Vertex/$VERX
1D1W1M3M6MYTD1Y5YMAX
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
$2.5B
697.16
$0.02
0.82
-
Price and volume
Market cap
$2.5B
Beta
0.82
52-week high
$23.14
52-week low
$10.21
Average daily volume
1.3M
Financial strength
Current ratio
0.872
Quick ratio
0.68
Long term debt to equity
1.433
Total debt to equity
1.451
Profitability
EBITDA (TTM)
32.596
Gross margin (TTM)
63.95%
Net profit margin (TTM)
0.45%
Operating margin (TTM)
1.59%
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)
697.156
Price to revenue (TTM)
3.117
Price to book
10.01
Price to tangible book (TTM)
-12.32
Price to free cash flow (TTM)
48.459
Free cash flow yield (TTM)
2.06%
Free cash flow per share (TTM)
0.316
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)
-52.13%
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
Recurring software remains the growth engine: in Q2 2026, subscription revenue rose 10.7%, cloud revenue grew 17.9% and annual recurring revenue increased 10.5%. Vertex maintained its 18% full-year cloud growth outlook. (Vertex, Inc.)
E-invoicing could add a faster-growing revenue stream as new compliance rules take effect. Vertex reported several six-figure enterprise wins in Q2 and pointed to France and Germany mandates as key demand drivers. (ROIC AI)
Profitability is improving: Q2 adjusted EBITDA rose 33% to $51 million, with a 25% margin, and Vertex raised its full-year adjusted EBITDA outlook to $206 million–$210 million. (Vertex, Inc.)
Cloud migration weakness is weighing on growth: after slower-than-expected conversions, Vertex cut its 2026 cloud growth outlook to 18% from 25%, citing customers’ shifting IT priorities. (Investing.com)
Growth execution remains a concern: management said expansion among existing customers and new-logo performance were below expectations, while enterprise deals were taking longer to close. (The Motley Fool)
Competition could limit new wins: Vertex’s latest quarterly filing flags pressure from other tax software providers and the challenge of persuading businesses to replace tax functions built into their ERP systems. (SEC)
Data summarised monthly by Lightyear AI. Last updated on 16 Oct 2026.
Vertex Financial Performance
Revenues and expenses
Vertex Earnings Performance
Company profitability
Upcoming events
No upcoming events
Vertex News
AllArticlesVideos
Funds containing Vertex
Fund name | Fund size | $VERX weighting |
|---|---|---|
SPDR Russell 2000 US Small Cap£R2SC | $5.3B | 0.04% |
SPDR Russell 2000 US Small Cap€R2US | $5.3B | 0.04% |
Xtrackers MSCI World Small Cap$XSWC | $183M | 0.01% |
iShares MSCI World Small Cap£WLDS | $9B | 0.01% |
iShares MSCI World Small Cap€IUSN | $9B | 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.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.