COMPANY SUMMARY
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.
Financial Summary
| Share Statistics |
VERX |
Industry Median |
Percentile (All Stocks) |
| Market Cap (Mil) |
$2,483.6 |
$1,027.2 |
58% |
|
| Shares Out (Mil) |
161.4 |
75.7 |
72% |
|
| Institutional Ownership |
49.3% |
81.7% |
23% |
|
| Float (Mil) |
70.9 |
54.0 |
54% |
|
| Beta |
0.82 |
1.04 |
48% |
|
| Avg Daily Volume (000s) |
1,412 |
758 |
76% |
|
Price Change (52-week) |
(34.1%) |
60.9% |
28% |
|
| Growth |
VERX |
Industry Median |
Percentile (All Stocks) |
| Sales (5yr) |
14.8% |
14.6% |
72% |
|
| Net Income (5yr) |
16.0% |
10.1% |
66% |
|
| EPS (5yr) |
15.7% |
16.2% |
59 |
|
| Dividends (5yr) |
0.0% |
0.0% |
0% |
|
| Cash Flow (5yr) |
(46.0%) |
(15.3%) |
9% |
|
| Estimates |
Qtrly |
Current Fiscal Year |
Next Fiscal Year |
| # of Estimates |
12 |
13 |
13 |
| Current EPS |
$0.222 |
$0.824 |
$1.027 |
| Month Ago EPS |
$0.221 |
$0.822 |
$1.022 |
| # Rev Up |
1 |
0 |
0 |
| # Rev Down |
1 |
1 |
1 |
| Three Months Ago EPS |
$0.219 |
$0.806 |
$1.039 |
| Year/Year Chg |
296.4% |
1,773% |
2,791% |
| Financials |
VERX |
Industry Median |
Percentile (All Stocks) |
| Sales (TTM) (Mil) |
$787 |
$344 |
47% |
|
| Net Income (TTM) (Mil) |
$4 |
($2) |
42% |
|
| EPS (TTM) |
$0.022 |
($0.100) |
40% |
|
| Operating Cash Flow (TTM) (Mil) |
$174 |
$32 |
57% |
|
| Net Cash Flow (TTM) (Mil) |
($54) |
$2 |
19% |
|
| Long-Term Debt (Q1) (Mil) |
$345 |
$34 |
55% |
|
| Enterprise Value (Q1) (Mil) |
$2,060 |
$1,120 |
49% |
|
| Valuation |
VERX |
Industry Median |
Percentile (All Stocks) |
| P/B |
10.01 |
3.11 |
91% |
|
| P/E |
695.9 |
36.8 |
100% |
|
| Dividend Yield |
0.0% |
0.0% |
0% |
|
| PEG (5yr hist) |
44.3 |
2.1 |
99% |
|
| Ratios |
VERX |
Industry Median |
Percentile (All Stocks) |
| Gross Margin |
64.0% |
70.3% |
76% |
|
| Net Margin |
0.5% |
1.0% |
32% |
|
| ROA |
0.3% |
(1.5%) |
40% |
|
| ROE |
1.5% |
0.6% |
37% |
|
| Liabilities to Assets |
80.1% |
46.8% |
75% |
|
| F-Score |
6 |
5 |
67% |
|
Passing Stock Screens
As of 10/30/2026, from a list of 60 stock screening strategies,
VERX meetings the criteria of 1 screen:
Stock Screen
GURU STRATEGY
Kirkpatrick Growth Screen
Factors: Momentum, Growth
Investing model outlined in Charles Kirkpatrick's book, Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.