VERX

Vertex, Inc.

Fundamental data last updated:September 2, 2026

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company profile

SECTOR

Technology

industry

Software - Application

Exchange

NASDAQ

County of HQ

US

Next Earnings Date

Pending Announcement

Business Summary

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.

 


Analyze VERX on TradingView

VALUATION

P/E

-344.21

Market Cap ($M USD)

$2.05B

Forward P/E

10.73

PEG

0.00

PRICE TO SALES

2.66

PRICE TO BOOK

8.98

EV / EBITDA

26.77

5-Year Average P/E

Free Cash Flow Yield

4.85%

DCF Value

$6.71

Graham Number

N/A

Price to FCF

20.62

EV to FCF

21.60

Earnings Yield

-0.29%

FCF Yield

4.85%

DIVIDEND

Yield

0.00%

Annual Payout

$0.00

Payout Ratio

0.00%

Consecutive Years of Dividend Growth

5-Year Dividend Growth Rate

Financial Health & Profitability

Earnings Per Share

-$0.04

Next Year EPS Growth Estimate

$1.18

Next Year Revenue Growth Estimate

$1.03B

Return on Equity (ROE)

-2.53%

FREE CASH FLOW

Operating Margin

-0.11%

Debt-to-Equity

1.39

Piotroski F-Score

3

Altman Z-Score

1.77

Return on Invested Capital (ROIC)

-0.13%

Current Ratio

0.86

Quick Ratio

0.86

Net Debt to EBITDA

1.22

Interest Coverage

0.00

Gross Profit margin

62.30%

FCF PER SHARE

$0.57

REVENUE PER SHARE

$4.39

Analyze VERX on TradingView

Gainseekers Quantitative Analysis

Summary

The market seems to be mispricing Vertex, Inc. relative to its DCF value, with the stock trading significantly above this intrinsic measure. The Forward P/E of 12.59 suggests optimism about future earnings, contrasting sharply with the current negative earnings yield. The Altman Z-score of 1.996 indicates financial distress, raising concerns about the company’s long-term viability. Despite these red flags, the PEG ratio under 0.004 hints at potential undervaluation if growth materializes as expected. Overall, the financial health is precarious, with valuation metrics painting a mixed picture of risk and opportunity.

AI Exposure / Tech Reliance

Operating in the Software - Application industry, Vertex, Inc. is well-positioned to leverage AI advancements. The sector's inherent adaptability to technological shifts provides a robust platform for innovation. This positioning could drive future growth as AI integration becomes increasingly critical.

The Bull Case

For the value-driven investor, Vertex offers intriguing prospects. The FCF yield of 4.19% suggests efficient cash generation relative to its market cap, while the gross profit margin of 62.44% indicates strong pricing power. Although the Piotroski F-Score is modest at 3, the potential for substantial sales growth next year could transform its capital efficiency. The narrative here is one of latent potential, waiting for execution to catch up with market expectations.

The Bear Case

However, the bear case is compelling. The Price/Book ratio of 10.60 and Price/Sales of 3.15 highlight a potentially overvalued stock, especially given the negative ROIC and operating margin. The company's current ratio below 1 signals liquidity concerns, exacerbated by a debt/equity ratio of 1.39. Trading far above its DCF value, the stock appears technically overextended, with significant downside risk if growth falters.

Market Sentiment & Smart Money

Short Interest %

Analyst Consensus

Buy

Average Analyst Price Target

$18.44

Institutional Ownership %

1-Year Beta

0.80

Insider Buying % (6 Mo)

Distance to 52-Week High

235.76%

Distance to 52-Week Low

16.22%

EARNINGS SURPRISE %

6.25%

50-DAY SMA

$12.56

200-DAY SMA

$18.60

⚠️ Financial Disclaimer:
This content is for informational purposes only and is not financial advice. Information may be delayed or inaccurate. We may earn a commission from partner links.