Is Vertex, Inc. (VERX) Overvalued?
We dive into why Vertex, Inc. (VERX) could be considered overvalued on 2026-08-06, based on AAII’s Value Score and Grade.Rosalio Madrigal
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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.
Commentary & Analysis
Why Vertex, Inc.’s (VERX) Stock Is Down 12.43%
As of Tuesday, August 04, Vertex, Inc.’s VERX share price has dipped by 12.43%, which has investors questioning if this is right time to buy.Omar Beirat
Why Vertex, Inc.’s (VERX) Stock Is Down 11.60%
As of Tuesday, August 04, Vertex, Inc.’s VERX share price has dipped by 11.60%, which has investors questioning if this is right time to buy.Rosalio Madrigal
What You Need to Know About Vertex, Inc.'s Q3 Earnings
Vertex, Inc.'s fiscal Q3 earnings report was released on Monday, August 03. Let's dive in to see if (VERX) missed or beat analyst's expectations.Michael Rose
Why Vertex, Inc.’s (VERX) Stock Is Up 5.42%
As of Monday, August 03, Vertex, Inc.’s VERX share price has surged by 5.42%, which has investors questioning if this is right time to sell.Rosalio Madrigal
Financial Summary
| Share Statistics | VERX | Industry Median |
Percentile (All Stocks) |
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| Market Cap (Mil) | $1,936.1 | $1,016.4 | 53% |
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| Shares Out (Mil) | 161.4 | 75.3 | 72% |
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| Institutional Ownership | 50.7% | 79.5% | 36% |
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| Float (Mil) | 72.3 | 54.5 | 55% |
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| Beta | 0.81 | 1.00 | 48% |
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| Avg Daily Volume (000s) | 3,357 | 817 | 88% |
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| Price Change (52-week) |
(56.0%) | 59.2% | 12% |
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| Growth | VERX | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | 14.8% | 14.8% | 72% |
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| Net Income (5yr) | 16.0% | 10.1% | 65% |
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| EPS (5yr) | 15.7% | 16.3% | 58 |
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| Dividends (5yr) | 0.0% | 0.0% | 0% |
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| Cash Flow (5yr) | (46.0%) | (15.3%) | 8% |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | 14 | 14 | 14 | |
| Current EPS | $0.222 | $0.822 | $1.022 | |
| Month Ago EPS | $0.219 | $0.806 | $1.039 | |
| # Rev Up | 1 | 0 | 0 | |
| # Rev Down | 1 | 1 | 1 | |
| Three Months Ago EPS | $0.214 | $0.807 | $1.016 | |
| Year/Year Chg | 296.4% | 1,768% | 2,789% | |
| Financials | VERX | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $787 | $345 | 47% |
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| Net Income (TTM) (Mil) | $4 | ($2) | 42% |
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| EPS (TTM) | $0.022 | $0.000 | 40% |
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| Operating Cash Flow (TTM) (Mil) | $174 | $30 | 58% |
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| Net Cash Flow (TTM) (Mil) | ($54) | $0 | 19% |
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| Long-Term Debt (Q1) (Mil) | $345 | $35 | 55% |
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| Enterprise Value (Q1) (Mil) | $2,034 | $932 | 50% |
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| Valuation | VERX | Industry Median |
Percentile (All Stocks) |
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| P/B | 7.80 | 3.32 | 86% |
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| P/E | 542.5 | 38.9 | 99% |
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| Dividend Yield | 0.0% | 0.0% | 0% |
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| PEG (5yr hist) | 34.6 | 2.2 | 99% |
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| Ratios | VERX | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | 64.0% | 69.8% | 76% |
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| Net Margin | 0.5% | 0.6% | 33% |
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| ROA | 0.3% | (1.0%) | 40% |
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| ROE | 1.5% | 1.9% | 38% |
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| Liabilities to Assets | 80.1% | 46.5% | 75% |
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| F-Score | 6 | 5 | 68% |
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Vertex, Inc. did not pass any screens on 8/7/2026.
