vertex inc - VERX
VERX
Close Chg Chg %
13.16 0.00 0.00%
Closed Market
13.16
0.00 (0.00%)
Volume: 1.11M
Last Updated:
Jun 5, 2026, 4:00 PM EDT
Company Overview: vertex inc - VERX
VERX Key Data
| Open $13.31 | Day Range 12.80 - 13.51 |
| 52 Week Range 10.59 - 42.44 | Market Cap $2.13B |
| Shares Outstanding 161.82M | Public Float 74.52M |
| Beta 0.81 | Rev. Per Employee N/A |
| P/E Ratio N/A | EPS -$0.04 |
| Yield 0.00% | Dividend N/A |
| EX-DIVIDEND DATE | SHORT INTEREST N/A |
| AVERAGE VOLUME 1.72M |
VERX Performance
| 1 Week | -1.42% | ||
| 1 Month | -11.86% | ||
| 3 Months | -13.70% | ||
| 1 Year | -67.96% | ||
| 5 Years | -27.85% |
VERX Analyst Ratings
- Sell
- Under
- Hold
- Over
- Buy
Number of Ratings
16
Full Ratings ➔
About vertex inc - VERX
Vertex, Inc. engages in the provision of tax compliance software solutions. The firm offers comprehensive solutions that automate end-to-end indirect tax processes for enterprises and mid-market companies with complex tax transactions. Its software enables tax determination, data management, compliance and reporting, and document management. The company was founded by Ray Westphal and Antoinette Westphal in 1978 and is headquartered in King of Prussia, PA.
VERX At a Glance
Vertex, Inc.
2301 Renaissance Boulevard
King of Prussia, Pennsylvania 19406
| Phone | 1-800-355-3500 | Revenue | 748.44M | |
| Industry | Packaged Software | Net Income | 7.21M | |
| Sector | Technology Services | 2025 Sales Growth | 12.248% | |
| Fiscal Year-end | 12 / 2026 | Employees | 2,100 | |
| View SEC Filings |
VERX Valuation
| P/E Current | N/A |
| P/E Ratio (with extraordinary items) | N/A |
| P/E Ratio (without extraordinary items) | 449.775 |
| Price to Sales Ratio | 4.334 |
| Price to Book Ratio | 12.32 |
| Price to Cash Flow Ratio | 19.59 |
| Enterprise Value to EBITDA | 29.776 |
| Enterprise Value to Sales | 4.35 |
| Total Debt to Enterprise Value | 0.108 |
VERX Efficiency
| Revenue/Employee | 356,401.905 |
| Income Per Employee | 3,433.81 |
| Receivables Turnover | 4.08 |
| Total Asset Turnover | 0.614 |
VERX Liquidity
| Current Ratio | 0.968 |
| Quick Ratio | 0.968 |
| Cash Ratio | 0.589 |
VERX Profitability
| Gross Margin | 60.228 |
| Operating Margin | 0.578 |
| Pretax Margin | 1.013 |
| Net Margin | 0.963 |
| Return on Assets | 0.592 |
| Return on Equity | 3.291 |
| Return on Total Capital | 1.183 |
| Return on Invested Capital | 1.273 |
VERX Capital Structure
| Total Debt to Total Equity | 135.475 |
| Total Debt to Total Capital | 57.533 |
| Total Debt to Total Assets | 27.602 |
| Long-Term Debt to Equity | 133.80 |
| Long-Term Debt to Total Capital | 56.821 |
- Income Statement
- Balance Sheet
- Cash Flow Statement
Annual Financials for Vertex Inc - VERX
Collapse All in section
| All values USD millions. | 2022 | 2023 | 2024 | 2025 | 5-year trend |
|---|---|---|---|---|---|
Sales/Revenue
| 491.62M | 572.39M | 666.78M | 748.44M | |
Sales Growth
| +15.53% | +16.43% | +16.49% | +12.25% | |
Cost of Goods Sold (COGS) incl D&A
| 209.35M | 244.22M | 268.09M | 297.67M | |
COGS excluding D&A
| - | - | - | - | - |
Depreciation & Amortization Expense
| 76.28M | 86.79M | 89.70M | 105.02M | |
Depreciation
| 55.25M | 62.12M | 59.23M | 76.42M | |
Amortization of Intangibles
| 21.03M | 22.10M | 26.47M | 24.86M | |
COGS Growth
| +20.05% | +16.66% | +9.77% | +11.03% | |
Gross Income
