Vertex, Inc. (VERX)

US — Technology Sector
Peers: FRSH  NCNO  KC  BLKB  INTA  BRZE  ASAN  YOU  DAVE  GBTG 

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Key Metrics & Ratings

  • symbol VERX
  • Rev/Share 4.6357
  • Book/Share 1.6744
  • PB 11.4606
  • Debt/Equity 0.0547
  • CurrentRatio 1.0056
  • ROIC -0.2479

 

  • MktCap 3061341706.0
  • FreeCF/Share 0.4548
  • PFCF 42.6193
  • PE -56.5656
  • Debt/Assets 0.0118
  • DivYield 0
  • ROE -0.2402

 

  • Rating C
  • Score 2
  • Recommendation Sell
  • P/E Score 1
  • DCF Score 4
  • P/B Score 1
  • D/E Score 3

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Reiterated VERX BMO Capital Markets -- Outperform $30 $24 Nov. 4, 2025
Initiation VERX Stephens -- Overweight -- $30 Sept. 26, 2025
Reiterated VERX BMO Capital Markets -- Outperform $38 $30 Aug. 7, 2025
Initiation VERX Piper Sandler -- Overweight -- $48 June 17, 2025
Initiation VERX Exane BNP Paribas -- Outperform -- $54 April 22, 2025
Downgrade VERX Stifel Buy Hold $58 $31 Feb. 28, 2025
Downgrade VERX Raymond James Outperform Market Perform -- -- Jan. 3, 2025
Initiation VERX DA Davidson -- Buy -- $62 Dec. 31, 2024

News

After Plunging 17.7% in 4 Weeks, Here's Why the Trend Might Reverse for Vertex (VERX)
VERX
Published: November 04, 2025 by: Zacks Investment Research
Sentiment: Negative

Vertex (VERX) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.

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image for news After Plunging 17.7% in 4 Weeks, Here's Why the Trend Might Reverse for Vertex (VERX)
Vertex, Inc. (VERX) Q3 2025 Earnings Call Transcript
VERX
Published: November 03, 2025 by: Seeking Alpha
Sentiment: Neutral

Vertex, Inc. ( VERX ) Q3 2025 Earnings Call November 3, 2025 8:30 AM EST Company Participants Joseph Crivelli - Vice President of Investor Relations David DeStefano - CEO, President & Chairman of the Board John Schwab - Chief Financial Officer Conference Call Participants Joshua Reilly - Needham & Company, LLC, Research Division Christopher Quintero - Morgan Stanley, Research Division Alexander Sklar - Raymond James & Associates, Inc., Research Division Adam Hotchkiss - Goldman Sachs Group, Inc., Research Division Jacob Roberge - William Blair & Company L.L.C., Research Division Brett Huff - Stephens Inc., Research Division Steven Enders - Citigroup …

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image for news Vertex, Inc. (VERX) Q3 2025 Earnings Call Transcript
Vertex: A Chance To Buy The Dip (Upgrade)
VERX
Published: November 03, 2025 by: Seeking Alpha
Sentiment: Positive

Vertex, Inc. shares have plunged over 60% YTD, but valuation is now compelling after a post-earnings dip. VERX offers steady low-teens growth, expanding margins, and a sticky tax compliance software product with strong net revenue retention. Despite a slight revenue outlook cut, adjusted EBITDA guidance was raised, and a $150 million buyback program was launched, signaling management confidence.

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image for news Vertex: A Chance To Buy The Dip (Upgrade)
Vertex (VERX) Earnings Expected to Grow: Should You Buy?
VERX
Published: October 27, 2025 by: Zacks Investment Research
Sentiment: Neutral

Vertex (VERX) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

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image for news Vertex (VERX) Earnings Expected to Grow: Should You Buy?
Growth Fund Dumps $25 Million in Vertex Stock as Weak Quarter Hit Returns
VERX
Published: October 26, 2025 by: The Motley Fool
Sentiment: Negative

Pennsylvania-based Conestoga Capital Advisors sold 855,435 Vertex shares for an estimated $24.8 million based on average prices for the quarter ended September 30. The change represents 0.4% of 13F reportable assets under management for the period.

