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Vertex, Inc. Stock AnalysisComprehensive stock analysis for Vertex, Inc. (VERX) including live price, Snowflake performance metrics, financial statements, and investment research.Stock AnalysisVERX
VERX
Vertex, Inc.
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
VERX
Home🔹Stocks🔹Vertex, Inc.

Vertex, Inc.

🇺🇸VERX•NASDAQ

Vertex, Inc.

🇺🇸VERX•NASDAQ
Market cap
$1.99B
Sentiment

Your view on VERX

Mkt Cap
$1.99B
Sentiment
Your view
VERX
Vertex, Inc.
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
VERX
Company Overview

Overview

What the company does, where it operates, and who runs it.

About Vertex, Inc.

Industry
Software - Application
Sector
Technology
CEO
Christopher David Young
Headquarters
2301 Renaissance Boulevard, King of Prussia, PA, US
Industry
Software - Application
Sector
Technology
CEO
Christopher David Young
Headquarters
2301 Renaissance Boulevard, King of Prussia, PA, US
Description

Vertex, Inc. provides tax technology solutions for corporations in retail, communication, leasing, and manufacturing industries in the United States and internationally. It offers tax determination, compliance and reporting, tax data management, document management, pre-built integration, and industry-specific solutions.

The company sells its software products through software license and software as a service subscriptions.

It also provides implementation and training services in connection with its software license and cloud subscriptions, transaction tax returns outsourcing, and other tax-related services. Vertex, Inc. was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.

FRC Research

Media

Infographics, videos, and posts covering the company.

Financial Data

Stock Data

Price chart, volume, and trading data.

Fair Value

What FRC thinks it is worth vs. the current price.

FRC's fair value estimate for Vertex, Inc., and the rating behind it. VERX last traded at $12.26, 398.5× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.

Financial Ratios

Profitability, returns, valuation, and leverage ratios.

Valuation, profitability, liquidity and leverage ratios for Vertex, Inc.. Starting points for Vertex, Inc.: P/E 398.5, EPS $0.02, beta 0.82 — an Software - Application name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.

Dividend Analysis

Yield, payout ratio, and dividend coverage metrics.

Dividend history, yield and payout sustainability for Vertex, Inc.. Vertex, Inc. does not currently pay a regular dividend, so this section tracks capacity rather than history. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.

Earnings Analysis

EPS history, beat rate, and upcoming earnings reports.

Reported vs. expected earnings history for Vertex, Inc.. Trailing twelve-month EPS for Vertex, Inc. stands at $0.02. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.

Financial Statements

Income statement, balance sheet, and cash flow statements.

Income statement, balance sheet and cash flow history for Vertex, Inc.. Vertex, Inc. has reported as a listed company since 2020. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.

Peer Comparison

Comparables

List of peer companies in the same industry.

Vertex, Inc. valued side by side against its closest peers. Vertex, Inc. is measured against Software - Application peers within the Technology sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.

Ownership & News

Institutional Ownership

Premium

Which funds and firms own the stock.

Which institutions hold Vertex, Inc., and how their positions are changing. At a $1.99B market value, institutional positions materially move Vertex, Inc.'s register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.

Insider Trading

Premium

Recent buying and selling by company executives.

Buying and selling by Vertex, Inc. executives and directors. Shares of Vertex, Inc. have traded between $18.54 and $60.71 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.

Senate Trading

Premium

U.S. Senator disclosures filed under the STOCK Act.

U.S. Senate disclosures naming Vertex, Inc.. Vertex, Inc. is a $1.99B Technology company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.

House Trading

Premium

U.S. Representative disclosures filed under the STOCK Act.

U.S. House of Representatives disclosures naming Vertex, Inc.. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.

News

Latest headlines and market coverage.

Latest headlines and company announcements for Vertex, Inc.. Coverage tracks Vertex, Inc. within Software - Application (Technology). Press releases and market coverage, newest first.

Peer companies

  • ASAN — Asana, Inc.
  • BLKB — Blackbaud, Inc.
  • BRZE — Braze, Inc.
  • DAVE — Dave Inc.
  • FRSH — Freshworks Inc.
  • GBTG — Global Business Travel Group, Inc.
  • INTA — Intapp, Inc.
  • KC — Kingsoft Cloud Holdings Limited

More Software - Application companies

  • AHIX — Aluf Holdings, Inc.
  • AI — C3.ai, Inc.
  • AIAD — AiAdvertising, Inc.
  • AICOF — Generative AI Solutions Corp.
  • AIFF — Firefly Neuroscience, Inc.
  • AILQF — AirIQ Inc.
  • AIRE — reAlpha Tech Corp. Common Stock
  • AIXI — Xiao-I Corporation
  • ALDS — APPlife Digital Solutions, Inc.
  • ALIF — Artificial Life, Inc.
  • ALKT — Alkami Technology, Inc.
  • ALRM — Alarm.com Holdings, Inc.

ETFs holding Vertex, Inc.

  • ADDS — Hedgeye Index Adds ETF (1.55%)
  • XSW — State Street SPDR S&P Software & Services ETF (0.63%)
  • XITK — State Street SPDR FactSet Innovative Technology ETF (0.61%)
  • BUYO — KraneShares Man Buyout Beta Index ETF (0.33%)
  • FSEG — Fidelity Enhanced Small Cap Growth ETF (0.22%)
  • FESM — FIDELITY ENHANCED SMALL CAP ETF (0.20%)
  • FINX — Global X - FinTech ETF (0.17%)

News

Latest Market News