Vertex, Inc. (VERX)
NEUTRALFundamental
42
Price
$13.48
Market Cap
$2.22B
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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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
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
$14.34
Current Price
$13.48
Margin of Safety
+6.0%
Fair Value Range
$9.32 - $19.36
Estimation Methods
Valuation Metrics
P/E Ratio
569.22
ROE
2.8%
P/B Ratio
4.52
P/FCF
-
Gross Margin
64.0%
ROIC
-1.6%
Profitability Radar
Value Creation (Economic Moat)
ROIC
-1.6%
WACC
7.8%
ROIC − WACC
-9.5 pp
ROIC is below the cost of capital — the company is destroying value for every dollar invested.
Fundamental Analysis Criteria
Passed (10)
- Gross Margin 64.0%
- Debt/Equity ratio
- Current Ratio
- Debt/EBITDA
- Revenue Growth 5Y 14.8%
- Analyst Consensus 55% Buy
- Earnings Surprise avg 2.5%
- Earnings Quality (OCF/NI) 48.56
- Net Margin Trend 0.5% vs -7.1%
- Piotroski F-Score 7/9
Failed (9)
- Price CAGR -14.65%
- ROIC -1.6%
- P/B Ratio 4.52
- 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 NaN
- Dividend Payout NaN%
- Positive Free Cash Flow
- CapEx intensity
- Price below Graham Number
- PEG Ratio (need PE > 0 and growth > 0)
- Share Dilution (missing shares data)
Piotroski F-Score
Strong financial health
Earnings Quality
High quality: earnings backed by cash
Share Dilution
Buying back shares. Shareholder friendly
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
Part 2 · The price and when to enter
This part won't tell you whether the company is worth owning: it helps you choose when to buy it, once the fundamentals have convinced you. Inside: technical analysis, potential, historical drawdowns, gamma exposure.
Latest News
Recent headlines for VERX, sourced from Markets Gazette.
- 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.
via Markets Gazette