Vertex, Inc. (VERX)
NASDAQ: VERX · Real-Time Price · USD
12.86
+0.05 (0.39%)
Feb 20, 2026, 3:01 PM EST - Market open

Vertex Statistics

Total Valuation

Vertex has a market cap or net worth of $2.05 billion. The enterprise value is $2.08 billion.

Market Cap2.05B
Enterprise Value 2.08B

Important Dates

The last earnings date was Wednesday, February 11, 2026, before market open.

Earnings Date Feb 11, 2026
Ex-Dividend Date n/a

Share Statistics

Vertex has 159.23 million shares outstanding. The number of shares has increased by 4.58% in one year.

Current Share Class 77.08M
Shares Outstanding 159.23M
Shares Change (YoY) +4.58%
Shares Change (QoQ) +7.96%
Owned by Insiders (%) 47.80%
Owned by Institutions (%) 53.65%
Float 69.88M

Valuation Ratios

The trailing PE ratio is 283.97 and the forward PE ratio is 17.37. Vertex's PEG ratio is 0.96.

PE Ratio 283.97
Forward PE 17.37
PS Ratio 2.74
Forward PS 2.42
PB Ratio 7.88
P/TBV Ratio n/a
P/FCF Ratio 29.55
P/OCF Ratio 12.37
PEG Ratio 0.96
Financial Ratio History

Enterprise Valuation

The stock's EV/EBITDA ratio is 23.40, with an EV/FCF ratio of 30.08.

EV / Earnings 289.07
EV / Sales 2.79
EV / EBITDA 23.40
EV / EBIT n/a
EV / FCF 30.08

Financial Position

The company has a current ratio of 0.98, with a Debt / Equity ratio of 1.35.

Current Ratio 0.98
Quick Ratio 0.87
Debt / Equity 1.35
Debt / EBITDA 3.78
Debt / FCF 5.06
Interest Coverage n/a

Financial Efficiency

Return on equity (ROE) is 3.29% and return on invested capital (ROIC) is -2.50%.

Return on Equity (ROE) 3.29%
Return on Assets (ROA) -0.40%
Return on Invested Capital (ROIC) -2.50%
Return on Capital Employed (ROCE) -1.13%
Weighted Average Cost of Capital (WACC) 6.42%
Revenue Per Employee $393,918
Profits Per Employee $3,795
Employee Count1,900
Asset Turnover 0.61
Inventory Turnover n/a

Taxes

In the past 12 months, Vertex has paid $368,000 in taxes.

Income Tax 368,000
Effective Tax Rate 4.86%

Stock Price Statistics

The stock price has decreased by -72.12% in the last 52 weeks. The beta is 0.59, so Vertex's price volatility has been lower than the market average.

Beta (5Y) 0.59
52-Week Price Change -72.12%
50-Day Moving Average 18.18
200-Day Moving Average 26.33
Relative Strength Index (RSI) 28.81
Average Volume (20 Days) 3,175,153

Short Selling Information

The latest short interest is 7.72 million, so 4.85% of the outstanding shares have been sold short.

Short Interest 7.72M
Short Previous Month 7.28M
Short % of Shares Out 4.85%
Short % of Float 11.04%
Short Ratio (days to cover) 5.59

Income Statement

In the last 12 months, Vertex had revenue of $748.44 million and earned $7.21 million in profits. Earnings per share was $0.04.

Revenue748.44M
Gross Profit 481.60M
Operating Income -7.85M
Pretax Income 7.58M
Net Income 7.21M
EBITDA 89.09M
EBIT -7.85M
Earnings Per Share (EPS) $0.04
Full Income Statement

Balance Sheet

The company has $314.01 million in cash and $350.77 million in debt, with a net cash position of -$36.76 million or -$0.23 per share.

Cash & Cash Equivalents 314.01M
Total Debt 350.77M
Net Cash -36.76M
Net Cash Per Share -$0.23
Equity (Book Value) 258.92M
Book Value Per Share 1.63
Working Capital -13.96M
Full Balance Sheet

Cash Flow

In the last 12 months, operating cash flow was $165.54 million and capital expenditures -$96.24 million, giving a free cash flow of $69.31 million.

Operating Cash Flow 165.54M
Capital Expenditures -96.24M
Free Cash Flow 69.31M
FCF Per Share $0.44
Full Cash Flow Statement

Margins

Gross margin is 64.35%, with operating and profit margins of -1.05% and 0.96%.

Gross Margin 64.35%
Operating Margin -1.05%
Pretax Margin 1.01%
Profit Margin 0.96%
EBITDA Margin 11.90%
EBIT Margin -1.05%
FCF Margin 9.26%

Dividends & Yields

Vertex does not appear to pay any dividends at this time.

Dividend Per Share n/a
Dividend Yield n/a
Dividend Growth (YoY) n/a
Years of Dividend Growth n/a
Payout Ratio n/a
Buyback Yield -4.58%
Shareholder Yield -4.58%
Earnings Yield 0.35%
FCF Yield 3.38%

Analyst Forecast

The average price target for Vertex is $30.56, which is 137.64% higher than the current price. The consensus rating is "Buy".

Price Target $30.56
Price Target Difference 137.64%
Analyst Consensus Buy
Analyst Count 16
Revenue Growth Forecast (5Y) 12.92%
EPS Growth Forecast (5Y) 151.14%
Stock Forecasts

Fair Value

There are several formulas that can be used to estimate the intrinsic value of a stock.

Lynch Fair Value n/a
Lynch Upside n/a
Graham Number
Graham Upside

Stock Splits

This stock does not have any record of stock splits.

Last Split Date n/a
Split Type n/a
Split Ratio n/a

Scores

Vertex has an Altman Z-Score of 3.63 and a Piotroski F-Score of 4.

Altman Z-Score 3.63
Piotroski F-Score 4