Vertex/$VERX
1D1W1MYTD1Y5YMAX
Capital at risk
About Vertex
Vertex Inc is a provider of tax technology and services. Its software, content, and services help customers stay in compliance with indirect taxes that occur in taxing jurisdictions all over the world. It provides cloud-based and on-premise solutions to specific industries for every line of tax, including income, sales, consumer use, value-added, and payroll. The company offers solutions such as tax determination, Tax Data Management, document management, and compliance and reporting, among others. The company derives revenue from software subscriptions.
- Ticker
- $VERX
- Sector
- Software & Cloud Services
- Primary listing
- NASDAQ
- Employees
- 2,000
- Headquarters
- King of Prussia, United States
- Website
- www.vertexinc.com
Vertex Metrics
BasicAdvanced
$2.1B
563.26
$0.02
0.81
-
Price and volume
Market cap
$2.1B
Beta
0.81
52-week high
$26.54
52-week low
$10.21
Average daily volume
2.2M
Financial strength
Current ratio
0.872
Quick ratio
0.68
Long term debt to equity
143.264
Total debt to equity
145.131
Profitability
EBITDA (TTM)
19.386
Gross margin (TTM)
63.95%
Net profit margin (TTM)
0.45%
Operating margin (TTM)
1.96%
Effective tax rate (TTM)
137.40%
Revenue per employee (TTM)
$390,000
Management effectiveness
Return on assets (TTM)
0.80%
Return on equity (TTM)
1.46%
Valuation
Price to earnings (TTM)
563.257
Price to revenue (TTM)
2.628
Price to book
8.45
Price to tangible book (TTM)
-10.4
Price to free cash flow (TTM)
39.76
Free cash flow yield (TTM)
2.52%
Free cash flow per share (TTM)
0.325
Growth
Revenue change (TTM)
10.83%
Earnings per share change (TTM)
-107.15%
3-year revenue growth (CAGR)
14.12%
3-year earnings per share growth (CAGR)
-52.81%
What the Analysts think about Vertex
Analyst ratings (Buy, Hold, Sell) for Vertex stock.
Analyst projections of the future price of Vertex stock.
Bulls say / Bears say
Cloud revenue grew 18% year-over-year in Q2 2026, underscoring strong demand for Vertex’s cloud-based tax subscription solutions. (Vertex)
Annual Recurring Revenue (ARR) reached $703.4 million in Q2 2026, up 10.5% year-over-year, demonstrating resilient subscription-based revenue growth. (SEC)
Average Annual Revenue per direct customer increased to $142,997 at June 30, 2026, up from $130,934 a year earlier, highlighting deepening customer engagement and higher revenues per account. (Vertex)
Vertex reduced its full-year cloud revenue growth outlook to 18%, citing delayed customer migrations and elongated procurement cycles, reflecting potential execution and sales cycle challenges. (MarketBeat)
Q2 2026 non-GAAP net income was impacted by $6.25 million in costs incurred to support execution of Vertex’s Value Creation Plan, which may continue to pressure profitability if such investments persist. (GlobeNewswire)
Vertex’s Form 10-Q highlights competitive pressures from other tax software and service providers, as well as customer inertia with native ERP solutions, which may impede new customer acquisition and expansion. (SEC)
Data summarised monthly by Lightyear AI. Last updated on 23 Aug 2026.
Vertex Financial Performance
Revenues and expenses
Vertex Earnings Performance
Company profitability
Upcoming events
No upcoming events
Vertex News
AllArticlesVideos
Funds containing Vertex
AllEURUSDGBP
Fund name | Fund size | $VERX weighting |
|---|---|---|
SPDR Russell 2000 US Small Cap€R2US | €4.8B | 0.03% |
iShares MSCI World Small Cap$WSML | $9B | 0.01% |
iShares MSCI World Small Cap€IUSN | €7.8B | 0.01% |
iShares MSCI USA Small Cap ESG Enhanced CTB€SXRG | €2.8B | 0.01% |
iShares MSCI USA Small Cap CTB Enhanced ESG£CUS1 | £2.4B | 0.01% |
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
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