VERX

Vertex
NASDAQTECHNOLOGYSOFTWARE - APPLICATION

Key Statistics

Market Cap
$2.02B
P/E Ratio
623.50
EPS
$0.02
Beta
0.81
52W High
$26.54
52W Low
$10.21
50-Day MA
$12.29
200-Day MA
$15.16
Dividend Yield
Profit Margin
0.45%
Forward P/E
14.79
PEG Ratio

About Vertex

Vertex, Inc. provides tax technology solutions for corporations in the retail, communications, leasing, and manufacturing industries in the United States and internationally. The company is headquartered in King of Prussia, Pennsylvania.

Official WebsiteUSAFY End: December

Fundamentals

Revenue (TTM)$787.44M
Gross Profit (TTM)$503.58M
EBITDA$19.39M
Operating Margin3.37%
Return on Equity1.46%
Return on Assets0.65%
Revenue/Share (TTM)$4.92
Book Value$1.53
Price-to-Book8.56
Price-to-Sales (TTM)2.56
EV/Revenue2.772
EV/EBITDA24.88
Quarterly Earnings Growth (YoY)-44.00%
Quarterly Revenue Growth (YoY)10.50%
Shares Outstanding$80.06M
Float$72.48M
% Insiders9.01%
% Institutions95.26%

Historical Volatility

HV 10-Day
69.67%
HV 20-Day
81.54%
HV 30-Day
73.31%
HV 60-Day
70.73%
HV Rank
76.6%

Volatility is currently contracting

Analyst Ratings

Consensus ($17.15 target)
3
Strong Buy
4
Buy
8
Hold

Latest News

Vertex Report: Rising Sales Tax Rates Signal a New Era of Tax Volatility

KING OF PRUSSIA, Pa., Aug. 13, 2026 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), the Decision-to-Defense™ global indirect tax and compliance company, today released its 2026 Mid-Year U.S. Sales Tax Rates and Rules Report, revealing that the combined average U.S. sales tax rate climbed for the first time in four years to reach a 10-year high of 10.1881%.

GlobeNewsWire8/13/2026Neutral
Vertex: Solid Recurring Revenue At Great Multiples

Vertex Software remains deeply undervalued despite a strong Q2 beat and raised guidance, trading near multi-year lows. VERX's specialized tax automation niche is resilient to AI disruption, with robust 105% net retention and 95% gross retention rates. A recent restructuring targets $60-70 million in annual opex savings, enhancing profitability and supporting the investment thesis.

Seeking Alpha8/4/2026Positive
Vertex Announces Second Quarter 2026 Financial Results

KING OF PRUSSIA, Pa., Aug. 03, 2026 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex” or the “Company”), the Decision-to-Defense™ global indirect tax and compliance company, today announced financial results for its second quarter ended June 30, 2026.

GlobeNewsWire8/3/2026Neutral
New Vertex Research Signals a Turning Point for Indirect Tax and Compliance: The Rise of Decision-to-Defense

Drawing on more than 2,100 enterprise leaders across two independent research firms, the findings reveal two compounding forces — Defensibility Drift and CompOps Drag — that widen a Compliance Confidence Gap and make the case for governing the lifecycle from Decision-to-Defense Drawing on more than 2,100 enterprise leaders across two independent research firms, the findings reveal two compounding forces — Defensibility Drift and CompOps Drag — that widen a Compliance Confidence Gap and make the case for governing the lifecycle from Decision-to-Defense

GlobeNewsWire7/30/2026Neutral
Vertex to Announce Second Quarter 2026 Financial Results on Monday, August 3, 2026

KING OF PRUSSIA, Pa., July 14, 2026 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading provider of enterprise compliance technology for global commerce, today announced that it will release second quarter 2026 financial results after the market close on Monday, August 3, 2026. A conference call to discuss the results will be held at 5:00 p.m. Eastern Time that same day.

GlobeNewsWire7/14/2026Neutral
Vertex to Present at the 46th Annual William Blair Growth Stock Conference

KING OF PRUSSIA, Pa., June 01, 2026 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading provider of enterprise compliance technology for global commerce, today announced that Chris Young, President and Chief Executive Officer, and John Schwab, Chief Financial Officer, will present at the 46th Annual William Blair Growth Stock Conference on Wednesday, June 3, 2026 at 2:40 PM Central Time.

GlobeNewsWire6/1/2026Neutral
Vertex Q1 Earnings Call Highlights

Vertex NASDAQ: VERX reported first-quarter 2026 results above its guidance range and raised its full-year profitability outlook as management outlined a cost-reduction program intended to fund investments in e-invoicing, compliance and artificial intelligence.

MarketBeat5/9/2026Positive

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Data last updated: 8/18/2026