Vertex, Inc. (VERX)
NASDAQ: VERX · Real-Time Price · USD
11.87
+0.98 (9.00%)
At close: Jul 24, 2026, 4:00 PM EDT
11.83
-0.04 (-0.34%)
After-hours: Jul 24, 2026, 7:34 PM EDT

Vertex Statistics

Total Valuation

Vertex has a market cap or net worth of $1.90 billion. The enterprise value is $2.00 billion.

Market Cap1.90B
Enterprise Value 2.00B

Important Dates

The next confirmed earnings date is Monday, August 3, 2026, after market close.

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

Share Statistics

Vertex has 159.94 million shares outstanding. The number of shares has increased by 2.17% in one year.

Current Share Class 77.79M
Shares Outstanding 159.94M
Shares Change (YoY) +2.17%
Shares Change (QoQ) -8.38%
Owned by Insiders (%) 48.12%
Owned by Institutions (%) 50.47%
Float 70.20M

Valuation Ratios

PE Ratio n/a
Forward PE 13.57
PS Ratio 2.47
Forward PS 2.24
PB Ratio 7.66
P/TBV Ratio n/a
P/FCF Ratio 21.28
P/OCF Ratio 10.06
PEG Ratio n/a
Financial Ratio History

Enterprise Valuation

The stock's EV/EBITDA ratio is 21.53, with an EV/FCF ratio of 22.38.

EV / Earnings n/a
EV / Sales 2.60
EV / EBITDA 21.53
EV / EBIT n/a
EV / FCF 22.38

Financial Position

The company has a current ratio of 0.86, with a Debt / Equity ratio of 1.42.

Current Ratio 0.86
Quick Ratio 0.73
Debt / Equity 1.42
Debt / EBITDA 3.78
Debt / FCF 3.92
Interest Coverage n/a

Financial Efficiency

Return on equity (ROE) is -2.88% and return on invested capital (ROIC) is 2.76%.

Return on Equity (ROE) -2.88%
Return on Assets (ROA) 0.47%
Return on Invested Capital (ROIC) 2.76%
Return on Capital Employed (ROCE) -1.97%
Weighted Average Cost of Capital (WACC) 7.41%
Revenue Per Employee $365,728
Profits Per Employee -$3,061
Employee Count2,100
Asset Turnover 0.65
Inventory Turnover n/a

Taxes

Income Tax -1.67M
Effective Tax Rate n/a

Stock Price Statistics

The stock price has decreased by -66.95% in the last 52 weeks. The beta is 0.82, so Vertex's price volatility has been lower than the market average.

Beta (5Y) 0.82
52-Week Price Change -66.95%
50-Day Moving Average 12.47
200-Day Moving Average 16.11
Relative Strength Index (RSI) 46.84
Average Volume (20 Days) 1,910,671

Short Selling Information

The latest short interest is 8.36 million, so 5.23% of the outstanding shares have been sold short.

Short Interest 8.36M
Short Previous Month 8.03M
Short % of Shares Out 5.23%
Short % of Float 11.91%
Short Ratio (days to cover) 4.58

Income Statement

In the last 12 months, Vertex had revenue of $768.03 million and -$6.43 million in losses. Loss per share was -$0.04.

Revenue768.03M
Gross Profit 493.48M
Operating Income 8.82M
Pretax Income -8.10M
Net Income -6.43M
EBITDA 92.73M
EBIT -12.76M
Loss Per Share -$0.04
Full Income Statement

Balance Sheet

The company has $252.46 million in cash and $350.14 million in debt, with a net cash position of -$97.69 million or -$0.61 per share.

Cash & Cash Equivalents 252.46M
Total Debt 350.14M
Net Cash -97.69M
Net Cash Per Share -$0.61
Equity (Book Value) 246.50M
Book Value Per Share 1.55
Working Capital -78.07M
Full Balance Sheet

Cash Flow

In the last 12 months, operating cash flow was $188.71 million and capital expenditures -$99.50 million, giving a free cash flow of $89.21 million.

Operating Cash Flow 188.71M
Capital Expenditures -99.50M
Depreciation & Amortization 6.81M
Net Borrowing -84,000
Free Cash Flow 89.21M
FCF Per Share $0.56
Full Cash Flow Statement

Margins

Gross margin is 64.25%, with operating and profit margins of 1.15% and -0.84%.

Gross Margin 64.25%
Operating Margin 1.15%
Pretax Margin -1.05%
Profit Margin -0.84%
EBITDA Margin 12.07%
EBIT Margin -1.66%
FCF Margin 11.62%

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 -2.17%
Shareholder Yield -2.17%
Earnings Yield -0.34%
FCF Yield 4.70%

Analyst Forecast

The average price target for Vertex is $17.69, which is 49.03% higher than the current price. The consensus rating is "Buy".

Price Target $17.69
Price Target Difference 49.03%
Analyst Consensus Buy
Analyst Count 15
Revenue Growth Forecast (3Y) 11.11%
EPS Growth Forecast (3Y) 26.13%
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 n/a
Graham Upside n/a

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 3.09 and a Piotroski F-Score of 3.

Altman Z-Score 3.09
Piotroski F-Score 3