M
Net income (ttm)	3.6M
EPS (ttm)	$0.02
Shares out	162.2M
P/E (trailing)	672.6x
P/E (forward)	15.9x
Volume	1,110,576
Beta	0.83

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 787.4M
Net income (ttm): 3.6M
EPS (ttm): $0.02
P/E (trailing): 672.6x
P/E (forward): 15.9x
Market cap: 2.4B

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Refreshed 2026-10-28 19:55 UTC

Forward P/E15.9

P25 n/aP50 n/aP75 n/a

Trailing P/E672.6

P25 n/aP50 n/aP75 n/a

ROE1.5

P25 n/aP50 n/aP75 n/a

ROIC3.5

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All VERX indicators

Market & fundamental data

Available fields

247

Groups with data

Currency

USD

Showing 247 of 247 available metrics for this ticker.

Profile and market data

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

Metric	Value
Amount currency	USD
CIK code	0001806837
Company name	Vertex, Inc.
Country	United States
Country code	US
CUSIP number	92538J106
Earnings date	2026-11-04
Earnings time	amc
Employees	2,000
Employees change	100
Employees growth	5.26%
Enterprise value	$2.5B
Exchange	NASDAQ
Financial currency	USD
Financial report date	2026-06-30
First seen	2026-05-09
Fiscal year end	December
Founded	1978
In index	RUSSELL2000
Industry	Software - Application
IPO date	2020-07-29
Is primary listing	Yes
Is SPAC	No
ISIN number	US92538J1060
Last 10-K release date	2026-02-24
Last earnings date	2026-08-03
Last refreshed	2026-10-28
Last stock split type	Never
Market cap	$2.4B
Market cap category	Mid-Cap
Next earnings date	2026-11-04
Options	Yes
Price	$14.78
Price currency	USD
Sector	Technology
SIC code	7372
Stock price date	2026-10-28
Symbol	VERX
U.S. state	Pennsylvania
Website	https://www.vertexinc.com

Valuation

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

Metric	Value
Adjusted P/E ratio	20.82x
Earnings yield	0.15%
EV/Earnings	700.88x
EV/EBIT	200.47x
EV/EBITDA	129.25x
EV/FCF	34.59x
EV/Sales	3.18x
FCF / EV yield	2.89%
FCF yield	3.04%
Forward EV/Sales	2.88x
Forward P/E	15.92x
Forward P/S	2.75x
Graham number	0.8695
Graham upside	-94.09%
Industry forward P/E	19.47x
Industry P/E	71.8x
P/(FCF - SBC) ratio	154.49x
P/(OCF - SBC) ratio	20.46x
P/B ratio	9.68x
P/E ratio	672.58x
P/FCF ratio	32.94x
P/OCF ratio	13.75x
P/S ratio	3.03x
Price/EBITDA ratio	123.09x
Sector forward P/E	18.55x
Sector P/E	32.64x

Profitability

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

Metric	Value
EBIT margin	1.59%
EBITDA margin	2.46%
FCF margin	9.2%
Gross margin	63.95%
Operating margin	1.59%
Pretax margin	-1.21%
Profit margin	0.45%
Profit per employee	$1,788
Profitable quarters	1
Profitable years	1
Revenue per employee	$393,720
ROA	0.65%
ROA (5Y)	0.12%
ROCE	1.94%
ROE	1.46%
ROE (5Y)	-6.5%
ROIC	3.55%
ROIC (5Y)	-44.81%
SBC / revenue	7.24%
Tax / revenue	-1.67%

Growth

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

Metric	Value
EPS growth quarters	1
EPS growth years	1
FCF growth	2.78%
FCF growth (Q)	-68.46%
FCF growth (QoQ)	-41.98%
FCF growth 3Y	101.84%
FCF growth 5Y	13.2%
Gross profit growth	9.04%
Gross profit growth (Q)	8.33%
Gross profit growth 3Y	15.83%
Gross profit growth 5Y	16.09%
Net income growth quarters	1
Net income growth years	1
OCF growth	21.12%
OCF growth (Q)	-32.84%
OCF growth (QoQ)	-18.64%
OCF growth 3Y	47.26%
OCF growth 5Y	21.62%
Operating income growth	29.31%
Operating income growth (Q)	134.27%
Revenue growth	10.83%
Revenue growth (Q)	10.52%
Revenue growth (QoQ)	3.72%
Revenue growth 3Y	14.12%
Revenue growth 5Y	14.66%
Revenue growth quarters	26
Revenue growth years	7

Financial statements

Income-statement and cash-flow amounts, totals and per share.