| 282.27M | 328.17M | 398.69M | 450.77M | |
Gross Income Growth
| +12.39% | +16.26% | +21.49% | +13.06% | |
Gross Profit Margin
| +57.42% | +57.33% | +59.79% | +60.23% |
| 2022 | 2023 | 2024 | 2025 | 5-year trend | |
|---|---|---|---|---|---|
SG&A Expense
| 284.21M | 335.60M | 380.54M | 446.05M | |
Research & Development
| 41.88M | 58.21M | 66.67M | 83.72M | |
Other SG&A
| 242.33M | 277.39M | 313.88M | 362.33M | |
SGA Growth
| +16.48% | +18.08% | +13.39% | +17.21% | |
Other Operating Expense
| 237.00K | (9.00K) | (5.85M) | 395.00K | |
Unusual Expense
| 5.87M | 9.98M | 25.16M | 377.00K | |
EBIT after Unusual Expense
| (8.04M) | (17.40M) | (1.16M) | 3.95M | |
Non Operating Income/Expense
| (38.00K) | (109.00K) | 3.07M | 3.63M | |
Non-Operating Interest Income
| - | - | 4.14M | 5.25M | - |
Equity in Earnings of Affiliates
| - | - | - | - | - |
Interest Expense
| - | - | 2.05M | 4.16M | - |
Interest Expense Growth
| - | - | +108.13% | +103.32% | - |
Gross Interest Expense
| - | - | 2.05M | 4.16M | - |
Interest Capitalized
| - | - | - | - | - |
Pretax Income
| (10.13M) | (21.67M) | 1.91M | 7.58M | |
Pretax Income Growth
| -158.02% | -113.96% | +108.81% | +297.01% | |
Pretax Margin
| -2.06% | -3.79% | +0.29% | +1.01% | |
Income Tax
| 2.17M | (8.58M) | 54.64M | 368.00K | |
Income Tax - Current - Domestic
| 2.76M | 1.29M | 2.30M | 6.13M | |
Income Tax - Current - Foreign
| 577.00K | 1.35M | 2.20M | 1.83M | |
Income Tax - Deferred - Domestic
| 976.00K | (10.78M) | 51.46M | (2.10M) | |
Income Tax - Deferred - Foreign
| (2.14M) | (441.00K) | (1.33M) | (5.49M) | |
Income Tax Credits
| - | - | - | - | - |
Equity in Earnings of Affiliates
| - | - | - | - | - |
Other After Tax Income (Expense)
| - | - | - | - | - |
Consolidated Net Income
| (12.30M) | (13.09M) | (52.73M) | 7.21M | |
Minority Interest Expense
| - | - | - | - | - |
Net Income
| (12.30M) | (13.09M) | (52.73M) | 7.21M | |
Net Income Growth
| -731.91% | -6.41% | -302.73% | +113.68% | |
Net Margin Growth
| -2.50% | -2.29% | -7.91% | +0.96% | |
Extraordinaries & Discontinued Operations
| - | - | - | - | - |
Discontinued Operations
| - | - | - | - | - |
Net Income After Extraordinaries
| (12.30M) | (13.09M) | (52.73M) | 7.21M | |
Preferred Dividends
| - | - | - | - | - |
Net Income Available to Common
| (12.30M) | (13.09M) | (52.73M) | 7.21M | |
EPS (Basic)
| -0.0822 | -0.0862 | -0.3395 | 0.0454 | |
EPS (Basic) Growth
| -722.00% | -4.87% | -293.85% | +113.37% | |
Basic Shares Outstanding
| 149.65M | 151.86M | 155.31M | 158.93M | |
EPS (Diluted)
| -0.0822 | -0.0862 | -0.3395 | 0.0444 | |
EPS (Diluted) Growth
| -722.00% | -4.87% | -293.85% | +113.08% | |
Diluted Shares Outstanding
| 149.65M | 151.86M | 155.31M | 162.42M | |
EBITDA
| 74.11M | 79.36M | 113.70M | 109.35M | |
EBITDA Growth
| +16.22% | +7.09% | +43.26% | -3.82% | |
EBITDA Margin
| +15.07% | +13.87% | +17.05% | +14.61% |
Snapshot
| Average Recommendation | OVERWEIGHT | Average Target Price | 18.462 | |
| Number of Ratings | 16 | Current Quarters Estimate | 0.19 | |
| FY Report Date | 06 / 2026 | Current Year's Estimate | 0.802 | |
| Last Quarter’s Earnings | 0.17 | Median PE on CY Estimate | N/A | |
| Year Ago Earnings | 0.64 | Next Fiscal Year Estimate | 1.027 | |
| Median PE on Next FY Estimate | N/A |
Earnings Per Share
| This Quarter | Next Quarter | This Fiscal | Next Fiscal | |
|---|---|---|---|---|
