Vertex, Inc. (VERX)
Fair ValueFundamental
42
Price
$15.39
Market Cap
$2.37B
Part 1 · What the company is worth
Overview
Vertex, Inc., together with its subsidiaries, provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally. The company offers transaction determination; compliance and reporting, including workflow management tools; tax data management and document management solutions; analytics and insights; pre-built integration that includes mapping data fields, and business logic and configurations; industry-specific solutions support certain industries for indirect tax needs, such as retail, communications, and leasing; and technology specific solutions, such as chain flow accelerator and SAP-specific tools. It provides implementation services, such as configuration, data migration and implementation, and support and training; E-invoicing, an end-to-end e-invoicing process; and managed services, including indirect tax return preparation, filing and tax payment, and notice management. The company sells its software products through software licenses and software as a service subscription. Vertex, Inc. has a strategic collaboration with xSuite Group GmbH to support SAP customers. The company was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.
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Direct competitors
Who this company fights with for the same customers
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No competitor list for this company yet.
Balance Sheet & Liquidity
Revenue
$787M
Trailing 12 months (through 6/30/2026)
Net Income
$4M
Trailing 12 months (through 6/30/2026)
Free Cash Flow
-
Total Equity
$259M
Total Liabilities
$1.01B
Current Ratio
0.87
Interest Coverage
0.44
Debt/EBITDA
3.53
Earnings Per Share
No EPS data available
Revenue & Net Income
Free Cash Flow
Income Breakdown
Historical statement
Margins over time
Debt over time
How heavy the debt is
Growth grid
Growth — Revenue
Fair Value Estimation
Fair Value
$14.25
Current Price
$15.39
Margin of Safety
-8.0%
Fair Value Range
$9.26 - $19.24
Spread across the valuation methods used, not a statistically calibrated confidence interval.
Estimation Methods
Valuation Metrics
P/E Ratio
648.18
ROE
2.8%
P/B Ratio
5.08
P/FCF
-
Gross Margin
64.0%
ROIC
-1.6%
Profitability Radar
Value Creation (Economic Moat)
ROIC
-1.6%
WACC
7.9%
ROIC − WACC
-9.6 pp
ROIC is below the cost of capital — the company is destroying value for every dollar invested.
Fundamental Analysis Criteria
Passed (9)
- Gross margin 64.0%
- Debt/equity ratio
- Current ratio
- Debt/EBITDA
- Revenue growth 5Y 14.8%
- Earnings surprise, average 2.5%
- Earnings quality (operating cash flow / net income) 48.56
- Net margin trend 0.5% vs -7.1%
- Piotroski F-Score 7/9
Failed (9)
- Price CAGR -16.61%
- ROIC -1.6%
- P/B ratio 5.08
- Operating margin -1.7%
- Interest coverage
- Return on tangible assets
- Low reliance on intangibles
- DCF valuation (Unknown)
- ROE 1.4%
Unavailable (8)
- EPS data insufficient
- P/FCF –
- Dividend payout –
- Positive free cash flow
- CapEx intensity
- Price below Graham Number
- PEG ratio (needs P/E > 0 and growth > 0)
- Share dilution (missing share count)
Piotroski F-Score
Strong financial health
Earnings Quality
High quality: earnings backed by cash
Share Dilution
Buying back shares. Shareholder friendly
Institutional Holdings
Governance
Executive Team
| Name | Title | Age |
|---|---|---|
| Mr. Christopher David Young | CEO, President & Director | 53 |
| Ms. Amanda Westphal Radcliffe | Co-Owner & Independent Director | 56 |
| Ms. Stefanie Westphal-Lucas Thompson | Co-Owner & Independent Director | 62 |
| Mr. John R. Schwab | Chief Financial Officer | 57 |
| Mr. Bryan T. R. Rowland | Senior VP, General Counsel & Secretary | 45 |
| Mr. Ray Westphal | Founder | - |
| Mr. Aneel Jaeel | Chief Operations Officer | - |
| Mr. Ryan J. Leib CPA | Chief Accounting Officer | 47 |
| Mr. Bala Chandran | Chief Product & Technology Officer | - |
| Mr. Joseph J. Crivelli | Vice President of Investor Relations | - |
Audit Risk
4
Board Risk
10
Compensation Risk
7
Shareholder Rights Risk
10
Documents
- View document
Annual Report (10-K)
A yearly overview of the business, its financial results, and the risks it faces.