Metric	Value
Capital expenditures	$-101.2M
Depreciation and amortization	$6.9M
EBIT	$12.5M
EBITDA	$19.4M
EPS	$0.02
FCF per share	$0.45
Financing cash flow	$-81.7M
Free cash flow	$72.4M
Free cash flow minus SBC	$15.4M
Gross profit	$503.6M
Income taxes	$-13.1M
Investing cash flow	$-144.9M
Net borrowing	$-87,000
Net cash flow	$-53.8M
Net income	$3.6M
Operating cash flow minus SBC	$116.6M
Operating income	$12.5M
Revenue	$787.4M
Stock-based compensation	$57M

Financial strength

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

Metric	Value
Altman Z-Score	2.52
Book value per share	$1.53
Debt / EBITDA	15.2
Debt / equity	1.45
Debt / FCF	4.83
Goodwill	$400.3M
Long-term assets	$718.2M
Long-term liabilities	$404.6M
Net cash (debt)	$-119.4M
Net cash / market cap	-5.01%
Net debt / EBITDA	6.16
Net debt / equity	0.5
Net debt / FCF	1.65
Piotroski F-Score	5
Property, plant and equipment	$18.2M
Shareholders' equity	$241.1M
Tangible book value	$-406.5M
Tangible book value per share	$-2.58
Total assets	$1.2B
Total cash	$230.5M
Total debt	$349.9M
Total liabilities	$969M
WACC	7.69%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	0.65
Current assets	$491.9M
Current liabilities	$564.4M
Current ratio	0.87
Net working capital	$-298.5M
Quick ratio	0.68
Working capital	$-72.5M
Working capital turnover	-20.7

Dividends and buybacks

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

Metric	Value
Buyback yield / dilution	-3.52%
Dividend yield	0%
Shareholder yield	-3.52%

Performance and technicals

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

Metric	Value
150-day SMA	$12.68
1D price change	-0.14%
1M price change	29.2%
1M total return	29.2%
1W price change	2.58%
1W total return	2.58%
1Y price change	-42.75%
1Y return CAGR	-42.77%
1Y total return	-42.75%
20-day SMA	$13.51
200-day SMA	$13.33
3M price change	16.22%
3M total return	16.22%
3Y price change	-35.46%
3Y return CAGR	-13.58%
3Y total return	-35.46%
50-day SMA	$13.09
50-day SMA vs 200-day SMA	50under200
52-week high	$25.80
52-week high date	2025-10-28
52-week low	$10.21
52-week low date	2026-06-22
5Y price change	-24%
5Y return CAGR	-5.34%
5Y total return	-24%
6M price change	16.96%
6M total return	16.96%
All-time high	$60.71
All-time high date	2025-02-06
All-time low	$9.44
All-time low date	2022-06-14
Average true range (ATR)	$0.60
Average volume	1.4M
Beta (1Y)	1.22
Beta (2Y)	0.94
Beta (5Y)	0.83
Change from 52-week high	-42.71%
Change from 52-week low	44.76%
Change from all-time high	-75.8%
Change from all-time low	55.61%
Change from open	-0.2%
Day's gap	0.07%
Dollar volume	$16.4M
High price	$15.08
Low price	$14.59
Monthly RSI	40.24
Open price	$14.81
Position in 52-week range	38.78%
Premarket change	1.35%
Premarket close	$14.80
Premarket price	$15.00
Premarket volume	737
Previous close	$14.80
Price vs 150-day SMA	15.88%
Price vs 20-day SMA	8.73%
Price vs 200-day SMA	10.18%
Price vs 50-day SMA	12.25%
Relative volume	0.82
Return from IPO open	-42.45%
Return from IPO price	-22.58%
RSI	64.19
Sharpe ratio	-0.66
Sharpe ratio (3Y)	-0.08
Sharpe ratio (5Y)	0.11
Sortino ratio	-0.84
Sortino ratio (3Y)	-0.01
Sortino ratio (5Y)	0.28
Volume	1.1M
Weekly RSI	53.82
YTD price change	-26.44%
YTD total return	-26.44%

Ownership and float

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

Metric	Value
Float	70.9M
Float percentage	43.7%
Shares change (QoQ)	0.62%
Shares change (YoY)	3.52%
Shares held by insiders	47.45%
Shares held by institutions	46.11%
Shares outstanding	162.2M
Short % of float	6.87%
Short % of shares	3%
Short ratio	3.5 days

Deeper analysis on VERX

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

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Valuation

Fair-value bridge, DCF, owner earnings, and peer multiples.

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Sensitivity

Cost-of-equity and terminal-growth stress table.

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Risks

Kill scenarios, soft-pass flags, and downside catalysts.

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Earnings

Next earnings setup and beat / inline / miss thresholds.

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Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

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Financials

Revenue, margins, cash flow, and balance-sheet context.

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Peers

Relative valuation and profitability against the cohort.

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Moat

Economic-profit evidence and competitive advantage risk.

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Industry cycle

Sector phase, capital cycle, and secular tailwinds.

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Frequently asked questions

About this VERX report

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 validated stock analysis.

Vertex, Inc. (VERX)

Price

Financial snapshot

Fair-value bridge

Latest news · VERX

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All VERX indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Deeper analysis on VERX

Frequently asked questions