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Technology

Vertex, Inc.(VERX)

Live Price

Offline

$11.23

-1.66% today

1Y Change

-66.38%

Window

Jun 20, 2025 โ†’ Jun 17, 2026

Market Cap
$2.10B
Revenue Growth
+12.2%
EPS Growth
+114.7%
Dividend Yield
0.0%

Coverage: 249 bars ยท Jun 20, 2025 โ†’ Jun 17, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

Vertex, Inc. (VERX) is a Technology stock with a market cap of $2.10B and listed on NASDAQ. The stock last traded around $11.23 and down 66.4% across the available one-year price window (Jun 20, 2025 โ†’ Jun 17, 2026). Baseline metrics include revenue growth of +12.2%, EPS growth of +114.7%, a dividend yield of 0.0%. What stands out right now is revenue +12.2%, EPS +114.7%, free cash flow -30.0% with operating margin 0.9% and ROIC 0.9%. Valuation already assumes a fairly strong business story at P/E 320.2 and price/sales 2.8. Stock Foundry combines VERX price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Technology peers on this page.

Sector Context

How this name stacks up against nearby peers on first-pass metrics.

Revenue Growth

Near sector median

+12.2% vs +11.9% peer median

Operating Margin

Below sector median

+0.9% vs +22.0% peer median

P/E

Above sector median

320.2 vs 18.5 peer median

What Changed This Quarter

Latest report context and the signals most likely to have changed the story.

Latest report is on the board

2026 was reported on May 6, 2026, but the surprise data is still limited.

The operating story is still moving forward

Revenue is running at +12.2% and EPS at +114.7%, with operating margin around 0.9%.

Earnings Reaction Memory

How the stock has tended to move after recent reports.

Across the last 3 reported quarters, the stock averaged -2.3% over the next 5 trading days and finished higher after 1 of those reports.

View quarter-by-quarter reaction table
QuarterEPS ฮ”1D5D20D
2026
May 6, 2026
โ€”+15.9%+0.6%+3.9%
2026
Feb 11, 2026
+0.0%-3.6%-0.2%+7.1%
2025
Nov 3, 2025
+0.0%-3.8%-7.2%-7.6%

Benchmark Comparison

Normalized Performance vs SPY

Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.

1Y shared range

VERX

โ€”

Normalized return

SPY

โ€”

S&P 500

Excess Return

โ€”

Relative to SPY

VERX Max Drawdown

-70.33%

Trailing 1Y

SPY Max Drawdown

โ€”

Trailing 1Y

Benchmark comparison is loading or unavailable right now.

Calendar-Year Returns

Uses the longest available daily history for VERX and SPY.

Calendar-year return history is still loading or unavailable.
Vertex, Inc. logo

Company Overview

Vertex, Inc.

NASDAQ Global Market

King of Prussia, PA, US

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.

Leadership
Christopher David Young
IPO Date
Jul 29, 2020
Employees
1.9k
Street Address
2301 Renaissance Boulevard
Mailing
King of Prussia, PA, 19406
Region
King of Prussia, PA, US
Reporting Currency
USD
Investor Line
800 355 3500
Last Updated
May 5, 2026
CIK: 0001806837ISIN: US92538J1060CUSIP: 92538J106
Reports in USDSEC Registered

Key Fundamentals

Valuation, growth, profitability, and balance sheet signals.

Valuation

P/E
320.2
EV/EBITDA
31.6
Price/Sales
2.8
Price/Book
8.9

Growth

Revenue
+12.2%
EPS
+114.7%
Free Cash Flow
-30.0%

Profitability

Gross Margin
63.4%
Operating Margin
0.9%
Net Margin
1.0%
ROE
3.0%
ROIC
0.9%

Balance Sheet

Debt/Equity
1.39
Current Ratio
0.98

Earnings Reports

๐Ÿ“… Last reportedMay 6, 2026
PeriodB/MEPSEPS ฮ”RevenueRev ฮ”
โ€”
May 6, 26
โ€”
Est 0.16
โ€”
โ€”
Est 194825.8B
โ€”
โ€”
Feb 11, 26
โ€”
0.17
Est 0.17
0.0%
194711.0B
Est 194325.0B
+0.2%
โ€”
Nov 3, 25
โ€”
0.17
Est 0.17
0.0%
192112.0B
Est 194334.4B
-1.1%
โ€”
Aug 6, 25
โœ“
0.15
Est 0.14
+7.1%
184559.0B
Est 192767.1B
-4.3%
โ€”
May 7, 25
โœ“
0.15
Est 0.13
+15.4%
177062.0B
Est 184791.0B
-4.2%
โ€”
Feb 27, 25
โœ“
0.15
Est 0.13
+15.4%
178456.0B
Est 178213.9B
+0.1%
โ€”
Nov 6, 24
โœ“
0.16
Est 0.14
+17.1%
170435.0B
Est 165704.4B
+2.9%
โ€”
Aug 7, 24
โœ“
0.15
Est 0.13
+15.4%
161104.0B
Est 160660.0B
+0.3%
โ€”
May 8, 24
โœ“
0.15
Est 0.13
+15.4%
156781.0B
Est 154910.0B
+1.2%
โ€”
Feb 29, 24
โœ“
0.13
Est 0.11
+18.2%
154914.0B
Est 146450.0B
+5.8%
โ€”
Nov 9, 23
โœ“
0.10
Est 0.08
+25.0%
145027.0B
Est 146470.0B
-1.0%
โ€”
Aug 9, 23
โ€”
0.08
Est 0.08
0.0%
139695.0B
Est 136080.0B
+2.7%
โ€”
May 10, 23
โ€”
0.08
Est 0.08
0.0%
132751.0B
Est 131900.0B
+0.7%
โ€”
Mar 8, 23
โœ“
0.08
Est 0.05
+60.0%
131126.0B
Est 125960.0B
+4.1%
โ€”
Nov 9, 22
โœ“
0.08
Est 0.06
+33.3%
126238.0B
Est 122818.4B
+2.8%
โ€”
Aug 9, 22
โœ“
0.06
Est 0.05
+9.4%
119276.0B
Est 116794.3B
+2.1%

Latest News

No news articles available

Official Releases

Company announcements and filings-style updates.

Official
No official releases available

Next Step

Keep the research moving

After the overview, the strongest next step is usually chart context or a tighter compare set.