Vertex, Inc. (VERX)
NASDAQ: VERX · Real-Time Price · USD
12.72
-0.53 (-4.00%)
At close: Aug 14, 2026, 4:00 PM EDT
12.75
+0.03 (0.24%)
After-hours: Aug 14, 2026, 7:47 PM EDT

Vertex Statistics

Total Valuation

Vertex has a market cap or net worth of $2.06 billion. The enterprise value is $2.18 billion.

Market Cap2.06B
Enterprise Value 2.18B

Important Dates

The last earnings date was Monday, August 3, 2026, after market close.

Earnings Date Aug 3, 2026
Ex-Dividend Date n/a

Share Statistics

Vertex has 162.22 million shares outstanding. The number of shares has increased by 3.52% in one year.

Current Share Class 80.06M
Shares Outstanding 162.22M
Shares Change (YoY) +3.52%
Shares Change (QoQ) +0.62%
Owned by Insiders (%) 47.45%
Owned by Institutions (%) 48.87%
Float 72.48M

Valuation Ratios

The trailing PE ratio is 577.18 and the forward PE ratio is 13.68.

PE Ratio 577.18
Forward PE 13.68
PS Ratio 2.62
Forward PS 2.38
PB Ratio 8.32
P/TBV Ratio n/a
P/FCF Ratio 28.48
P/OCF Ratio 11.89
PEG Ratio n/a
Financial Ratio History

Enterprise Valuation

The stock's EV/EBITDA ratio is 112.60, with an EV/FCF ratio of 30.13.

EV / Earnings 610.59
EV / Sales 2.77
EV / EBITDA 112.60
EV / EBIT 174.64
EV / FCF 30.13

Financial Position

The company has a current ratio of 0.87, with a Debt / Equity ratio of 1.45.

Current Ratio 0.87
Quick Ratio 0.68
Debt / Equity 1.45
Debt / EBITDA 15.20
Debt / FCF 4.83
Interest Coverage n/a

Financial Efficiency

Return on equity (ROE) is 1.46% and return on invested capital (ROIC) is 3.55%.

Return on Equity (ROE) 1.46%
Return on Assets (ROA) 0.65%
Return on Invested Capital (ROIC) 3.55%
Return on Capital Employed (ROCE) 1.94%
Weighted Average Cost of Capital (WACC) 7.46%
Revenue Per Employee $393,720
Profits Per Employee $1,788
Employee Count2,000
Asset Turnover 0.65
Inventory Turnover n/a

Taxes

Income Tax -13.13M
Effective Tax Rate n/a

Stock Price Statistics

The stock price has decreased by -52.00% in the last 52 weeks. The beta is 0.81, so Vertex's price volatility has been lower than the market average.

Beta (5Y) 0.81
52-Week Price Change -52.00%
50-Day Moving Average 12.29
200-Day Moving Average 15.17
Relative Strength Index (RSI) 52.41
Average Volume (20 Days) 2,903,565

Short Selling Information

The latest short interest is 6.77 million, so 4.17% of the outstanding shares have been sold short.

Short Interest 6.77M
Short Previous Month 7.05M
Short % of Shares Out 4.17%
Short % of Float 9.34%
Short Ratio (days to cover) 3.39

Income Statement

In the last 12 months, Vertex had revenue of $787.44 million and earned $3.58 million in profits. Earnings per share was $0.02.

Revenue787.44M
Gross Profit 503.58M
Operating Income 12.50M
Pretax Income -9.56M
Net Income 3.58M
EBITDA 19.39M
EBIT 12.50M
Earnings Per Share (EPS) $0.02
Full Income Statement

Balance Sheet

The company has $230.49 million in cash and $349.92 million in debt, with a net cash position of -$119.43 million or -$0.74 per share.

Cash & Cash Equivalents 230.49M
Total Debt 349.92M
Net Cash -119.43M
Net Cash Per Share -$0.74
Equity (Book Value) 241.11M
Book Value Per Share 1.53
Working Capital -72.47M
Full Balance Sheet

Cash Flow

In the last 12 months, operating cash flow was $173.61 million and capital expenditures -$101.16 million, giving a free cash flow of $72.45 million.

Operating Cash Flow 173.61M
Capital Expenditures -101.16M
Depreciation & Amortization 6.89M
Net Borrowing -87,000
Free Cash Flow 72.45M
FCF Per Share $0.45
Full Cash Flow Statement

Margins

Gross margin is 63.95%, with operating and profit margins of 1.59% and 0.45%.

Gross Margin 63.95%
Operating Margin 1.59%
Pretax Margin -1.21%
Profit Margin 0.45%
EBITDA Margin 2.46%
EBIT Margin 1.59%
FCF Margin 9.20%

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 -3.52%
Shareholder Yield -3.52%
Earnings Yield 0.17%
FCF Yield 3.51%

Analyst Forecast

The average price target for Vertex is $17.15, which is 34.83% higher than the current price. The consensus rating is "Buy".

Price Target $17.15
Price Target Difference 34.83%
Analyst Consensus Buy
Analyst Count 15
Revenue Growth Forecast (3Y) 10.76%
EPS Growth Forecast (3Y) 25.69%
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 2.52 and a Piotroski F-Score of 5. A Z-score under 3 suggests an increased risk of bankruptcy.

Altman Z-Score 2.52
Piotroski F-Score 5