VERX — Vertex, Inc.

Nasdaq · Information Technology · Software · CIK 1806837 ·
Last close
$13.06
Market Cap
$1.04B
52W High
$15.80
52W Low
$10.59
ADV30
1,412,470
Next earnings
2026-08-05
Vertex, Inc., together with its subsidiaries, provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally. The company offers transaction determination; compliance and reporting, including workflow management tools; tax data management and document management solutions; analytics and insights; pre-built integration that includes mapping data fields, and business logic and configurations; industry-specific solutions support certain industries for indirect tax needs, such as retail, communications, and leasing; and technology specific solutions, such as chain flow accelerator and SAP-specific tools. It provides implementation services, such as configuration, data migration and implementation, and support and training; E-invoicing, an end-to-end e-invoicing process; and managed services, including indirect tax return preparation, filing and tax payment, and notice management. The company sells its software products through software licenses and software as a service subscription. Vertex, Inc. has a strategic collaboration with xSuite Group GmbH to support SAP customers. The company was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.

Quarterly Fundamentals

Revenues vs Net Income (last 4 Q)

Assets vs Liabilities (last 4 Q)

PeriodRevenuesGrossProfit OpIncomeNetIncomeAssets CashLiabilities
Mar 2026 196,646,000 124,869,000 -16,344,000 -2,510,000 1,214,368,000 252,455,000 967,864,000
Dec 2025 194,711,000 126,091,000 -3,211,000 -7,003,000 1,270,835,000 314,009,000 1,011,915,000
Sep 2025 192,112,000 121,316,000 320,000 4,045,000 1,221,858,000 313,506,000 957,386,000
Jun 2025 184,559,000 121,200,000 -1,564,000 -961,000 1,198,189,000 284,386,000 950,147,000

Cashflow TTM (yfinance, fills SEC gap)

Operating CF
$165,543,000
Investing CF
$-123,745,000
Financing CF
$-32,782,000
CapEx
$-117,954,000
Dividends Paid
Buybacks
EPS Diluted TTM
$0.04
As of
2026-05-10

Balance + Analyst (yfinance extras)

Retained Earnings
$-46,104,000
Inventory
Receivables
$183,446,000
ST Investments
$0
EBIT TTM
$-14,669,000
Pretax Income TTM
$7,579,000
Interest Exp TTM
Analysts
13

Yahoo Snapshot (yfinance, live)

Total Revenue
$768,028,032
EBITDA
$15,630,000
Free Cash Flow
$99,455,872
Enterprise Value
$2,247,308,544
Total Cash
$252,455,008
Total Debt
$350,144,000
Shares Out
79,661,290
Trailing EPS
$-0.05
Book Value
$1.63
ROE
-2.9%
ROA
0.5%
Div Yield

Annual Trend (SEC EDGAR, last 4y)

Revenues vs Net Income (last 4y)

FY endRevenuesOpIncome NetIncomeAssetsLiabilities EquityOCF
Dec 2025 748,444,000 -14,669,000 7,211,000 1,270,835,000 1,011,915,000 165,543,000
Dec 2024 666,776,000 15,272,000 -52,729,000 1,166,791,000 987,439,000 164,821,000
Dec 2023 572,387,000 -17,510,000 -13,093,000 759,927,000 506,946,000 74,332,000
Dec 2022 491,624,000 -8,082,000 -12,304,000 719,192,000 489,467,000 63,848,000

TTM Snapshot

Revenues TTM
NetIncome TTM
OpCashFlow TTM
Assets (Latest)
Forward EPS
$1.03

Peers — same industry

TickerNameMarket CapLastDaily %
GTM ZoomInfo Technologies Inc. $1.03B $3.50
ASAN Asana, Inc. $1.10B $6.58
PRCH Porch Group, Inc. $1.12B $10.21
VIA Via Transportation, Inc. $1.12B $14.44
TUYA Tuya Inc. $1.13B $2.08

News headlines (Yahoo Finance, 1h cache)

New Vertex Research Highlights Rising Revenue Risk from IT, Tax, and Finance Misalignment
2026-05-19 11:00 · Yahoo
Vertex Q1 Earnings Call Highlights
2026-05-09 07:10 · Yahoo
A Look At Vertex (VERX) Valuation After Q1 2026 Beat Brinta Deal And Value Creation Plan
2026-05-09 00:28 · Yahoo
Vertex Inc (VERX) Q1 2026 Earnings Call Highlights: Strong Growth in Cloud Revenue and ...
2026-05-08 21:00 · Yahoo
3 Stocks That Could Be Trading Up To 46.1% Below Their Estimated Intrinsic Value
2026-05-08 11:38 · Yahoo
Compared to Estimates, Vertex (VERX) Q1 Earnings: A Look at Key Metrics
2026-05-07 13:30 · Yahoo
Vertex (VERX) Tops Q1 Earnings and Revenue Estimates
2026-05-07 12:50 · Yahoo
Vertex Announces First Quarter 2026 Financial Results
2026-05-07 11:00 · Yahoo
Conestoga Capital Advisors Exited Vertex (VRTX) as the Valuation No Longer Reflects a Favorable Risk-Reward
2026-04-28 13:14 · Yahoo
Vertex And Two More Stocks Possibly Priced Below Their Estimated Worth
2026-04-21 17:38 · Yahoo

Recent Insider Activity

No insider activity indexed for this ticker.