Filed on 2026-02-24
- View document
Quarterly Report (10-Q)
A snapshot of financial performance for the most recent three-month period.
Filed on 2026-08-04
- View document
Current Report (8-K)
An announcement of a major event, such as a leadership change or big news.
Filed on 2026-10-01
via SEC EDGAR
Income History
via SEC EDGAR
Part 2 · The price and its context
This part shows how the price has behaved, not whether the company is worth owning. Inside: technical analysis, potential, historical drawdowns, gamma exposure.
Market Reaction Profile
How much VERX moves, measured on its daily prices.
More volatile than 84% of the tracked stocks (90-day volatility).
- Volatility 30d
- 47.3%
- Volatility 90d
- 58.5%
- Beta vs S&P 500 (1y)
- 0.45Correlation 0.09
- Max drawdown (12m)
- -58.8%
- ATR (14d, % of price)
- 3.92%
Earnings reactions
How VERX moved around its past quarterly results.
Next earnings release
Nov 4, 2026 · In 11 days · Time not known
EPS estimate: 0.22Revenue estimate: $210M
What usually happens
- Over the last 12 releases the stock moved a median of 13.8% the next day, up or down.
- Next-day moves: up 4, down 8 (out of 12).
- Of the 4 releases that beat estimates, the stock fell the next day after 3.
Release history
| Date | When | EPS est. | EPS actual | Surprise | Gap | 1 day | 5 days |
|---|---|---|---|---|---|---|---|
| Aug 3, 2026 | After the close | 0.19 | 0.20 | +2.8% | -9.5% | -7.5% | -9.4% |
| May 7, 2026 | During the session | 0.17 | 0.17 | +0.9% | +10.2% | +15.9% | +0.6% |
| Feb 11, 2026 | During the session | 0.17 | 0.17 | +2.2% | +4.2% | -13.8% | -18.8% |
| Nov 3, 2025 | During the session | 0.16 | 0.17 | +4.2% | -4.8% | -9.7% | -14.8% |
| Aug 6, 2025 | During the session | n/a | n/a | n/a | -21.4% | -18.1% | -24.0% |
| May 7, 2025 | During the session | n/a | n/a | n/a | -2.6% | -3.3% | -2.0% |
| Feb 27, 2025 | During the session | n/a | n/a | n/a | -1.8% | -19.0% | -22.5% |
| Nov 6, 2024 | During the session | n/a | n/a | n/a | +5.3% | +13.8% | +13.8% |
| Aug 7, 2024 | During the session | n/a | n/a | n/a | +2.3% | -4.3% | +1.4% |
| May 8, 2024 | During the session | n/a | n/a | n/a | -2.0% | -0.8% | +4.1% |
| Feb 29, 2024 | During the session | n/a | n/a | n/a | +22.0% | +32.2% | +16.7% |
| Nov 9, 2023 | During the session | n/a | n/a | n/a | +1.0% | +21.0% | +17.1% |
Release dates from SEC 8-K filings.
Updated 10/24/2026
Historical statistics for educational purposes only. They are not forecasts and not investment advice.
Price reaction to the news
Latest news on VERX and what the price did next.
- 3/10/2026NegativeInvestment Firm Sheds 384,000 Shares of VERX Stock, According to Latest SEC Filing
Published while the US market was open: the move of that day cannot be split into before and after the news, so no figure is shown.
Return of the stock minus return of SPY over the same days. A news item close to a price move did not necessarily cause it. Historical data for educational purposes only, not investment advice.
Latest News
Recent headlines for VERX.
- 3/10/2026NEGATIVEInvestment Firm Sheds 384,000 Shares of VERX Stock, According to Latest SEC Filing
An investment firm has divested 384,000 shares of Vertex Inc., a company specializing in tax technology software and SaaS solutions for corporate compliance. This significant sell-off, disclosed in a recent SEC filing, suggests a potential loss of confidence from institutional investors or a strategic portfolio adjustment. For current and prospective shareholders, this action could signal underlying concerns about the company's future prospects or valuation, potentially leading to downward pressure on the stock price.