| # of Estimates | 14 | 14 | 15 | 15 |
| Mean Estimate | 0.19 | 0.22 | 0.80 | 1.03 |
| High Estimates | 0.21 | 0.24 | 0.90 | 1.34 |
| Low Estimate | 0.16 | 0.18 | 0.71 | 0.90 |
| Coefficient of Variance | 5.84 | 6.43 | 5.44 | 10.05 |
Analysts Recommendations
| Current | 1 Month Ago | 3 Months Ago | |
|---|---|---|---|
| BUY | 7 | 7 | 7 |
| OVERWEIGHT | 1 | 1 | 1 |
| HOLD | 8 | 8 | 7 |
| UNDERWEIGHT | 0 | 0 | 0 |
| SELL | 0 | 0 | 0 |
| MEAN | Overweight | Overweight | Overweight |
SEC Filings for Vertex Inc - VERX
| Filing Date | Type | Category | Amended |
|---|---|---|---|
| No results | |||
Insider Actions for Vertex Inc - VERX
| Date | Name | Shares | Transaction | Value |
|---|---|---|---|---|
| Feb 27, 2026 | David DeSteffano Director | 1,307,500 | Exercise or conversion of derivative security exempted pursuant to Rule 16b-3 | 0.00 |
| Feb 27, 2026 | David DeSteffano Director | 1,255,517 | Payment of exercise price or tax liability by delivering/withholding secs incident to the receipt/exercise/vesting pursuant to Rule 16b-3 Non-derivative transaction at $13.26 per share | 16,648,155.42 |
| Feb 27, 2026 | David DeSteffano Director | N/A | Exercise or conversion of derivative security exempted pursuant to Rule 16b-3 | 0.00 |
| Feb 26, 2026 | John R. Schwab CHIEF FINANCIAL OFFICER | 148,682 | Exercise or conversion of derivative security exempted pursuant to Rule 16b-3 | 0.00 |
| Feb 26, 2026 | John R. Schwab CHIEF FINANCIAL OFFICER | 132,271 | Payment of exercise price or tax liability by delivering/withholding secs incident to the receipt/exercise/vesting pursuant to Rule 16b-3 Non-derivative transaction at $12.03 per share | 1,591,220.13 |
| Feb 26, 2026 | John R. Schwab CHIEF FINANCIAL OFFICER | 30,305 | Exercise or conversion of derivative security exempted pursuant to Rule 16b-3 | 0.00 |
| Feb 26, 2026 | Bryan T. R. Rowland GENERAL COUNSEL | 14,640 | Exercise or conversion of derivative security exempted pursuant to Rule 16b-3 | 0.00 |
| Feb 26, 2026 | Bryan T. R. Rowland GENERAL COUNSEL | 12,872 | Payment of exercise price or tax liability by delivering/withholding secs incident to the receipt/exercise/vesting pursuant to Rule 16b-3 Non-derivative transaction at $12.03 per share | 154,850.16 |
| Feb 26, 2026 | Bryan T. R. Rowland GENERAL COUNSEL | 6,429 | Exercise or conversion of derivative security exempted pursuant to Rule 16b-3 | 0.00 |
| Feb 26, 2026 | Christopher D. Young President and CEO; Director | 60,000 | Open market or private purchase of non-derivative security Non-derivative transaction at $12.18 per share | 730,800.00 |
| Jun 12, 2025 | Jeffrey R. Westphal | 1,514,000 | Conversion of derivative security | 0.00 |
| Jun 12, 2025 | Jeffrey R. Westphal | N/A | Open market or private sale of non-derivative or derivative security Non-derivative transaction at $38.45 per share | 0.00 |
| Jun 12, 2025 | Jeffrey R. Westphal | 1,153,756 | Conversion of derivative security | 0.00 |
| Jun 12, 2025 | Jeffrey R. Westphal | N/A | Open market or private sale of non-derivative or derivative security Non-derivative transaction at $38.45 per share | 0.00 |
| Jun 12, 2025 | Jeffrey R. Westphal | 332,244 | Conversion of derivative security | 0.00 |
| Jun 12, 2025 | Jeffrey R. Westphal | N/A | Open market or private sale of non-derivative or derivative security Non-derivative transaction at $38.45 per share | 0.00 |