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image for news Growth Fund Dumps $25 Million in Vertex Stock as Weak Quarter Hit Returns
Wall Street Analysts Believe Vertex (VERX) Could Rally 44.47%: Here's is How to Trade
VERX
Published: October 23, 2025 by: Zacks Investment Research
Sentiment: Positive

The mean of analysts' price targets for Vertex (VERX) points to a 44.5% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

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image for news Wall Street Analysts Believe Vertex (VERX) Could Rally 44.47%: Here's is How to Trade
Vertex Achieves Oracle Validated Integration for Delivering a Proven, Repeatable Integration for Oracle's ERP Solution
VERX
Published: October 14, 2025 by: GlobeNewsWire
Sentiment: Neutral

Vertex Accelerator for Oracle's ERP offering gives customers an embedded, push-button integration with a powerful user interface, flexible mapping and accurate tax calculation to accelerate time to value. Vertex Accelerator for Oracle's ERP offering gives customers an embedded, push-button integration with a powerful user interface, flexible mapping and accurate tax calculation to accelerate time to value.

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image for news Vertex Achieves Oracle Validated Integration for Delivering a Proven, Repeatable Integration for Oracle's ERP Solution
Vertex, Inc. (VERX) Presents At Goldman Sachs Communacopia + Technology Conference 2025 (Transcript)
VERX
Published: September 11, 2025 by: Seeking Alpha
Sentiment: Neutral

Vertex, Inc. (NASDAQ:VERX ) Goldman Sachs Communacopia + Technology Conference 2025 September 11, 2025 12:30 PM EDT Company Participants David DeStefano - CEO, President & Chairman of the Board John Schwab - Chief Financial Officer Conference Call Participants Adam Hotchkiss - Goldman Sachs Group, Inc., Research Division Presentation Adam Hotchkiss Business Analyst All right. Well, great.

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image for news Vertex, Inc. (VERX) Presents At Goldman Sachs Communacopia + Technology Conference 2025 (Transcript)
Vertex, Inc. (VERX) Q2 2025 Earnings Call Transcript
VERX
Published: August 06, 2025 by: Seeking Alpha
Sentiment: Neutral

Vertex, Inc. (NASDAQ:VERX ) Q2 2025 Earnings Conference Call August 6, 2025 8:30 AM ET Company Participants David DeStefano - CEO, President & Chairman of the Board John R. Schwab - Chief Financial Officer Joseph J.

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image for news Vertex, Inc. (VERX) Q2 2025 Earnings Call Transcript
Here's What Key Metrics Tell Us About Vertex (VERX) Q2 Earnings
VERX
Published: August 06, 2025 by: Zacks Investment Research
Sentiment: Positive

Although the revenue and EPS for Vertex (VERX) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

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image for news Here's What Key Metrics Tell Us About Vertex (VERX) Q2 Earnings
Vertex (VERX) Q2 Earnings and Revenues Surpass Estimates
VERX
Published: August 06, 2025 by: Zacks Investment Research
Sentiment: Positive

Vertex (VERX) came out with quarterly earnings of $0.15 per share, beating the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.15 per share a year ago.

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image for news Vertex (VERX) Q2 Earnings and Revenues Surpass Estimates
Will Vertex (VERX) Beat Estimates Again in Its Next Earnings Report?
VERX
Published: July 28, 2025 by: Zacks Investment Research
Sentiment: Positive

Vertex (VERX) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Read More
image for news Will Vertex (VERX) Beat Estimates Again in Its Next Earnings Report?
Vertex (VERX) Moves 5.0% Higher: Will This Strength Last?
VERX
Published: July 15, 2025 by: Zacks Investment Research
Sentiment: Positive

Vertex (VERX) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

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image for news Vertex (VERX) Moves 5.0% Higher: Will This Strength Last?
Vertex, Inc. (VERX) Q1 2025 Earnings Call Transcript
VERX
Published: May 07, 2025 by: Seeking Alpha
Sentiment: Neutral

