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Vertex, Inc. Class A Common Stock (VERX)
Price$13.16
Value ScoreD
Growth ScoreC
Momentum ScoreD
Favorite Metrics
Price vs S&P 500 (26W)-41.02%
Price vs S&P 500 (4W)-11.85%
VGM Score35.96
Market Capitalization$2.07B
P/E Ratio (Annual)287.01x
All Metrics
P/CF (Annual)12.50x
Book Value / Share (Quarterly)$1.53
P/TBV (Annual)14.49x
Indicated Dividend (Annual)$0.00
Revenue Growth (3Y)15.04%
Cash Flow / Share (Quarterly)$0.42
Price vs S&P 500 (YTD)-42.26%
Gross Margin (TTM)64.25%
Net Profit Margin (TTM)-0.84%
EPS (TTM)$-0.04
10-Day Avg Trading Volume1.68M
EPS Excl Extra (TTM)$-0.04
Revenue Growth (5Y)14.84%
EPS (Annual)$0.04
ROI (Annual)1.21%
Gross Margin (Annual)64.35%
Net Profit Margin (5Y Avg)-2.42%
Cash / Share (Quarterly)$1.57
P/E Basic Excl Extra (TTM)331.18x
Revenue Growth QoQ (YoY)11.06%
P/E Normalized (Annual)287.01x
ROA (Last FY)0.57%
Revenue Growth TTM (YoY)11.79%
EBITD / Share (TTM)$0.09
ROE (5Y Avg)-7.56%
Operating Margin (TTM)-1.66%
Cash Flow / Share (Annual)$0.30
P/B Ratio8.40x
P/B Ratio (Quarterly)7.72x
Net Income / Employee (Annual)$3,400
EV / Revenue (TTM)2.81x
Net Interest Coverage (TTM)-4.21x
ROA (TTM)-0.52%
EV / EBITDA (TTM)144.81x
EPS Incl Extra (Annual)$0.04
Current Ratio (Annual)0.98x
Quick Ratio (Quarterly)0.77x
3-Month Avg Trading Volume1.97M
52-Week Price Return-68.57%
EV / Free Cash Flow (Annual)45.29x
P/E Incl Extra (TTM)331.18x
Revenue / Employee (TTM)$365,700
Tangible BV / Share (Quarterly)$1.29
P/S Ratio (Annual)2.77x
Asset Turnover (Annual)0.59x
52-Week High$42.44
Operating Margin (5Y Avg)-1.08%
EPS Excl Extra (Annual)$0.04
CapEx CAGR (5Y)29.16%
Tangible BV CAGR (5Y)2.44%
26-Week Price Return-33.10%
Quick Ratio (Annual)0.92x
13-Week Price Return-15.59%
Total Debt / Equity (Annual)1.30x
Current Ratio (Quarterly)0.86x
Enterprise Value$2.16B
Revenue / Share Growth (5Y)10.09%
Asset Turnover (TTM)0.63x
Book Value / Share Growth (5Y)0.68%
Revenue / Employee (Annual)$356,400
Pretax Margin (Annual)1.01%
Cash / Share (Annual)$1.97
3-Month Return Std Dev69.51%
Gross Margin (5Y Avg)62.37%
Net Income / Employee (TTM)$-3,100
EBITDA Interim CAGR (5Y)-4.59%
ROE (Last FY)2.79%
Net Interest Coverage (Annual)0.29x
EPS Basic Excl Extra (Annual)$0.04
P/FCF (TTM)30.66x
Receivables Turnover (TTM)4.93x
EV / Free Cash Flow (TTM)31.93x
Total Debt / Equity (Quarterly)1.37x
EPS Incl Extra (TTM)$-0.04
Receivables Turnover (Annual)4.30x
ROI (TTM)-1.09%
P/S Ratio (TTM)2.69x
Pretax Margin (5Y Avg)-1.09%
Revenue / Share (Annual)$4.61
Tangible BV / Share (Annual)$1.38
Forward P/E14.78x
Free OCF CAGR (5Y)12.23%
Price vs S&P 500 (52W)-92.94%
P/E Ratio (TTM)331.18x
Year-to-Date Return-34.10%
5-Day Price Return-12.03%
EPS Normalized (Annual)$0.04
ROA (5Y Avg)-1.52%
Net Profit Margin (Annual)0.96%
Month-to-Date Return-1.42%
Cash Flow / Share (TTM)$0.23
EBITD / Share (Annual)$0.18
Operating Margin (Annual)0.31%
LT Debt / Equity (Annual)1.30x
P/CF (TTM)10.97x
ROI (5Y Avg)-3.69%
P/E Excl Extra (TTM)331.18x
LT Debt / Equity (Quarterly)1.37x
EPS Basic Excl Extra (TTM)$-0.04
P/TBV (Quarterly)9.13x
P/B Ratio (Annual)12.30x
Pretax Margin (TTM)-1.05%
Book Value / Share (Annual)$1.62
Price vs S&P 500 (13W)-23.84%
Beta0.82x
P/FCF (Annual)43.49x
Revenue / Share (TTM)$4.79
ROE (TTM)-2.53%
52-Week Low$10.59
vGradeD
gGradeC
mGradeD
vgmGradeD
Show chart for
Earnings Surprise History
Q1 260.17est. 0.17
Analyst Recommendations
Mar 2026
Apr 2026
May 2026
Jun 2026
3.78
3.78
3.82
3.82
Industry Peers — Software(268)
| Symbol | Value Score | Growth Score | Momentum Score | Price |
|---|---|---|---|---|
VERXVertex, Inc. Class A Common Stock | D | C | D | $13.16 |
| MSFTMicrosoft Corp | D | B | C | $416.67 |
| ORCLOracle Corp | F | C | B | $213.68 |
| PLTRPalantir Technologies Inc. Class A Common Stock | F | A | C | $135.53 |
| SAPSAP SE | D | C | C | $184.77 |
| CRWDCrowdStrike Holdings, Inc. Class A Common Stock | F | A | B | $671.02 |
| CRMSalesforce, Inc. | C | B | C | $185.66 |
| SHOPShopify Inc. Class A subordinate voting shares | F | B | C | $109.54 |
| NOWSERVICENOW, INC. | F | B | D | $112.45 |
| CDNSCadence Design Systems | F | C | B | $376.19 |
| ADBEAdobe Inc. | C | C | D | $251.44 |
About
Vertex is a tax technology provider offering cloud-based and on-premise compliance solutions for indirect taxes across multiple jurisdictions. The company serves specific industries with software and services covering sales tax, value-added tax, payroll tax, and related compliance needs. Vertex generates revenue primarily through software subscriptions and serves customers globally seeking to automate tax determination and compliance processes.