Vertex, Inc. (NASDAQ:VERX ) Q1 2025 Earnings Conference Call May 7, 2025 8:30 AM ET Company Participants Joe Crivelli - Vice President of Investor Relations David DeStefano - President and Chief Executive Officer John Schwab - Chief Financial Officer Conference Call Participants Joshua Reilly - Needham & Company, LLC Christopher Quintero - Morgan Stanley Adam Hotchkiss - Goldman Sachs George Cruz - Citigroup Inc. Jake Roberge - William Blair & Company Kyle Aberasturi - BMO Capital Markets Alexander Sklar - Raymond James Financial, Inc. William Jellison - D.A. Davidson & Co. Rob Oliver - Robert W.

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image for news Vertex, Inc. (VERX) Q1 2025 Earnings Call Transcript
Compared to Estimates, Vertex (VERX) Q1 Earnings: A Look at Key Metrics
VERX
Published: May 07, 2025 by: Zacks Investment Research
Sentiment: Positive

The headline numbers for Vertex (VERX) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Read More
image for news Compared to Estimates, Vertex (VERX) Q1 Earnings: A Look at Key Metrics
Vertex (VERX) Q1 Earnings and Revenues Top Estimates
VERX
Published: May 07, 2025 by: Zacks Investment Research
Sentiment: Positive

Vertex (VERX) came out with quarterly earnings of $0.15 per share, beating the Zacks Consensus Estimate of $0.13 per share. This compares to earnings of $0.15 per share a year ago.

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image for news Vertex (VERX) Q1 Earnings and Revenues Top Estimates
Vertex Announces First Quarter 2025 Financial Results
VERX
Published: May 07, 2025 by: GlobeNewsWire
Sentiment: Neutral

KING OF PRUSSIA, Pa., May 07, 2025 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex” or the “Company”), a leading global provider of indirect tax solutions, today announced financial results for its first quarter ended March 31, 2025.

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image for news Vertex Announces First Quarter 2025 Financial Results
Vertex Announces Strategic Investment in AI Tax Compliance Startup Kintsugi
VERX
Published: April 30, 2025 by: GlobeNewsWire
Sentiment: Neutral

KING OF PRUSSIA, Pa., April 30, 2025 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex” or the “Company”), a global provider of indirect tax technology solutions, today announced it has completed a strategic investment in Kintsugi, a San Francisco-based, AI-native startup focused on automating sales tax compliance for small and mid-size businesses (SMBs). Terms of the agreement include a $15 million minority investment representing a 10 percent ownership interest, as well as IP sharing and a commercial arrangement. Additionally, Vertex will join the Kintsugi Board of Directors.

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image for news Vertex Announces Strategic Investment in AI Tax Compliance Startup Kintsugi
Will Vertex (VERX) Beat Estimates Again in Its Next Earnings Report?
VERX
Published: April 29, 2025 by: Zacks Investment Research
Sentiment: Positive

Vertex (VERX) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Read More
image for news Will Vertex (VERX) Beat Estimates Again in Its Next Earnings Report?
Vertex to Report Q4 Earnings: What's in Store for the Stock?
VERX
Published: February 24, 2025 by: Zacks Investment Research
Sentiment: Positive

VERX's fourth-quarter 2024 performance is likely to have benefited from the growing adoption of cloud-based tax automation solutions.

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image for news Vertex to Report Q4 Earnings: What's in Store for the Stock?

About Vertex, Inc. (VERX)

  • IPO Date 2020-07-29
  • Website https://www.vertexinc.com
  • Industry Software - Application
  • CEO David DeStefano
  • Employees 1900

Vertex, Inc. provides tax technology solutions for corporations in retail, communication, leasing, and manufacturing industries in the United States and internationally. It offers tax determination, compliance and reporting, tax data management, document management, pre-built integration, and industry-specific solutions. The company sells its software products through software license and software as a service subscriptions. It also provides implementation and training services in connection with its software license and cloud subscriptions, transaction tax returns outsourcing, and other tax-related services. Vertex, Inc. was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.